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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
CSA
3826
Cottage Street Advisors
Marion,
Massachusetts
| US$ 167 mi | +US$ 4,36 mi | +3% | 4,65% | 95,8% | 106 | 15,09% | 2,3 |
|
| 3827 |
3827
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 167 mi | +US$ 1,83 mi | +1% | 2,71% | 83% | 95 | 5,26% | 4,3 |
|
| 3828 |
3828
West Oak Capital
Westlake Village,
California
| US$ 167 mi | +US$ 7,36 mi | +5% | 3,59% | 110% | 340 | 10,29% | 3,7 |
|
| 3829 |
3829
REDW Wealth
Albuquerque,
New Mexico
| US$ 167 mi | +US$ 4,25 mi | +3% | 1,86% | 54,1% | 89 | 8,99% | 1,9 |
|
| 3830 |
3830
SimpliFi Inc
San Diego,
California
| US$ 167 mi | +US$ 8,79 mi | +6% | 2,31% | 26,7% | 20 | 20% | 1 |
|
| 3831 |
3831
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 167 mi | +US$ 7,75 mi | +5% | 2,78% | – | 52 | 21,15% | 2,6 |
|
| 3832 |
3832
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 167 mi | -US$ 3,03 mi | -2% | 3,71% | 121% | 96 | 12,5% | 2,6 |
|
| 3833 |
3833
Fiducient Advisors
Chicago,
Illinois
| US$ 167 mi | -US$ 35,7 mi | -18% | 2,39% | 52,3% | 21 | 9,52% | 1,2 |
|
| 3834 |
PC
3834
Premise Capital
Naperville,
Illinois
| US$ 167 mi | -US$ 9,6 mi | -5% | 2,11% | 43% | 15 | 0% | 2,2 |
|
| 3835 |
3835
Torch Wealth Management
Cincinnati,
Ohio
| US$ 167 mi | +US$ 4,91 mi | +3% | 4,12% | 48,8% | 110 | 8,18% | 3,4 |
|
| 3836 |
3836
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 167 mi | +US$ 1,5 mi | +0,9% | 3,39% | 63,3% | 327 | 11,93% | 2,8 |
|
| 3837 |
3837
G&S Capital
Denver,
Colorado
| US$ 167 mi | +US$ 3,86 mi | +2% | 3,67% | 77,2% | 243 | 16,87% | 1 |
|
| 3838 |
3838
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 167 mi | +US$ 20,5 mi | +14% | 4,58% | 110% | 428 | 29,67% | 0,3 |
|
| 3839 |
3839
Abacus Planning Group
Columbia,
South Carolina
| US$ 166 mi | +US$ 6,49 mi | +4% | 2,68% | 59,1% | 178 | 20,22% | 0,8 |
|
| 3840 |
3840
CRA Financial Services
Northfield,
New Jersey
| US$ 166 mi | +US$ 13 mi | +8% | 3,64% | 91,9% | 147 | 8,16% | 0,5 |
|
| 3841 |
3841
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 166 mi | -US$ 2,36 mi | -1% | 4,85% | 87,7% | 85 | 35,29% | 0,9 |
|
| 3842 |
3842
Resource America
New York
| US$ 166 mi | -US$ 898 mil | -0,5% | 0,27% | 12,2% | 41 | 12,2% | 1,1 |
|
| 3843 |
3843
Brookmont Capital Management
Dallas,
Texas
| US$ 166 mi | +US$ 3,89 mi | +2% | 4,91% | 36,6% | 69 | 2,9% | 4 |
|
| 3844 |
3844
Rezny Wealth Management
Fort Myers,
Florida
| US$ 166 mi | +US$ 1,44 mi | +0,9% | 3,21% | 99,6% | 16 | 31,25% | 2,2 |
|
| 3845 |
VIA
3845
Vantis Investment Advisers
Miami,
Florida
| US$ 166 mi | +US$ 45,8 mi | +38% | 3,75% | 39,6% | 15 | 40% | 0,7 |
|
| 3846 |
3846
Blankinship & Foster
Solana Beach,
California
| US$ 166 mi | +US$ 3,02 mi | +2% | 2,45% | 67,1% | 49 | 4,08% | 1,6 |
|
| 3847 |
3847
NVWM LLC
Yardley,
Pennsylvania
| US$ 166 mi | +US$ 14,9 mi | +10% | 6,19% | 119% | 416 | 17,55% | 1 |
|
| 3848 |
3848
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$ 166 mi | +US$ 16,7 mi | +11% | 2,96% | 82,1% | 183 | 13,11% | 1 |
|
| 3849 |
3849
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 166 mi | +US$ 6,06 mi | +4% | 1,94% | 63,9% | 97 | 5,15% | 3,2 |
|
| 3850 |
3850
Gainplan
Bloomfield Hills,
Michigan
| US$ 165 mi | +US$ 77,4 mi | +88% | 2,03% | 103% | 46 | 67,39% | 0,3 |
|