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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 |
CNBTD
4301
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 248 mi | -US$ 15 mi | -6% | 0,59% | 124% | 322 | 10,56% | 0,9 |
|
| 4302 |
4302
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$ 248 mi | -US$ 63,8 mi | -20% | 12,7% | 83,8% | 109 | 11,93% | 2 |
|
| 4303 |
4303
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$ 248 mi | -US$ 20,4 mi | -8% | 0,57% | – | 208 | 14,9% | 0,2 |
|
| 4304 |
4304
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 248 mi | -US$ 6,22 mi | -2% | 4,47% | 83% | 120 | 14,17% | 4,9 |
|
| 4305 |
4305
Front Row Advisors
Tiburon,
California
| US$ 248 mi | -US$ 20 mi | -7% | 5,47% | 142% | 979 | 4,49% | 3,1 |
|
| 4306 |
4306
First Washington Corp
Seattle,
Washington
| US$ 248 mi | -US$ 10,6 mi | -4% | 6,81% | 142% | 83 | 31,33% | 3,7 |
|
| 4307 |
4307
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$ 248 mi | +US$ 2,72 mi | +1% | 6,81% | 71,1% | 101 | 19,8% | 2,4 |
|
| 4308 |
4308
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 247 mi | -US$ 1,12 mi | -0,4% | 4,96% | 52,9% | 208 | 29,33% | 1,6 |
|
| 4309 |
4309
DeDora Capital
Napa,
California
| US$ 247 mi | +US$ 71,6 mi | +41% | 5,6% | 91,2% | 418 | 88,28% | 0,3 |
|
| 4310 |
4310
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 247 mi | +US$ 92,8 mi | +60% | 13,1% | 173% | 69 | 53,62% | 0,6 |
|
| 4311 |
CWM
4311
Cedar Wealth Management
Walnut Creek,
California
| US$ 247 mi | -US$ 318 mil | -0,1% | 3,47% | 68,1% | 390 | 9,23% | 1,8 |
|
| 4312 |
4312
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$ 247 mi | -US$ 36,7 mi | -13% | 5,37% | 62% | 69 | 13,04% | 2,4 |
|
| 4313 |
4313
Blankinship & Foster
Solana Beach,
California
| US$ 247 mi | -US$ 16,8 mi | -6% | 4,98% | 67,1% | 56 | 10,71% | 3,4 |
|
| 4314 |
4314
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 247 mi | -US$ 20,6 mi | -8% | 5,36% | 137% | 136 | 16,91% | 3 |
|
| 4315 |
4315
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 247 mi | -US$ 14 mi | -5% | 5,34% | 59,2% | 27 | 11,11% | 2,4 |
|
| 4316 |
4316
Prudent Man Advisors
Naperville,
Illinois
| US$ 247 mi | -US$ 16,1 mi | -6% | 3,71% | 92,5% | 201 | 15,42% | 1,3 |
|
| 4317 |
ACM
4317
Aljian Capital Management
Carson City,
Nevada
| US$ 247 mi | -US$ 17,3 mi | -7% | 4,91% | 162% | 63 | 14,29% | 2,3 |
|
| 4318 |
4318
Round Rock Advisors
Wilton,
Connecticut
| US$ 247 mi | +US$ 20,9 mi | +9% | 4,68% | 87,4% | 147 | 21,77% | 0,6 |
|
| 4319 |
AFT
4319
Alpha Family Trust
Los Angeles,
California
| US$ 246 mi | -US$ 110 mi | -31% | 17,1% | 198% | 22 | 22,73% | 1 |
|
| 4320 |
4320
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$ 246 mi | -US$ 9,9 mi | -4% | 5,62% | – | 136 | 16,91% | 1,9 |
|
| 4321 |
4321
Sage Capital Advisors
Sioux Falls,
South Dakota
| US$ 246 mi | -US$ 17,3 mi | -7% | 2,98% | 105% | 117 | 17,09% | 2,5 |
|
| 4322 |
4322
IAM Advisory
Easton,
Pennsylvania
| US$ 246 mi | -US$ 6,67 mi | -3% | 3,43% | 74,5% | 87 | 31,03% | 0,4 |
|
| 4323 |
4323
Maso Capital Partners
Hong Kong
| US$ 246 mi | +US$ 28,2 mi | +13% | 4,67% | 8,67% | 65 | 41,54% | 0,7 |
|
| 4324 |
4324
RP Management
New York
| US$ 246 mi | +US$ 6,96 mi | +3% | 13,8% | 208% | 5 | 0% | 2,3 |
|
| 4325 |
4325
One01 Capital
Burlingame,
California
| US$ 246 mi | -US$ 13,9 mi | -5% | 9,67% | 123% | 29 | 75,86% | 0,3 |
|