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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
Tucker Asset Management
Littleton,
Colorado
| US$ 405 mi | +US$ 70,4 mi | +21% | 16,9% | 71,6% | 465 | 27,1% | 1,8 |
|
| 4452 |
4452
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 405 mi | +US$ 49,3 mi | +14% | 14,6% | 92% | 170 | 8,82% | 5,2 |
|
| 4453 |
4453
Seaside Wealth Management
Carlsbad,
California
| US$ 405 mi | +US$ 49 mi | +14% | 11,4% | 53,4% | 74 | 16,22% | 2,7 |
|
| 4454 |
4454
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 404 mi | +US$ 40,5 mi | +11% | 14,1% | 72,3% | 254 | 18,11% | 6 |
|
| 4455 |
4455
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 404 mi | +US$ 12,5 mi | +3% | 11,7% | 88% | 113 | 16,81% | 4,9 |
|
| 4456 |
4456
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$ 404 mi | +US$ 24,4 mi | +6% | 14,3% | 81% | 102 | 6,86% | 6,5 |
|
| 4457 |
4457
Proathlete Wealth Management
Boca Raton,
Florida
| US$ 404 mi | +US$ 43,5 mi | +12% | 13,6% | 73,9% | 313 | 9,58% | 1,2 |
|
| 4458 |
4458
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 404 mi | +US$ 399 mil | +0,1% | 4,5% | 89,1% | 127 | 40,16% | 2,1 |
|
| 4459 |
4459
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 403 mi | +US$ 44,1 mi | +12% | 14,1% | 65,4% | 110 | 10,91% | 2,5 |
|
| 4460 |
4460
WBI Investments
Red Bank,
New Jersey
| US$ 403 mi | +US$ 41,1 mi | +11% | 20,6% | 105% | 381 | 52,76% | 0,8 |
|
| 4461 |
4461
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 403 mi | +US$ 41,5 mi | +11% | 13,6% | 81,5% | 255 | 11,37% | 5,1 |
|
| 4462 |
4462
OLIO Financial Planning
Mclean,
Virginia
| US$ 403 mi | +US$ 42,2 mi | +12% | 11% | 52,9% | 73 | 8,22% | 2,8 |
|
| 4463 |
4463
Clean Yield Group
Norwich,
Vermont
| US$ 403 mi | +US$ 47,8 mi | +13% | 14,5% | 80,7% | 413 | 11,14% | 5,1 |
|
| 4464 |
4464
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 403 mi | +US$ 37,8 mi | +10% | 12,6% | 61,1% | 712 | 5,48% | 2,7 |
|
| 4465 |
4465
Manske Wealth Management
Houston,
Texas
| US$ 403 mi | +US$ 45,7 mi | +13% | 12% | – | 235 | 12,34% | 1,2 |
|
| 4466 |
4466
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 403 mi | +US$ 60,9 mi | +18% | 25,2% | 200% | 150 | 11,33% | 2,4 |
|
| 4467 |
4467
Sterling Wealth Management
Champaign,
Illinois
| US$ 402 mi | +US$ 38 mi | +10% | 10,3% | – | 121 | 11,57% | 1,9 |
|
| 4468 |
4468
Grace & Mercy Foundation
New York
| US$ 402 mi | -US$ 7,99 mi | -2% | 4,59% | 67,6% | 21 | 0% | 2,4 |
|
| 4469 |
4469
Cliffwater
Marina Del Rey,
California
| US$ 402 mi | +US$ 24,3 mi | +6% | 6,39% | 29,4% | 22 | 9,09% | 4,6 |
|
| 4470 |
4470
Ping Capital Management
New York
| US$ 401 mi | +US$ 50,7 mi | +14% | 0,51% | – | 106 | 33,96% | 1 |
|
| 4471 |
4471
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$ 401 mi | +US$ 199 mi | +98% | 15,6% | – | 277 | 45,13% | 0,9 |
|
| 4472 |
4472
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$ 401 mi | +US$ 100 mi | +33% | 24,8% | 98,2% | 174 | 22,99% | 1,4 |
|
| 4473 |
4473
Physicians Financial Services
Raleigh,
North Carolina
| US$ 401 mi | +US$ 35,5 mi | +10% | 15,4% | 116% | 107 | 3,74% | 7,1 |
|
| 4474 |
WG
4474
Wealth Group
Raleigh,
North Carolina
| US$ 401 mi | +US$ 294 mi | +274% | 15,4% | – | 118 | 35,59% | 1,4 |
|
| 4475 |
4475
Redmond Asset Management
Henrico,
Virginia
| US$ 401 mi | +US$ 34,4 mi | +9% | 10,9% | 68,2% | 204 | 5,88% | 4,7 |
|