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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
3Chopt Investment Partners
Richmond,
Virginia
| US$ 280 mi | -US$ 47,9 mi | -15% | 7,06% | 128% | 183 | 61,75% | 1,3 |
|
| 4552 |
SFA
4552
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 279 mi | -US$ 158 mil | -0,1% | 0,58% | 187% | 19 | 21,05% | 2,8 |
|
| 4553 |
4553
Brophy Wealth Management
Bedford,
New Hampshire
| US$ 279 mi | – | – | 6,74% | – | 212 | – | 0 |
|
| 4554 |
4554
Gill Capital Partners
Denver,
Colorado
| US$ 279 mi | +US$ 20,8 mi | +8% | 5,44% | 59% | 133 | 7,52% | 3,5 |
|
| 4555 |
4555
Strategic Advocates
Logan,
Utah
| US$ 279 mi | +US$ 27,2 mi | +11% | 5,93% | 103% | 136 | 25% | 0,7 |
|
| 4556 |
WM
4556
Wishbone Management
Chicago,
Illinois
| US$ 279 mi | -US$ 30,5 mi | -10% | 2,1% | 58,7% | 5 | 0% | 1,3 |
|
| 4557 |
4557
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 279 mi | +US$ 17 mi | +6% | 7,9% | 107% | 215 | 9,3% | 2,8 |
|
| 4558 |
4558
Hobbs Group Advisors
Columbia,
South Carolina
| US$ 279 mi | +US$ 16,2 mi | +6% | 5,21% | – | 677 | 14,77% | 0,6 |
|
| 4559 |
FNWM
4559
Financial Network Wealth Management
Draper,
Utah
| US$ 279 mi | +US$ 16,5 mi | +6% | 5,39% | – | 114 | 7,89% | 1,2 |
|
| 4560 |
LA
4560
LFL Advisers
Evanston,
Illinois
| US$ 279 mi | +US$ 24,8 mi | +10% | 6,48% | 83% | 11 | 9,09% | 6,5 |
|
| 4561 |
4561
Narus Financial Partners
Salt Lake City,
Utah
| US$ 279 mi | +US$ 30,8 mi | +12% | 11,3% | 85,3% | 156 | 13,46% | 3,2 |
|
| 4562 |
4562
Mattson Financial Services
Kentwood,
Michigan
| US$ 279 mi | -US$ 1,83 mi | -0,7% | 5,57% | – | 270 | 0% | 0,3 |
|
| 4563 |
4563
Yakira Capital Management
Westport,
Connecticut
| US$ 279 mi | +US$ 4,01 mi | +1% | 4% | 74,1% | 330 | 35,76% | 1,1 |
|
| 4564 |
4564
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 278 mi | +US$ 18,5 mi | +7% | 3,43% | 70,6% | 100 | 15% | 2,6 |
|
| 4565 |
CWM
4565
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 278 mi | +US$ 11,7 mi | +4% | 7,88% | 108% | 125 | 7,2% | 0,7 |
|
| 4566 |
4566
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 278 mi | +US$ 20,6 mi | +8% | 9,25% | 87,3% | 376 | 14,1% | 2,4 |
|
| 4567 |
4567
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 278 mi | +US$ 858 mil | +0,3% | 10,7% | 108% | 59 | 25,42% | 2,8 |
|
| 4568 |
4568
Richard W. Paul & Associates
Novi,
Michigan
| US$ 278 mi | +US$ 19,3 mi | +7% | 6,01% | 65,2% | 528 | 10,04% | 1,4 |
|
| 4569 |
4569
First United Bank & Trust
Oakland,
Maryland
| US$ 278 mi | +US$ 9,6 mi | +4% | 7,3% | 78% | 406 | 7,39% | 2,9 |
|
| 4570 |
TC
4570
Teilinger Capital
Houston,
Texas
| US$ 278 mi | +US$ 48,6 mi | +21% | 12,1% | 30,2% | 27 | 77,78% | 0,5 |
|
| 4571 |
4571
TFG Advisers
Auburn Hills,
Michigan
| US$ 278 mi | +US$ 20,3 mi | +8% | 7,21% | 61,8% | 207 | 5,8% | 4,1 |
|
| 4572 |
4572
Altrafin AG
Zurich,
| US$ 278 mi | +US$ 6,94 mi | +3% | 2,57% | 97,6% | 61 | 19,67% | 2,2 |
|
| 4573 |
4573
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$ 278 mi | +US$ 14,4 mi | +5% | 5,47% | 0,86% | 1 | 0% | 1,8 |
|
| 4574 |
4574
TNF
Billings,
Montana
| US$ 278 mi | +US$ 5,99 mi | +2% | 4,99% | 21,3% | 128 | 7,03% | 2,1 |
|
| 4575 |
4575
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 278 mi | +US$ 3,42 mi | +1% | 4,89% | 57% | 472 | 4,24% | 1,8 |
|