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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
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 343 mi | +US$ 7,32 mi | +2% | 0,56% | 58,8% | 279 | 9,32% | 3,5 |
|
| 4552 |
4552
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 343 mi | -US$ 14,6 mi | -4% | 4,65% | 44% | 51 | 13,73% | 5,5 |
|
| 4553 |
MKC
4553
M. Kraus & Co
Shelburne,
Vermont
| US$ 343 mi | -US$ 15,3 mi | -4% | 0,02% | 65,9% | 86 | 9,3% | 6,8 |
|
| 4554 |
FCM
4554
Fieldview Capital Management
Niles,
Michigan
| US$ 343 mi | -US$ 246 mi | -42% | 3,83% | – | 736 | 72,28% | 0,2 |
|
| 4555 |
VST
4555
Van Strum & Towne
San Francisco,
California
| US$ 343 mi | -US$ 15 mi | -4% | 1,95% | 72,3% | 118 | 9,32% | 6,4 |
|
| 4556 |
4556
FC Advisory
West Chester,
Pennsylvania
| US$ 342 mi | -US$ 5,58 mi | -2% | 1,83% | 46,6% | 118 | 3,39% | 5,4 |
|
| 4557 |
4557
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 342 mi | +US$ 492 mil | +0,1% | 4,17% | 66,4% | 112 | 22,32% | 1,9 |
|
| 4558 |
4558
Vectors Research Management
New York
| US$ 342 mi | +US$ 14,7 mi | +4% | 2,33% | 67,3% | 144 | 17,36% | 4,1 |
|
| 4559 |
4559
Regimen Wealth
Atlanta,
Georgia
| US$ 342 mi | +US$ 301 mil | +0,1% | 1,12% | 34,4% | 80 | 17,5% | 2,2 |
|
| 4560 |
WPA
4560
WIT Partners Advisory
Singapore
| US$ 342 mi | +US$ 53,2 mi | +18% | 2,37% | 22,7% | 18 | 22,22% | 0,5 |
|
| 4561 |
SC
4561
Slotnik Capital
Dallas,
Texas
| US$ 342 mi | -US$ 87,5 mi | -20% | 20,1% | – | 50 | 82% | 0,2 |
|
| 4562 |
4562
Yakira Capital Management
Westport,
Connecticut
| US$ 342 mi | +US$ 44,4 mi | +15% | 1,83% | 74,1% | 244 | 43,44% | 0,8 |
|
| 4563 |
4563
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 342 mi | -US$ 22,9 mi | -6% | 2,88% | 200% | 147 | 12,24% | 2,3 |
|
| 4564 |
4564
SMART Wealth
Omaha,
Nebraska
| US$ 341 mi | +US$ 13,5 mi | +4% | 0,41% | 83,6% | 240 | 35,42% | 1 |
|
| 4565 |
4565
Findell Capital Management
New York
| US$ 341 mi | -US$ 6,32 mi | -2% | 2,23% | – | 22 | 40,91% | 0,8 |
|
| 4566 |
4566
Seneca Financial Advisors
Rochester,
New York
| US$ 341 mi | +US$ 12,6 mi | +4% | 0,09% | 50,9% | 65 | 3,08% | 3,4 |
|
| 4567 |
4567
EntryPoint Capital
New York
| US$ 341 mi | +US$ 84,9 mi | +33% | 2,35% | – | 955 | 56,54% | 0,4 |
|
| 4568 |
4568
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 341 mi | +US$ 9,49 mi | +3% | 0,4% | 73,8% | 126 | 10,32% | 2,3 |
|
| 4569 |
4569
Crestview Partners II
New York
| US$ 341 mi | +US$ 22,9 mi | +7% | 9,78% | 157% | 3 | 0% | 7,4 |
|
| 4570 |
4570
Missouri Trust & Investment Company
Springfield,
Missouri
| US$ 341 mi | +US$ 100 mil | +0% | 1,86% | 81,6% | 422 | 7,35% | 3,4 |
|
| 4571 |
4571
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$ 341 mi | +US$ 9,47 mi | +3% | 1,78% | 66% | 138 | 26,09% | 2,3 |
|
| 4572 |
4572
Crown Wealth Group
Charlotte,
North Carolina
| US$ 340 mi | -US$ 17,4 mi | -5% | 3,26% | 98,2% | 163 | 23,31% | 1,8 |
|
| 4573 |
4573
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 340 mi | -US$ 4,56 mi | -1% | 0,28% | 97% | 189 | 11,64% | 5,3 |
|
| 4574 |
4574
Main Street Group
Glen Allen,
Virginia
| US$ 340 mi | +US$ 50,5 mi | +17% | 5,17% | 98,3% | 865 | 89,48% | 0,2 |
|
| 4575 |
4575
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 340 mi | +US$ 24 mi | +8% | 0,13% | 62,6% | 147 | 14,97% | 2,9 |
|