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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
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 353 mi | +US$ 41,1 mi | +13% | 11,1% | 52,2% | 54 | 7,41% | 3 |
|
| 4827 |
4827
AXS Investments
Port Chester,
New York
| US$ 353 mi | +US$ 105 mi | +42% | 31,3% | 107% | 209 | 17,22% | 2 |
|
| 4828 |
4828
JVL Associates
Wyoming,
Michigan
| US$ 352 mi | +US$ 54,2 mi | +18% | 17,7% | 81% | 81 | 24,69% | 3,5 |
|
| 4829 |
FP
4829
FFG Partners
Fort Lauderdale,
Florida
| US$ 352 mi | +US$ 100 mi | +39% | 49,2% | 277% | 51 | 47,06% | 0,9 |
|
| 4830 |
4830
Seven Post Investment Office
San Francisco,
California
| US$ 352 mi | +US$ 42,7 mi | +14% | 9,58% | 44,4% | 42 | 14,29% | 4 |
|
| 4831 |
4831
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 352 mi | +US$ 57,5 mi | +20% | 15% | 72,1% | 87 | 8,05% | 2,6 |
|
| 4832 |
4832
Centerpoint Advisors
Needham,
Massachusetts
| US$ 352 mi | +US$ 44,9 mi | +15% | 16,3% | 74,2% | 443 | 10,61% | 4,1 |
|
| 4833 |
4833
Sunpointe
St. Louis,
Missouri
| US$ 352 mi | +US$ 46,7 mi | +15% | 20,1% | 122% | 307 | 21,82% | 1,4 |
|
| 4834 |
4834
Financial Life Advisors
San Antonio,
Texas
| US$ 352 mi | +US$ 30,7 mi | +10% | 10,3% | 47% | 62 | 19,35% | 3 |
|
| 4835 |
SIM
4835
SW Investment Management
Telluride,
Colorado
| US$ 352 mi | -US$ 99,1 mi | -22% | 0,78% | 143% | 8 | 37,5% | 2,8 |
|
| 4836 |
PIP
4836
Palisades Investment Partners
Santa Monica,
California
| US$ 352 mi | +US$ 96,5 mi | +38% | 46,9% | – | 59 | 23,73% | 1,3 |
|
| 4837 |
4837
Colonial River Investments
Midlothian,
Virginia
| US$ 352 mi | +US$ 72,3 mi | +26% | 28,5% | 156% | 268 | 21,64% | 2 |
|
| 4838 |
4838
Everpar Advisors
Tulsa,
Oklahoma
| US$ 352 mi | +US$ 61,1 mi | +21% | 22,5% | – | 326 | 20,86% | 1,5 |
|
| 4839 |
KHCM
4839
Kirtland Hills Capital Management
Bratenahl,
Ohio
| US$ 351 mi | +US$ 36,5 mi | +12% | 20,6% | – | 167 | 7,19% | 1,5 |
|
| 4840 |
GBFG
4840
Gerald Baker Financial Group
Arlington,
Texas
| US$ 351 mi | +US$ 35,7 mi | +11% | 11,3% | – | 127 | 11,02% | 0,2 |
|
| 4841 |
4841
Whitegate Investment Counselors
Concord,
New Hampshire
| US$ 351 mi | +US$ 36,7 mi | +12% | 10,4% | 51% | 78 | 15,38% | 5,8 |
|
| 4842 |
4842
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 351 mi | +US$ 38,4 mi | +12% | 7,88% | 35,4% | 51 | 17,65% | 2,5 |
|
| 4843 |
4843
Tree Line Advisors
Central,
Hong Kong
| US$ 351 mi | +US$ 119 mi | +51% | 94% | 670% | 3 | 0% | 2,2 |
|
| 4844 |
4844
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$ 351 mi | +US$ 82,2 mi | +31% | 15,5% | 76,1% | 543 | 89,32% | 0,3 |
|
| 4845 |
4845
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 351 mi | +US$ 52,3 mi | +17% | 12,7% | 52% | 113 | 17,7% | 2,1 |
|
| 4846 |
4846
Yakira Capital Management
Westport,
Connecticut
| US$ 351 mi | +US$ 9,29 mi | +3% | 2,32% | 74,1% | 262 | 48,09% | 0,8 |
|
| 4847 |
PAM
4847
Pegasus Asset Management
Montebello,
New York
| US$ 351 mi | +US$ 38,2 mi | +12% | 14,2% | 101% | 77 | 15,58% | 4,9 |
|
| 4848 |
AFP
4848
Advus Financial Partners
Winter Park,
Florida
| US$ 351 mi | +US$ 86,9 mi | +33% | 11,2% | 56,5% | 147 | 56,46% | 1,3 |
|
| 4849 |
4849
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 351 mi | +US$ 38,4 mi | +12% | 9,31% | 63,9% | 267 | 64,04% | 1,3 |
|
| 4850 |
FCM
4850
Fieldview Capital Management
Niles,
Michigan
| US$ 351 mi | +US$ 8,13 mi | +2% | 14,3% | – | 748 | 69,65% | 0,2 |
|