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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Monument Capital Management
Alexandria,
Virginia
| US$ 384 mi | +US$ 58,6 mi | +18% | 14,7% | 170% | 237 | 26,16% | 2,1 |
|
| 3977 |
3977
Watchman Group
Plano,
Texas
| US$ 384 mi | +US$ 26,7 mi | +7% | 7,47% | 54% | 85 | 15,29% | 3 |
|
| 3978 |
3978
Integris Wealth Management
Monterey,
California
| US$ 383 mi | +US$ 32,8 mi | +9% | 8,44% | 60,3% | 119 | 15,97% | 1,7 |
|
| 3979 |
3979
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 383 mi | +US$ 23,1 mi | +6% | 7,61% | 52,8% | 129 | 6,2% | 2,1 |
|
| 3980 |
3980
Hilltop National Bank
Casper,
Wyoming
| US$ 383 mi | – | – | 11,1% | – | 795 | – | 1,1 |
|
| 3981 |
WFI
3981
West Family Investments
Carlsbad,
California
| US$ 383 mi | +US$ 118 mi | +44% | 11,5% | 116% | 379 | 31,13% | 1,6 |
|
| 3982 |
3982
Firetrail Investments
Sydney, NSW,
Australia
| US$ 383 mi | +US$ 39,7 mi | +12% | 14,6% | – | 28 | 17,86% | 0,9 |
|
| 3983 |
3983
DeDora Capital
Napa,
California
| US$ 383 mi | +US$ 36,1 mi | +10% | 10,8% | 91,2% | 120 | 10% | 3,1 |
|
| 3984 |
3984
Benin Management Corp
Wilton,
Connecticut
| US$ 383 mi | +US$ 31,7 mi | +9% | 10,2% | 91,7% | 134 | 7,46% | 6,5 |
|
| 3985 |
3985
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$ 383 mi | +US$ 26,2 mi | +7% | 9,23% | 78,3% | 213 | 5,63% | 6,8 |
|
| 3986 |
3986
Platform Technology Partners
New York
| US$ 383 mi | +US$ 39,5 mi | +12% | 8,9% | – | 267 | 14,98% | 3 |
|
| 3987 |
PA
3987
Paragon Advisors
College Station,
Texas
| US$ 383 mi | +US$ 118 mi | +45% | 18,3% | 109% | 93 | 21,51% | 2,1 |
|
| 3988 |
3988
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$ 383 mi | +US$ 12,2 mi | +3% | 3,65% | 41,6% | 52 | 5,77% | 7,6 |
|
| 3989 |
3989
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 383 mi | +US$ 39,8 mi | +12% | 11,5% | 83,4% | 71 | 2,82% | 3,4 |
|
| 3990 |
3990
Horiko Capital Management
New York
| US$ 383 mi | +US$ 43,2 mi | +13% | 17,6% | 275% | 22 | 0% | 4,2 |
|
| 3991 |
3991
Aries Wealth Management
Portland,
Maine
| US$ 383 mi | +US$ 14,4 mi | +4% | 8,93% | 87,7% | 234 | 10,68% | 2,5 |
|
| 3992 |
3992
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 382 mi | +US$ 25,3 mi | +7% | 8,38% | 77,5% | 82 | 3,66% | 3 |
|
| 3993 |
3993
Hiddenite Capital Partners
New York
| US$ 382 mi | +US$ 94,4 mi | +33% | 26,4% | 523% | 48 | 68,75% | 0,6 |
|
| 3994 |
3994
Ballast Inc
Lexington,
Kentucky
| US$ 382 mi | +US$ 28,5 mi | +8% | 5,28% | 71,3% | 131 | 6,87% | 4,4 |
|
| 3995 |
3995
McCarthy & Cox
Marysville,
Ohio
| US$ 382 mi | +US$ 152 mi | +66% | 6,55% | – | 70 | 17,14% | 0,9 |
|
| 3996 |
3996
Symetra Investment Management
Farmington,
Connecticut
| US$ 382 mi | -US$ 24,7 mi | -6% | 8,97% | 37,3% | 5 | 0% | 2,9 |
|
| 3997 |
3997
TFB Advisors
Overland Park,
Kansas
| US$ 382 mi | +US$ 34,7 mi | +10% | 10,5% | 80,4% | 346 | 10,98% | 1,2 |
|
| 3998 |
3998
Cyrus Capital Partners
New York
| US$ 382 mi | +US$ 52,7 mi | +16% | 17,1% | 163% | 7 | 42,86% | 1 |
|
| 3999 |
3999
Science & Technology Partners
New York
| US$ 382 mi | +US$ 129 mi | +51% | 38,7% | – | 51 | 68,63% | 0,2 |
|
| 4000 |
4000
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 382 mi | -US$ 30,1 mi | -7% | 7,08% | 123% | 167 | 7,78% | 5,6 |
|