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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
Penobscot Wealth Management
Portland,
Maine
| US$ 279 mi | +US$ 41,6 mi | +17% | 8,43% | 56,7% | 101 | 13,86% | 2 |
|
| 4827 |
4827
Essex Woodlands Management
The Woodlands,
Texas
| US$ 279 mi | -US$ 67,5 mi | -19% | 16,1% | 55% | 6 | 0% | 6 |
|
| 4828 |
4828
Bear Mountain Capital
Seattle,
Washington
| US$ 279 mi | +US$ 20,5 mi | +8% | 7,78% | – | 347 | 48,41% | 1,2 |
|
| 4829 |
4829
Oak Asset Management
Westlake Village,
California
| US$ 279 mi | +US$ 6,14 mi | +2% | 5,76% | 91,8% | 104 | 3,85% | 2,7 |
|
| 4830 |
4830
Luminvest Wealth Management
Scottsdale,
Arizona
| US$ 279 mi | +US$ 36,3 mi | +15% | 7,67% | 47,7% | 42 | 26,19% | 1 |
|
| 4831 |
4831
Stevens Capital Partners
Omaha,
Nebraska
| US$ 279 mi | +US$ 66 mi | +31% | 11% | 76,3% | 86 | 32,56% | 1,5 |
|
| 4832 |
4832
Evelyn Partners Investment Management (Europe)
Dublin,
| US$ 279 mi | +US$ 11,4 mi | +4% | 9,33% | – | 189 | 3,17% | 0,5 |
|
| 4833 |
4833
Berkeley Inc
Boise,
Idaho
| US$ 279 mi | +US$ 65,5 mi | +31% | 5,44% | 49,4% | 75 | 13,33% | 2,7 |
|
| 4834 |
4834
JVL Associates
Wyoming,
Michigan
| US$ 278 mi | +US$ 30,6 mi | +12% | 10,2% | 81% | 67 | 16,42% | 3,5 |
|
| 4835 |
4835
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 278 mi | +US$ 19,8 mi | +8% | 8,69% | 47,6% | 27 | 7,41% | 5,9 |
|
| 4836 |
4836
Your Advocates Ltd
Houston,
Texas
| US$ 278 mi | +US$ 17,6 mi | +7% | 6,87% | 50% | 217 | 9,68% | 2,9 |
|
| 4837 |
4837
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 278 mi | +US$ 42,3 mi | +18% | 9,23% | 62,6% | 158 | 6,96% | 2,2 |
|
| 4838 |
4838
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 278 mi | +US$ 45,4 mi | +20% | 19,1% | 158% | 173 | 18,5% | 3,1 |
|
| 4839 |
CAGAS
4839
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 278 mi | +US$ 16 mi | +6% | 7,54% | 54,8% | 185 | 12,43% | 2,5 |
|
| 4840 |
4840
Burkett Financial Services
Rock Hill,
South Carolina
| US$ 278 mi | +US$ 32,3 mi | +13% | 7,39% | 63,6% | 265 | 19,25% | 1,2 |
|
| 4841 |
4841
Roth Financial Partners
Kingwood,
Texas
| US$ 277 mi | +US$ 24,2 mi | +10% | 8,67% | 61% | 32 | 6,25% | 3,2 |
|
| 4842 |
4842
Patient Square Capital
Menlo Park,
California
| US$ 277 mi | +US$ 35,7 mi | +15% | 15,4% | 329% | 22 | 27,27% | 0,6 |
|
| 4843 |
4843
Team Hewins
Redwood City,
California
| US$ 277 mi | +US$ 20 mi | +8% | 5,98% | 60,5% | 38 | 15,79% | 1,4 |
|
| 4844 |
4844
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 277 mi | +US$ 31 mi | +13% | 10,1% | 83,1% | 181 | 32,04% | 1,5 |
|
| 4845 |
4845
Revisor Wealth Management
Akron,
Ohio
| US$ 277 mi | +US$ 52,5 mi | +23% | 6,68% | 72% | 283 | 26,15% | 0,9 |
|
| 4846 |
4846
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 277 mi | +US$ 20,9 mi | +8% | 6,38% | 35,5% | 44 | 9,09% | 3,9 |
|
| 4847 |
4847
Long Corridor Asset Management
Hong Kong
| US$ 277 mi | +US$ 141 mi | +103% | 15,5% | 73,6% | 23 | 39,13% | 1,1 |
|
| 4848 |
PH
4848
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 277 mi | +US$ 14,1 mi | +5% | 4,43% | 79,6% | 257 | 20,23% | 4,9 |
|
| 4849 |
4849
Rede Wealth
Charlottesville,
Virginia
| US$ 277 mi | -US$ 6,09 mi | -2% | 0,42% | 84,4% | 107 | 2,8% | 3 |
|
| 4850 |
4850
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 277 mi | +US$ 28,6 mi | +12% | 8,46% | 62,5% | 996 | 8,23% | 1,7 |
|