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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Investment Management Associates
Greenwood Village,
Colorado
| US$ 291 mi | +US$ 1,29 mi | +0,4% | 2,4% | 51,6% | 36 | 8,33% | 2,3 |
|
| 4277 |
4277
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 291 mi | +US$ 8 mi | +3% | 1,29% | 55,8% | 119 | 5,88% | 3,8 |
|
| 4278 |
YRHAM
4278
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 291 mi | -US$ 84,5 mi | -22% | 16,6% | 2.310% | 26 | 57,69% | 0,3 |
|
| 4279 |
4279
Neumann Capital Management
Foster City,
California
| US$ 291 mi | +US$ 10,5 mi | +4% | 5,11% | 89,9% | 101 | 5,94% | 6,5 |
|
| 4280 |
4280
First International Bank & Trust
Watford City,
North Dakota
| US$ 291 mi | +US$ 889 mil | +0,3% | 0,28% | 38,6% | 76 | 15,79% | 1,8 |
|
| 4281 |
4281
Platform Technology Partners
New York
| US$ 291 mi | – | – | 4,91% | – | 227 | – | 2,8 |
|
| 4282 |
4282
Regimen Wealth
Atlanta,
Georgia
| US$ 290 mi | +US$ 2,11 mi | +0,7% | 0,07% | 34,4% | 73 | 27,4% | 1 |
|
| 4283 |
4283
Strata Wealth Advisors
Dallas,
Texas
| US$ 290 mi | +US$ 5,99 mi | +2% | 2,2% | 73,6% | 84 | 21,43% | 0,8 |
|
| 4284 |
4284
Atwater Malick
Lancaster,
Pennsylvania
| US$ 290 mi | +US$ 6,5 mi | +2% | 2,34% | 83,4% | 81 | 9,88% | 2,8 |
|
| 4285 |
4285
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 290 mi | +US$ 9,17 mi | +3% | 4,27% | 86,3% | 103 | 18,45% | 1,8 |
|
| 4286 |
4286
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$ 290 mi | +US$ 16,6 mi | +6% | 3,77% | 94% | 285 | 23,51% | 1 |
|
| 4287 |
4287
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 290 mi | +US$ 60,8 mi | +27% | 5,82% | 86,3% | 27 | 29,63% | 1,3 |
|
| 4288 |
4288
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 290 mi | -US$ 1,19 mi | -0,4% | 1,97% | 91,1% | 94 | 13,83% | 2,6 |
|
| 4289 |
4289
LPWM LLC
Minneapolis,
Minnesota
| US$ 290 mi | +US$ 17,3 mi | +6% | 1,84% | 59,4% | 79 | 11,39% | 2,8 |
|
| 4290 |
4290
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$ 290 mi | -US$ 4,23 mi | -1% | 1,18% | 63,2% | 89 | 8,99% | 3,6 |
|
| 4291 |
4291
Helen Stephens Group
Fort Worth,
Texas
| US$ 289 mi | +US$ 30,2 mi | +12% | 1,72% | 53,4% | 85 | 16,47% | 1,7 |
|
| 4292 |
4292
Wells Trecaso Financial Group
Akron,
Ohio
| US$ 289 mi | +US$ 6,11 mi | +2% | 3,36% | 108% | 94 | 5,32% | 4,4 |
|
| 4293 |
KLCM
4293
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 289 mi | +US$ 37,3 mi | +15% | 3,03% | 91,9% | 197 | 19,8% | 2,6 |
|
| 4294 |
4294
Teramo Advisors
Naples,
Florida
| US$ 289 mi | +US$ 31,4 mi | +12% | 2,89% | 72,1% | 10 | 30% | 1,4 |
|
| 4295 |
KM
4295
KP Management
Edina,
Minnesota
| US$ 289 mi | +US$ 29,8 mi | +11% | 7,58% | – | 79 | 22,78% | 0,4 |
|
| 4296 |
4296
BCGM Wealth Management
Lafayette,
Indiana
| US$ 289 mi | +US$ 10,1 mi | +4% | 1,86% | 54,9% | 154 | 8,44% | 1,9 |
|
| 4297 |
4297
Kinsale Capital Group
Richmond,
Virginia
| US$ 289 mi | +US$ 35,5 mi | +14% | 2,22% | 70,9% | 36 | 8,33% | 1,3 |
|
| 4298 |
4298
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$ 288 mi | -US$ 5,68 mi | -2% | 5,95% | 141% | 24 | 25% | 6,2 |
|
| 4299 |
4299
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 288 mi | +US$ 624 mil | +0,2% | 1,3% | 73,2% | 294 | 24,49% | 1,5 |
|
| 4300 |
4300
Wick Capital Partners
Wayne,
Pennsylvania
| US$ 288 mi | +US$ 185 mi | +180% | 2,5% | 60% | 82 | 53,66% | 0,6 |
|