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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Spirit of America Management Corp
Syosset,
New York
| US$ 507 mi | +US$ 35 mi | +7% | 12,3% | 113% | 312 | 3,21% | 6 |
|
| 3602 |
3602
Moller Wealth Partners
| US$ 507 mi | +US$ 29 mi | +6% | 3,03% | 44,1% | 71 | 8,45% | 6,3 |
|
| 3603 |
3603
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 506 mi | -US$ 48,9 mi | -9% | 3,01% | 81,8% | 85 | 12,94% | 7,7 |
|
| 3604 |
3604
West Wealth Group
Irvine,
California
| US$ 506 mi | +US$ 24 mi | +5% | 1,78% | 79,8% | 142 | 19,01% | 1,8 |
|
| 3605 |
3605
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 506 mi | -US$ 2,78 mi | -0,5% | 2,1% | 53,1% | 83 | 16,87% | 5,3 |
|
| 3606 |
3606
Manitou Investment Management
Toronto,
Ontario, Canada
| US$ 506 mi | -US$ 65,1 mi | -11% | 11,2% | 69,3% | 57 | 10,53% | 3,7 |
|
| 3607 |
3607
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$ 506 mi | -US$ 3,86 mi | -0,8% | 1,91% | 80,8% | 66 | 21,21% | 3,6 |
|
| 3608 |
CBTWT
3608
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$ 505 mi | +US$ 17,4 mi | +4% | 3,39% | 124% | 164 | 8,54% | 6,2 |
|
| 3609 |
III
3609
Independent Investors Inc
Nesconset,
New York
| US$ 504 mi | -US$ 34,6 mi | -6% | 4,18% | 94,5% | 71 | 4,23% | 9 |
|
| 3610 |
3610
Tradewinds Capital Management
Bellingham,
Washington
| US$ 504 mi | +US$ 29,4 mi | +6% | 8,79% | 96,9% | 754 | 13,66% | 4,3 |
|
| 3611 |
3611
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$ 503 mi | +US$ 27 mi | +6% | 1,04% | 71,1% | 219 | 28,77% | 1,3 |
|
| 3612 |
3612
Single Point Partners
Boston,
Massachusetts
| US$ 503 mi | -US$ 3,21 mi | -0,6% | 1,61% | 56,4% | 90 | 11,11% | 2 |
|
| 3613 |
3613
Altrius Capital Management
New Bern,
North Carolina
| US$ 503 mi | +US$ 30,7 mi | +7% | 9,08% | 43,1% | 89 | 5,62% | 2,8 |
|
| 3614 |
3614
Northwest Bancshares
Warren,
Pennsylvania
| US$ 502 mi | -US$ 15 mi | -3% | 3,71% | 84,8% | 178 | 7,87% | 5 |
|
| 3615 |
3615
Holistic Planning
Nacogdoches,
Texas
| US$ 502 mi | +US$ 32,7 mi | +7% | 0,82% | 61,9% | 312 | 16,99% | 1,2 |
|
| 3616 |
3616
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 502 mi | +US$ 18,7 mi | +4% | 2,03% | 60,3% | 49 | 2,04% | 6,5 |
|
| 3617 |
3617
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$ 502 mi | +US$ 22,3 mi | +5% | 0,68% | 75,2% | 125 | 21,6% | 1,9 |
|
| 3618 |
3618
Peak Retirement Planning
Columbus,
Ohio
| US$ 501 mi | +US$ 74,4 mi | +17% | 0,58% | – | 166 | 22,29% | 0,8 |
|
| 3619 |
3619
Serenus Wealth Advisors
Santa Monica,
California
| US$ 501 mi | -US$ 15,2 mi | -3% | 2,64% | – | 77 | 15,58% | 1 |
|
| 3620 |
3620
Mission Creek Capital Partners
San Francisco,
California
| US$ 501 mi | +US$ 6 mi | +1% | 1,73% | 138% | 239 | 20,5% | 3,6 |
|
| 3621 |
3621
Auxano Advisors
Bellevue,
Washington
| US$ 501 mi | -US$ 5,14 mi | -1% | 2,9% | 103% | 207 | 13,04% | 2,6 |
|
| 3622 |
3622
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 501 mi | -US$ 22 mi | -4% | 2,62% | 67,4% | 146 | 10,96% | 7,3 |
|
| 3623 |
3623
Helen Stephens Group
Fort Worth,
Texas
| US$ 501 mi | +US$ 25,1 mi | +5% | 0,49% | 53,4% | 133 | 18,05% | 2,2 |
|
| 3624 |
3624
Centric Wealth Management
Chicago,
Illinois
| US$ 501 mi | +US$ 27,5 mi | +6% | 0,83% | 44,4% | 213 | 13,62% | 2,7 |
|
| 3625 |
H2CM
3625
H/2 Credit Manager
Stamford,
Connecticut
| US$ 500 mi | +US$ 43,1 mi | +9% | 12,2% | 97,4% | 19 | 0% | 3 |
|