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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
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 311 mi | -US$ 9,35 mi | -3% | 3,87% | 87,3% | 330 | 4,85% | 3,4 |
|
| 4827 |
4827
Tradewinds LLC
Raleigh,
North Carolina
| US$ 311 mi | -US$ 108 mi | -26% | 0,68% | – | 232 | 41,81% | 0,6 |
|
| 4828 |
4828
Boothe Investment Group
Dover,
Delaware
| US$ 311 mi | +US$ 31,3 mi | +11% | 0,99% | 75,6% | 41 | 14,63% | 2,1 |
|
| 4829 |
4829
IronBridge Private Wealth
Austin,
Texas
| US$ 310 mi | -US$ 5,91 mi | -2% | 0,79% | 143% | 58 | 43,1% | 1,9 |
|
| 4830 |
4830
Redwood Grove Capital
Palo Alto,
California
| US$ 310 mi | -US$ 40,9 mi | -12% | 4,88% | 79,8% | 24 | 16,67% | 2,5 |
|
| 4831 |
4831
HealthInvest Partners
Stockholm,
Sweden
| US$ 310 mi | -US$ 3,76 mi | -1% | 0,04% | – | 43 | 18,6% | 1,7 |
|
| 4832 |
CCM
4832
Consolidated Capital Management
Burbank,
California
| US$ 310 mi | -US$ 20,9 mi | -6% | 1,47% | 166% | 93 | 35,48% | 2,2 |
|
| 4833 |
IR
4833
IAT Reinsurance
New York
| US$ 310 mi | -US$ 31,9 mi | -9% | 2,32% | 60,2% | 75 | 16% | 4,4 |
|
| 4834 |
4834
Seven Post Investment Office
San Francisco,
California
| US$ 310 mi | +US$ 29,8 mi | +11% | 0,37% | 44,4% | 38 | 7,89% | 4,4 |
|
| 4835 |
4835
TSA Wealth Management
Houston,
Texas
| US$ 309 mi | +US$ 7,49 mi | +2% | 1,38% | 62,4% | 109 | 22,02% | 1,3 |
|
| 4836 |
PH
4836
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 309 mi | +US$ 13,3 mi | +4% | 5,62% | 79,6% | 265 | 18,87% | 5,1 |
|
| 4837 |
4837
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$ 309 mi | -US$ 13,6 mi | -4% | 0,14% | 101% | 100 | 19% | 2,5 |
|
| 4838 |
4838
Advisor Resource Council
Dallas,
Texas
| US$ 309 mi | +US$ 27,7 mi | +10% | 0,16% | 84,8% | 268 | 22,01% | 0,5 |
|
| 4839 |
4839
Pines Wealth Management
Southern Pines,
North Carolina
| US$ 309 mi | -US$ 694 mil | -0,2% | 0,48% | – | 234 | 11,54% | 1,1 |
|
| 4840 |
4840
Alteri Wealth
Westlake Village,
California
| US$ 309 mi | +US$ 79,8 mil | +0% | 0,24% | – | 312 | 14,74% | 1 |
|
| 4841 |
4841
Financial Insights
Tacoma,
Washington
| US$ 309 mi | +US$ 10,2 mi | +3% | 1,62% | 82,1% | 136 | 10,29% | 3,4 |
|
| 4842 |
4842
Castle Wealth Management
West Palm Beach,
Florida
| US$ 309 mi | +US$ 6,69 mi | +2% | 0,15% | 53,6% | 136 | 6,62% | 2,7 |
|
| 4843 |
4843
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 308 mi | -US$ 2,43 mi | -0,8% | 2,75% | 125% | 72 | 6,94% | 6,1 |
|
| 4844 |
4844
General Electric
Evendale,
Ohio
| US$ 308 mi | -US$ 347 mi | -53% | 46,5% | 23,2% | 2 | 0% | 1,9 |
|
| 4845 |
4845
Elite Wealth Management
Kirkland,
Washington
| US$ 308 mi | -US$ 59,2 mi | -16% | 8,64% | 182% | 63 | 38,1% | 2,8 |
|
| 4846 |
4846
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 308 mi | +US$ 70,4 mi | +30% | 16,5% | 22,2% | 5 | 20% | 1,4 |
|
| 4847 |
4847
Pecaut & Co
Sioux City,
Iowa
| US$ 308 mi | -US$ 1,98 mi | -0,6% | 2,99% | 62,8% | 73 | 13,7% | 4,9 |
|
| 4848 |
4848
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 308 mi | +US$ 8,69 mi | +3% | 1,75% | 120% | 187 | 25,13% | 2,2 |
|
| 4849 |
4849
First United Bank & Trust
Oakland,
Maryland
| US$ 308 mi | -US$ 5,41 mi | -2% | 0,21% | 78% | 414 | 9,42% | 3,9 |
|
| 4850 |
4850
Islander Capital Partners
San Francisco,
California
| US$ 308 mi | +US$ 86 mi | +39% | 16,8% | – | 18 | 27,78% | 0,2 |
|