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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Keystone Wealth Services
Palm Desert,
California
| US$ 369 mi | -US$ 8,35 mi | -2% | 2,89% | 91,1% | 273 | 7,69% | 2 |
|
| 3852 |
3852
BigSur Wealth Management
Miami,
Florida
| US$ 369 mi | +US$ 19,2 mi | +5% | 0,43% | 94,8% | 160 | 10% | 4 |
|
| 3853 |
3853
Park Place Capital
Homewood,
Alabama
| US$ 369 mi | +US$ 11,7 mi | +3% | 1,44% | 60% | 885 | 15,71% | 1,8 |
|
| 3854 |
3854
Davidson Capital Management
Corpus Christi,
Texas
| US$ 369 mi | -US$ 11,2 mi | -3% | 3,35% | 79,4% | 96 | 27,08% | 2,4 |
|
| 3855 |
TPWM
3855
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 369 mi | +US$ 20,7 mi | +6% | 1,1% | 56,8% | 186 | 10,75% | 2,5 |
|
| 3856 |
3856
Aries Wealth Management
Portland,
Maine
| US$ 368 mi | +US$ 5,07 mi | +1% | 0,33% | 87,7% | 237 | 10,55% | 2,3 |
|
| 3857 |
3857
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 368 mi | +US$ 2,18 mi | +0,6% | 3,45% | 61,1% | 50 | 10% | 3,5 |
|
| 3858 |
3858
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 368 mi | -US$ 18,4 mi | -5% | 1,45% | 78,7% | 239 | 9,21% | 0,9 |
|
| 3859 |
3859
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| US$ 368 mi | -US$ 13 mi | -3% | 1,37% | 93,1% | 185 | 11,89% | 1 |
|
| 3860 |
3860
Safeguard Investment Advisory Group
Corona,
California
| US$ 368 mi | +US$ 3,43 mi | +0,9% | 4,35% | 84,3% | 143 | 19,58% | 2,2 |
|
| 3861 |
3861
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 368 mi | +US$ 240 mi | +188% | 1,68% | 172% | 710 | 91,69% | 0,1 |
|
| 3862 |
3862
EAM Global Investors
Solana Beach,
California
| US$ 367 mi | -US$ 190 mi | -34% | 18,3% | 2.399% | 163 | 76,69% | 0,2 |
|
| 3863 |
3863
Freshford Capital Management
Rye Brook,
New York
| US$ 367 mi | +US$ 16,6 mi | +5% | 8,17% | 97,3% | 21 | 42,86% | 0,6 |
|
| 3864 |
3864
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$ 367 mi | -US$ 98,3 mi | -21% | 34% | 129% | 177 | 42,94% | 0,8 |
|
| 3865 |
3865
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 367 mi | +US$ 13,3 mi | +4% | 0,23% | 43,8% | 86 | 8,14% | 4,6 |
|
| 3866 |
3866
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 367 mi | +US$ 12,4 mi | +4% | 1,73% | 56,7% | 330 | 12,12% | 2,8 |
|
| 3867 |
3867
Addison Advisors
Middlebury,
Vermont
| US$ 367 mi | +US$ 7,03 mi | +2% | 0,53% | 54,5% | 886 | 10,5% | 2,5 |
|
| 3868 |
3868
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$ 366 mi | -US$ 24 mi | -6% | 1,24% | 82,6% | 181 | 3,31% | 5,9 |
|
| 3869 |
3869
Atlas Venture Advisors
Boston,
Massachusetts
| US$ 366 mi | -US$ 97,4 mi | -21% | 16,8% | 34,6% | 4 | 0% | 5 |
|
| 3870 |
3870
Great Diamond Partners
Portland,
Maine
| US$ 366 mi | -US$ 20,8 mi | -5% | 2,09% | 86,1% | 200 | 18% | 3,2 |
|
| 3871 |
3871
InvesTrust
Oklahoma City,
Oklahoma
| US$ 366 mi | +US$ 6,03 mi | +2% | 2,36% | – | 94 | 3,19% | 0,3 |
|
| 3872 |
3872
Lantz Financial
Naperville,
Illinois
| US$ 365 mi | -US$ 9,8 mi | -3% | 0,36% | 74,3% | 238 | 11,34% | 3,3 |
|
| 3873 |
PAS
3873
PKS Advisory Services
Albany,
New York
| US$ 365 mi | -US$ 34,5 mi | -9% | 3,16% | – | 273 | 20,15% | 0,2 |
|
| 3874 |
3874
UG Investment Advisers
Taipei,
Taiwan
| US$ 365 mi | +US$ 110 mi | +43% | 15,4% | 183% | 13 | 30,77% | 1,2 |
|
| 3875 |
3875
Capital City Trust
Tallahassee,
Florida
| US$ 365 mi | -US$ 35,8 mi | -9% | 1,19% | 98,5% | 121 | 9,92% | 7,1 |
|