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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 |
3276
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 534 mi | +US$ 56,6 mi | +12% | 16% | 107% | 170 | 14,12% | 1,6 |
|
| 3277 |
3277
Beverly Hills Private Wealth
Beverly Hills,
California
| US$ 533 mi | +US$ 27,8 mi | +6% | 8,26% | 80% | 350 | 6,29% | 1,9 |
|
| 3278 |
3278
Olstein Capital Management
Purchase,
New York
| US$ 533 mi | -US$ 9,8 mi | -2% | 2,67% | 16,6% | 102 | 4,9% | 5,8 |
|
| 3279 |
3279
Well Done LLC
Holland,
Michigan
| US$ 533 mi | -US$ 18,4 mi | -3% | 5,1% | 80,4% | 193 | 16,58% | 4,6 |
|
| 3280 |
3280
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$ 533 mi | +US$ 32,9 mi | +7% | 8,12% | 67,5% | 152 | 14,47% | 4,3 |
|
| 3281 |
3281
Moment Partners
San Francisco,
California
| US$ 533 mi | +US$ 28,2 mi | +6% | 8,28% | – | 116 | 6,9% | 0,5 |
|
| 3282 |
3282
SilverOak Wealth Management
Edina,
Minnesota
| US$ 533 mi | +US$ 70,4 mi | +15% | 11% | 77,8% | 119 | 18,49% | 1,1 |
|
| 3283 |
3283
North Growth Management
Vancouver,
British Columbia, Canada
| US$ 533 mi | +US$ 59,2 mi | +12% | 19,1% | 243% | 48 | 4,17% | 4,2 |
|
| 3284 |
3284
MATAURO
New York
| US$ 533 mi | +US$ 40,3 mi | +8% | 10,3% | – | 149 | 24,83% | 0,4 |
|
| 3285 |
3285
SOA Wealth Advisors
New York
| US$ 532 mi | +US$ 53,4 mi | +11% | 10,6% | 79,1% | 943 | 13,47% | 3,5 |
|
| 3286 |
3286
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 532 mi | +US$ 72,3 mi | +16% | 8,68% | 67% | 237 | 21,94% | 1,4 |
|
| 3287 |
3287
Advisors Management Group
La Crosse,
Wisconsin
| US$ 531 mi | +US$ 71,4 mi | +16% | 7,15% | 125% | 153 | 3,92% | 4,8 |
|
| 3288 |
3288
Arosa Capital Management
Miami Beach,
Florida
| US$ 531 mi | +US$ 260 mi | +96% | 48,5% | 536% | 75 | 62,67% | 0,3 |
|
| 3289 |
3289
Vanderbilt University
Nashville,
Tennessee
| US$ 530 mi | +US$ 6,4 mi | +1% | 6,31% | 61,8% | 87 | 22,99% | 1,5 |
|
| 3290 |
3290
Lathrop Investment Management
Little Rock,
Arkansas
| US$ 529 mi | +US$ 25,1 mi | +5% | 10,6% | 72,2% | 89 | 13,48% | 6,7 |
|
| 3291 |
3291
Clearstead Trust
Portland,
Maine
| US$ 529 mi | +US$ 79,3 mi | +18% | 15,5% | 111% | 1.553 | 47,59% | 1 |
|
| 3292 |
3292
Nextech Invest
Zurich,
Switzerland
| US$ 528 mi | +US$ 98,1 mi | +23% | 32,1% | 982% | 16 | 6,25% | 2 |
|
| 3293 |
3293
Gateway Wealth Partners
Appleton,
Wisconsin
| US$ 527 mi | +US$ 82 mi | +18% | 8,63% | 58,9% | 378 | 23,81% | 1,3 |
|
| 3294 |
3294
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 527 mi | +US$ 25,6 mi | +5% | 3,7% | 24,5% | 37 | 18,92% | 5,2 |
|
| 3295 |
3295
TLWM Financial
San Antonio,
Texas
| US$ 526 mi | +US$ 26,2 mi | +5% | 6,81% | 53,9% | 76 | 10,53% | 3,7 |
|
| 3296 |
3296
Optas LLC
Austin,
Texas
| US$ 526 mi | -US$ 48,5 mi | -8% | 14,4% | 118% | 402 | 32,84% | 2 |
|
| 3297 |
3297
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 526 mi | +US$ 6,79 mi | +1% | 6,94% | 96,1% | 121 | 3,31% | 8,3 |
|
| 3298 |
3298
Manitou Investment Management
Toronto,
Ontario, Canada
| US$ 526 mi | +US$ 11,4 mi | +2% | 11,9% | 69,3% | 66 | 7,58% | 3,2 |
|
| 3299 |
3299
Adams Wealth Management
Logan,
Utah
| US$ 525 mi | +US$ 15,9 mi | +3% | 10,5% | 105% | 191 | 28,27% | 1,6 |
|
| 3300 |
3300
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 525 mi | +US$ 42,9 mi | +9% | 8,01% | 72,7% | 205 | 13,66% | 4 |
|