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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 302 mi | +US$ 26,5 mi | +10% | 8,96% | 57,3% | 77 | 9,09% | 3,2 |
|
| 4327 |
4327
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 302 mi | +US$ 29,2 mi | +11% | 13,2% | 80,7% | 26 | 0% | 4,8 |
|
| 4328 |
4328
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 302 mi | +US$ 9,35 mi | +3% | 6% | 158% | 204 | 7,35% | 1,3 |
|
| 4329 |
4329
NIA Impact Advisors
Berkeley,
California
| US$ 301 mi | +US$ 22,9 mi | +8% | 9,82% | – | 110 | 7,27% | 1,4 |
|
| 4330 |
4330
Defender Capital
Charlotte,
North Carolina
| US$ 301 mi | +US$ 8,46 mi | +3% | 9,98% | 101% | 38 | 15,79% | 2,9 |
|
| 4331 |
4331
Abound Wealth Management
Franklin,
Tennessee
| US$ 301 mi | +US$ 29,9 mi | +11% | 7,3% | 65,7% | 1.363 | 19,08% | 1,4 |
|
| 4332 |
FAP
4332
Financial Advisory Partners
Winter Park,
Florida
| US$ 301 mi | +US$ 33,7 mi | +13% | 7,27% | 52,9% | 71 | 11,27% | 1,9 |
|
| 4333 |
4333
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 301 mi | +US$ 16,4 mi | +6% | 7,1% | 26,6% | 120 | 5,83% | 4,5 |
|
| 4334 |
4334
ORG Wealth Partners
Dallas,
Texas
| US$ 301 mi | – | – | 19,3% | – | 479 | – | 0 |
|
| 4335 |
BE
4335
Bonness Enterprises
Washington,
District of Columbia
| US$ 301 mi | +US$ 27,5 mi | +10% | 13,5% | 98,6% | 37 | 0% | 10,8 |
|
| 4336 |
4336
Detalus Advisors
St. Louis,
Missouri
| US$ 301 mi | +US$ 9,13 mi | +3% | 6,61% | 75,7% | 163 | 12,88% | 2,8 |
|
| 4337 |
4337
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 301 mi | +US$ 10,8 mi | +4% | 4,46% | 86,3% | 26 | 30,77% | 1,6 |
|
| 4338 |
4338
Family Legacy Inc
Greenville,
South Carolina
| US$ 301 mi | +US$ 21,5 mi | +8% | 7,53% | 89% | 123 | 3,25% | 5 |
|
| 4339 |
4339
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$ 301 mi | +US$ 29,9 mi | +11% | 7,2% | 75,2% | 116 | 23,28% | 1,1 |
|
| 4340 |
4340
Legacy Capital Group California
Los Gatos,
California
| US$ 301 mi | +US$ 23,3 mi | +8% | 6,83% | 129% | 360 | 28,06% | 0,9 |
|
| 4341 |
4341
Neumann Capital Management
Foster City,
California
| US$ 301 mi | +US$ 9,6 mi | +3% | 6,84% | 89,9% | 103 | 6,8% | 6,5 |
|
| 4342 |
4342
Syntrinsic
Denver,
Colorado
| US$ 301 mi | -US$ 590 mil | -0,2% | 6,77% | – | 86 | 18,6% | 0,9 |
|
| 4343 |
4343
Juniper Capital Advisors
Houston,
Texas
| US$ 301 mi | -US$ 51,6 mi | -15% | 14,7% | – | 1 | 0% | 0,8 |
|
| 4344 |
4344
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 300 mi | +US$ 22,1 mi | +8% | 6,91% | 44,6% | 67 | 10,45% | 2,4 |
|
| 4345 |
4345
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 300 mi | +US$ 18,3 mi | +6% | 10,2% | 350% | 143 | 28,67% | 1,5 |
|
| 4346 |
4346
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 300 mi | +US$ 15,2 mi | +5% | 3,55% | 17,7% | 253 | 44,66% | 3,9 |
|
| 4347 |
4347
Dodds Wealth
Greenwood Village,
Colorado
| US$ 300 mi | +US$ 43,8 mi | +17% | 5,55% | – | 59 | 5,08% | 0,7 |
|
| 4348 |
4348
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 300 mi | +US$ 30 mi | +11% | 5,94% | 81,6% | 105 | 19,05% | 2,5 |
|
| 4349 |
TCOT
4349
Trust Company of Tennessee
Knoxville,
Tennessee
| US$ 300 mi | +US$ 20,3 mi | +7% | 7,7% | – | 6 | 0% | 0,3 |
|
| 4350 |
4350
Prudent Man Advisors
Naperville,
Illinois
| US$ 300 mi | +US$ 16,9 mi | +6% | 6,7% | 82,8% | 195 | 17,44% | 2,6 |
|