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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 116 mi | +US$ 19,4 mi | +20% | 17,7% | 95,7% | 110 | 17,27% | 1 |
|
| 4677 |
4677
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 116 mi | +US$ 20,3 mi | +21% | 22,6% | 61,6% | 85 | 17,65% | 4,1 |
|
| 4678 |
GWM
4678
Gray Wealth Management
Bangor,
Maine
| US$ 116 mi | +US$ 24,7 mi | +27% | 17,1% | 22,1% | 93 | 12,9% | 0,2 |
|
| 4679 |
WFA
4679
Wade Financial Advisory
Campbell,
California
| US$ 116 mi | +US$ 15,5 mi | +15% | 19,2% | 15,9% | 69 | 14,49% | 0,4 |
|
| 4680 |
4680
Baymount Management
Miami,
Florida
| US$ 116 mi | – | – | 24,4% | – | 21 | – | 0,1 |
|
| 4681 |
4681
JSF Financial
Los Angeles,
California
| US$ 116 mi | +US$ 17 mi | +17% | 23,7% | 91% | 68 | 20,59% | 1,1 |
|
| 4682 |
4682
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 116 mi | +US$ 15,2 mi | +15% | 18,5% | 58,7% | 45 | 11,11% | 1,2 |
|
| 4683 |
4683
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 115 mi | – | – | 27% | 208% | 36 | – | 2,5 |
|
| 4684 |
4684
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 115 mi | +US$ 17,5 mi | +18% | 16,6% | 62% | 145 | 12,41% | 2,9 |
|
| 4685 |
4685
Cordant Inc
Portland,
Oregon
| US$ 115 mi | +US$ 17,8 mi | +18% | 11,2% | 47% | 59 | 10,17% | 0,5 |
|
| 4686 |
4686
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 115 mi | +US$ 16,5 mi | +17% | 17,3% | 81,5% | 128 | 7,03% | 5,1 |
|
| 4687 |
WPEP
4687
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 115 mi | +US$ 29,2 mi | +34% | 29,9% | 48% | 22 | 18,18% | 4,5 |
|
| 4688 |
4688
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 115 mi | +US$ 3,58 mi | +3% | 14,7% | 47,9% | 89 | 19,1% | 1,8 |
|
| 4689 |
4689
Global Financial Private Client
Sarasota,
Florida
| US$ 115 mi | +US$ 20,5 mi | +22% | 16% | 100% | 555 | 13,15% | 0,5 |
|
| 4690 |
4690
Colorado Capital Management
Boulder,
Colorado
| US$ 115 mi | +US$ 7,03 mi | +7% | 17,5% | 60,4% | 76 | 3,95% | 3,5 |
|
| 4691 |
4691
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 115 mi | +US$ 18,5 mi | +19% | 19,1% | 105% | 107 | 12,15% | 0,9 |
|
| 4692 |
4692
Pavion Blue Capital
Newport Beach,
California
| US$ 115 mi | +US$ 18,3 mi | +19% | 16% | 77,6% | 81 | 11,11% | 0,4 |
|
| 4693 |
4693
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 115 mi | +US$ 105 mi | +1.149% | 39,9% | 200% | 92 | 89,13% | 0,2 |
|
| 4694 |
4694
Jefferies Financial Group
New York
| US$ 115 mi | +US$ 39,6 mi | +53% | 211% | 135% | 9 | 33,33% | 1,4 |
|
| 4695 |
4695
Northwest Wealth Management
Spencer,
Iowa
| US$ 115 mi | +US$ 15,8 mi | +16% | 16,8% | 68,2% | 97 | 9,28% | 2,3 |
|
| 4696 |
4696
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 115 mi | +US$ 31,4 mi | +38% | 27,8% | 85,8% | 96 | 61,46% | 0,8 |
|
| 4697 |
4697
Ascension Capital Advisors
Houston,
Texas
| US$ 114 mi | +US$ 19,2 mi | +20% | 22% | 59,3% | 45 | 24,44% | 0,4 |
|
| 4698 |
ARI
4698
Applied Research Investments
Wilmington,
Delaware
| US$ 114 mi | – | – | 34,6% | – | 38 | – | 0 |
|
| 4699 |
4699
Beddow Capital Management
Jackson,
Wyoming
| US$ 114 mi | +US$ 5,69 mi | +5% | 19% | 50,7% | 51 | 7,84% | 4,1 |
|
| 4700 |
VC
4700
Vision Capital
Toronto,
Ontario, Canada
| US$ 114 mi | +US$ 56,2 mi | +97% | 20,9% | 19,8% | 9 | 55,56% | 0,4 |
|