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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
New Silk Road Investment
Singapore
| US$ 121 mi | -US$ 144 mi | -54% | 8,78% | 21,2% | 17 | 35,29% | 0,9 |
|
| 4727 |
4727
Moulton Wealth Management
Spokane,
Washington
| US$ 121 mi | – | – | 1,89% | 47,8% | 27 | – | 0 |
|
| 4728 |
4728
Heron Financial Group
New York
| US$ 121 mi | – | – | 7,84% | 47,5% | 133 | – | 0 |
|
| 4729 |
4729
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 121 mi | +US$ 18,8 mi | +18% | 8,37% | 81,6% | 38 | 13,16% | 0,8 |
|
| 4730 |
4730
GS Investments
Minneapolis,
Minnesota
| US$ 121 mi | -US$ 15,8 mi | -12% | 7,37% | 94,1% | 130 | 20,77% | 2,1 |
|
| 4731 |
4731
Ayrshire Capital Management
Westport,
Connecticut
| US$ 121 mi | – | – | 8,25% | 84,8% | 66 | – | 0 |
|
| 4732 |
SA
4732
SoftVest Advisors
Abilene,
Texas
| US$ 121 mi | – | – | 20,3% | 178% | 3 | – | 0 |
|
| 4733 |
4733
Legacy Bridge
West Des Moines,
Iowa
| US$ 120 mi | +US$ 15,7 mi | +15% | 11,5% | 225% | 304 | 16,45% | 0,8 |
|
| 4734 |
4734
Xcel Wealth Management
Holly Hill,
Florida
| US$ 120 mi | +US$ 12,4 mi | +11% | 10,9% | 93,7% | 81 | 20,99% | 0,9 |
|
| 4735 |
4735
Field & Main Bank
Henderson,
Kentucky
| US$ 120 mi | +US$ 9,48 mi | +9% | 9,73% | 107% | 202 | 7,92% | 4,3 |
|
| 4736 |
4736
Rip Road Capital Partners
Boston,
Massachusetts
| US$ 120 mi | – | – | 15,9% | 121% | 14 | – | 0 |
|
| 4737 |
4737
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$ 120 mi | +US$ 5,63 mi | +5% | 6,86% | 63,2% | 39 | 2,56% | 1,9 |
|
| 4738 |
4738
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 120 mi | +US$ 3,92 mi | +3% | 7,87% | 58,7% | 41 | 14,63% | 0,9 |
|
| 4739 |
4739
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$ 120 mi | +US$ 13,3 mi | +12% | 7,61% | – | 81 | 6,17% | 0,9 |
|
| 4740 |
4740
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 120 mi | – | – | 5,38% | 124% | 399 | – | 0 |
|
| 4741 |
4741
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$ 120 mi | -US$ 42,7 mi | -26% | 7,41% | 46,7% | 466 | 27,47% | 1,4 |
|
| 4742 |
4742
Swaine & Leidel Wealth Services
Sebring,
Florida
| US$ 120 mi | +US$ 9,42 mi | +9% | 6,17% | – | 93 | 64,52% | 0,4 |
|
| 4743 |
4743
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 120 mi | – | – | 6,7% | 98,4% | 85 | – | 0 |
|
| 4744 |
SMP
4744
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 120 mi | +US$ 3,93 mi | +3% | 7,82% | 135% | 28 | 17,86% | 1,8 |
|
| 4745 |
4745
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 120 mi | +US$ 13,8 mi | +13% | 7,71% | 75,4% | 82 | 21,95% | 0,9 |
|
| 4746 |
4746
Nationwide Asset Management
Columbus,
Ohio
| US$ 120 mi | – | – | 5,99% | 8,56% | 8 | – | 0 |
|
| 4747 |
4747
Howard Wealth Management
Madison,
Connecticut
| US$ 120 mi | – | – | 6,59% | 60,3% | 551 | – | 0 |
|
| 4748 |
4748
Palmer Knight Company
Jacksonville,
Florida
| US$ 120 mi | +US$ 1,84 mi | +2% | 7,49% | 78,9% | 25 | 4% | 0,9 |
|
| 4749 |
4749
Alambic Investment Management
Belvedere,
California
| US$ 119 mi | -US$ 13,5 mi | -10% | 11,5% | 47,6% | 389 | 51,41% | 0,5 |
|
| 4750 |
4750
Morris Capital Advisors
Malvern,
Pennsylvania
| US$ 119 mi | +US$ 5,63 mi | +5% | 12,6% | 72,9% | 72 | 12,5% | 2,7 |
|