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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Landaas & Company
Milwaukee,
Wisconsin
| US$ 182 mi | +US$ 24,2 mi | +15% | 7,79% | 68,3% | 70 | 20% | 3,5 |
|
| 4702 |
4702
Glassy Mountain Advisors
Bethesda,
Maryland
| US$ 182 mi | – | – | 8,66% | 91,5% | 227 | – | 0,3 |
|
| 4703 |
4703
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 181 mi | +US$ 11,5 mi | +7% | 5,56% | 44,2% | 110 | 29,09% | 1,7 |
|
| 4704 |
4704
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 181 mi | +US$ 16,2 mi | +10% | 9,5% | 66,8% | 103 | 6,8% | 5,7 |
|
| 4705 |
4705
Opal Wealth Advisors
Jericho,
New York
| US$ 181 mi | +US$ 44,3 mi | +32% | 5,48% | 62,3% | 135 | 31,85% | 1 |
|
| 4706 |
4706
Demars Financial Group
Spokane Valley,
Washington
| US$ 181 mi | +US$ 13 mi | +8% | 5,31% | 69,1% | 77 | 27,27% | 1,6 |
|
| 4707 |
4707
Watchman Group
Plano,
Texas
| US$ 181 mi | +US$ 22,1 mi | +14% | 7,9% | 54% | 78 | 26,92% | 2 |
|
| 4708 |
4708
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 181 mi | +US$ 11,1 mi | +7% | 6,02% | 63,3% | 369 | 6,23% | 4,3 |
|
| 4709 |
4709
Reston Wealth Management
Reston,
Virginia
| US$ 181 mi | +US$ 13,1 mi | +8% | 7,77% | 66,4% | 53 | 20,75% | 2,9 |
|
| 4710 |
4710
Augustine Asset Management
Jacksonville,
Florida
| US$ 181 mi | +US$ 28,8 mi | +19% | 9,08% | 316% | 110 | 26,36% | 2,9 |
|
| 4711 |
4711
Seneca House Advisors
Richmond,
Virginia
| US$ 181 mi | +US$ 46 mi | +34% | 7,66% | 58,2% | 87 | 12,64% | 3 |
|
| 4712 |
4712
Snider Financial Group
Bellevue,
Washington
| US$ 181 mi | -US$ 3,35 mi | -2% | 6,19% | 87% | 56 | 7,14% | 1,2 |
|
| 4713 |
4713
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 181 mi | +US$ 13,1 mi | +8% | 10% | 136% | 126 | 9,52% | 2,7 |
|
| 4714 |
4714
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$ 180 mi | +US$ 21,5 mi | +14% | 13,2% | 79,4% | 36 | 2,78% | 5,6 |
|
| 4715 |
SL
4715
SOF Ltd
George Town,
Cayman Islands
| US$ 180 mi | +US$ 29,5 mi | +20% | 19,6% | 42,3% | 1 | 0% | 6 |
|
| 4716 |
4716
Strata Wealth Advisors
Dallas,
Texas
| US$ 180 mi | – | – | 6,71% | 73,6% | 49 | – | 0 |
|
| 4717 |
4717
SRH Advisors
Salina,
Kansas
| US$ 180 mi | +US$ 103 mi | +135% | 6,64% | 55,7% | 326 | 8,9% | 5,2 |
|
| 4718 |
SAM
4718
Security Asset Management
New York
| US$ 180 mi | +US$ 13,5 mi | +8% | 8,89% | 67,4% | 76 | 7,89% | 5,1 |
|
| 4719 |
4719
TriaGen Wealth Management
Calabasas,
California
| US$ 180 mi | -US$ 1,05 mi | -0,6% | 9,15% | 132% | 188 | 27,66% | 1,2 |
|
| 4720 |
CWM
4720
CCG Wealth Management
San Diego,
California
| US$ 180 mi | +US$ 16,2 mi | +10% | 7,51% | 82,6% | 105 | 12,38% | 2 |
|
| 4721 |
4721
Lexington Partners
New York
| US$ 180 mi | -US$ 2,84 mi | -2% | 1,04% | 1,27% | 7 | 14,29% | 1,8 |
|
| 4722 |
4722
Unio Capital
Princeton,
New Jersey
| US$ 180 mi | +US$ 14,4 mi | +9% | 12,1% | 97,8% | 52 | 32,69% | 2,9 |
|
| 4723 |
4723
Beech Hill Advisors
New York
| US$ 180 mi | +US$ 5,38 mi | +3% | 9,96% | 105% | 85 | 4,71% | 4,1 |
|
| 4724 |
4724
Sonata Capital Group
Seattle,
Washington
| US$ 180 mi | -US$ 1,59 mi | -0,9% | 6,07% | 66,5% | 112 | 10,71% | 5,5 |
|
| 4725 |
4725
Foundry Group Next
Boulder,
Colorado
| US$ 180 mi | – | – | 4,11% | – | 4 | – | 0 |
|