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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Patten Group
Chattanooga,
Tennessee
| US$ 643 mi | +US$ 68 mi | +12% | 17,6% | 88,1% | 342 | 18,42% | 5,1 |
|
| 3352 |
3352
Centric Wealth Management
Chicago,
Illinois
| US$ 643 mi | +US$ 142 mi | +28% | 11,8% | 44,4% | 209 | 2,87% | 2,9 |
|
| 3353 |
3353
Holistic Planning
Nacogdoches,
Texas
| US$ 643 mi | +US$ 141 mi | +28% | 11% | – | 349 | 19,48% | 1,2 |
|
| 3354 |
3354
Foresite Capital Management VI
Larkspur,
California
| US$ 643 mi | +US$ 182 mi | +40% | 21,6% | – | 25 | 40% | 0,5 |
|
| 3355 |
3355
GenWealth Group
Maplewood,
New Jersey
| US$ 642 mi | +US$ 57,4 mi | +10% | 11,8% | 73,9% | 98 | 22,45% | 4,6 |
|
| 3356 |
3356
Martin & Co
Knoxville,
Tennessee
| US$ 640 mi | +US$ 52,7 mi | +9% | 12,5% | 67,8% | 102 | 2,94% | 9,8 |
|
| 3357 |
AMCA
3357
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 640 mi | +US$ 77,5 mi | +14% | 18,8% | 110% | 140 | 10% | 5,1 |
|
| 3358 |
3358
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$ 639 mi | +US$ 14,1 mi | +2% | 18% | 45,5% | 42 | 4,76% | 5,5 |
|
| 3359 |
3359
Ironwood Financial
Tucson,
Arizona
| US$ 639 mi | +US$ 66 mi | +12% | 10,5% | 48,8% | 182 | 9,34% | 5,5 |
|
| 3360 |
3360
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 639 mi | +US$ 71,8 mi | +13% | 17,5% | 106% | 248 | 8,06% | 1,8 |
|
| 3361 |
3361
Scott Capital Advisors
Portland,
Oregon
| US$ 639 mi | +US$ 145 mi | +29% | 8,85% | 50,9% | 68 | 17,65% | 2,6 |
|
| 3362 |
3362
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 638 mi | +US$ 85,9 mi | +16% | 14,4% | 65,6% | 110 | 22,73% | 2,9 |
|
| 3363 |
3363
Adventist Health System West
Roseville,
California
| US$ 638 mi | +US$ 74,2 mi | +13% | 13,5% | 60,2% | 13 | 7,69% | 1,7 |
|
| 3364 |
3364
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 637 mi | +US$ 119 mi | +23% | 9,18% | 41,9% | 186 | 28,49% | 1,9 |
|
| 3365 |
3365
Sky Investment Group
Hartford,
Connecticut
| US$ 637 mi | +US$ 53,5 mi | +9% | 11,8% | 68% | 151 | 9,27% | 6,5 |
|
| 3366 |
3366
Sunriver Management
Greenwich,
Connecticut
| US$ 637 mi | +US$ 45,5 mi | +8% | 12,7% | 9,27% | 29 | 65,52% | 0,7 |
|
| 3367 |
3367
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 637 mi | +US$ 58,9 mi | +10% | 15,2% | 55,9% | 135 | 20% | 3,7 |
|
| 3368 |
MAM
3368
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$ 636 mi | +US$ 93,5 mi | +17% | 14% | 64% | 296 | 32,09% | 1,3 |
|
| 3369 |
3369
Maytus Capital Management
New York
| US$ 636 mi | +US$ 73,8 mi | +13% | 73% | 442% | 99 | 74,75% | 0,3 |
|
| 3370 |
3370
Martel Wealth Advisors
Vancouver,
Washington
| US$ 636 mi | +US$ 48,2 mi | +8% | 7,8% | 43,4% | 78 | 28,21% | 4,3 |
|
| 3371 |
3371
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$ 635 mi | +US$ 51,6 mi | +9% | 18,6% | 79,5% | 149 | 7,38% | 7,9 |
|
| 3372 |
3372
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$ 635 mi | +US$ 120 mi | +23% | 13,2% | 72,1% | 46 | 36,96% | 1,1 |
|
| 3373 |
3373
Golden Reserve Retirement
Dublin,
Ohio
| US$ 635 mi | +US$ 150 mi | +31% | 17% | – | 131 | 35,11% | 0,4 |
|
| 3374 |
3374
Gould Asset Management
Claremont,
California
| US$ 635 mi | +US$ 59,1 mi | +10% | 7,81% | 42,8% | 181 | 8,29% | 6 |
|
| 3375 |
3375
Altiora Financial Group
Lebanon,
Ohio
| US$ 634 mi | +US$ 27,4 mi | +5% | 6,97% | 38,3% | 117 | 10,26% | 2,2 |
|