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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Truvvo Partners
New York
| US$ 128 mi | +US$ 19,3 mi | +18% | 19,7% | 21,1% | 47 | 23,4% | 1,4 |
|
| 4477 |
4477
HC Financial Advisors
Lafayette,
California
| US$ 128 mi | +US$ 16,1 mi | +14% | 16,1% | 31,2% | 417 | 12,71% | 0,5 |
|
| 4478 |
MA
4478
Menlo Advisors
Menlo Park,
California
| US$ 128 mi | +US$ 22 mi | +21% | 22,1% | 108% | 40 | 35% | 3,5 |
|
| 4479 |
4479
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 128 mi | +US$ 24,9 mi | +24% | 15,9% | 57,3% | 58 | 20,69% | 0,4 |
|
| 4480 |
4480
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 128 mi | +US$ 20,2 mi | +19% | 27,8% | 125% | 75 | 13,33% | 1,9 |
|
| 4481 |
4481
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 128 mi | +US$ 32,4 mi | +34% | 19,8% | 74,3% | 46 | 23,91% | 1,3 |
|
| 4482 |
AA
4482
Alta Advisers
London,
United Kingdom
| US$ 128 mi | +US$ 11,6 mi | +10% | 9,21% | 114% | 4 | 0% | 2,8 |
|
| 4483 |
4483
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 128 mi | -US$ 95,4 mi | -43% | 19,6% | 82% | 52 | 21,15% | 1,7 |
|
| 4484 |
4484
MONECO Advisors
Fairfield,
Connecticut
| US$ 128 mi | +US$ 30 mi | +31% | 19,5% | 70,5% | 146 | 21,92% | 1 |
|
| 4485 |
4485
Pecaut & Co
Sioux City,
Iowa
| US$ 128 mi | +US$ 17,5 mi | +16% | 19,1% | 62,8% | 69 | 20,29% | 3,2 |
|
| 4486 |
4486
CTC (Chicago Trading Company)
Chicago,
Illinois
| US$ 128 mi | +US$ 4,07 mi | +3% | 27,6% | 192% | 70 | 14,29% | 1,4 |
|
| 4487 |
RP
4487
RBS Partners
Bay Harbor Islands,
Florida
| US$ 128 mi | +US$ 34,9 mi | +38% | 38,2% | 210% | 3 | 0% | 5,9 |
|
| 4488 |
4488
Ranch Capital Advisors
Sarasota,
Florida
| US$ 128 mi | +US$ 26,4 mi | +26% | 16,4% | 92,6% | 1.074 | 20,02% | 0,5 |
|
| 4489 |
KCM
4489
Kempner Capital Management
Galveston,
Texas
| US$ 127 mi | +US$ 12,5 mi | +11% | 18% | 60,9% | 51 | 9,8% | 4,3 |
|
| 4490 |
4490
Trellis Advisors
Ellensburg,
Washington
| US$ 127 mi | +US$ 23,5 mi | +23% | 20% | 23,3% | 66 | 21,21% | 1,5 |
|
| 4491 |
SST
4491
S Squared Technology
New York
| US$ 127 mi | +US$ 24,2 mi | +24% | 55,2% | 223% | 39 | 20,51% | 2,4 |
|
| 4492 |
4492
Wambolt & Associates
Littleton,
Colorado
| US$ 127 mi | +US$ 30,5 mi | +31% | 21,6% | 62,2% | 180 | 13,33% | 1,1 |
|
| 4493 |
4493
Atwater Malick
Lancaster,
Pennsylvania
| US$ 127 mi | +US$ 22,9 mi | +22% | 17,5% | 83,4% | 43 | 16,28% | 1,1 |
|
| 4494 |
4494
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 127 mi | +US$ 25,7 mi | +25% | 17% | 136% | 107 | 27,1% | 1,4 |
|
| 4495 |
4495
Titus Wealth Management
Larskpur,
California
| US$ 127 mi | +US$ 21,1 mi | +20% | 18,2% | 26,6% | 115 | 17,39% | 1,5 |
|
| 4496 |
4496
Clarity Wealth Advisors
San Jose,
California
| US$ 127 mi | +US$ 30,7 mi | +32% | 24,1% | 94,1% | 65 | 20% | 0,4 |
|
| 4497 |
4497
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$ 127 mi | +US$ 14,8 mi | +13% | 22,1% | – | 221 | 15,84% | 3,2 |
|
| 4498 |
4498
Legg Mason
Baltimore,
Maryland
| US$ 127 mi | +US$ 126 mi | +13.105% | 12,4% | 1,6% | 27 | 77,78% | 1,9 |
|
| 4499 |
4499
IFG Advisors
St. Louis,
Missouri
| US$ 127 mi | +US$ 25,4 mi | +25% | 20,5% | 78,7% | 86 | 9,3% | 0,6 |
|
| 4500 |
4500
Monte Financial Group
Guilford,
Connecticut
| US$ 126 mi | +US$ 23,2 mi | +22% | 14,2% | 57,9% | 72 | 27,78% | 1,9 |
|