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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
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 291 mi | +US$ 21,1 mi | +8% | 4,98% | 105% | 39 | 25,64% | 3,2 |
|
| 4702 |
4702
RJA Asset Management
Stamford,
Connecticut
| US$ 290 mi | -US$ 33,7 mi | -10% | 3,01% | 80,2% | 4 | 0% | 2,7 |
|
| 4703 |
4703
Cabot-Wellington
Boston,
Massachusetts
| US$ 290 mi | +US$ 18,9 mi | +7% | 10,5% | 65% | 5 | 0% | 4,8 |
|
| 4704 |
4704
BWM Planning
The Woodlands,
Texas
| US$ 290 mi | +US$ 53,9 mi | +23% | 6,66% | – | 85 | 14,12% | 0,7 |
|
| 4705 |
4705
Moseley Investment Management
Bradenton,
Florida
| US$ 290 mi | +US$ 34,5 mi | +13% | 12,4% | 96,6% | 166 | 10,84% | 3,7 |
|
| 4706 |
4706
Pinion Investment Advisors
Wichita,
Kansas
| US$ 290 mi | -US$ 164 mi | -36% | 9,4% | 75,4% | 171 | 16,96% | 3,1 |
|
| 4707 |
EWA
4707
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 290 mi | -US$ 225 mi | -44% | 6,82% | 39,3% | 85 | 69,41% | 3,9 |
|
| 4708 |
4708
Baker Boyer National Bank
Walla Walla,
Washington
| US$ 290 mi | +US$ 18,9 mi | +7% | 6,31% | 44,7% | 79 | 8,86% | 5,4 |
|
| 4709 |
AA
4709
AF Advisors
Sacramento,
California
| US$ 290 mi | -US$ 239 mi | -45% | 0,12% | 76,5% | 30 | 33,33% | 2,3 |
|
| 4710 |
4710
Hudson Value Partners
Palm Beach,
Florida
| US$ 290 mi | +US$ 23,7 mi | +9% | 10,7% | 124% | 115 | 18,26% | 2,5 |
|
| 4711 |
4711
Kercheville Advisors
San Antonio,
Texas
| US$ 290 mi | +US$ 44,4 mi | +18% | 16,8% | 261% | 113 | 28,32% | 2,2 |
|
| 4712 |
4712
Stiles Financial Services
Edina,
Minnesota
| US$ 290 mi | +US$ 29 mi | +11% | 12% | 133% | 180 | 8,33% | 2,6 |
|
| 4713 |
4713
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| US$ 289 mi | +US$ 27,4 mi | +10% | 8,02% | – | 155 | 11,61% | 0,5 |
|
| 4714 |
4714
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$ 289 mi | +US$ 27,2 mi | +10% | 9,84% | 77,8% | 223 | 17,04% | 1,6 |
|
| 4715 |
4715
NIA Impact Advisors
Berkeley,
California
| US$ 289 mi | +US$ 20 mi | +7% | 15,9% | – | 105 | 13,33% | 1,9 |
|
| 4716 |
4716
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 289 mi | +US$ 57,2 mi | +25% | 7,72% | 50,8% | 109 | 18,35% | 1,5 |
|
| 4717 |
4717
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 289 mi | +US$ 15,9 mi | +6% | 8,86% | 107% | 221 | 11,31% | 3,2 |
|
| 4718 |
SA
4718
SAM Advisors
Oakhurst,
California
| US$ 289 mi | +US$ 22,2 mi | +8% | 9,68% | 57,5% | 45 | 17,78% | 2 |
|
| 4719 |
SFMG
4719
Sage Financial Management Group
Mclean,
Virginia
| US$ 289 mi | +US$ 13,6 mi | +5% | 7,44% | 47,3% | 57 | 5,26% | 1 |
|
| 4720 |
4720
Darwin Wealth Management
Tampa,
Florida
| US$ 289 mi | -US$ 8,55 mi | -3% | 9,85% | 56,8% | 681 | 17,62% | 1,1 |
|
| 4721 |
4721
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 289 mi | +US$ 44,6 mi | +18% | 8,76% | 61,6% | 85 | 8,24% | 2,4 |
|
| 4722 |
WPA
4722
WIT Partners Advisory
Singapore
| US$ 289 mi | -US$ 14 mi | -5% | 4,63% | 22,7% | 1 | 0% | 1,5 |
|
| 4723 |
4723
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$ 289 mi | +US$ 52,4 mi | +22% | 11,6% | 85% | 1.354 | 47,19% | 0,8 |
|
| 4724 |
4724
Iridian Asset Management
Westport,
Connecticut
| US$ 289 mi | -US$ 30,1 mi | -9% | 5,91% | 88,4% | 46 | 10,87% | 4 |
|
| 4725 |
FCT
4725
Family Capital Trust
Peabody,
Massachusetts
| US$ 289 mi | +US$ 9,8 mi | +4% | 5,44% | 39,1% | 62 | 0% | 7 |
|