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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Ceeto Capital Group
Coral Gables,
Florida
| US$ 222 mi | +US$ 17,2 mi | +8% | 7,5% | 94,4% | 150 | 6% | 2,5 |
|
| 4402 |
4402
Sitrin Capital Management
Century City,
California
| US$ 222 mi | +US$ 11,2 mi | +5% | 11,3% | 139% | 39 | 10,26% | 2,4 |
|
| 4403 |
CWM
4403
Cedar Wealth Management
Walnut Creek,
California
| US$ 222 mi | +US$ 20,9 mi | +10% | 6,71% | 68,1% | 274 | 12,77% | 1,9 |
|
| 4404 |
4404
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$ 222 mi | -US$ 29,7 mi | -12% | 5,98% | 63,2% | 102 | 31,37% | 1,7 |
|
| 4405 |
4405
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 222 mi | +US$ 13,1 mi | +6% | 7,4% | 26,6% | 92 | 7,61% | 3,5 |
|
| 4406 |
4406
BigSur Wealth Management
Miami,
Florida
| US$ 222 mi | +US$ 26,7 mi | +14% | 8,06% | 94,8% | 140 | 21,43% | 2,5 |
|
| 4407 |
4407
Affinity Investment Advisors
Newport Beach,
California
| US$ 222 mi | -US$ 51,5 mi | -19% | 6,27% | 189% | 175 | 23,43% | 1,9 |
|
| 4408 |
4408
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$ 222 mi | +US$ 131 mi | +143% | 10,1% | 66,5% | 46 | 71,74% | 0,1 |
|
| 4409 |
4409
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$ 221 mi | +US$ 15,2 mi | +7% | 5,61% | 68,6% | 66 | 18,18% | 1,1 |
|
| 4410 |
4410
Cardinal Point Wealth Management
Irvine,
California
| US$ 221 mi | +US$ 22,9 mi | +12% | 4,21% | – | 42 | 11,9% | 0,4 |
|
| 4411 |
4411
Tucker Asset Management
Littleton,
Colorado
| US$ 221 mi | +US$ 31,7 mi | +17% | 5,92% | 71,6% | 378 | 17,99% | 0,4 |
|
| 4412 |
4412
Bickling Financial Services
Lexington,
Massachusetts
| US$ 221 mi | +US$ 22,5 mi | +11% | 7,1% | – | 142 | 23,94% | 0,4 |
|
| 4413 |
4413
Campbell Capital Management
Miami,
Florida
| US$ 221 mi | +US$ 4,21 mi | +2% | 7,98% | – | 66 | 34,85% | 1,1 |
|
| 4414 |
4414
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$ 221 mi | +US$ 84,3 mi | +62% | 4,68% | 71,1% | 158 | 39,87% | 0,3 |
|
| 4415 |
SST
4415
S Squared Technology
New York
| US$ 221 mi | +US$ 9,46 mi | +4% | 3,81% | 223% | 43 | 25,58% | 2 |
|
| 4416 |
4416
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$ 221 mi | +US$ 16,9 mi | +8% | 5,81% | 71,4% | 105 | 16,19% | 2,4 |
|
| 4417 |
4417
SimpliFi Inc
San Diego,
California
| US$ 221 mi | +US$ 6,79 mi | +3% | 2,37% | 27,9% | 29 | 37,93% | 1,6 |
|
| 4418 |
4418
Excalibur Management
Waltham,
Massachusetts
| US$ 221 mi | +US$ 18 mi | +9% | 6% | 81,7% | 161 | 9,32% | 3 |
|
| 4419 |
4419
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 221 mi | +US$ 19,7 mi | +10% | 8,99% | 107% | 88 | 7,95% | 2,2 |
|
| 4420 |
4420
Cabot-Wellington
Boston,
Massachusetts
| US$ 221 mi | +US$ 10,9 mi | +5% | 6% | 65% | 17 | 0% | 4,1 |
|
| 4421 |
4421
Old Well Partners
Charlotte,
North Carolina
| US$ 220 mi | +US$ 17,7 mi | +9% | 11% | 97,8% | 52 | 38,46% | 0,6 |
|
| 4422 |
4422
D. Scott Neal
Lexington,
Kentucky
| US$ 220 mi | -US$ 2,64 mi | -1% | 6,03% | 105% | 52 | 15,38% | 2,6 |
|
| 4423 |
SFG
4423
SageGuard Financial Group
Goodlettsville,
Tennessee
| US$ 220 mi | +US$ 5,42 mi | +3% | 6,63% | – | 150 | 20,67% | 0,4 |
|
| 4424 |
4424
Running Point Capital Advisors
El Segundo,
California
| US$ 220 mi | +US$ 38,7 mi | +21% | 6,5% | 52,1% | 158 | 13,92% | 0,4 |
|
| 4425 |
4425
Founders Financial Alliance
Raleigh,
North Carolina
| US$ 220 mi | +US$ 16,9 mi | +8% | 6,87% | 84,9% | 494 | 9,51% | 0,6 |
|