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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Northstar Wealth Partners
West Hartford,
Connecticut
| US$ 225 mi | +US$ 6,27 mi | +3% | 2,7% | 36,2% | 186 | 6,45% | 1,5 |
|
| 3327 |
SP
3327
StackLine Partners
New York
| US$ 225 mi | +US$ 27,3 mi | +14% | 3,31% | 12,7% | 22 | 27,27% | 0,3 |
|
| 3328 |
3328
Beck Bode LLC
Dedham,
Massachusetts
| US$ 225 mi | +US$ 17,3 mi | +8% | 4,17% | 155% | 77 | 37,66% | 0,4 |
|
| 3329 |
3329
Trivium Point Advisory
Westport,
Connecticut
| US$ 224 mi | +US$ 10,2 mi | +5% | 4,87% | 106% | 173 | 16,18% | 0,4 |
|
| 3330 |
3330
Keating Investment Counselors
Delray Beach,
Florida
| US$ 224 mi | +US$ 3,11 mi | +1% | 2,53% | 50% | 66 | 4,55% | 4,4 |
|
| 3331 |
3331
Kellner Capital
New York
| US$ 224 mi | +US$ 76,8 mi | +52% | 8,83% | 390% | 47 | 74,47% | 0,2 |
|
| 3332 |
3332
Farmers & Merchants Trust Company
Long Beach,
California
| US$ 224 mi | +US$ 4,4 mi | +2% | 3,08% | 79,8% | 143 | 5,59% | 0,5 |
|
| 3333 |
3333
Starfire Investment Advisers
Southfield,
Michigan
| US$ 224 mi | +US$ 5,74 mi | +3% | 2,8% | 19,2% | 163 | 4,29% | 1,4 |
|
| 3334 |
3334
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 223 mi | +US$ 3,46 mi | +2% | 3,8% | 101% | 128 | 3,91% | 3,8 |
|
| 3335 |
AP
3335
Arlington Partners
Birmingham,
Alabama
| US$ 223 mi | +US$ 83,5 mi | +60% | 1,8% | 46,4% | 266 | 45,49% | 0,7 |
|
| 3336 |
3336
Rainier Group Investment Advisory
Bellevue,
Washington
| US$ 223 mi | -US$ 3,8 mi | -2% | 3,89% | 41,4% | 45 | 15,56% | 1,6 |
|
| 3337 |
3337
Lincoln Capital
Lincoln,
Nebraska
| US$ 223 mi | +US$ 16,1 mi | +8% | 7,43% | 67,1% | 79 | 11,39% | 3,1 |
|
| 3338 |
3338
JHL Capital Group
Chicago,
Illinois
| US$ 223 mi | -US$ 8,89 mi | -4% | 0,71% | – | 13 | 61,54% | 0,5 |
|
| 3339 |
3339
WealthStone
Columbus,
Ohio
| US$ 223 mi | +US$ 220 mi | +7.919% | 3,28% | – | 1.020 | 87,55% | 0 |
|
| 3340 |
3340
Liberty Capital Management
Birmingham,
Michigan
| US$ 223 mi | +US$ 24,5 mi | +12% | 4,79% | – | 123 | 11,38% | 3,6 |
|
| 3341 |
3341
Peak Financial Management
Wellesley,
Massachusetts
| US$ 223 mi | +US$ 5,21 mi | +2% | 2,45% | 58,2% | 56 | 1,79% | 2 |
|
| 3342 |
3342
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$ 223 mi | +US$ 6,56 mi | +3% | 2,77% | 39,1% | 38 | 0% | 3 |
|
| 3343 |
3343
Manchester Financial
Westlake Village,
California
| US$ 222 mi | +US$ 16,1 mi | +8% | 2,96% | 73% | 535 | 86,92% | 0,1 |
|
| 3344 |
PCMK
3344
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 222 mi | +US$ 11,8 mi | +6% | 2,22% | 87,5% | 361 | 45,15% | 1,3 |
|
| 3345 |
3345
Financial Consulate
Hunt Valley,
Maryland
| US$ 222 mi | +US$ 3,48 mi | +2% | 2,95% | 61,4% | 114 | 15,79% | 2,4 |
|
| 3346 |
WAM
3346
Warlander Asset Management
New York
| US$ 222 mi | -US$ 60,3 mi | -21% | 21% | 0,72% | 8 | 37,5% | 0,7 |
|
| 3347 |
3347
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| US$ 222 mi | +US$ 13 mi | +6% | 4,46% | 80,3% | 76 | 7,89% | 1,3 |
|
| 3348 |
3348
180 Wealth Advisors
Federal Way,
Washington
| US$ 222 mi | +US$ 1,78 mi | +0,8% | 4,1% | 136% | 267 | 13,86% | 1,1 |
|
| 3349 |
3349
Occidental Asset Management
Burlingame,
California
| US$ 222 mi | +US$ 14,2 mi | +7% | 3,72% | 82,5% | 152 | 10,53% | 2,6 |
|
| 3350 |
3350
RDA Financial Network
Akron,
Iowa
| US$ 222 mi | +US$ 10,2 mi | +5% | 3,11% | 93,4% | 240 | 12,08% | 0,2 |
|