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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Shaker Financial Services
Arlington,
Virginia
| US$ 202 mi | -US$ 3,09 mi | -2% | 7,82% | 12,9% | 170 | 31,76% | 1,4 |
|
| 4227 |
4227
Newman & Schimel
Deerfield,
Illinois
| US$ 202 mi | -US$ 5,46 mi | -3% | 4,8% | – | 46 | 4,35% | 1,5 |
|
| 4228 |
4228
Wealth Dimensions Group
Cincinnati,
Ohio
| US$ 202 mi | -US$ 8,53 mi | -4% | 5,74% | 57,1% | 127 | 5,51% | 1,6 |
|
| 4229 |
4229
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$ 202 mi | -US$ 14,5 mi | -7% | 4,26% | 26,4% | 789 | 25,6% | 3,2 |
|
| 4230 |
4230
Droms Strauss Advisors
St. Louis,
Missouri
| US$ 202 mi | +US$ 2,66 mi | +1% | 4,55% | 68,7% | 66 | 21,21% | 1,8 |
|
| 4231 |
4231
Steamboat Capital Partners
Rye,
New York
| US$ 202 mi | -US$ 102 mi | -34% | 0,6% | 280% | 40 | 35% | 1,9 |
|
| 4232 |
4232
Burton Enright Welch
Walnut Creek,
California
| US$ 201 mi | +US$ 35,1 mi | +21% | 5,38% | 62,8% | 65 | 12,31% | 0,7 |
|
| 4233 |
4233
Thames Capital Management
Roseland,
New Jersey
| US$ 201 mi | -US$ 47,6 mi | -19% | 1,73% | 1.177% | 31 | 35,48% | 1,6 |
|
| 4234 |
CWM
4234
Cedar Wealth Management
Walnut Creek,
California
| US$ 201 mi | -US$ 17,3 mi | -8% | 7,38% | 68,1% | 351 | 5,41% | 2,3 |
|
| 4235 |
BDA
4235
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$ 201 mi | -US$ 6,45 mi | -3% | 6,34% | 44,2% | 55 | 5,45% | 0,5 |
|
| 4236 |
4236
Collective Family Office
York,
Pennsylvania
| US$ 201 mi | -US$ 30,1 mi | -13% | 5,39% | 52,5% | 201 | 26,87% | 1,3 |
|
| 4237 |
HCM
4237
Hudson Capital Management
Ramsey,
New Jersey
| US$ 201 mi | -US$ 9,6 mi | -5% | 4,7% | 66,8% | 70 | 22,86% | 3 |
|
| 4238 |
4238
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$ 201 mi | +US$ 77,7 mi | +63% | 37,4% | 23,7% | 4 | 25% | 0,5 |
|
| 4239 |
4239
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 201 mi | -US$ 2,16 mi | -1% | 2,9% | 76,5% | 119 | 22,69% | 3 |
|
| 4240 |
4240
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 200 mi | -US$ 19 mi | -9% | 3,79% | 66,9% | 105 | 4,76% | 6,4 |
|
| 4241 |
4241
Lion Street Advisors
Austin,
Texas
| US$ 200 mi | +US$ 9,32 mi | +5% | 1,24% | 38% | 174 | 42,53% | 0,8 |
|
| 4242 |
4242
Patient Capital Management
Baltimore,
Maryland
| US$ 200 mi | -US$ 25,3 mi | -11% | 1,15% | 131% | 45 | 15,56% | 0,6 |
|
| 4243 |
4243
Elmwood Wealth Management
Berkeley,
California
| US$ 200 mi | +US$ 24,5 mi | +14% | 9,04% | 42,1% | 121 | 14,05% | 2,9 |
|
| 4244 |
4244
Retireful LLC
Haslett,
Michigan
| US$ 200 mi | +US$ 154 mi | +335% | 1% | 437% | 15 | 93,33% | 0 |
|
| 4245 |
4245
BCGM Wealth Management
Lafayette,
Indiana
| US$ 200 mi | +US$ 3,02 mi | +2% | 3,77% | 54,9% | 113 | 11,5% | 1,3 |
|
| 4246 |
4246
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 200 mi | +US$ 269 mil | +0,1% | 4,41% | 27,4% | 52 | 17,31% | 1,9 |
|
| 4247 |
4247
SC&H Financial Advisors
Sparks,
Maryland
| US$ 200 mi | -US$ 14,5 mi | -7% | 6,61% | 66,2% | 138 | 10,87% | 0,7 |
|
| 4248 |
4248
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 200 mi | -US$ 29,2 mi | -13% | 0,95% | 38,5% | 201 | 32,34% | 3,2 |
|
| 4249 |
WFA
4249
Wade Financial Advisory
Campbell,
California
| US$ 200 mi | -US$ 11,2 mi | -5% | 7,2% | 15,9% | 76 | 6,58% | 2,1 |
|
| 4250 |
4250
Financial Life Advisors
San Antonio,
Texas
| US$ 200 mi | -US$ 13,9 mi | -7% | 6,53% | 47% | 71 | 30,99% | 2,2 |
|