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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 277 mi | +US$ 28,6 mi | +12% | 8,46% | 62,5% | 996 | 8,23% | 1,7 |
|
| 4852 |
4852
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 277 mi | +US$ 27,9 mi | +11% | 9,03% | 78% | 134 | 12,69% | 2,2 |
|
| 4853 |
CCM
4853
Consolidated Capital Management
Burbank,
California
| US$ 277 mi | +US$ 35,9 mi | +15% | 12,1% | 166% | 50 | 14% | 3,4 |
|
| 4854 |
4854
Crestmont Private Wealth
Houston,
Texas
| US$ 277 mi | +US$ 45,6 mi | +20% | 6,93% | 54,8% | 88 | 18,18% | 1,6 |
|
| 4855 |
4855
Richard W. Paul & Associates
Novi,
Michigan
| US$ 277 mi | +US$ 21,6 mi | +8% | 9,88% | 65,2% | 357 | 11,48% | 2 |
|
| 4856 |
4856
Whelan Financial
Fresno,
California
| US$ 277 mi | +US$ 19,4 mi | +8% | 6,98% | 64,6% | 67 | 8,96% | 1,7 |
|
| 4857 |
4857
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 277 mi | +US$ 46,8 mi | +20% | 18,2% | 112% | 46 | 54,35% | 0,6 |
|
| 4858 |
4858
Texas Capital Bancshares
Dallas,
Texas
| US$ 276 mi | +US$ 41,5 mi | +18% | 19,6% | 175% | 84 | 10,71% | 4 |
|
| 4859 |
4859
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 276 mi | +US$ 28,4 mi | +11% | 10,7% | 103% | 71 | 12,68% | 3,7 |
|
| 4860 |
4860
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| US$ 276 mi | +US$ 45,9 mi | +20% | 3,88% | – | 95 | 22,11% | 1,8 |
|
| 4861 |
4861
TFR Capital
Plano,
Texas
| US$ 276 mi | +US$ 35,9 mi | +15% | 12,8% | – | 167 | 11,98% | 0,4 |
|
| 4862 |
4862
Townsend Asset Management
Raleigh,
North Carolina
| US$ 276 mi | +US$ 16,7 mi | +6% | 9,01% | 88,5% | 187 | 12,3% | 4,1 |
|
| 4863 |
4863
Omnia Family Wealth
Aventura,
Florida
| US$ 276 mi | +US$ 37 mi | +15% | 10,8% | 80,6% | 106 | 17,92% | 3,7 |
|
| 4864 |
4864
Solitude Financial Services
Charlottesville,
Virginia
| US$ 276 mi | +US$ 18,5 mi | +7% | 4,03% | 62,4% | 39 | 7,69% | 2,6 |
|
| 4865 |
4865
Monashee Investment Management
Boston,
Massachusetts
| US$ 276 mi | -US$ 569 mi | -67% | 34,8% | 520% | 96 | 91,67% | 0,1 |
|
| 4866 |
4866
Pineridge Advisors
St. Charles,
Missouri
| US$ 276 mi | +US$ 20 mi | +8% | 5,55% | – | 590 | 18,64% | 1,1 |
|
| 4867 |
4867
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 276 mi | +US$ 33,6 mi | +14% | 5,75% | 63,9% | 140 | 5% | 6,2 |
|
| 4868 |
4868
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 276 mi | +US$ 6,59 mi | +2% | 5,75% | 106% | 132 | 1,52% | 8,8 |
|
| 4869 |
4869
Shaker Financial Services
Arlington,
Virginia
| US$ 276 mi | +US$ 18,9 mi | +7% | 5,18% | 12,9% | 176 | 29,55% | 2,2 |
|
| 4870 |
4870
Client 1st Advisory Group
Dunedin,
Florida
| US$ 276 mi | +US$ 18,8 mi | +7% | 8,81% | 64,5% | 141 | 14,18% | 2,8 |
|
| 4871 |
4871
Bain Capital Credit
Boston,
Massachusetts
| US$ 276 mi | -US$ 133 mi | -33% | 5,69% | 14,4% | 7 | 28,57% | 2,3 |
|
| 4872 |
4872
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$ 275 mi | +US$ 26,5 mi | +11% | 22,6% | 319% | 56 | 25% | 1,4 |
|
| 4873 |
4873
Adirondack Trust Company
Saratoga Springs,
New York
| US$ 275 mi | +US$ 19,5 mi | +8% | 9,4% | 96,7% | 498 | 7,83% | 6,5 |
|
| 4874 |
4874
Meredith Wealth Planning
Maryville,
Illinois
| US$ 275 mi | +US$ 48,7 mi | +21% | 8,99% | 66,5% | 62 | 20,97% | 1,6 |
|
| 4875 |
4875
Castle Wealth Management
West Palm Beach,
Florida
| US$ 275 mi | +US$ 19,9 mi | +8% | 7,87% | 53,6% | 130 | 9,23% | 2,2 |
|