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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Treynor Bancshares
Treynor,
Iowa
| US$ 159 mi | +US$ 13,8 mi | +10% | 4,02% | 3,35% | 73 | 2,74% | 1,2 |
|
| 5152 |
5152
HMS Capital Management
Nashville,
Tennessee
| US$ 159 mi | -US$ 15,9 mi | -9% | 7,98% | 140% | 115 | 26,09% | 2,1 |
|
| 5153 |
5153
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 159 mi | +US$ 6,55 mi | +4% | 4,66% | 46,6% | 178 | 10,11% | 1,8 |
|
| 5154 |
5154
Sterneck Capital Management
Kansas City,
Missouri
| US$ 159 mi | +US$ 7,9 mi | +5% | 7,62% | 61,5% | 104 | 7,69% | 4,3 |
|
| 5155 |
5155
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 158 mi | +US$ 5,57 mi | +4% | 3,99% | 65,3% | 128 | 16,41% | 1,2 |
|
| 5156 |
5156
DB Wealth Management Group
San Diego,
California
| US$ 158 mi | +US$ 4,13 mi | +3% | 3,09% | 19% | 359 | 1,39% | 1,5 |
|
| 5157 |
5157
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 158 mi | +US$ 10,4 mi | +7% | 15,3% | 120% | 153 | 18,95% | 1,7 |
|
| 5158 |
5158
Worldly Partners Management
Needham,
Massachusetts
| US$ 158 mi | +US$ 29,8 mi | +23% | 26,6% | 19,2% | 4 | 0% | 0,3 |
|
| 5159 |
5159
Reliant Investment Management
Memphis,
Tennessee
| US$ 158 mi | -US$ 9,37 mi | -6% | 2,03% | 129% | 61 | 16,39% | 2,7 |
|
| 5160 |
5160
PCG Wealth Advisors
Overland Park,
Kansas
| US$ 158 mi | +US$ 266 mil | +0,2% | 3,32% | 87% | 123 | 21,14% | 0,8 |
|
| 5161 |
5161
Forum Private Client Group
Fishers,
Indiana
| US$ 158 mi | +US$ 13,5 mi | +9% | 4,04% | 47,9% | 69 | 5,8% | 0,9 |
|
| 5162 |
5162
Prosperity Consulting Group
Owings Mills,
Maryland
| US$ 158 mi | +US$ 8,16 mi | +5% | 6,26% | 66,8% | 106 | 6,6% | 1 |
|
| 5163 |
YC
5163
Yunqi Capital
Hong Kong
| US$ 158 mi | +US$ 10,2 mi | +7% | 4,15% | 71,4% | 8 | 37,5% | 0,5 |
|
| 5164 |
5164
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 158 mi | +US$ 7,11 mi | +5% | 4,77% | 55,5% | 58 | 15,52% | 1,8 |
|
| 5165 |
APSI
5165
Asset Planning Services Inc
Covington,
Louisiana
| US$ 158 mi | -US$ 54 mil | -0% | 5,14% | 138% | 37 | 5,41% | 3,9 |
|
| 5166 |
5166
Barrett & Company
Providence,
Rhode Island
| US$ 158 mi | +US$ 6,49 mi | +4% | 4,69% | 83,6% | 612 | 6,05% | 0,5 |
|
| 5167 |
5167
Planned Solutions
Folsom,
California
| US$ 158 mi | +US$ 21,3 mi | +16% | 6,35% | 68,3% | 82 | 13,41% | 1,7 |
|
| 5168 |
STC
5168
Sarah T. Connolly
| US$ 158 mi | +US$ 10,6 mi | +7% | 7,85% | 35% | 95 | 1,05% | 2 |
|
| 5169 |
5169
Palmer Knight Company
Jacksonville,
Florida
| US$ 157 mi | +US$ 45,4 mi | +41% | 7,46% | 78,9% | 33 | 24,24% | 2,9 |
|
| 5170 |
5170
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 157 mi | +US$ 17,7 mi | +13% | 6,12% | 76,8% | 214 | 11,68% | 2,1 |
|
| 5171 |
5171
Burns Matteson Capital Management
Corning,
New York
| US$ 157 mi | +US$ 6,44 mi | +4% | 2,35% | 137% | 184 | 47,28% | 0,9 |
|
| 5172 |
5172
PFG Private Wealth Management
Lutz,
Florida
| US$ 157 mi | -US$ 3,82 mi | -2% | 4,38% | 52,6% | 410 | 35,61% | 1,4 |
|
| 5173 |
5173
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 157 mi | +US$ 38,6 mi | +33% | 2,54% | 38,4% | 97 | 71,13% | 1,1 |
|
| 5174 |
5174
Values First Advisors
Gray,
Tennessee
| US$ 157 mi | +US$ 13,7 mi | +10% | 5,82% | 87,6% | 403 | 54,84% | 0,9 |
|
| 5175 |
5175
Asset Management Resources
Hyannis,
Massachusetts
| US$ 157 mi | +US$ 9,8 mi | +7% | 5,24% | – | 64 | 28,13% | 0,9 |
|