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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Avestar Capital
New York
| US$ 177 mi | +US$ 16,2 mi | +10% | 9,85% | 101% | 184 | 25,54% | 1,5 |
|
| 4002 |
4002
BigSur Wealth Management
Miami,
Florida
| US$ 177 mi | +US$ 28,6 mi | +19% | 10,4% | 94,8% | 121 | 17,36% | 1,9 |
|
| 4003 |
4003
Armor Advisors
New York
| US$ 177 mi | – | – | 11,4% | 78,5% | 8 | – | 0 |
|
| 4004 |
4004
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 177 mi | +US$ 25,9 mi | +17% | 8,29% | 137% | 111 | 9,91% | 1,7 |
|
| 4005 |
4005
Anderson Hoagland & Co
St Louis,
Missouri
| US$ 177 mi | +US$ 12,1 mi | +7% | 11,4% | 104% | 89 | 11,24% | 3,7 |
|
| 4006 |
4006
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$ 177 mi | +US$ 10,3 mi | +6% | 5,27% | 58,6% | 136 | 10,29% | 2,3 |
|
| 4007 |
4007
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$ 177 mi | +US$ 13,2 mi | +8% | 15,2% | 319% | 45 | 48,89% | 0,7 |
|
| 4008 |
4008
Integre Asset Management
New York
| US$ 177 mi | +US$ 8,53 mi | +5% | 7,58% | 74,1% | 129 | 20,16% | 2,1 |
|
| 4009 |
4009
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 176 mi | – | – | 9,01% | 106% | 38 | – | 0 |
|
| 4010 |
4010
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 176 mi | +US$ 12,8 mi | +8% | 5,9% | – | 19 | 15,79% | 0,8 |
|
| 4011 |
FA
4011
Financial Advisors
Andover,
Massachusetts
| US$ 176 mi | +US$ 13,3 mi | +8% | 4,83% | 71,5% | 61 | 3,28% | 0,9 |
|
| 4012 |
4012
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 176 mi | +US$ 10,2 mi | +6% | 10,4% | 104% | 809 | 5,93% | 1,5 |
|
| 4013 |
4013
Stratos Wealth Advisors
Beachwood,
Ohio
| US$ 176 mi | -US$ 85,1 mi | -33% | 8,39% | 65,7% | 259 | 42,86% | 0,8 |
|
| 4014 |
CSA
4014
Cottage Street Advisors
Marion,
Massachusetts
| US$ 176 mi | +US$ 9,8 mi | +6% | 6,96% | 95,8% | 103 | 11,65% | 2,6 |
|
| 4015 |
4015
Harvey Partners
Tarrytown,
New York
| US$ 176 mi | +US$ 37,6 mi | +27% | 13,8% | 174% | 36 | 25% | 1 |
|
| 4016 |
4016
Jolley Asset Management
Rocky Mount,
North Carolina
| US$ 176 mi | +US$ 22 mi | +14% | 9,71% | 3,47% | 76 | 25% | 3 |
|
| 4017 |
4017
Family Legacy Inc
Greenville,
South Carolina
| US$ 176 mi | +US$ 15,4 mi | +10% | 6,87% | 89% | 120 | 6,67% | 1,9 |
|
| 4018 |
4018
SimpliFi Inc
San Diego,
California
| US$ 176 mi | +US$ 7,23 mi | +4% | 2,46% | 26,7% | 20 | 5% | 1,3 |
|
| 4019 |
4019
Sage Rhino Capital
Menlo Park,
California
| US$ 176 mi | +US$ 16,4 mi | +10% | 9,53% | 86,8% | 159 | 9,43% | 0,6 |
|
| 4020 |
4020
BHK Investment Advisors
Birmingham,
Alabama
| US$ 176 mi | +US$ 2,36 mi | +1% | 6,74% | 54,6% | 83 | 27,71% | 1,6 |
|
| 4021 |
4021
FirstMark Capital I
New York
| US$ 176 mi | – | – | 29,5% | – | 1 | – | 0 |
|
| 4022 |
4022
Daily Journal Corp
Los Angeles,
California
| US$ 175 mi | +US$ 19,8 mi | +13% | 13,2% | 108% | 4 | 0% | 6 |
|
| 4023 |
WA
4023
Wealth Advisors
Rancho Santa Fe,
California
| US$ 175 mi | – | – | 11,3% | 40% | 58 | – | 0 |
|
| 4024 |
4024
RB Capital Management
Reno,
Nevada
| US$ 175 mi | +US$ 19,4 mi | +12% | 8,94% | 79,4% | 144 | 9,72% | 2 |
|
| 4025 |
4025
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 175 mi | +US$ 14,3 mi | +9% | 7,48% | 72,7% | 135 | 4,44% | 1,5 |
|