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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 244 mi | +US$ 36,2 mi | +17% | 8,68% | 73,2% | 257 | 25,29% | 1,4 |
|
| 4527 |
4527
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 244 mi | +US$ 47,8 mi | +24% | 12,4% | 111% | 107 | 8,41% | 3 |
|
| 4528 |
4528
Shaker Financial Services
Arlington,
Virginia
| US$ 244 mi | +US$ 29 mi | +14% | 5,82% | 12,9% | 175 | 24,57% | 1,8 |
|
| 4529 |
4529
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 243 mi | +US$ 65,8 mi | +37% | 50,8% | 167% | 37 | 45,95% | 1,5 |
|
| 4530 |
4530
L2 Asset Management
Wayland,
Massachusetts
| US$ 243 mi | +US$ 30,7 mi | +14% | 13,1% | 128% | 245 | 40% | 1,2 |
|
| 4531 |
PH
4531
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 243 mi | +US$ 29,6 mi | +14% | 11,7% | 79,6% | 228 | 15,79% | 4,9 |
|
| 4532 |
4532
Foundry Group Next
Boulder,
Colorado
| US$ 243 mi | +US$ 70,1 mi | +41% | 69,4% | – | 5 | 20% | 0,9 |
|
| 4533 |
4533
Mathes Company
New York
| US$ 243 mi | +US$ 27,2 mi | +13% | 11,9% | 121% | 132 | 8,33% | 5,7 |
|
| 4534 |
SFA
4534
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 243 mi | +US$ 44,2 mi | +22% | 23,1% | 187% | 14 | 0% | 3,1 |
|
| 4535 |
4535
Glassy Mountain Advisors
Bethesda,
Maryland
| US$ 242 mi | +US$ 32,6 mi | +16% | 12,8% | 91,5% | 59 | 16,95% | 0,4 |
|
| 4536 |
4536
Wealthstream Advisors
New York
| US$ 242 mi | +US$ 48,5 mi | +25% | 11,1% | 88,2% | 150 | 28,67% | 1 |
|
| 4537 |
4537
Phraction Management
Colchester,
Connecticut
| US$ 242 mi | +US$ 30 mi | +14% | 11,2% | 106% | 54 | 11,11% | 1,5 |
|
| 4538 |
4538
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$ 242 mi | – | – | 10,9% | 128% | 164 | – | 0 |
|
| 4539 |
GWA
4539
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 242 mi | +US$ 10,7 mi | +5% | 8% | 25,9% | 149 | 14,77% | 1,1 |
|
| 4540 |
4540
Aristotle Pacific Capital
Newport Beach,
California
| US$ 242 mi | +US$ 72,7 mi | +43% | 3,07% | 1,84% | 5 | 0% | 1,8 |
|
| 4541 |
4541
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 242 mi | +US$ 13,6 mi | +6% | 9,4% | 83% | 118 | 6,78% | 5,7 |
|
| 4542 |
4542
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 242 mi | +US$ 23,3 mi | +11% | 10% | 107% | 209 | 15,31% | 2,2 |
|
| 4543 |
4543
Cutler Capital Management
Worcester,
Massachusetts
| US$ 241 mi | +US$ 19,7 mi | +9% | 8,32% | 39,7% | 120 | 15,83% | 3 |
|
| 4544 |
CHA
4544
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$ 241 mi | +US$ 24,1 mi | +11% | 10,8% | 39,7% | 830 | 8,55% | 3 |
|
| 4545 |
4545
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 241 mi | +US$ 11,8 mi | +5% | 9,88% | 97% | 182 | 14,29% | 4,1 |
|
| 4546 |
4546
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 241 mi | -US$ 31,7 mi | -12% | 9,46% | 106% | 127 | 12,6% | 8,7 |
|
| 4547 |
AB
4547
Atlas Brown
Louisville,
Kentucky
| US$ 241 mi | +US$ 22 mi | +10% | 10,2% | 115% | 190 | 6,32% | 6,1 |
|
| 4548 |
EE
4548
EWG Elevate
Roseville,
California
| US$ 241 mi | +US$ 19,8 mi | +9% | 9,21% | 76% | 122 | 33,61% | 1,5 |
|
| 4549 |
4549
Mendon Capital Advisors
Key Largo,
Florida
| US$ 241 mi | – | – | 25,7% | – | 56 | – | 2,6 |
|
| 4550 |
4550
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 241 mi | +US$ 34,7 mi | +17% | 8,6% | 64,4% | 70 | 4,29% | 7,4 |
|