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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Concentric Wealth Management
Lafayette,
California
| US$ 139 mi | +US$ 4,36 mi | +3% | 2,3% | 33,4% | 89 | 2,25% | 1,4 |
|
| 3927 |
3927
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 139 mi | +US$ 9,7 mi | +8% | 6,5% | 104% | 71 | 7,04% | 0,5 |
|
| 3928 |
3928
Orleans Capital Management
Mandeville,
Louisiana
| US$ 139 mi | +US$ 2,44 mi | +2% | 3,25% | 94,6% | 84 | 9,52% | 3,2 |
|
| 3929 |
WWMSC
3929
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$ 139 mi | +US$ 7,41 mi | +6% | 1,47% | 36,4% | 735 | 15,92% | 0,4 |
|
| 3930 |
MCA
3930
Mercer Capital Advisers
Little Silver,
New Jersey
| US$ 139 mi | +US$ 2,63 mi | +2% | 3,07% | 59,6% | 247 | 2,83% | 3 |
|
| 3931 |
3931
Rench Wealth Management
Denton,
Texas
| US$ 139 mi | -US$ 7,78 mi | -5% | 1,11% | 106% | 54 | 9,26% | 3,1 |
|
| 3932 |
3932
Bellecapital
Zurich,
Switzerland
| US$ 138 mi | +US$ 31,6 mi | +30% | 1,32% | 152% | 92 | 15,22% | 1,5 |
|
| 3933 |
3933
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 138 mi | +US$ 5,52 mi | +4% | 3,53% | 82% | 143 | 6,29% | 3,3 |
|
| 3934 |
CAGAS
3934
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 138 mi | +US$ 1,54 mi | +1% | 2,5% | 54,8% | 393 | 17,3% | 0,2 |
|
| 3935 |
3935
Gainplan
Bloomfield Hills,
Michigan
| US$ 138 mi | +US$ 59,7 mi | +76% | 10,2% | 103% | 25 | 64% | 0,2 |
|
| 3936 |
3936
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 138 mi | +US$ 5,31 mi | +4% | 5,48% | 51,3% | 66 | 15,15% | 2,5 |
|
| 3937 |
3937
Peachtree Investment Advisors
Atlanta,
Georgia
| US$ 138 mi | +US$ 4,99 mi | +4% | 0,59% | 24,2% | 77 | 5,19% | 3,9 |
|
| 3938 |
3938
Wills Financial Group
Richmond,
Virginia
| US$ 138 mi | +US$ 2,98 mi | +2% | 0,46% | 57,5% | 70 | 8,57% | 2,7 |
|
| 3939 |
3939
Peninsula Asset Management
Bradenton,
Florida
| US$ 138 mi | +US$ 1,22 mi | +0,9% | 2,69% | 44,1% | 46 | 2,17% | 4 |
|
| 3940 |
3940
Copernicus Capital Management
San Francisco,
California
| US$ 138 mi | +US$ 12,3 mi | +10% | 7,63% | 126% | 25 | 44% | 0,3 |
|
| 3941 |
3941
Sheffield Asset Management
Chicago,
Illinois
| US$ 138 mi | -US$ 93,2 mi | -40% | 9,95% | 24,5% | 25 | 76% | 0,3 |
|
| 3942 |
3942
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 138 mi | +US$ 9,02 mi | +7% | 13,2% | 131% | 88 | 7,95% | 2,2 |
|
| 3943 |
3943
Technology Crossover Management V
Menlo Park,
California
| US$ 137 mi | +US$ 20,4 mi | +17% | 17,5% | 2,5% | 2 | 0% | 3 |
|
| 3944 |
3944
BigSur Wealth Management
Miami,
Florida
| US$ 137 mi | -US$ 2,95 mi | -2% | 1,33% | 94,8% | 112 | 15,18% | 1,2 |
|
| 3945 |
3945
Caldera Capital
Dallas,
Texas
| US$ 137 mi | +US$ 25,8 mi | +23% | 7,43% | 84,5% | 22 | 59,09% | 0,5 |
|
| 3946 |
3946
Ford Financial Group
Fresno,
California
| US$ 137 mi | +US$ 9,28 mi | +7% | 1,3% | 47,7% | 47 | 21,28% | 0,5 |
|
| 3947 |
3947
Aquiline Capital Partners
New York
| US$ 137 mi | -US$ 10,2 mi | -7% | 4,44% | 14,7% | 1 | 0% | 1 |
|
| 3948 |
3948
Pecaut & Co
Sioux City,
Iowa
| US$ 137 mi | +US$ 5,44 mi | +4% | 5,7% | 67,6% | 68 | 14,71% | 2,3 |
|
| 3949 |
3949
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| US$ 137 mi | +US$ 1,58 mi | +1% | 2,27% | – | 115 | 2,61% | 0,5 |
|
| 3950 |
3950
Artemis Wealth Advisors
New York
| US$ 137 mi | +US$ 8,61 mi | +7% | 6,5% | 174% | 32 | 6,25% | 1,1 |
|