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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 |
PA
4501
PSI Advisors
Tampa,
Florida
| US$ 207 mi | +US$ 19,2 mi | +10% | 7,93% | 58,2% | 837 | 12,31% | 1,4 |
|
| 4502 |
4502
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 207 mi | +US$ 8,99 mi | +5% | 9,32% | 107% | 91 | 3,3% | 2,9 |
|
| 4503 |
4503
TFG Advisers
Auburn Hills,
Michigan
| US$ 207 mi | +US$ 11,8 mi | +6% | 5,94% | 61,8% | 200 | 6,5% | 3,3 |
|
| 4504 |
4504
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$ 207 mi | +US$ 11 mi | +6% | 3,65% | 13% | 59 | 25,42% | 3,9 |
|
| 4505 |
4505
Red Lighthouse Investment Management
New York
| US$ 207 mi | +US$ 8,42 mi | +4% | 6,26% | 71,1% | 99 | 7,07% | 0,2 |
|
| 4506 |
4506
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 207 mi | +US$ 17,1 mi | +9% | 13,2% | 90,8% | 95 | 14,74% | 1,8 |
|
| 4507 |
4507
Thomas Story & Son
Culver,
Indiana
| US$ 206 mi | +US$ 9,7 mi | +5% | 6,44% | 101% | 53 | 1,89% | 6,3 |
|
| 4508 |
4508
Unique Wealth
Clearwater,
Florida
| US$ 206 mi | +US$ 18,9 mi | +10% | 6,25% | 68,5% | 69 | 21,74% | 0,2 |
|
| 4509 |
4509
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 206 mi | +US$ 17,8 mi | +9% | 8,06% | 57% | 103 | 10,68% | 2,6 |
|
| 4510 |
CCC
4510
Chelsea Counsel Company
Los Angeles,
California
| US$ 206 mi | +US$ 5,68 mi | +3% | 4,31% | 106% | 167 | 13,17% | 2,8 |
|
| 4511 |
4511
Continental Grain Company
New York
| US$ 206 mi | -US$ 52,8 mi | -20% | 5,22% | 5,73% | 4 | 0% | 2,3 |
|
| 4512 |
4512
Retirement Capital Strategies
San Jose,
California
| US$ 206 mi | +US$ 2,01 mi | +1% | 2,38% | 59% | 53 | 45,28% | 2,4 |
|
| 4513 |
4513
Bloom Tree Partners
New York
| US$ 206 mi | +US$ 16,2 mi | +9% | 13,4% | 20,4% | 62 | 37,1% | 1,1 |
|
| 4514 |
4514
Islet Management
New York
| US$ 206 mi | +US$ 57,3 mi | +39% | 5,99% | 75,3% | 73 | 79,45% | 0,5 |
|
| 4515 |
4515
Drake & Associates
Waukesha,
Wisconsin
| US$ 205 mi | +US$ 16 mi | +8% | 5,69% | 47,9% | 76 | 11,84% | 0,6 |
|
| 4516 |
4516
Landaas & Company
Milwaukee,
Wisconsin
| US$ 205 mi | +US$ 23,4 mi | +13% | 5,53% | 68,3% | 79 | 18,99% | 3,2 |
|
| 4517 |
4517
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 205 mi | +US$ 35,6 mi | +21% | 6,42% | 105% | 227 | 39,65% | 0,7 |
|
| 4518 |
4518
Buck Wealth Strategies
Denver,
Colorado
| US$ 205 mi | – | – | 2,33% | 48,4% | 200 | – | 0,1 |
|
| 4519 |
4519
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 205 mi | +US$ 10,2 mi | +5% | 4,52% | 74,6% | 48 | 8,33% | 2,7 |
|
| 4520 |
4520
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$ 205 mi | +US$ 17,7 mi | +9% | 4,53% | 44,5% | 82 | 9,76% | 0,9 |
|
| 4521 |
4521
David Kennon
Sarasota,
Florida
| US$ 205 mi | +US$ 12,8 mi | +7% | 4,7% | 52,4% | 32 | 46,88% | 0,3 |
|
| 4522 |
4522
Legacy Capital Group California
Los Gatos,
California
| US$ 205 mi | – | – | 4,08% | 129% | 238 | – | 0 |
|
| 4523 |
4523
J. Arnold Wealth Management
Youngstown,
Ohio
| US$ 205 mi | +US$ 1,9 mi | +0,9% | 22,6% | 46,2% | 86 | 40,7% | 1,5 |
|
| 4524 |
4524
Tempus Wealth Planning
Irvine,
California
| US$ 205 mi | +US$ 40 mi | +24% | 8,31% | 95% | 197 | 18,27% | 1,7 |
|
| 4525 |
4525
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 204 mi | +US$ 23,7 mi | +13% | 8,94% | 136% | 134 | 17,91% | 2,8 |
|