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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Reston Wealth Management
Reston,
Virginia
| US$ 127 mi | +US$ 2,43 mi | +2% | 2,39% | 60,7% | 53 | 5,66% | 0,4 |
|
| 4302 |
4302
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 127 mi | +US$ 8,71 mi | +7% | 8,18% | 92,2% | 72 | 16,67% | 0,4 |
|
| 4303 |
4303
American Financial Network Advisory Services
Calabasas,
California
| US$ 127 mi | -US$ 8,14 mi | -6% | 3,07% | – | 150 | 12% | 1,5 |
|
| 4304 |
NGA
4304
New Generation Advisors
Manchester,
Massachusetts
| US$ 127 mi | -US$ 15,1 mi | -11% | 8,53% | 45,1% | 35 | 14,29% | 1,5 |
|
| 4305 |
4305
Pratt Collard Advisory Partners
Buffalo,
New York
| US$ 127 mi | +US$ 1,58 mi | +1% | 6,08% | 91,7% | 113 | 10,62% | 1,3 |
|
| 4306 |
4306
Oak Hill Capital Management
New York
| US$ 127 mi | -US$ 154 mi | -55% | 10,4% | 1,19% | 3 | 33,33% | 2,9 |
|
| 4307 |
4307
Acima Private Wealth
Richmond,
Virginia
| US$ 127 mi | +US$ 9,9 mi | +8% | 3,23% | 51,1% | 266 | 4,89% | 0,5 |
|
| 4308 |
4308
KCS Wealth Advisory
Los Angeles,
California
| US$ 127 mi | +US$ 11,9 mi | +10% | 3,18% | 45,3% | 159 | 11,32% | 1,2 |
|
| 4309 |
4309
Congress Park Capital
Saratoga Springs,
New York
| US$ 126 mi | +US$ 10,7 mi | +9% | 5,1% | 99,9% | 98 | 18,37% | 1,2 |
|
| 4310 |
4310
Fort Baker Capital Management
Larkspur,
California
| US$ 126 mi | -US$ 40,9 mi | -24% | 8,07% | 46,3% | 49 | 91,84% | 0,1 |
|
| 4311 |
4311
Clare Market Investments
Dallas,
Texas
| US$ 126 mi | +US$ 11,1 mi | +10% | 4,54% | – | 107 | 22,43% | 0,4 |
|
| 4312 |
4312
Baugh & Associates
Atlanta,
Georgia
| US$ 126 mi | +US$ 1,35 mi | +1% | 1,4% | 98,8% | 41 | 4,88% | 1,4 |
|
| 4313 |
4313
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 126 mi | +US$ 3,77 mi | +3% | 2,4% | 66,1% | 54 | 9,26% | 0,5 |
|
| 4314 |
VCA
4314
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| US$ 126 mi | +US$ 12,8 mi | +11% | 12,4% | 30,6% | 28 | 57,14% | 0,4 |
|
| 4315 |
4315
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 125 mi | +US$ 3,08 mi | +3% | 1,8% | 37,8% | 28 | 0% | 3,9 |
|
| 4316 |
4316
Aquiline Capital Partners
New York
| US$ 125 mi | +US$ 4,17 mi | +3% | 5,08% | 14,7% | 1 | 0% | 2 |
|
| 4317 |
FBT
4317
First Bank & Trust
Brookings,
South Dakota
| US$ 125 mi | -US$ 2,81 mi | -2% | 1,53% | 85,6% | 507 | 44,97% | 1,1 |
|
| 4318 |
4318
Keeler Thomas Management
Orem,
Utah
| US$ 125 mi | +US$ 6,28 mi | +5% | 3,52% | 46,1% | 57 | 14,04% | 1,3 |
|
| 4319 |
4319
Kathryn A. Hall
| US$ 125 mi | -US$ 23,1 mi | -16% | 12,9% | 95,2% | 39 | 28,21% | 0,7 |
|
| 4320 |
4320
Campbell Capital Management
Miami,
Florida
| US$ 125 mi | -US$ 12,9 mi | -9% | 1,8% | – | 53 | 37,74% | 0,4 |
|
| 4321 |
4321
Clearstead Trust
Portland,
Maine
| US$ 125 mi | +US$ 5,42 mi | +5% | 4,56% | 111% | 211 | 12,8% | 1,4 |
|
| 4322 |
4322
Centerpoint Advisors
Needham,
Massachusetts
| US$ 125 mi | +US$ 7,35 mi | +6% | 3,07% | 74,2% | 283 | 6,36% | 1,2 |
|
| 4323 |
4323
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 125 mi | – | – | 2,23% | 65,8% | 48 | – | 0 |
|
| 4324 |
4324
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 125 mi | +US$ 4,56 mi | +4% | 3,03% | 70,2% | 189 | 2,12% | 2,3 |
|
| 4325 |
4325
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$ 125 mi | +US$ 7,04 mi | +6% | 2,46% | 72,9% | 832 | 7,45% | 0,2 |
|