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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
First Bankers Trust
Louisville,
Kentucky
| US$ 216 mi | +US$ 17,2 mi | +9% | 8,67% | 78,9% | 121 | 9,09% | 7 |
|
| 4827 |
4827
Hixon Zuercher
Findlay,
Ohio
| US$ 215 mi | +US$ 24,6 mi | +13% | 12,1% | 101% | 64 | 12,5% | 2,7 |
|
| 4828 |
4828
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 215 mi | – | – | 12,6% | 125% | 74 | – | 4,4 |
|
| 4829 |
4829
Glovista Investments
Jersey City,
New Jersey
| US$ 215 mi | +US$ 46,8 mi | +28% | 6,88% | 2,48% | 44 | 27,27% | 2,5 |
|
| 4830 |
4830
Raleigh Capital Management
Cary,
North Carolina
| US$ 215 mi | +US$ 19,2 mi | +10% | 9,66% | 79,9% | 1.200 | 31% | 1 |
|
| 4831 |
4831
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$ 215 mi | +US$ 16,8 mi | +8% | 10,9% | 122% | 162 | 10,49% | 0,5 |
|
| 4832 |
4832
Joule Financial
Lexington,
Kentucky
| US$ 215 mi | +US$ 19,4 mi | +10% | 10,2% | 55,5% | 122 | 29,51% | 1 |
|
| 4833 |
4833
Royal Harbor Partners
Houston,
Texas
| US$ 215 mi | +US$ 23,2 mi | +12% | 8,79% | 54,6% | 55 | 23,64% | 1,9 |
|
| 4834 |
4834
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 215 mi | +US$ 24,8 mi | +13% | 8,95% | 54,4% | 172 | 9,88% | 4,1 |
|
| 4835 |
4835
Letson Investment Management
Atlanta,
Georgia
| US$ 215 mi | – | – | 10,6% | 56,7% | 92 | – | 0 |
|
| 4836 |
4836
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 215 mi | +US$ 15,5 mi | +8% | 10,6% | 62,6% | 113 | 15,04% | 1,6 |
|
| 4837 |
4837
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 215 mi | +US$ 24,8 mi | +13% | 10,3% | 78% | 164 | 13,41% | 1,6 |
|
| 4838 |
4838
Hudson Value Partners
Palm Beach,
Florida
| US$ 215 mi | +US$ 24,6 mi | +13% | 12,8% | 124% | 104 | 14,42% | 2,2 |
|
| 4839 |
MWM
4839
MTC Wealth Management
Tampa,
Florida
| US$ 215 mi | +US$ 11,9 mi | +6% | 8% | 30,5% | 13 | 7,69% | 2,4 |
|
| 4840 |
4840
Everpar Advisors
Tulsa,
Oklahoma
| US$ 215 mi | – | – | 12,6% | – | 276 | – | 0 |
|
| 4841 |
4841
Beddow Capital Management
Jackson,
Wyoming
| US$ 215 mi | +US$ 9,6 mi | +5% | 2,71% | 50,7% | 58 | 6,9% | 4,6 |
|
| 4842 |
4842
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 215 mi | +US$ 19 mi | +10% | 11,4% | 80,3% | 105 | 7,62% | 2,9 |
|
| 4843 |
4843
TSA Wealth Management
Houston,
Texas
| US$ 215 mi | – | – | 8,83% | 62,4% | 54 | – | 0 |
|
| 4844 |
4844
Shaker Investments
Cleveland,
Ohio
| US$ 215 mi | +US$ 33,1 mi | +18% | 19% | 216% | 92 | 23,91% | 3 |
|
| 4845 |
4845
Transatlantique Private Wealth
New York
| US$ 214 mi | +US$ 27,6 mi | +15% | 12% | 88,6% | 223 | 14,8% | 1,2 |
|
| 4846 |
4846
Whelan Financial
Fresno,
California
| US$ 214 mi | +US$ 24,7 mi | +13% | 10,4% | 64,6% | 37 | 8,11% | 1,4 |
|
| 4847 |
4847
Capasso Planning Partners
Charleston,
South Carolina
| US$ 214 mi | +US$ 27,4 mi | +15% | 8,99% | 51,6% | 108 | 17,59% | 1,4 |
|
| 4848 |
4848
Monte Financial Group
Guilford,
Connecticut
| US$ 214 mi | +US$ 16,6 mi | +8% | 10,1% | 66,7% | 85 | 5,88% | 3,2 |
|
| 4849 |
4849
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| US$ 214 mi | +US$ 29,1 mi | +16% | 15,3% | 199% | 78 | 2,56% | 2,1 |
|
| 4850 |
4850
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 214 mi | +US$ 16,9 mi | +9% | 10,6% | 62,5% | 828 | 5,8% | 0,6 |
|