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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
SAMT
4626
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$ 272 mi | +US$ 20,7 mi | +8% | 7,8% | 68,4% | 70 | 8,57% | 3,9 |
|
| 4627 |
4627
BNC Wealth Management
Beaverton,
Oregon
| US$ 271 mi | +US$ 2,17 mi | +0,8% | 6,45% | 204% | 114 | 31,58% | 2,4 |
|
| 4628 |
4628
Sterling Financial Planning
Sparta,
New Jersey
| US$ 271 mi | +US$ 24,8 mi | +10% | 7,32% | 59,3% | 109 | 3,67% | 2,9 |
|
| 4629 |
4629
University of Illinois Foundation
Champaign,
Illinois
| US$ 271 mi | -US$ 14,8 mi | -5% | 8,63% | – | 4 | 25% | 0,7 |
|
| 4630 |
4630
Three Bridge Wealth Advisors
Los Altos,
California
| US$ 271 mi | +US$ 18,7 mi | +7% | 5,5% | 162% | 93 | 8,6% | 2 |
|
| 4631 |
4631
Alaethes Wealth
Glenbrook,
Nevada
| US$ 271 mi | +US$ 29,2 mi | +12% | 4,4% | 96,4% | 118 | 13,56% | 2,2 |
|
| 4632 |
4632
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$ 271 mi | +US$ 16,7 mi | +7% | 6,59% | 82,1% | 59 | 0% | 3 |
|
| 4633 |
KA
4633
Kooman & Associates
Altoona,
Pennsylvania
| US$ 271 mi | +US$ 22,1 mi | +9% | 5,9% | 66% | 48 | 12,5% | 1,3 |
|
| 4634 |
4634
Viola Ventures VC Management 4
Herzliya,
Israel
| US$ 271 mi | +US$ 8,6 mi | +3% | 2,36% | 79,1% | 5 | 0% | 1,6 |
|
| 4635 |
4635
360 Financial
Wayzata,
Minnesota
| US$ 271 mi | +US$ 6,11 mi | +2% | 6,71% | 82,5% | 96 | 14,58% | 2,5 |
|
| 4636 |
4636
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 270 mi | +US$ 28,8 mi | +12% | 6,71% | 41,2% | 80 | 13,75% | 1,2 |
|
| 4637 |
SC
4637
Sawyer & Company
Boston,
Massachusetts
| US$ 270 mi | +US$ 18,6 mi | +7% | 7,55% | 111% | 199 | 11,06% | 4 |
|
| 4638 |
4638
Rovin Capital
Mesa,
Arizona
| US$ 270 mi | +US$ 30 mi | +12% | 5,77% | 63,8% | 184 | 22,83% | 1,6 |
|
| 4639 |
4639
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 270 mi | +US$ 21,7 mi | +9% | 6,85% | 178% | 512 | 12,7% | 3,8 |
|
| 4640 |
4640
CEDRUS
Littleton,
Colorado
| US$ 270 mi | +US$ 70 mi | +35% | 5,94% | 19,8% | 192 | 25% | 1,5 |
|
| 4641 |
4641
Graybill Wealth Management
Elmhurst,
Illinois
| US$ 270 mi | +US$ 23,4 mi | +10% | 8,36% | – | 60 | 5% | 5,4 |
|
| 4642 |
4642
Congress Park Capital
Saratoga Springs,
New York
| US$ 270 mi | +US$ 20,8 mi | +8% | 5,33% | 99,9% | 123 | 14,63% | 3,9 |
|
| 4643 |
MFG
4643
Monumental Financial Group
Rockville,
Maryland
| US$ 270 mi | +US$ 40,2 mi | +18% | 4,65% | 18,2% | 43 | 6,98% | 1,8 |
|
| 4644 |
4644
Townsend Asset Management
Raleigh,
North Carolina
| US$ 269 mi | +US$ 11,4 mi | +4% | 5,75% | 88,5% | 203 | 7,39% | 3,4 |
|
| 4645 |
4645
Patient Square Capital
Menlo Park,
California
| US$ 269 mi | +US$ 54 mi | +25% | 0,67% | 329% | 11 | 81,82% | 0,2 |
|
| 4646 |
4646
Performa Ltd (US)
Charleston,
South Carolina
| US$ 269 mi | +US$ 26 mi | +11% | 6,54% | 59,6% | 60 | 18,33% | 2,5 |
|
| 4647 |
4647
Argent Advisors
Monroe,
Louisiana
| US$ 269 mi | +US$ 17,4 mi | +7% | 7,91% | 63,1% | 140 | 5,71% | 3,3 |
|
| 4648 |
4648
Delta Financial Group
Basking Ridge,
New Jersey
| US$ 269 mi | +US$ 30,6 mi | +13% | 8,12% | – | 140 | 13,57% | 1,1 |
|
| 4649 |
4649
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 269 mi | +US$ 4,5 mi | +2% | 1,21% | 44,2% | 149 | 34,23% | 1,5 |
|
| 4650 |
4650
Robinswood Financial
Kirkland,
Washington
| US$ 269 mi | +US$ 21,8 mi | +9% | 5,67% | 43,1% | 394 | 16,5% | 0,9 |
|