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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 218 mi | +US$ 6,17 mi | +3% | 2,02% | 52% | 98 | 9,18% | 1,1 |
|
| 5052 |
5052
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 218 mi | +US$ 5,8 mi | +3% | 3,26% | 60,8% | 51 | 41,18% | 1,7 |
|
| 5053 |
5053
Krensavage Asset Management
New York
| US$ 218 mi | -US$ 7,72 mi | -3% | 3,24% | 124% | 13 | 7,69% | 3,4 |
|
| 5054 |
5054
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 218 mi | +US$ 5,49 mi | +3% | 0,22% | 66% | 248 | 16,13% | 1,6 |
|
| 5055 |
5055
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 218 mi | -US$ 1,95 mi | -0,9% | 0,92% | 66,8% | 100 | 12% | 6,8 |
|
| 5056 |
5056
Tidemark
San Diego,
California
| US$ 217 mi | +US$ 38,2 mi | +21% | 1,99% | – | 732 | 20,36% | 0,5 |
|
| 5057 |
5057
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 217 mi | -US$ 62,9 mi | -22% | 0,67% | 33,2% | 117 | 29,91% | 0,8 |
|
| 5058 |
5058
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 217 mi | -US$ 30,1 mi | -12% | 1,48% | 73% | 293 | 70,31% | 0,7 |
|
| 5059 |
5059
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 217 mi | -US$ 217 mi | -50% | 2,95% | 107% | 150 | 60,67% | 2 |
|
| 5060 |
5060
Astor Investment Management
Chicago,
Illinois
| US$ 217 mi | -US$ 34,5 mi | -14% | 0,84% | 23,3% | 38 | 42,11% | 1,1 |
|
| 5061 |
5061
Mirabaud Asset Management
London,
United Kingdom
| US$ 217 mi | -US$ 30,3 mi | -12% | 5,31% | – | 53 | 22,64% | 0,4 |
|
| 5062 |
OGF
5062
Orin Green Financial
San Diego,
California
| US$ 217 mi | +US$ 4,34 mi | +2% | 1,93% | 59,1% | 77 | 90,91% | 0,2 |
|
| 5063 |
5063
Wills Financial Group
Richmond,
Virginia
| US$ 217 mi | +US$ 4,82 mi | +2% | 1,96% | 57,5% | 66 | 9,09% | 5 |
|
| 5064 |
5064
Bernzott Capital Advisors
Camarillo,
California
| US$ 217 mi | -US$ 35,5 mi | -14% | 5,66% | 46,6% | 40 | 15% | 2,9 |
|
| 5065 |
5065
Monolith Management
Hong Kong
| US$ 217 mi | -US$ 35,1 mi | -14% | 12,7% | – | 17 | 58,82% | 0,2 |
|
| 5066 |
5066
BOS Asset Management
Springfield,
Illinois
| US$ 217 mi | +US$ 26,5 mi | +14% | 2,83% | 70,3% | 166 | 15,06% | 1,1 |
|
| 5067 |
5067
One Advisory Partners
Overland Park,
Kansas
| US$ 217 mi | +US$ 13,4 mi | +7% | 2,55% | 58,3% | 46 | 8,7% | 1,8 |
|
| 5068 |
5068
CVS Health
Woonsocket,
Rhode Island
| US$ 217 mi | +US$ 5,07 mi | +2% | 2,45% | 48,7% | 6 | 0% | 2,3 |
|
| 5069 |
5069
Ausbil Investment Management
Sydney,
Australia
| US$ 217 mi | +US$ 17,1 mi | +9% | 3,73% | 115% | 72 | 38,89% | 0,7 |
|
| 5070 |
5070
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 217 mi | +US$ 8,74 mi | +4% | 1,26% | 56,6% | 168 | 8,93% | 4,2 |
|
| 5071 |
5071
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 217 mi | +US$ 7,7 mi | +4% | 0,65% | 39,4% | 24 | 12,5% | 1 |
|
| 5072 |
5072
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 217 mi | -US$ 51,9 mi | -19% | 7,45% | 130% | 38 | 52,63% | 0,5 |
|
| 5073 |
5073
SimpliFi Inc
San Diego,
California
| US$ 217 mi | -US$ 2,13 mi | -1% | 0,85% | 26,7% | 41 | 7,32% | 2,5 |
|
| 5074 |
5074
Harbour Investment Management
Edmonds,
Washington
| US$ 216 mi | +US$ 3,37 mi | +2% | 2,91% | 58,8% | 89 | 3,37% | 6,2 |
|
| 5075 |
5075
Ruggaard & Associates
Hudson,
Ohio
| US$ 216 mi | +US$ 5,93 mi | +3% | 0,97% | 47,6% | 123 | 12,2% | 1 |
|