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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
LWA
3276
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 149 mi | +US$ 3,11 mi | +2% | 2,67% | 63,3% | 270 | 18,52% | 1,1 |
|
| 3277 |
3277
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$ 149 mi | +US$ 9,46 mi | +7% | 3,09% | 112% | 53 | 5,66% | 1,4 |
|
| 3278 |
NJBEST
3278
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$ 149 mi | +US$ 4,49 mi | +3% | 1,51% | 42% | 235 | 44,68% | 1 |
|
| 3279 |
NFG
3279
Noven Financial Group
Denver,
Colorado
| US$ 149 mi | +US$ 7,6 mi | +5% | 2,87% | 45,1% | 47 | 27,66% | 1,1 |
|
| 3280 |
3280
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 148 mi | +US$ 4,78 mi | +3% | 0,47% | 55% | 30 | 13,33% | 0,4 |
|
| 3281 |
3281
Heritage Wealth Advisors
Richmond,
Virginia
| US$ 148 mi | +US$ 20,5 mi | +16% | 2,78% | 65% | 94 | 11,7% | 1,6 |
|
| 3282 |
LCM
3282
Liberty Capital Management
Birmingham,
Michigan
| US$ 148 mi | +US$ 14,8 mi | +11% | 3,51% | – | 114 | 19,3% | 2,2 |
|
| 3283 |
BHA
3283
Beech Hill Advisors
New York
| US$ 148 mi | +US$ 20,1 mi | +16% | 3,27% | 105% | 83 | 36,14% | 1,4 |
|
| 3284 |
RCI
3284
Redwood Capital Investments
Hanover,
Maryland
| US$ 148 mi | +US$ 2,06 mi | +1% | 2,07% | – | 2 | 0% | 0,5 |
|
| 3285 |
KFP
3285
Keystone Financial Planning
Cleveland,
Ohio
| US$ 148 mi | +US$ 7,97 mi | +6% | 5,87% | 46% | 48 | 18,75% | 1,8 |
|
| 3286 |
MIC
3286
MU Investments Company
Tokyo,
Japan
| US$ 148 mi | -US$ 10,7 mi | -7% | 1,22% | 40,4% | 203 | 24,63% | 2 |
|
| 3287 |
MA
3287
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 147 mi | +US$ 55 mil | +0% | 3,38% | 166% | 72 | 8,33% | 2,4 |
|
| 3288 |
MIC
3288
Meridian Investment Counsel
Lafayette,
California
| US$ 147 mi | +US$ 4,33 mi | +3% | 3,88% | 116% | 176 | 6,25% | 2 |
|
| 3289 |
BI
3289
Boulegeris Investments
Sandy Springs,
Georgia
| US$ 147 mi | +US$ 5,05 mi | +4% | 6,37% | 39,1% | 52 | 13,46% | 1,4 |
|
| 3290 |
TG
3290
TLP Group
Evanston,
Illinois
| US$ 147 mi | -US$ 17,7 mi | -11% | 3,51% | 42,7% | 455 | 73,85% | 0,2 |
|
| 3291 |
MC
3291
MRJ Capital
New York
| US$ 147 mi | +US$ 308 mil | +0,2% | 1,7% | 127% | 55 | 14,55% | 2,1 |
|
| 3292 |
3292
Affinity Wealth Management
Wilmington,
Delaware
| US$ 147 mi | -US$ 16 mi | -10% | 2,61% | 116% | 60 | 23,33% | 1,2 |
|
| 3293 |
VWM
3293
Vector Wealth Management
Minneapolis,
Minnesota
| US$ 147 mi | +US$ 11,7 mi | +9% | 4,69% | 2,13% | 82 | 7,32% | 2,1 |
|
| 3294 |
MC
3294
Miles Capital
West Des Moines,
Iowa
| US$ 147 mi | -US$ 2,09 mi | -1% | 2,59% | 15,4% | 215 | 43,26% | 0,8 |
|
| 3295 |
FPA
3295
Fieldpoint Private Advisors
New York
| US$ 147 mi | +US$ 5,69 mi | +4% | 0,64% | 34% | 66 | 16,67% | 1,8 |
|
| 3296 |
AAM
3296
American Asset Management
Boca Raton,
Florida
| US$ 147 mi | +US$ 15,3 mi | +12% | 5,29% | 42,5% | 12 | 25% | 0,9 |
|
| 3297 |
DDC
3297
Daniel Devine & Co
Parkland,
Florida
| US$ 147 mi | -US$ 6,83 mi | -4% | 1,7% | 34,2% | 59 | 15,25% | 1,3 |
|
| 3298 |
SFA
3298
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$ 147 mi | +US$ 20,2 mi | +16% | 2,67% | 39,1% | 47 | 21,28% | 0,5 |
|
| 3299 |
CAM
3299
Crestone Asset Management
Boulder,
Colorado
| US$ 146 mi | +US$ 33,7 mi | +30% | 4,65% | 6,65% | 27 | 25,93% | 0,5 |
|
| 3300 |
FCMI
3300
Foresite Capital Management II
Larkspur,
California
| US$ 146 mi | -US$ 58 mi | -28% | 1,06% | 66,2% | 20 | 25% | 1,2 |
|