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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Hollow Brook Wealth Management
Katonah,
New York
| US$ 110 mi | +US$ 17,9 mi | +19% | 3,64% | 92,8% | 52 | 11,54% | 3,2 |
|
| 4502 |
4502
Smart Portfolios LLC
Seattle,
Washington
| US$ 110 mi | -US$ 8,18 mi | -7% | 1,34% | 41,3% | 221 | 81% | 1,4 |
|
| 4503 |
4503
Ballew Advisors
Jackson,
Mississippi
| US$ 110 mi | +US$ 1,32 mi | +1% | 2,31% | 68% | 94 | 8,51% | 1,4 |
|
| 4504 |
4504
Kelly Financial Services
Braintree,
Massachusetts
| US$ 110 mi | +US$ 20,1 mi | +22% | 3,63% | 64,3% | 523 | 8,8% | 0,2 |
|
| 4505 |
PC
4505
PA Capital
Richmond,
Virginia
| US$ 110 mi | -US$ 2,2 mi | -2% | 5,2% | – | 134 | 37,31% | 0,4 |
|
| 4506 |
4506
Private Wealth Group
Tampa,
Florida
| US$ 110 mi | +US$ 795 mil | +0,7% | 3,59% | 52,9% | 27 | 3,7% | 0,9 |
|
| 4507 |
SCM
4507
Shoals Capital Management
Arlington,
Virginia
| US$ 110 mi | -US$ 3,8 mi | -3% | 3,24% | – | 20 | 50% | 0,2 |
|
| 4508 |
4508
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 110 mi | +US$ 942 mil | +0,9% | 2,06% | 87,9% | 110 | 8,18% | 1,2 |
|
| 4509 |
4509
WealthBridge Capital Management
Westerville,
Ohio
| US$ 110 mi | -US$ 47,8 mi | -30% | 3,76% | 89,4% | 1.013 | 89,04% | 0,5 |
|
| 4510 |
4510
Protective Life
Birmingham,
Alabama
| US$ 110 mi | +US$ 2,04 mi | +2% | 1,91% | 38,4% | 12 | 0% | 0,8 |
|
| 4511 |
AIM
4511
Act II Management
New York
| US$ 109 mi | -US$ 11 mi | -9% | 5,11% | 43,6% | 26 | 15,38% | 2 |
|
| 4512 |
ASA
4512
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 109 mi | +US$ 5,18 mi | +5% | 4,61% | 51,2% | 44 | 11,36% | 3,5 |
|
| 4513 |
4513
Clearshares
New York
| US$ 109 mi | +US$ 6,12 mi | +6% | 2,27% | – | 35 | 34,29% | 1,1 |
|
| 4514 |
4514
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 109 mi | -US$ 1,51 mi | -1% | 3,33% | 58,8% | 133 | 16,54% | 1,3 |
|
| 4515 |
4515
TPG Financial Advisors
Portland,
Oregon
| US$ 109 mi | +US$ 5,75 mi | +6% | 1,6% | – | 43 | 20,93% | 0,4 |
|
| 4516 |
4516
EDMP Inc
Lutz,
Florida
| US$ 109 mi | +US$ 6,64 mi | +6% | 1,73% | 71,6% | 55 | 20% | 3,5 |
|
| 4517 |
4517
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 109 mi | – | – | 0,92% | 143% | 41 | – | 0 |
|
| 4518 |
4518
Seneca House Advisors
Richmond,
Virginia
| US$ 109 mi | -US$ 6,05 mi | -5% | 2,83% | 58,2% | 97 | 10,31% | 1,3 |
|
| 4519 |
4519
TCG Advisors
Austin,
Texas
| US$ 109 mi | -US$ 631 mil | -0,6% | 1,46% | – | 588 | 34,18% | 0,2 |
|
| 4520 |
4520
Atwater Malick
Lancaster,
Pennsylvania
| US$ 109 mi | +US$ 6,78 mi | +7% | 4,67% | 83,4% | 36 | 5,56% | 0,5 |
|
| 4521 |
4521
Field & Main Bank
Henderson,
Kentucky
| US$ 109 mi | +US$ 2,97 mi | +3% | 4,16% | 107% | 211 | 3,79% | 3,8 |
|
| 4522 |
4522
Axis Capital Holdings
Pembroke,
| US$ 109 mi | +US$ 3,9 mi | +4% | 3,72% | 67% | 2 | 0% | 4,6 |
|
| 4523 |
4523
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 109 mi | +US$ 1,49 mi | +1% | 4,4% | 75,5% | 93 | 10,75% | 3 |
|
| 4524 |
4524
Yorktown Energy Partners X
New York
| US$ 109 mi | +US$ 13,2 mi | +14% | 1,23% | 95,9% | 3 | 33,33% | 1,6 |
|
| 4525 |
4525
Hoover Financial Advisors
Malvern,
Pennsylvania
| US$ 109 mi | +US$ 4,09 mi | +4% | 3,75% | – | 66 | 9,09% | 0,5 |
|