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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
Howard Bailey Securities
Fort Wayne,
Indiana
| US$ 264 mi | – | – | 5,3% | – | 164 | – | 0 |
|
| 4702 |
4702
Omega Financial Group
Santa Barbara,
California
| US$ 264 mi | +US$ 16,8 mi | +7% | 7,65% | 47% | 86 | 10,47% | 4 |
|
| 4703 |
4703
Veracity Capital
Atlanta,
Georgia
| US$ 264 mi | +US$ 23,7 mi | +10% | 6,68% | 149% | 217 | 16,13% | 2,6 |
|
| 4704 |
4704
Beech Hill Advisors
New York
| US$ 264 mi | +US$ 21,5 mi | +9% | 7,78% | 105% | 104 | 8,65% | 4,4 |
|
| 4705 |
4705
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 264 mi | +US$ 25,7 mi | +11% | 2,34% | 74,3% | 82 | 24,39% | 2,7 |
|
| 4706 |
4706
Bourne Lent Asset Management
Pawling,
New York
| US$ 264 mi | +US$ 2,7 mi | +1% | 2,4% | 76,1% | 63 | 4,76% | 6,5 |
|
| 4707 |
4707
OneAscent Wealth Management
Birmingham,
Alabama
| US$ 263 mi | +US$ 71,1 mi | +37% | 5,45% | 50,6% | 185 | 51,35% | 0,7 |
|
| 4708 |
4708
Socorro Asset Management
Dallas,
Texas
| US$ 263 mi | +US$ 6,65 mi | +3% | 5,93% | 43,8% | 33 | 6,06% | 2,5 |
|
| 4709 |
4709
Denver PWM
Denver,
Colorado
| US$ 263 mi | +US$ 12,6 mi | +5% | 4,75% | 48,6% | 241 | 36,93% | 1,3 |
|
| 4710 |
4710
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$ 263 mi | +US$ 27,1 mi | +12% | 12,6% | 73,6% | 29 | 3,45% | 4,9 |
|
| 4711 |
4711
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 263 mi | +US$ 22,7 mi | +9% | 9,04% | 99,7% | 161 | 11,8% | 2,1 |
|
| 4712 |
4712
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 263 mi | +US$ 97,8 mi | +59% | 7,29% | 47,6% | 25 | 8% | 5,6 |
|
| 4713 |
4713
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 263 mi | +US$ 20,1 mi | +8% | 5,79% | 73,8% | 89 | 11,24% | 1,7 |
|
| 4714 |
4714
Morling Financial Advisors
Fremont,
California
| US$ 262 mi | +US$ 33 mi | +14% | 3,77% | 97,6% | 102 | 13,73% | 1,7 |
|
| 4715 |
4715
Kelleher Financial Advisors
New York
| US$ 262 mi | +US$ 18,9 mi | +8% | 7,46% | 80,3% | 124 | 16,13% | 4,2 |
|
| 4716 |
4716
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 262 mi | +US$ 6,76 mi | +3% | 5,95% | 63,9% | 140 | 2,14% | 5,6 |
|
| 4717 |
4717
Encompass More Asset Management
Danville,
California
| US$ 262 mi | +US$ 122 mi | +87% | 4,55% | 80,4% | 205 | 53,66% | 0,3 |
|
| 4718 |
4718
Excalibur Management
Waltham,
Massachusetts
| US$ 262 mi | +US$ 17,1 mi | +7% | 8,52% | 81,7% | 172 | 8,14% | 5,2 |
|
| 4719 |
PAM
4719
Pegasus Asset Management
Montebello,
New York
| US$ 262 mi | +US$ 1,14 mi | +0,4% | 6,73% | 89% | 74 | 9,46% | 4,9 |
|
| 4720 |
4720
Level Financial Advisors
East Amherst,
New York
| US$ 262 mi | +US$ 31,3 mi | +14% | 5,84% | 44% | 76 | 13,16% | 2 |
|
| 4721 |
4721
Corbyn Investment Management
Lutherville,
Maryland
| US$ 262 mi | +US$ 19,6 mi | +8% | 5,61% | 71% | 66 | 1,52% | 4,6 |
|
| 4722 |
4722
Calton & Associates
Tampa,
Florida
| US$ 262 mi | +US$ 61,9 mi | +31% | 6,38% | 73,9% | 282 | 47,87% | 1,2 |
|
| 4723 |
4723
Transatlantique Private Wealth
New York
| US$ 262 mi | +US$ 16,6 mi | +7% | 8,08% | 88,6% | 229 | 20,96% | 1,5 |
|
| 4724 |
4724
Joseph Group Capital Management
Columbus,
Ohio
| US$ 262 mi | +US$ 68,9 mi | +36% | 6,46% | 58,4% | 82 | 13,41% | 2 |
|
| 4725 |
4725
Rede Wealth
Charlottesville,
Virginia
| US$ 261 mi | +US$ 153 mi | +141% | 9,79% | 84,4% | 104 | 7,69% | 2,5 |
|