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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
SAMT
4751
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$ 320 mi | -US$ 1,29 mi | -0,4% | 0,92% | 68,4% | 80 | 8,75% | 4,2 |
|
| 4752 |
4752
Fortress Private Ledger
Raleigh,
North Carolina
| US$ 320 mi | +US$ 16,4 mi | +5% | 1,59% | – | 266 | 23,31% | 0,8 |
|
| 4753 |
4753
Quaker Wealth Management
Moorestown,
New Jersey
| US$ 320 mi | +US$ 4,49 mi | +1% | 1,6% | – | 1.053 | 15,67% | 0,6 |
|
| 4754 |
4754
Stephens Greth Foundation
Dallas,
Texas
| US$ 320 mi | +US$ 146 mi | +84% | 3,12% | – | 4 | 0% | 0,3 |
|
| 4755 |
4755
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 320 mi | +US$ 6,67 mi | +2% | 0,6% | 108% | 969 | 8,77% | 2,5 |
|
| 4756 |
4756
Eaton-Cambridge
Phoenix,
Arizona
| US$ 320 mi | +US$ 14,8 mi | +5% | 0,4% | – | 56 | 19,64% | 1,3 |
|
| 4757 |
4757
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 320 mi | -US$ 6,21 mi | -2% | 2,27% | 104% | 227 | 7,05% | 2,2 |
|
| 4758 |
4758
Oxler Private Wealth
Rye Brook,
New York
| US$ 319 mi | -US$ 25,9 mi | -8% | 6,32% | 119% | 92 | 2,17% | 3,8 |
|
| 4759 |
4759
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 319 mi | +US$ 4,01 mi | +1% | 0,02% | 53,9% | 256 | 9,38% | 2,9 |
|
| 4760 |
4760
Sagewood Asset Management
New York
| US$ 319 mi | +US$ 37,6 mi | +13% | 0,32% | – | 381 | 42,26% | 0,2 |
|
| 4761 |
4761
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 319 mi | +US$ 17,5 mi | +6% | 0,33% | 45,1% | 39 | 12,82% | 2,3 |
|
| 4762 |
SA
4762
SAM Advisors
Oakhurst,
California
| US$ 319 mi | +US$ 2,97 mi | +0,9% | 2,07% | 57,5% | 48 | 10,42% | 2,4 |
|
| 4763 |
4763
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 319 mi | +US$ 3,15 mi | +1% | 3,52% | 107% | 245 | 12,24% | 3,5 |
|
| 4764 |
4764
Storen Legacy Partners
Zionsville,
Indiana
| US$ 319 mi | +US$ 223 mil | +0,1% | 2,18% | – | 108 | 34,26% | 0,2 |
|
| 4765 |
4765
Acima Private Wealth
Richmond,
Virginia
| US$ 319 mi | -US$ 3,6 mi | -1% | 0,39% | 51,1% | 180 | 3,89% | 5,9 |
|
| 4766 |
SFCM
4766
Seven Fleet Capital Management
Mountain View,
California
| US$ 318 mi | +US$ 170 mi | +115% | 21,7% | – | 144 | 61,11% | 0,1 |
|
| 4767 |
4767
Hi-Line Capital Management
Watertown,
South Dakota
| US$ 318 mi | +US$ 17,7 mi | +6% | 2,37% | 57,5% | 41 | 31,71% | 1,9 |
|
| 4768 |
4768
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 318 mi | -US$ 13,8 mi | -4% | 0,03% | 50,5% | 102 | 21,57% | 1,7 |
|
| 4769 |
4769
PFW Advisors
Atlanta,
Georgia
| US$ 318 mi | -US$ 13,2 mi | -4% | 0,23% | – | 131 | 17,56% | 4,9 |
|
| 4770 |
4770
Auour Investments
Woburn,
Massachusetts
| US$ 318 mi | +US$ 3,63 mi | +1% | 0,57% | 39,2% | 94 | 8,51% | 2,1 |
|
| 4771 |
4771
Carlson Capital
Dallas,
Texas
| US$ 318 mi | +US$ 35,8 mi | +13% | 1,37% | 67,9% | 103 | 62,14% | 0,4 |
|
| 4772 |
4772
Robinswood Financial
Kirkland,
Washington
| US$ 318 mi | +US$ 5,22 mi | +2% | 0,13% | 43,2% | 447 | 12,98% | 1,8 |
|
| 4773 |
4773
Ascension Capital Advisors
Houston,
Texas
| US$ 318 mi | +US$ 26,3 mi | +9% | 2,65% | 59,3% | 86 | 52,33% | 1,6 |
|
| 4774 |
4774
Wright Investors Service
Shelton,
Connecticut
| US$ 318 mi | -US$ 15,4 mi | -5% | 0,26% | 161% | 165 | 21,21% | 4,4 |
|
| 4775 |
4775
Genesis Private Wealth
Ashburn,
Virginia
| US$ 318 mi | -US$ 4,56 mi | -1% | 0,24% | – | 198 | 17,17% | 0,8 |
|