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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
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 657 mi | +US$ 40,3 mi | +7% | 10,4% | 65,9% | 215 | 7,44% | 6,8 |
|
| 3327 |
3327
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 657 mi | +US$ 67,4 mi | +11% | 12,3% | 56,7% | 630 | 10,79% | 2,1 |
|
| 3328 |
3328
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 655 mi | +US$ 72,9 mi | +13% | 15,8% | 88% | 121 | 9,92% | 2,1 |
|
| 3329 |
3329
Clear Trail Advisors
Houston,
Texas
| US$ 655 mi | +US$ 54,6 mi | +9% | 4,49% | – | 166 | 13,25% | 0,4 |
|
| 3330 |
3330
Sovereign Financial Group
Stamford,
Connecticut
| US$ 654 mi | +US$ 78,8 mi | +14% | 18% | 90,7% | 407 | 15,23% | 2,8 |
|
| 3331 |
3331
WealthShield Partners
Cary,
North Carolina
| US$ 654 mi | -US$ 244 mi | -27% | 17% | 71% | 626 | 42,17% | 3,6 |
|
| 3332 |
3332
Marble Wealth
Montgomery,
Alabama
| US$ 653 mi | +US$ 81,9 mi | +14% | 16,9% | – | 244 | 13,11% | 0,4 |
|
| 3333 |
3333
Endurance Services Ltd
Purchase,
New York
| US$ 653 mi | +US$ 59,2 mi | +10% | 9,49% | – | 8 | 0% | 1,4 |
|
| 3334 |
3334
Crawford Fund Management
Boston,
Massachusetts
| US$ 653 mi | +US$ 133 mi | +26% | 3,64% | – | 217 | 22,12% | 1,2 |
|
| 3335 |
3335
Stamos Capital Partners
Menlo Park,
California
| US$ 653 mi | +US$ 12,9 mi | +2% | 8,87% | 36,7% | 142 | 1,41% | 3,4 |
|
| 3336 |
3336
Nordwand Advisors
Radnor,
Pennsylvania
| US$ 652 mi | +US$ 80,5 mi | +14% | 21,2% | 93% | 155 | 9,03% | 1,4 |
|
| 3337 |
3337
Three Arch Wealth Management
Irvine,
California
| US$ 652 mi | +US$ 95,8 mi | +17% | 11% | – | 71 | 16,9% | 0,4 |
|
| 3338 |
3338
Presilium Private Wealth
Radnor,
Pennsylvania
| US$ 651 mi | +US$ 84,2 mi | +15% | 9,87% | 45,9% | 97 | 23,71% | 2,2 |
|
| 3339 |
3339
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 651 mi | +US$ 88,1 mi | +16% | 12,1% | 74,6% | 154 | 15,58% | 2,5 |
|
| 3340 |
3340
BlueSpruce Investments
Chicago,
Illinois
| US$ 650 mi | +US$ 19,1 mi | +3% | 21,1% | 59,6% | 22 | 72,73% | 0,5 |
|
| 3341 |
3341
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$ 650 mi | +US$ 69,6 mi | +12% | 12,5% | 65% | 131 | 9,16% | 2,5 |
|
| 3342 |
3342
Broad Run Investment Management
Arlington,
Virginia
| US$ 650 mi | +US$ 81,9 mi | +14% | 24% | 202% | 24 | 0% | 7 |
|
| 3343 |
3343
Onex Canada Asset Management
Toronto,
Ontario, Canada
| US$ 649 mi | +US$ 48,1 mi | +8% | 22,8% | 87,8% | 81 | 4,94% | 4,8 |
|
| 3344 |
3344
Perennial Advisors
New York
| US$ 649 mi | +US$ 62 mi | +11% | 13,5% | – | 147 | 21,77% | 3,9 |
|
| 3345 |
3345
Asset Allocation Strategies
Farmington,
Michigan
| US$ 649 mi | +US$ 86 mi | +15% | 10% | 58,1% | 184 | 13,04% | 1,7 |
|
| 3346 |
3346
Goodman Financial
Houston,
Texas
| US$ 647 mi | +US$ 65,1 mi | +11% | 6,86% | 52,5% | 84 | 21,43% | 2,5 |
|
| 3347 |
3347
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 647 mi | +US$ 100 mi | +18% | 32,5% | 282% | 434 | 32,03% | 1,5 |
|
| 3348 |
JCP
3348
JB Capital Partners
Armonk,
New York
| US$ 646 mi | +US$ 65,9 mi | +11% | 14,6% | 142% | 86 | 2,33% | 3,7 |
|
| 3349 |
3349
Brian C. Broderick
| US$ 646 mi | +US$ 104 mi | +19% | 29,4% | 98,6% | 98 | 6,12% | 6,6 |
|
| 3350 |
3350
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 646 mi | +US$ 54 mi | +9% | 15,1% | 69% | 131 | 14,5% | 2,5 |
|