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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 |
CWM
4651
Cedar Wealth Management
Walnut Creek,
California
| US$ 295 mi | +US$ 14,2 mi | +5% | 8,73% | 68,1% | 237 | 21,1% | 3,7 |
|
| 4652 |
4652
Pure Portfolios Holdings
Lake Oswego,
Oregon
| US$ 295 mi | +US$ 23,1 mi | +8% | 7,51% | – | 107 | 12,15% | 0,7 |
|
| 4653 |
4653
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 295 mi | +US$ 37,4 mi | +15% | 8,73% | 65,8% | 144 | 20,83% | 2,3 |
|
| 4654 |
4654
Centerpoint Advisors
Needham,
Massachusetts
| US$ 295 mi | +US$ 24,2 mi | +9% | 9,53% | 74,2% | 448 | 16,52% | 3,6 |
|
| 4655 |
SC
4655
Schiavi & Co
Wilmington,
Delaware
| US$ 295 mi | +US$ 22,2 mi | +8% | 7,8% | 41,4% | 41 | 7,32% | 2,1 |
|
| 4656 |
4656
Long Path Partners
Stamford,
Connecticut
| US$ 295 mi | +US$ 35,9 mi | +14% | 3,15% | 9,18% | 10 | 40% | 2,3 |
|
| 4657 |
4657
Straight Path Wealth Management
Jenison,
Michigan
| US$ 295 mi | +US$ 47,3 mi | +19% | 10,3% | 70,4% | 121 | 13,22% | 1,5 |
|
| 4658 |
4658
Defender Capital
Charlotte,
North Carolina
| US$ 295 mi | +US$ 40,9 mi | +16% | 20,2% | 101% | 42 | 23,81% | 2,9 |
|
| 4659 |
4659
Whitegate Investment Counselors
Concord,
New Hampshire
| US$ 295 mi | +US$ 12,8 mi | +5% | 5,15% | 48% | 70 | 8,57% | 6,4 |
|
| 4660 |
WOCP
4660
White Oak Capital Partners
Singapore
| US$ 294 mi | +US$ 49,5 mi | +20% | 8,65% | – | 17 | 17,65% | 0,4 |
|
| 4661 |
4661
Yakira Capital Management
Westport,
Connecticut
| US$ 294 mi | +US$ 31,1 mi | +12% | 6,64% | 74,1% | 267 | 49,06% | 0,9 |
|
| 4662 |
4662
Goodman Advisory Group
Needham,
Massachusetts
| US$ 294 mi | -US$ 33,7 mi | -10% | 13,3% | 88,8% | 209 | 43,54% | 0,7 |
|
| 4663 |
4663
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 294 mi | +US$ 22,5 mi | +8% | 8,35% | 71,9% | 98 | 10,2% | 6,2 |
|
| 4664 |
4664
B&I Capital
Zurich,
Switzerland
| US$ 294 mi | -US$ 13,6 mi | -4% | 2,05% | 30,5% | 32 | 9,38% | 2 |
|
| 4665 |
4665
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$ 294 mi | +US$ 31,6 mi | +12% | 9,6% | 66% | 121 | 21,49% | 1,9 |
|
| 4666 |
4666
Sivia Capital Partners
Mill Valley,
California
| US$ 294 mi | +US$ 79,6 mi | +37% | 15,2% | – | 464 | 43,97% | 0,6 |
|
| 4667 |
CVA
4667
Central Valley Advisors
Sacramento,
California
| US$ 294 mi | +US$ 29,8 mi | +11% | 7,27% | 77,8% | 143 | 20,98% | 0,9 |
|
| 4668 |
4668
XY Planning Network
Bozeman,
Montana
| US$ 294 mi | +US$ 144 mi | +96% | 7,74% | – | 174 | 41,95% | 0,3 |
|
| 4669 |
4669
First American Financial Corporation
Santa Ana,
California
| US$ 294 mi | +US$ 24,4 mi | +9% | 9,95% | – | 3 | 0% | 1,5 |
|
| 4670 |
4670
Aurdan Capital Management
Wayne,
Pennsylvania
| US$ 294 mi | +US$ 28,1 mi | +11% | 6,7% | – | 92 | 13,04% | 0,4 |
|
| 4671 |
4671
Sterling Wealth Management
Champaign,
Illinois
| US$ 293 mi | – | – | 6,63% | – | 110 | – | 1,3 |
|
| 4672 |
4672
Acima Private Wealth
Richmond,
Virginia
| US$ 293 mi | +US$ 14,8 mi | +5% | 6,92% | 51,1% | 187 | 7,49% | 5,4 |
|
| 4673 |
4673
Sea Cliff Partners Management
San Francisco,
California
| US$ 293 mi | +US$ 15 mi | +5% | 8,84% | – | 18 | 33,33% | 0,6 |
|
| 4674 |
4674
Arch Capital Group
Pembroke,
Bermuda
| US$ 293 mi | -US$ 65,3 mi | -18% | 0,46% | 3,08% | 4 | 0% | 2,8 |
|
| 4675 |
4675
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 293 mi | +US$ 30,1 mi | +11% | 10,4% | 73,8% | 104 | 12,5% | 2,1 |
|