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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
Bank of Stockton
Stockton,
California
| US$ 349 mi | -US$ 1,46 mi | -0,4% | 4,66% | 99,2% | 144 | 9,72% | 6,4 |
|
| 4552 |
4552
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 349 mi | +US$ 9,08 mi | +3% | 2,18% | 65,4% | 104 | 3,85% | 2,2 |
|
| 4553 |
4553
Southern Financial Group
Birmingham,
Alabama
| US$ 349 mi | – | – | 0,68% | – | 84 | – | 0 |
|
| 4554 |
4554
Sterling Investment Counsel
Buffalo,
New York
| US$ 349 mi | +US$ 37,1 mi | +12% | 2,83% | 93,8% | 193 | 35,75% | 1,4 |
|
| 4555 |
4555
Ripple Effect Asset Management
New York
| US$ 349 mi | -US$ 162 mi | -32% | 3,33% | – | 50 | 72% | 0,3 |
|
| 4556 |
4556
Endeavor Private Wealth
Topeka,
Kansas
| US$ 349 mi | +US$ 25,4 mi | +8% | 2,17% | – | 213 | 11,27% | 0,6 |
|
| 4557 |
4557
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 349 mi | +US$ 22,9 mi | +7% | 2,54% | 65,8% | 142 | 7,04% | 2,7 |
|
| 4558 |
4558
Rench Wealth Management
Denton,
Texas
| US$ 349 mi | +US$ 7,96 mi | +2% | 3,05% | 106% | 57 | 3,51% | 5,6 |
|
| 4559 |
4559
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 348 mi | +US$ 16,1 mi | +5% | 2,24% | 81,6% | 134 | 13,43% | 2,8 |
|
| 4560 |
4560
FC Advisory
West Chester,
Pennsylvania
| US$ 348 mi | +US$ 6,19 mi | +2% | 1,1% | 46,6% | 119 | 4,2% | 5 |
|
| 4561 |
4561
Fiduciary Family Office
Boca Raton,
Florida
| US$ 348 mi | -US$ 3,6 mi | -1% | 4,89% | 97,3% | 193 | 9,33% | 0,7 |
|
| 4562 |
4562
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 348 mi | +US$ 3,69 mi | +1% | 1,17% | 50,4% | 72 | 5,56% | 3,1 |
|
| 4563 |
4563
RiverPark Advisors
New York
| US$ 348 mi | +US$ 117 mi | +50% | 1% | 87,5% | 175 | 27,43% | 2,3 |
|
| 4564 |
4564
WT Wealth Management
Scottsdale,
Arizona
| US$ 348 mi | +US$ 319 mil | +0,1% | 2,55% | 72% | 150 | 19,33% | 2,4 |
|
| 4565 |
4565
Ping Capital Management
New York
| US$ 348 mi | +US$ 53,5 mi | +18% | 44,8% | – | 89 | 31,46% | 0,9 |
|
| 4566 |
4566
Findell Capital Management
New York
| US$ 348 mi | +US$ 94,4 mi | +37% | 35,7% | – | 20 | 40% | 0,6 |
|
| 4567 |
4567
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 348 mi | +US$ 10 mi | +3% | 0,89% | 40,3% | 175 | 13,71% | 3 |
|
| 4568 |
4568
Osprey Private Wealth
New York
| US$ 347 mi | +US$ 72,3 mi | +26% | 3,6% | – | 81 | 22,22% | 0,8 |
|
| 4569 |
4569
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 347 mi | +US$ 33,3 mi | +11% | 1,23% | 81% | 47 | 19,15% | 1,7 |
|
| 4570 |
4570
SRH Advisors
Salina,
Kansas
| US$ 347 mi | +US$ 4,77 mi | +1% | 1,02% | 55,7% | 299 | 9,36% | 6,7 |
|
| 4571 |
4571
Acumen Wealth Advisors
Chattanooga,
Tennessee
| US$ 347 mi | – | – | 5,12% | – | 525 | – | 0 |
|
| 4572 |
4572
Field & Main Bank
Henderson,
Kentucky
| US$ 347 mi | +US$ 8,47 mi | +3% | 3,15% | 107% | 271 | 11,81% | 6,5 |
|
| 4573 |
SC
4573
Steph & Co
Marinette,
Wisconsin
| US$ 347 mi | +US$ 19,5 mi | +6% | 1,67% | 61,6% | 342 | 17,25% | 3,1 |
|
| 4574 |
4574
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| US$ 347 mi | +US$ 20,2 mi | +6% | 3,98% | 199% | 88 | 20,45% | 2,3 |
|
| 4575 |
EL
4575
EQ LLC
Bellevue,
Washington
| US$ 347 mi | +US$ 52,2 mi | +18% | 2,15% | 72,9% | 79 | 8,86% | 2,4 |
|