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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
Autumn Glory Partners
Dallas,
Texas
| US$ 164 mi | +US$ 27,2 mi | +20% | 2,57% | 76% | 168 | 28,57% | 0,9 |
|
| 5152 |
5152
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 164 mi | -US$ 1,65 mi | -1% | 3,71% | 43,1% | 61 | 21,31% | 0,6 |
|
| 5153 |
5153
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 164 mi | +US$ 16,4 mi | +11% | 1,79% | 61,6% | 60 | 6,67% | 1,4 |
|
| 5154 |
NFAM
5154
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| US$ 164 mi | -US$ 122 mi | -43% | 2,65% | 104% | 100 | 86% | 0,2 |
|
| 5155 |
5155
Crestmont Private Wealth
Houston,
Texas
| US$ 163 mi | -US$ 7,11 mi | -4% | 3,35% | 54,8% | 51 | 13,73% | 1 |
|
| 5156 |
5156
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 163 mi | -US$ 13,9 mi | -8% | 3,98% | 98,6% | 130 | 4,62% | 4,6 |
|
| 5157 |
5157
Grand Wealth Management
Grand Rapids,
Michigan
| US$ 163 mi | -US$ 4,88 mi | -3% | 3,28% | 54,1% | 79 | 20,25% | 1,2 |
|
| 5158 |
5158
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 163 mi | -US$ 7,07 mi | -4% | 3,91% | 120% | 138 | 10,87% | 2,1 |
|
| 5159 |
5159
Slagle Financial
Edwardsville,
Illinois
| US$ 163 mi | +US$ 2,46 mi | +2% | 3,01% | 77,9% | 128 | 14,84% | 0,2 |
|
| 5160 |
5160
Provence Wealth Management Group
Irvine,
California
| US$ 163 mi | -US$ 7,19 mi | -4% | 2,67% | – | 482 | 70,95% | 0,3 |
|
| 5161 |
5161
Hutner Capital Management
Manchester,
Vermont
| US$ 163 mi | -US$ 8 mi | -5% | 3,59% | 52,2% | 46 | 6,52% | 5,5 |
|
| 5162 |
5162
Applied Capital
Little Rock,
Arkansas
| US$ 163 mi | +US$ 1,85 mi | +1% | 3,65% | 52,6% | 38 | 10,53% | 1,5 |
|
| 5163 |
5163
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 163 mi | -US$ 8,81 mi | -5% | 3,29% | 107% | 185 | 12,97% | 1,2 |
|
| 5164 |
5164
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| US$ 163 mi | -US$ 2,78 mi | -2% | 3,38% | – | 69 | 4,35% | 1,5 |
|
| 5165 |
5165
NWK Group
San Francisco,
California
| US$ 163 mi | -US$ 7,72 mi | -5% | 1,36% | 268% | 73 | 28,77% | 2,5 |
|
| 5166 |
5166
MBA Advisors
Hermitage,
Pennsylvania
| US$ 163 mi | -US$ 4,37 mi | -3% | 2,95% | 66,1% | 126 | 14,29% | 2 |
|
| 5167 |
CNBT
5167
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 163 mi | -US$ 10,2 mi | -6% | 3,2% | 38,5% | 58 | 6,9% | 3,3 |
|
| 5168 |
5168
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 163 mi | +US$ 6,73 mi | +4% | 3,86% | 31,6% | 66 | 9,09% | 1,4 |
|
| 5169 |
IWN
5169
Independent Wealth Network
Urbandale,
Iowa
| US$ 163 mi | -US$ 3,76 mi | -2% | 1,81% | 78,2% | 214 | 9,35% | 1,5 |
|
| 5170 |
5170
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 163 mi | – | – | 3,23% | 50,5% | 57 | – | 0 |
|
| 5171 |
QC
5171
Qalhat Capital
Tortola,
British Virgin Islands
| US$ 162 mi | -US$ 5,69 mi | -3% | 3,44% | 90,3% | 8 | 0% | 1,6 |
|
| 5172 |
OIM
5172
Opus Investment Management
Worcester,
Massachusetts
| US$ 162 mi | -US$ 116 mi | -42% | 3,6% | 52,8% | 73 | 43,84% | 7 |
|
| 5173 |
5173
Activest Wealth Management
Aventure,
Florida
| US$ 162 mi | +US$ 17,9 mi | +12% | 3,63% | 117% | 459 | 62,09% | 0,6 |
|
| 5174 |
5174
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 162 mi | +US$ 14,1 mi | +9% | 3,68% | 50,8% | 88 | 22,73% | 0,6 |
|
| 5175 |
5175
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 162 mi | -US$ 2,71 mi | -2% | 1,02% | 203% | 88 | 9,09% | 2,2 |
|