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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
VCU Investment Management
Richmond,
Virginia
| US$ 170 mi | -US$ 19,3 mi | -10% | 2,39% | – | 8 | 12,5% | 2,5 |
|
| 4977 |
4977
Fullen Financial Group
Columbus,
Ohio
| US$ 170 mi | +US$ 13,4 mi | +9% | 3,98% | 28,4% | 60 | 3,33% | 0,9 |
|
| 4978 |
4978
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$ 170 mi | +US$ 15,7 mi | +10% | 7,64% | 55,5% | 70 | 18,57% | 0,4 |
|
| 4979 |
TI
4979
Truehand Inc
Strafford,
New Hampshire
| US$ 170 mi | +US$ 6,05 mi | +4% | 4,8% | 86,9% | 202 | 2,48% | 2,2 |
|
| 4980 |
4980
JSF Financial
Los Angeles,
California
| US$ 170 mi | +US$ 10,4 mi | +7% | 6,77% | 91% | 101 | 4,95% | 1,4 |
|
| 4981 |
4981
RFG Holdings
Argyle,
Texas
| US$ 170 mi | +US$ 10 mi | +6% | 4,15% | 72,3% | 33 | 12,12% | 0,4 |
|
| 4982 |
4982
IronBridge Private Wealth
Austin,
Texas
| US$ 170 mi | +US$ 12,3 mi | +8% | 11,7% | 122% | 313 | 22,68% | 0,4 |
|
| 4983 |
4983
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 170 mi | +US$ 8,9 mi | +6% | 4,65% | 54,4% | 160 | 6,25% | 2,6 |
|
| 4984 |
4984
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 169 mi | +US$ 12,2 mi | +8% | 8,26% | 98,4% | 91 | 4,4% | 1,3 |
|
| 4985 |
4985
IMS Capital Management
Portland,
Oregon
| US$ 169 mi | +US$ 10,6 mi | +7% | 4,6% | 119% | 140 | 19,29% | 3,2 |
|
| 4986 |
4986
Portland Hill Asset Management
London,
United Kingdom
| US$ 169 mi | +US$ 21,6 mi | +15% | 10,9% | 30,2% | 33 | 3,03% | 2,6 |
|
| 4987 |
RWG
4987
Regal Wealth Group
Seal Beach,
California
| US$ 169 mi | -US$ 898 mil | -0,5% | 5,65% | 17% | 267 | 82,4% | 4,4 |
|
| 4988 |
EWG
4988
Executive Wealth Group
Kirkland,
Washington
| US$ 169 mi | +US$ 6,57 mi | +4% | 4,94% | 14,9% | 48 | 6,25% | 2,6 |
|
| 4989 |
4989
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 169 mi | +US$ 19,5 mi | +13% | 12,8% | 76,8% | 12 | 0% | 0,5 |
|
| 4990 |
4990
Intel Corp
Santa Clara,
California
| US$ 169 mi | +US$ 32,3 mi | +24% | 22,9% | 9,79% | 4 | 25% | 0,4 |
|
| 4991 |
4991
Harrington Investments
Napa,
California
| US$ 169 mi | +US$ 8,98 mi | +6% | 7,89% | 109% | 80 | 6,25% | 3,2 |
|
| 4992 |
4992
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 169 mi | +US$ 16,6 mi | +11% | 9,78% | 75,4% | 81 | 34,57% | 1,2 |
|
| 4993 |
4993
Sustainable Insight Capital Management
New York
| US$ 169 mi | +US$ 18,4 mi | +12% | 7,27% | 150% | 145 | 38,62% | 0,9 |
|
| 4994 |
4994
BCGM Wealth Management
Lafayette,
Indiana
| US$ 169 mi | +US$ 22,4 mi | +15% | 5,46% | 54,9% | 100 | 9% | 0,5 |
|
| 4995 |
CSA
4995
Cottage Street Advisors
Marion,
Massachusetts
| US$ 168 mi | +US$ 16 mi | +11% | 8,23% | 95,8% | 100 | 11% | 3,1 |
|
| 4996 |
LFWA
4996
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 168 mi | +US$ 9,44 mi | +6% | 7,47% | 64,9% | 22 | 13,64% | 5,4 |
|
| 4997 |
4997
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 168 mi | +US$ 9,14 mi | +6% | 6,09% | 56% | 27 | 3,7% | 5,6 |
|
| 4998 |
4998
VeraBank
Henderson,
Texas
| US$ 168 mi | +US$ 14,2 mi | +9% | 6,5% | 60,6% | 120 | 7,5% | 1,9 |
|
| 4999 |
4999
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 168 mi | +US$ 12,9 mi | +8% | 8,85% | – | 113 | 16,81% | 0,7 |
|
| 5000 |
5000
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$ 168 mi | +US$ 8,47 mi | +5% | 3,97% | 28,1% | 69 | 57,97% | 0,6 |
|