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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Clarity Wealth Advisors
San Jose,
California
| US$ 166 mi | -US$ 8,86 mi | -5% | 4,46% | 94,1% | 72 | 15,28% | 2,2 |
|
| 4652 |
4652
Towerpoint Wealth
Sacramento,
California
| US$ 166 mi | -US$ 1,51 mi | -0,9% | 4,99% | 67,7% | 88 | 6,82% | 2,8 |
|
| 4653 |
4653
Unio Capital
Princeton,
New Jersey
| US$ 166 mi | -US$ 8,33 mi | -5% | 2,86% | 97,8% | 51 | 17,65% | 3,3 |
|
| 4654 |
MS
4654
Madden Securities
Dallas,
Texas
| US$ 166 mi | -US$ 16,7 mi | -9% | 5,89% | 108% | 102 | 7,84% | 2 |
|
| 4655 |
GA
4655
Greytown Advisors
Miami,
Florida
| US$ 165 mi | -US$ 10,9 mi | -6% | 6,75% | 14,1% | 104 | 11,54% | 3,3 |
|
| 4656 |
4656
BNC Wealth Management
Beaverton,
Oregon
| US$ 165 mi | -US$ 25,9 mi | -14% | 3,07% | 204% | 120 | 24,17% | 1,2 |
|
| 4657 |
NEGWA
4657
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 165 mi | +US$ 3,36 mi | +2% | 7,06% | 6,04% | 71 | 8,45% | 3,4 |
|
| 4658 |
4658
Provident Wealth Management
Brentwood,
Tennessee
| US$ 165 mi | +US$ 7,68 mi | +5% | 5,55% | 61,1% | 99 | 8,08% | 1,6 |
|
| 4659 |
4659
JVL Associates
Wyoming,
Michigan
| US$ 165 mi | +US$ 21,5 mi | +15% | 4,21% | 81% | 45 | 26,67% | 3,4 |
|
| 4660 |
4660
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 165 mi | -US$ 13 mi | -7% | 6,14% | 66,8% | 104 | 8,65% | 5,6 |
|
| 4661 |
4661
Beddow Capital Management
Jackson,
Wyoming
| US$ 165 mi | -US$ 4,73 mi | -3% | 2,22% | 50,7% | 52 | 9,62% | 4,1 |
|
| 4662 |
4662
Leisure Capital Management
Costa Mesa,
California
| US$ 165 mi | -US$ 27,6 mi | -14% | 4,93% | 98% | 132 | 15,15% | 4 |
|
| 4663 |
4663
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$ 165 mi | -US$ 13,5 mi | -8% | 5,73% | 97,4% | 58 | 3,45% | 4,9 |
|
| 4664 |
4664
Castle Wealth Management
West Palm Beach,
Florida
| US$ 165 mi | -US$ 7,04 mi | -4% | 5,11% | 53,6% | 776 | 11,6% | 0,2 |
|
| 4665 |
4665
Sandbar Asset Management
London,
United Kingdom
| US$ 165 mi | -US$ 53,1 mi | -24% | 0,59% | 128% | 75 | 46,67% | 0,6 |
|
| 4666 |
4666
HMS Capital Management
Nashville,
Tennessee
| US$ 165 mi | -US$ 34,2 mi | -17% | 2,79% | 140% | 131 | 19,08% | 1,9 |
|
| 4667 |
4667
Heritage Financial Services
Westwood,
Massachusetts
| US$ 165 mi | -US$ 14,7 mi | -8% | 5,51% | 38,3% | 546 | 89,01% | 0,7 |
|
| 4668 |
ITIM
4668
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 165 mi | -US$ 14,2 mi | -8% | 2,68% | 114% | 118 | 10,17% | 6,9 |
|
| 4669 |
4669
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$ 165 mi | +US$ 4,74 mi | +3% | 4,26% | – | 151 | 13,91% | 1,2 |
|
| 4670 |
4670
Syquant Capital SAS
Paris,
France
| US$ 165 mi | +US$ 75 mi | +84% | 16,2% | 160% | 50 | 86% | 0,2 |
|
| 4671 |
4671
Stiles Financial Services
Edina,
Minnesota
| US$ 165 mi | -US$ 1,66 mi | -1% | 4,29% | 144% | 189 | 19,58% | 0,7 |
|
| 4672 |
4672
Game Creek Capital
Boston,
Massachusetts
| US$ 165 mi | -US$ 23,9 mi | -13% | 4,11% | 176% | 73 | 26,03% | 2,2 |
|
| 4673 |
4673
Aquamarine Zurich
Zurich,
Switzerland
| US$ 164 mi | – | – | 2,28% | 74,8% | 12 | – | 0 |
|
| 4674 |
PK
4674
Pflug Koory
Omaha,
Nebraska
| US$ 164 mi | -US$ 9 mi | -5% | 5,12% | – | 479 | 9,19% | 3,9 |
|
| 4675 |
4675
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$ 164 mi | – | – | 4,72% | 50,6% | 78 | – | 2,6 |
|