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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
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 312 mi | +US$ 12,1 mi | +4% | 0,9% | 81,6% | 111 | 19,82% | 2,6 |
|
| 4327 |
4327
Abound Wealth Management
Franklin,
Tennessee
| US$ 312 mi | +US$ 10,6 mi | +4% | 0,2% | 65,7% | 1.362 | 14,68% | 1,7 |
|
| 4328 |
4328
Shilanski & Associates
Anchorage,
Alaska
| US$ 312 mi | +US$ 3,92 mi | +1% | 0,91% | 84,2% | 115 | 23,48% | 1,8 |
|
| 4329 |
4329
Mirabaud & Cie
Geneva,
Switzerland
| US$ 312 mi | -US$ 33,7 mi | -10% | 4,82% | 151% | 65 | 20% | 0,8 |
|
| 4330 |
BC
4330
Bruce & Co
Chicago,
Illinois
| US$ 311 mi | -US$ 32,2 mi | -9% | 3,16% | 94,5% | 42 | 4,76% | 6 |
|
| 4331 |
4331
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 311 mi | +US$ 17,8 mi | +6% | 2,81% | 60,3% | 40 | 32,5% | 1,7 |
|
| 4332 |
4332
LPWM LLC
Minneapolis,
Minnesota
| US$ 311 mi | +US$ 5,89 mi | +2% | 0,42% | 59,4% | 81 | 8,64% | 3,2 |
|
| 4333 |
4333
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 311 mi | +US$ 11 mi | +4% | 6,03% | 350% | 151 | 29,8% | 1,5 |
|
| 4334 |
4334
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$ 311 mi | +US$ 1,6 mi | +0,5% | 2,98% | 101% | 99 | 12,12% | 1,9 |
|
| 4335 |
4335
Dodds Wealth
Greenwood Village,
Colorado
| US$ 311 mi | +US$ 11 mi | +4% | 1,7% | 35,4% | 61 | 4,92% | 0,9 |
|
| 4336 |
4336
WR Wealth Planners
Columbia,
Missouri
| US$ 311 mi | -US$ 48,5 mi | -13% | 0,6% | 22,1% | 1.209 | 13,98% | 0,9 |
|
| 4337 |
4337
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 311 mi | -US$ 16,3 mi | -5% | 5,28% | 66,7% | 118 | 9,32% | 3,8 |
|
| 4338 |
KLCM
4338
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 311 mi | +US$ 991 mil | +0,3% | 2,18% | 91,9% | 203 | 15,76% | 2,8 |
|
| 4339 |
HA
4339
Hamel Associates
Chatham,
New Jersey
| US$ 311 mi | -US$ 16,6 mi | -5% | 1,72% | 59,4% | 77 | 7,79% | 6,4 |
|
| 4340 |
4340
Pacifica Capital Investments
Leander,
Texas
| US$ 311 mi | +US$ 19,1 mi | +7% | 9,5% | 69,8% | 17 | 23,53% | 7,7 |
|
| 4341 |
LFGO
4341
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 311 mi | +US$ 16,5 mi | +6% | 0,5% | 64,2% | 88 | 13,64% | 1,5 |
|
| 4342 |
4342
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 311 mi | -US$ 7,39 mi | -2% | 1,96% | 50,3% | 108 | 12,96% | 7,2 |
|
| 4343 |
4343
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 310 mi | -US$ 1,71 mi | -0,5% | 0,55% | 19,4% | 93 | 11,83% | 2,8 |
|
| 4344 |
4344
Maridea Wealth Management
Brooklyn,
New York
| US$ 310 mi | – | – | 1,99% | – | 232 | – | 0 |
|
| 4345 |
4345
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 310 mi | +US$ 4,41 mi | +1% | 1,22% | 62,4% | 78 | 6,41% | 2,7 |
|
| 4346 |
4346
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 310 mi | -US$ 27,7 mi | -8% | 0,46% | 55,4% | 552 | 23,37% | 1,5 |
|
| 4347 |
4347
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 310 mi | +US$ 103 mi | +50% | 28,6% | 282% | 42 | 40,48% | 2 |
|
| 4348 |
4348
Gradient Capital Advisors
San Diego,
California
| US$ 310 mi | +US$ 8,21 mi | +3% | 1,26% | 78,5% | 154 | 5,19% | 4,3 |
|
| 4349 |
4349
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 310 mi | +US$ 8,48 mi | +3% | 1,6% | 80,7% | 27 | 3,7% | 4,9 |
|
| 4350 |
4350
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 310 mi | +US$ 56,4 mi | +22% | 10% | 203% | 151 | 48,34% | 1,1 |
|