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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Cypress Asset Management
Houston,
Texas
| US$ 299 mi | -US$ 11,7 mi | -4% | 3,23% | 141% | 123 | 10,57% | 6,2 |
|
| 3727 |
3727
True Wealth Design
Akron,
Ohio
| US$ 299 mi | +US$ 25,3 mi | +9% | 2,43% | 57% | 823 | 11,54% | 0,7 |
|
| 3728 |
GWM
3728
GSB Wealth Management
Guilford,
Connecticut
| US$ 299 mi | -US$ 8,77 mi | -3% | 3,63% | 61,8% | 215 | 11,16% | 2,3 |
|
| 3729 |
3729
Whitegate Investment Counselors
Concord,
New Hampshire
| US$ 299 mi | -US$ 5,98 mi | -2% | 3,25% | 48% | 62 | 4,84% | 6,2 |
|
| 3730 |
3730
CoreCommodity Management
Stamford,
Connecticut
| US$ 298 mi | -US$ 41,6 mi | -12% | 3,41% | 65,8% | 191 | 25,65% | 3,2 |
|
| 3731 |
3731
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 298 mi | +US$ 14,7 mi | +5% | 2,09% | 64,7% | 143 | 28,67% | 0,7 |
|
| 3732 |
3732
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 298 mi | -US$ 24,5 mi | -8% | 4,4% | 97,6% | 59 | 5,08% | 6,1 |
|
| 3733 |
3733
Monument Capital Management
Alexandria,
Virginia
| US$ 298 mi | -US$ 15,7 mi | -5% | 0,93% | 170% | 190 | 29,47% | 1,8 |
|
| 3734 |
3734
Waypoint Capital Advisors
Minneapolis,
Minnesota
| US$ 298 mi | -US$ 22,5 mi | -7% | 4,29% | 50,3% | 136 | 18,38% | 1,4 |
|
| 3735 |
3735
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 298 mi | +US$ 5,15 mi | +2% | 1,9% | 115% | 220 | 7,73% | 2,2 |
|
| 3736 |
3736
Mission Creek Capital Partners
San Francisco,
California
| US$ 298 mi | -US$ 12,4 mi | -4% | 2,68% | 138% | 227 | 5,73% | 3 |
|
| 3737 |
3737
Globe Life
Mckinney,
Texas
| US$ 298 mi | -US$ 3,11 mi | -1% | 3,71% | 60,1% | 2 | 50% | 3,4 |
|
| 3738 |
3738
Spinnaker Investment Group
Newport Beach,
California
| US$ 298 mi | -US$ 6,15 mi | -2% | 3,66% | 56,9% | 87 | 9,2% | 1,4 |
|
| 3739 |
3739
Lavaca Capital
Houston,
Texas
| US$ 298 mi | -US$ 44 mi | -13% | 2,84% | 46,5% | 155 | 10,97% | 2 |
|
| 3740 |
3740
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 297 mi | -US$ 48,1 mi | -14% | 3,13% | 87,9% | 257 | 17,51% | 3,1 |
|
| 3741 |
IBT
3741
International Biotechnology Trust
London,
United Kingdom
| US$ 297 mi | -US$ 31,7 mi | -10% | 7,62% | 11,1% | 70 | 20% | 1,8 |
|
| 3742 |
3742
B. Riley Financial
Los Angeles,
California
| US$ 297 mi | -US$ 89,1 mi | -23% | 18,5% | 682% | 32 | 34,38% | 1,4 |
|
| 3743 |
3743
Key Financial Inc
West Chester,
Pennsylvania
| US$ 297 mi | -US$ 5,22 mi | -2% | 4,05% | 55,5% | 1.412 | 7,08% | 2 |
|
| 3744 |
3744
Noble Family Wealth
Clearwater,
Florida
| US$ 297 mi | -US$ 10,8 mi | -4% | 3,89% | 60% | 68 | 13,24% | 0,5 |
|
| 3745 |
3745
Source Financial Advisors
New York
| US$ 296 mi | -US$ 8,25 mi | -3% | 2,96% | 18,5% | 137 | 16,06% | 1,8 |
|
| 3746 |
3746
Essex Savings Bank
Essex,
Connecticut
| US$ 296 mi | -US$ 3,2 mi | -1% | 0,81% | 95,2% | 243 | 11,93% | 3,2 |
|
| 3747 |
3747
Strategic Financial Concepts
San Antonio,
Texas
| US$ 296 mi | +US$ 24,8 mi | +9% | 3,32% | 56,8% | 288 | 19,1% | 0,4 |
|
| 3748 |
3748
Ardmore Road Asset Management
New York
| US$ 296 mi | -US$ 35,9 mi | -11% | 0,05% | 245% | 42 | 69,05% | 0,3 |
|
| 3749 |
3749
WESPAC Advisors SoCal
Pasadena,
California
| US$ 296 mi | +US$ 3,9 mi | +1% | 2,31% | 135% | 93 | 16,13% | 3,1 |
|
| 3750 |
3750
Cove Street Capital
El Segundo,
California
| US$ 296 mi | -US$ 26,6 mi | -8% | 6,99% | 84,2% | 85 | 10,59% | 3,3 |
|