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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
EdgeRock Capital
Denver,
Colorado
| US$ 316 mi | +US$ 176 mi | +125% | 9,84% | 71,3% | 112 | 41,96% | 0,9 |
|
| 4452 |
4452
Rench Wealth Management
Denton,
Texas
| US$ 316 mi | +US$ 26,4 mi | +9% | 11,2% | 106% | 52 | 5,77% | 5,6 |
|
| 4453 |
4453
Compass Advisory Group
Melville,
New York
| US$ 316 mi | +US$ 28,8 mi | +10% | 7,27% | 49,2% | 77 | 5,19% | 3 |
|
| 4454 |
4454
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 316 mi | +US$ 24,8 mi | +9% | 16% | 158% | 189 | 7,94% | 1,8 |
|
| 4455 |
4455
Atwater Malick
Lancaster,
Pennsylvania
| US$ 316 mi | +US$ 20,2 mi | +7% | 6,2% | 83,4% | 83 | 6,02% | 3,4 |
|
| 4456 |
CMAI
4456
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 316 mi | -US$ 126 mi | -28% | 6,64% | 75,6% | 148 | 34,46% | 1 |
|
| 4457 |
4457
Sequent Planning
Omaha,
Nebraska
| US$ 316 mi | +US$ 37,9 mi | +14% | 8,01% | – | 167 | 15,57% | 0,9 |
|
| 4458 |
4458
Leeward Financial Partners
Bellevue,
Washington
| US$ 316 mi | +US$ 47,9 mi | +18% | 14,8% | 97,9% | 103 | 19,42% | 2,1 |
|
| 4459 |
4459
Courage Miller Partners
Norfolk,
Virginia
| US$ 315 mi | +US$ 20,3 mi | +7% | 5,88% | 43,5% | 86 | 4,65% | 7,6 |
|
| 4460 |
4460
White Pine Capital
Bloomington,
Minnesota
| US$ 315 mi | +US$ 26,4 mi | +9% | 10,8% | 143% | 230 | 6,09% | 6,3 |
|
| 4461 |
4461
BCWM LLC
Overland Park,
Kansas
| US$ 315 mi | +US$ 27,3 mi | +9% | 5,35% | – | 57 | 15,79% | 4,5 |
|
| 4462 |
4462
Prudent Man Advisors
Naperville,
Illinois
| US$ 315 mi | +US$ 39,5 mi | +14% | 9,2% | 82,8% | 189 | 13,76% | 3 |
|
| 4463 |
4463
Websterrogers Financial Advisors
Florence,
South Carolina
| US$ 315 mi | +US$ 21,7 mi | +7% | 7,03% | 42,9% | 88 | 6,82% | 2,3 |
|
| 4464 |
4464
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 314 mi | +US$ 39,2 mi | +14% | 7,3% | 63% | 176 | 31,82% | 1,7 |
|
| 4465 |
4465
Proathlete Wealth Management
Boca Raton,
Florida
| US$ 314 mi | +US$ 40 mi | +15% | 11,1% | 73,9% | 333 | 39,64% | 0,4 |
|
| 4466 |
4466
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 314 mi | +US$ 24,6 mi | +8% | 9,86% | 101% | 147 | 17,01% | 5,6 |
|
| 4467 |
4467
Seaside Wealth Management
Carlsbad,
California
| US$ 314 mi | +US$ 33,9 mi | +12% | 8,74% | 53,4% | 64 | 10,94% | 2,2 |
|
| 4468 |
4468
Mirabaud & Cie
Geneva,
Switzerland
| US$ 314 mi | +US$ 21,1 mi | +7% | 16,3% | 151% | 65 | 13,85% | 1,2 |
|
| 4469 |
4469
Panview Capital
Hong Kong
| US$ 314 mi | +US$ 50,2 mi | +19% | 12,8% | – | 9 | 11,11% | 0,4 |
|
| 4470 |
4470
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$ 314 mi | +US$ 15,9 mi | +5% | 7,64% | 63,2% | 86 | 9,3% | 4,2 |
|
| 4471 |
4471
Rivermont Capital Management
New York
| US$ 314 mi | +US$ 76,7 mi | +32% | 36% | 555% | 24 | 54,17% | 0,9 |
|
| 4472 |
4472
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| US$ 314 mi | +US$ 114 mi | +57% | 9,68% | – | 17 | 64,71% | 0,2 |
|
| 4473 |
4473
Custos Family Office
Austin,
Texas
| US$ 314 mi | +US$ 31,7 mi | +11% | 8,56% | 57,4% | 74 | 10,81% | 1,7 |
|
| 4474 |
NICM
4474
Neo Ivy Capital Management
New York
| US$ 313 mi | -US$ 726 mil | -0,2% | 8,62% | – | 510 | 79,8% | 0,1 |
|
| 4475 |
4475
BOS Asset Management
Springfield,
Illinois
| US$ 313 mi | +US$ 22 mi | +8% | 6,53% | 70,3% | 186 | 18,28% | 1,6 |
|