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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
Forum Private Client Group
Fishers,
Indiana
| US$ 259 mi | +US$ 29,1 mi | +13% | 5,88% | 47,9% | 82 | 9,76% | 1,3 |
|
| 5052 |
5052
InvesTrust
Oklahoma City,
Oklahoma
| US$ 259 mi | -US$ 106 mi | -29% | 6,39% | – | 94 | 3,19% | 0,5 |
|
| 5053 |
5053
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 259 mi | +US$ 19,5 mi | +8% | 7,51% | – | 667 | 10,64% | 1 |
|
| 5054 |
5054
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 259 mi | +US$ 20,2 mi | +8% | 13,5% | 123% | 123 | 28,46% | 2,1 |
|
| 5055 |
5055
Weinberger Asset Management
Los Angeles,
California
| US$ 259 mi | +US$ 25,9 mi | +11% | 11,4% | 89,6% | 84 | 8,33% | 2,8 |
|
| 5056 |
5056
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$ 259 mi | +US$ 31,3 mi | +14% | 19,2% | – | 83 | 28,92% | 0,5 |
|
| 5057 |
5057
Medallion Wealth Advisors
Farmington,
Connecticut
| US$ 259 mi | +US$ 38,6 mi | +18% | 8,62% | – | 1.134 | 8,47% | 0,5 |
|
| 5058 |
5058
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 259 mi | +US$ 33,9 mi | +15% | 8,25% | 41,6% | 62 | 25,81% | 1,4 |
|
| 5059 |
5059
Anchorage Capital Group
New York
| US$ 259 mi | +US$ 8,61 mi | +3% | 11,4% | 24,9% | 6 | 0% | 3,7 |
|
| 5060 |
5060
Buckhead Capital Management
Atlanta,
Georgia
| US$ 259 mi | -US$ 53,1 mi | -17% | 5,75% | 67,6% | 130 | 8,46% | 5,2 |
|
| 5061 |
5061
Uniting Wealth Partners
Mission,
Kansas
| US$ 259 mi | +US$ 59 mi | +30% | 12,7% | – | 123 | 17,89% | 0,4 |
|
| 5062 |
5062
Breakwater Investment Management
Seattle,
Washington
| US$ 258 mi | +US$ 24,3 mi | +10% | 8,92% | – | 319 | 4,08% | 1,2 |
|
| 5063 |
5063
Montgomery Investment Management
Rockville,
Maryland
| US$ 258 mi | +US$ 7,09 mi | +3% | 6,13% | 105% | 97 | 6,19% | 7 |
|
| 5064 |
5064
Bourne Lent Asset Management
Pawling,
New York
| US$ 258 mi | +US$ 25,3 mi | +11% | 13,4% | 76,1% | 63 | 4,76% | 7,2 |
|
| 5065 |
5065
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 258 mi | +US$ 30,6 mi | +13% | 6,66% | 42,2% | 27 | 3,7% | 2,5 |
|
| 5066 |
5066
Alteri Wealth
Westlake Village,
California
| US$ 258 mi | +US$ 30,4 mi | +13% | 13,6% | – | 284 | 16,55% | 0,4 |
|
| 5067 |
5067
Insight Wealth Partners
Plano,
Texas
| US$ 258 mi | -US$ 343 mi | -57% | 7,24% | 56,2% | 114 | 10,53% | 2,4 |
|
| 5068 |
EL
5068
EQ LLC
Bellevue,
Washington
| US$ 258 mi | +US$ 43,5 mi | +20% | 11,1% | 72,9% | 77 | 22,08% | 2,2 |
|
| 5069 |
5069
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| US$ 258 mi | +US$ 21,1 mi | +9% | 6,19% | – | 98 | 9,18% | 0,5 |
|
| 5070 |
5070
INCA Investments
Miami,
Florida
| US$ 257 mi | +US$ 39 mi | +18% | 15,2% | 128% | 10 | 0% | 5,3 |
|
| 5071 |
5071
Monte Financial Group
Guilford,
Connecticut
| US$ 257 mi | +US$ 28,8 mi | +13% | 3,18% | 57,9% | 91 | 10,99% | 3,5 |
|
| 5072 |
5072
Independence Financial Advisors
Franklin,
New Hampshire
| US$ 257 mi | -US$ 5,91 mi | -2% | 7,59% | – | 52 | 11,54% | 0,2 |
|
| 5073 |
WMA
5073
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 257 mi | +US$ 23,6 mi | +10% | 12,2% | 111% | 227 | 10,13% | 3,5 |
|
| 5074 |
5074
Saiph Capital
Wyckoff,
New Jersey
| US$ 257 mi | +US$ 47,4 mi | +23% | 9,89% | 52,4% | 66 | 27,27% | 1,7 |
|
| 5075 |
5075
Private Client Services
Louisville,
Kentucky
| US$ 257 mi | +US$ 54,6 mi | +27% | 8,59% | 72% | 230 | 33,91% | 0,8 |
|