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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
Wealth Management Partners
Tucson,
Arizona
| US$ 425 mi | +US$ 75,1 mi | +21% | 36,4% | 194% | 160 | 11,88% | 2,9 |
|
| 4327 |
4327
Sterling Investment Counsel
Buffalo,
New York
| US$ 425 mi | +US$ 68 mi | +19% | 17,7% | 93,8% | 207 | 10,14% | 1,7 |
|
| 4328 |
RI
4328
Rinkey Investments
San Diego,
California
| US$ 425 mi | +US$ 33,8 mi | +9% | 8,89% | 42,1% | 137 | 15,33% | 1,8 |
|
| 4329 |
4329
SWMG LLC
Fort Worth,
Texas
| US$ 424 mi | +US$ 74,3 mi | +21% | 15,9% | 68,7% | 134 | 35,82% | 2,2 |
|
| 4330 |
4330
Fivespan Partners
San Francisco,
California
| US$ 424 mi | +US$ 46,9 mi | +12% | 1,84% | – | 6 | 33,33% | 0,3 |
|
| 4331 |
4331
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 424 mi | US$ 0 | 0% | 14,6% | 167% | 86 | 0% | 1,9 |
|
| 4332 |
4332
Myriad Asset Management Advisors
West Palm Beach,
Florida
| US$ 424 mi | +US$ 84,4 mi | +25% | 25,7% | – | 67 | 56,72% | 0,3 |
|
| 4333 |
4333
Meredith Wealth Planning
Maryville,
Illinois
| US$ 424 mi | +US$ 54,6 mi | +15% | 12,3% | 66,5% | 76 | 10,53% | 2 |
|
| 4334 |
4334
Wood Tarver Financial Group
Boise,
Idaho
| US$ 424 mi | +US$ 61,7 mi | +17% | 16% | – | 170 | 11,76% | 1,3 |
|
| 4335 |
4335
Avalon Capital Management
Port Of Redwood City,
California
| US$ 423 mi | +US$ 69,1 mi | +19% | 16% | 163% | 143 | 23,78% | 2,1 |
|
| 4336 |
4336
White Pine Capital
Bloomington,
Minnesota
| US$ 423 mi | +US$ 55,5 mi | +15% | 26,2% | 143% | 247 | 9,72% | 6,5 |
|
| 4337 |
4337
Miller Value Partners
Sarasota,
Florida
| US$ 423 mi | +US$ 39,9 mi | +10% | 9,46% | 133% | 59 | 11,86% | 2,1 |
|
| 4338 |
4338
Birinyi Associates
Westport,
Connecticut
| US$ 423 mi | +US$ 55,6 mi | +15% | 20,4% | 133% | 63 | 7,94% | 6,8 |
|
| 4339 |
MI
4339
M3F Inc
Salt Lake City,
Utah
| US$ 422 mi | +US$ 18,7 mi | +5% | 21,6% | 139% | 30 | 33,33% | 4,2 |
|
| 4340 |
4340
Westwind Capital
Las Cruces,
New Mexico
| US$ 422 mi | +US$ 5,64 mi | +1% | 24,1% | 87,6% | 107 | 56,07% | 1,3 |
|
| 4341 |
4341
Globe Life
Mckinney,
Texas
| US$ 422 mi | +US$ 40,8 mi | +11% | 13,1% | 67,5% | 2 | 0% | 6,1 |
|
| 4342 |
4342
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$ 421 mi | +US$ 15,2 mi | +4% | 4,06% | 40,8% | 5 | 0% | 4,2 |
|
| 4343 |
4343
Fedenia Advisers
Madison,
Wisconsin
| US$ 421 mi | +US$ 286 mi | +213% | 62,1% | – | 461 | 79,83% | 0,2 |
|
| 4344 |
4344
Delta Financial Advisors
New Orleans,
Louisiana
| US$ 421 mi | +US$ 37,2 mi | +10% | 16,4% | 107% | 154 | 4,55% | 4,4 |
|
| 4345 |
4345
EnRich Financial Partners
Madison,
Wisconsin
| US$ 421 mi | +US$ 43,9 mi | +12% | 10,4% | 50,7% | 69 | 10,14% | 2 |
|
| 4346 |
4346
Compass Advisory Group
Melville,
New York
| US$ 421 mi | +US$ 47,1 mi | +13% | 10,2% | 49,2% | 89 | 3,37% | 3,5 |
|
| 4347 |
4347
Pier 88 Investment Partners
San Francisco,
California
| US$ 421 mi | +US$ 31 mi | +8% | 9,66% | 40,3% | 127 | 25,2% | 1,5 |
|
| 4348 |
4348
Fruth Investment Management
Houston,
Texas
| US$ 421 mi | +US$ 19,4 mi | +5% | 12,3% | 79,4% | 236 | 8,47% | 8,7 |
|
| 4349 |
4349
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 421 mi | +US$ 59,8 mi | +17% | 7,86% | 62,4% | 74 | 18,92% | 3,8 |
|
| 4350 |
4350
True Wealth Design
Akron,
Ohio
| US$ 420 mi | +US$ 60 mi | +17% | 11,5% | 57% | 2.944 | 18,14% | 1,5 |
|