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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
National Wealth Management Group
Cincinnati,
Ohio
| US$ 323 mi | +US$ 54,9 mi | +20% | 22,9% | 128% | 247 | 21,46% | 1,6 |
|
| 5077 |
5077
United Community Bank
Greenville,
South Carolina
| US$ 323 mi | +US$ 23,5 mi | +8% | 10,7% | 72,7% | 584 | 11,82% | 2,2 |
|
| 5078 |
5078
Walker Financial Services
Bowling Green,
Kentucky
| US$ 323 mi | +US$ 31 mi | +11% | 4,99% | 20,8% | 48 | 16,67% | 2,1 |
|
| 5079 |
5079
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$ 323 mi | +US$ 37,7 mi | +13% | 19,8% | 122% | 138 | 7,97% | 2,4 |
|
| 5080 |
5080
Naman Capital
Sao Paulo,
Brazil
| US$ 323 mi | -US$ 36,7 mi | -10% | 15,7% | 89,9% | 14 | 28,57% | 2,7 |
|
| 5081 |
5081
Granger Management
New York
| US$ 323 mi | -US$ 35,4 mi | -10% | 13,1% | 69,9% | 15 | 60% | 1,9 |
|
| 5082 |
5082
Forefront Wealth Partners
Austin,
Texas
| US$ 323 mi | +US$ 83,8 mi | +35% | 21,2% | – | 190 | 21,58% | 0,8 |
|
| 5083 |
5083
Sharper & Granite
El Segundo,
California
| US$ 323 mi | +US$ 30 mi | +10% | 11% | 50,8% | 109 | 1,83% | 2,9 |
|
| 5084 |
5084
Royal Harbor Partners
Houston,
Texas
| US$ 323 mi | +US$ 27,4 mi | +9% | 8,09% | 54,6% | 61 | 24,59% | 2,1 |
|
| 5085 |
SCM
5085
Sophron Capital Management
Summit,
New Jersey
| US$ 323 mi | -US$ 16,7 mi | -5% | 9,68% | – | 49 | 28,57% | 0,9 |
|
| 5086 |
5086
Prosperity Financial Group
San Ramon,
California
| US$ 323 mi | +US$ 51,9 mi | +19% | 20,7% | 121% | 203 | 17,73% | 1,8 |
|
| 5087 |
5087
Quantum Financial Planning Services
Spokane,
Washington
| US$ 323 mi | +US$ 44,2 mi | +16% | 9,78% | – | 62 | 20,97% | 0,9 |
|
| 5088 |
5088
Northstar Advisory Group
Northfield,
New Jersey
| US$ 322 mi | +US$ 53,9 mi | +20% | 14,4% | 141% | 137 | 29,2% | 1,9 |
|
| 5089 |
5089
Curio Wealth
Annapolis,
Maryland
| US$ 322 mi | +US$ 29,7 mi | +10% | 8,9% | – | 1.256 | 93,79% | 1,5 |
|
| 5090 |
SST
5090
S Squared Technology
New York
| US$ 322 mi | +US$ 58,1 mi | +22% | 56,9% | 223% | 37 | 16,22% | 3,2 |
|
| 5091 |
5091
Squadron Capital Management
Westmont,
Illinois
| US$ 322 mi | +US$ 49,3 mi | +18% | 34,4% | – | 60 | 66,67% | 0,2 |
|
| 5092 |
5092
Westshore Wealth
Newport Beach,
California
| US$ 322 mi | +US$ 37,1 mi | +13% | 14,8% | 58,8% | 114 | 16,67% | 3,1 |
|
| 5093 |
5093
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 322 mi | +US$ 22,5 mi | +8% | 11,3% | 54,3% | 435 | 11,72% | 4,9 |
|
| 5094 |
5094
EnCap Investments
Houston,
Texas
| US$ 322 mi | -US$ 583 mi | -64% | 16% | – | 4 | 25% | 0,3 |
|
| 5095 |
5095
Ketron Financial
Novato,
California
| US$ 322 mi | +US$ 42,6 mi | +15% | 18,1% | – | 66 | 19,7% | 0,4 |
|
| 5096 |
5096
Mathes Company
New York
| US$ 322 mi | +US$ 48,1 mi | +18% | 18,5% | 121% | 131 | 5,34% | 6,8 |
|
| 5097 |
5097
AJ Advisors
Nashville,
Tennessee
| US$ 322 mi | +US$ 52,3 mi | +19% | 15% | 64,6% | 38 | 15,79% | 2,4 |
|
| 5098 |
5098
MKT Advisors
Escondido,
California
| US$ 322 mi | +US$ 23,5 mi | +8% | 9,2% | 55,5% | 168 | 14,29% | 3,1 |
|
| 5099 |
5099
Sonoma Allocations
Santa Rosa,
California
| US$ 322 mi | +US$ 32,1 mi | +11% | 13,5% | – | 161 | 36,65% | 0,6 |
|
| 5100 |
5100
Realta Investment Advisors
Wilmington,
Delaware
| US$ 322 mi | +US$ 33,5 mi | +12% | 19,3% | 151% | 421 | 23,04% | 2,7 |
|