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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
Marathon Capital Management
Hunt Valley,
Maryland
| US$ 393 mi | +US$ 17,2 mi | +5% | 5,57% | 74% | 177 | 16,38% | 3 |
|
| 3927 |
3927
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 393 mi | +US$ 35,3 mi | +10% | 13,7% | 139% | 56 | 0% | 5,3 |
|
| 3928 |
PTB
3928
Pioneer Trust Bank
Salem,
Oregon
| US$ 392 mi | +US$ 12,4 mi | +3% | 8,07% | 61,4% | 80 | 6,25% | 7,9 |
|
| 3929 |
RS
3929
Retirement Solution
Redmond,
Washington
| US$ 392 mi | +US$ 39,3 mi | +11% | 10,1% | 77,3% | 49 | 30,61% | 1,7 |
|
| 3930 |
3930
American Investment Services
Great Barrington,
Massachusetts
| US$ 392 mi | -US$ 176 mi | -31% | 5,98% | 63,1% | 160 | 18,75% | 6 |
|
| 3931 |
3931
DecisionPoint Financial
Mesa,
Arizona
| US$ 392 mi | +US$ 46,9 mi | +14% | 6,7% | 48% | 695 | 70,94% | 0,6 |
|
| 3932 |
FVCM
3932
F&V Capital Management
Boca Raton,
Florida
| US$ 391 mi | +US$ 6 mi | +2% | 8,75% | 123% | 62 | 24,19% | 5,2 |
|
| 3933 |
3933
Truffle Hound Capital
Bethesda,
Maryland
| US$ 391 mi | +US$ 114 mi | +41% | 12,6% | – | 73 | 46,58% | 0,3 |
|
| 3934 |
3934
Tenere Capital
New York
| US$ 390 mi | +US$ 27 mi | +7% | 17,2% | 131% | 25 | 40% | 1 |
|
| 3935 |
3935
BetterWealth
San Jose,
California
| US$ 390 mi | +US$ 34,1 mi | +10% | 7,06% | 63,3% | 63 | 3,17% | 2 |
|
| 3936 |
3936
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 390 mi | +US$ 13 mi | +3% | 8,77% | 97,6% | 140 | 50,71% | 2,9 |
|
| 3937 |
3937
Brooklyn FI
New York
| US$ 390 mi | +US$ 65,9 mi | +20% | 8,95% | 54,7% | 77 | 15,58% | 1,9 |
|
| 3938 |
3938
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 390 mi | -US$ 6,25 mi | -2% | 3,44% | 44% | 53 | 13,21% | 5,2 |
|
| 3939 |
3939
Park Edge Advisors
Cleveland,
Ohio
| US$ 390 mi | +US$ 30,8 mi | +9% | 8,01% | 53,7% | 151 | 14,57% | 1,6 |
|
| 3940 |
3940
Continental General Insurance Company
Austin,
Texas
| US$ 390 mi | +US$ 101 mi | +35% | 10,9% | 188% | 13 | 30,77% | 0,6 |
|
| 3941 |
3941
Collective Family Office
York,
Pennsylvania
| US$ 389 mi | +US$ 19,5 mi | +5% | 6,02% | 52,5% | 165 | 9,09% | 3,2 |
|
| 3942 |
SWG
3942
Summit Wealth Group
White River Junction,
Vermont
| US$ 389 mi | +US$ 47,3 mi | +14% | 7,16% | 53% | 114 | 14,91% | 1,5 |
|
| 3943 |
3943
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 389 mi | +US$ 38,1 mi | +11% | 10,9% | 71,8% | 87 | 4,6% | 3,9 |
|
| 3944 |
3944
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 389 mi | +US$ 29,4 mi | +8% | 9,17% | 70% | 285 | 13,68% | 2,2 |
|
| 3945 |
3945
Stenger Family Office
Naperville,
Illinois
| US$ 389 mi | – | – | 10,8% | – | 102 | – | 0,3 |
|
| 3946 |
3946
Apeiron RIA
Dallas,
Texas
| US$ 388 mi | +US$ 57,7 mi | +17% | 8,66% | 68,5% | 215 | 12,56% | 2,2 |
|
| 3947 |
3947
MilWealth Group
Milwaukee,
Wisconsin
| US$ 388 mi | +US$ 25,3 mi | +7% | 6,89% | 36,8% | 68 | 0% | 4,7 |
|
| 3948 |
3948
Semmax Financial Advisors
Winston Salem,
North Carolina
| US$ 388 mi | +US$ 18,6 mi | +5% | 6,3% | – | 469 | 16,84% | 3,4 |
|
| 3949 |
3949
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$ 388 mi | +US$ 45,8 mi | +13% | 6,99% | 50,5% | 93 | 13,98% | 1,1 |
|
| 3950 |
3950
Montanaro Asset Management
London,
United Kingdom
| US$ 388 mi | +US$ 47 mi | +14% | 15% | 49,6% | 46 | 15,22% | 3,1 |
|