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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
Forum Private Client Group
Fishers,
Indiana
| US$ 210 mi | +US$ 3,64 mi | +2% | 0,9% | 47,9% | 76 | 7,89% | 0,5 |
|
| 5152 |
5152
Hahn Capital Management
Walnut Creek,
California
| US$ 210 mi | +US$ 43,1 mi | +26% | 3,82% | 53,6% | 32 | 3,13% | 6,6 |
|
| 5153 |
5153
CM Wealth Advisors
Beachwood,
Ohio
| US$ 210 mi | -US$ 140 mi | -40% | 2,09% | 64,7% | 188 | 62,77% | 1,3 |
|
| 5154 |
SI
5154
Saxon Interests
Houston,
Texas
| US$ 210 mi | +US$ 463 mil | +0,2% | 2,45% | 73% | 197 | 13,71% | 0,6 |
|
| 5155 |
MWM
5155
MTC Wealth Management
Tampa,
Florida
| US$ 210 mi | -US$ 7,52 mi | -3% | 0,28% | 30,5% | 14 | 7,14% | 2,5 |
|
| 5156 |
5156
Castellan Group
Louisville,
Kentucky
| US$ 210 mi | +US$ 14,7 mi | +8% | 6,9% | 184% | 69 | 28,99% | 1,6 |
|
| 5157 |
5157
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 210 mi | +US$ 135 mil | +0,1% | 1,47% | 152% | 87 | 2,3% | 4,5 |
|
| 5158 |
NAH
5158
Neumann Advisory (HK)
Central,
Hong Kong
| US$ 210 mi | +US$ 6,3 mi | +3% | 7,39% | 77,3% | 15 | 6,67% | 4,3 |
|
| 5159 |
AAG
5159
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 210 mi | +US$ 3,43 mi | +2% | 1,43% | 46% | 15 | 13,33% | 2,2 |
|
| 5160 |
HCM
5160
Hall Capital Management
Barrington,
Rhode Island
| US$ 210 mi | +US$ 7,15 mi | +4% | 2,06% | – | 100 | 4% | 6,1 |
|
| 5161 |
5161
Exeter Financial
Scottsdale,
Arizona
| US$ 210 mi | -US$ 7,27 mi | -3% | 0,09% | 59,1% | 94 | 10,64% | 4,9 |
|
| 5162 |
5162
Sharper & Granite
El Segundo,
California
| US$ 210 mi | +US$ 2,66 mi | +1% | 0,5% | 47,1% | 100 | 5% | 1,4 |
|
| 5163 |
5163
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 210 mi | +US$ 79 mi | +61% | 5,99% | 34,2% | 4 | 25% | 1,4 |
|
| 5164 |
BIA
5164
Bigelow Investment Advisors
Portland,
Maine
| US$ 209 mi | +US$ 6,04 mi | +3% | 2,39% | 75,7% | 156 | 4,49% | 3,9 |
|
| 5165 |
5165
Grand Alliance Asset Management
Central,
Hong Kong
| US$ 209 mi | +US$ 33,7 mi | +19% | 18,5% | – | 13 | 15,38% | 0,4 |
|
| 5166 |
5166
Power Wealth Management
Alpharetta,
Georgia
| US$ 209 mi | +US$ 49,9 mi | +31% | 0,66% | – | 107 | 19,63% | 0,4 |
|
| 5167 |
CCM
5167
Consolidated Capital Management
Burbank,
California
| US$ 209 mi | +US$ 409 mil | +0,2% | 6,86% | 166% | 46 | 17,39% | 4 |
|
| 5168 |
5168
Eastover Investment Advisors
Charlotte,
North Carolina
| US$ 209 mi | +US$ 4,62 mi | +2% | 4,46% | 105% | 50 | 16% | 2,4 |
|
| 5169 |
5169
Palmer Knight Company
Jacksonville,
Florida
| US$ 209 mi | +US$ 3,7 mi | +2% | 0,38% | 78,9% | 35 | 5,71% | 3,4 |
|
| 5170 |
5170
Horizon Advisory Services
West Henrietta,
New York
| US$ 209 mi | -US$ 5,8 mi | -3% | 2,28% | – | 46 | 2,17% | 0,3 |
|
| 5171 |
5171
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 209 mi | +US$ 2,68 mi | +1% | 0,63% | 50,9% | 72 | 12,5% | 3,9 |
|
| 5172 |
5172
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 209 mi | +US$ 13,4 mi | +7% | 1,17% | 56,5% | 169 | 7,1% | 1,9 |
|
| 5173 |
5173
Castle Wealth Management
West Palm Beach,
Florida
| US$ 209 mi | +US$ 17,5 mi | +9% | 1,32% | 53,6% | 128 | 15,63% | 1,5 |
|
| 5174 |
5174
Demars Financial Group
Spokane Valley,
Washington
| US$ 209 mi | +US$ 5,65 mi | +3% | 3,05% | 69,1% | 73 | 15,07% | 2,1 |
|
| 5175 |
5175
Retirement Guys Formula
Maumee,
Ohio
| US$ 209 mi | +US$ 3,56 mi | +2% | 2,21% | 70,2% | 132 | 12,88% | 1,4 |
|