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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Burling Wealth Partners
Chicago,
Illinois
| US$ 683 mi | +US$ 65,1 mi | +11% | 12,8% | – | 191 | 13,09% | 1,2 |
|
| 3252 |
AMG
3252
Asset Management Group
Stamford,
Connecticut
| US$ 683 mi | +US$ 64,7 mi | +10% | 13,9% | 57% | 140 | 3,57% | 8,9 |
|
| 3253 |
3253
Calton & Associates
Tampa,
Florida
| US$ 683 mi | -US$ 13,1 mi | -2% | 17,6% | 73,9% | 503 | 29,62% | 1,5 |
|
| 3254 |
3254
Principal Street Partners
Memphis,
Tennessee
| US$ 683 mi | +US$ 69,9 mi | +11% | 16,3% | 91% | 284 | 15,49% | 3 |
|
| 3255 |
3255
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$ 683 mi | +US$ 116 mi | +20% | 16,7% | 83% | 195 | 25,13% | 2,6 |
|
| 3256 |
3256
Wilsey Asset Management
San Diego,
California
| US$ 681 mi | +US$ 43,2 mi | +7% | 3,86% | 66,9% | 28 | 10,71% | 3,6 |
|
| 3257 |
3257
Bell Investment Advisors
Oakland,
California
| US$ 681 mi | +US$ 41,7 mi | +7% | 9,94% | 45% | 1.931 | 9,43% | 3,6 |
|
| 3258 |
3258
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 680 mi | +US$ 12,5 mi | +2% | 18,6% | 137% | 216 | 15,28% | 3 |
|
| 3259 |
3259
Peak Asset Management
Louisville,
Colorado
| US$ 680 mi | +US$ 113 mi | +20% | 15,1% | 70,1% | 184 | 20,65% | 5,3 |
|
| 3260 |
FBT
3260
First Bank & Trust
Brookings,
South Dakota
| US$ 680 mi | +US$ 59,2 mi | +10% | 13% | 85,6% | 278 | 10,43% | 3,9 |
|
| 3261 |
3261
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 680 mi | +US$ 40,1 mi | +6% | 13,6% | 93,2% | 217 | 8,76% | 5,3 |
|
| 3262 |
CNBTD
3262
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 680 mi | +US$ 79,1 mi | +13% | 22,9% | 124% | 386 | 2,33% | 4 |
|
| 3263 |
SFA
3263
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 679 mi | +US$ 159 mi | +31% | 45,5% | 187% | 33 | 15,15% | 2,6 |
|
| 3264 |
3264
Bourgeon Capital Management
Darien,
Connecticut
| US$ 679 mi | +US$ 101 mi | +18% | 22,1% | 121% | 123 | 27,64% | 3,4 |
|
| 3265 |
3265
Maia Wealth
Denver,
Colorado
| US$ 679 mi | +US$ 87,7 mi | +15% | 14,7% | – | 390 | 19,23% | 1,5 |
|
| 3266 |
3266
Huber Capital Management
El Segundo,
California
| US$ 679 mi | +US$ 31,1 mi | +5% | 8,17% | 70,4% | 101 | 3,96% | 5,6 |
|
| 3267 |
3267
Atlas Legacy Advisors
Los Angeles,
California
| US$ 678 mi | +US$ 128 mi | +23% | 17,9% | – | 225 | 18,67% | 1,2 |
|
| 3268 |
3268
Ashton Thomas Securities
Rochester,
New York
| US$ 677 mi | -US$ 120 mi | -15% | 14,8% | – | 505 | 37,23% | 1,2 |
|
| 3269 |
3269
Deltec Asset Management
New York
| US$ 677 mi | +US$ 132 mi | +24% | 19,3% | 127% | 304 | 35,86% | 2,2 |
|
| 3270 |
3270
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$ 676 mi | +US$ 86,8 mi | +15% | 15,9% | 63,7% | 154 | 14,29% | 2,7 |
|
| 3271 |
3271
Tempo Wealth
Independence,
Ohio
| US$ 675 mi | +US$ 102 mi | +18% | 23,6% | – | 240 | 12,5% | 0,4 |
|
| 3272 |
3272
Cadinha & Co
Honolulu,
Hawaii
| US$ 675 mi | +US$ 138 mi | +26% | 8,88% | 132% | 110 | 9,09% | 6,6 |
|
| 3273 |
3273
Bellwether Advisors
Lincoln,
Nebraska
| US$ 675 mi | +US$ 84,9 mi | +14% | 24,8% | 115% | 204 | 40,2% | 2,3 |
|
| 3274 |
3274
Carrera Capital Advisors
Troy,
Michigan
| US$ 675 mi | +US$ 25,7 mi | +4% | 2,68% | – | 220 | 19,09% | 1,1 |
|
| 3275 |
3275
WPWealth
Fort Worth,
Texas
| US$ 674 mi | +US$ 19,6 mi | +3% | 8,21% | 38,2% | 107 | 13,08% | 2,1 |
|