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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
Teton Advisors
Rye,
New York
| US$ 224 mi | -US$ 15,5 mi | -6% | 9,72% | 139% | 219 | 10,05% | 7,5 |
|
| 5152 |
5152
Sittner & Nelson
Eugene,
Oregon
| US$ 224 mi | +US$ 20,5 mi | +10% | 7,52% | 88,1% | 469 | 11,51% | 3 |
|
| 5153 |
5153
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 223 mi | +US$ 22,2 mi | +11% | 7,53% | 107% | 208 | 12,5% | 1,7 |
|
| 5154 |
5154
TL Private Wealth
Southlake,
Texas
| US$ 223 mi | +US$ 2,23 mi | +1% | 5,48% | 50,6% | 46 | 8,7% | 3,2 |
|
| 5155 |
5155
Trinity Financial Advisors
Columbus,
Ohio
| US$ 223 mi | -US$ 17,1 mil | -0% | 6,3% | 74,5% | 89 | 12,36% | 1,7 |
|
| 5156 |
5156
1776 Wealth
Atlanta,
Georgia
| US$ 223 mi | +US$ 1,16 mi | +0,5% | 5,84% | 90,4% | 155 | 10,32% | 2,4 |
|
| 5157 |
5157
Coalescence Partners Investment Management
New York
| US$ 223 mi | +US$ 101 mi | +83% | 11,6% | – | 15 | 20% | 0,4 |
|
| 5158 |
5158
14B Capital Management
La Jolla,
California
| US$ 223 mi | +US$ 9,11 mi | +4% | 7,66% | – | 11 | 18,18% | 0,6 |
|
| 5159 |
5159
Bayshore Asset Management
Coral Gables,
Florida
| US$ 223 mi | +US$ 24 mi | +12% | 6,98% | 62,3% | 55 | 40% | 1,4 |
|
| 5160 |
5160
FullCircle Wealth
Dallas,
Texas
| US$ 223 mi | +US$ 18,9 mi | +9% | 6,27% | – | 192 | 15,63% | 0,2 |
|
| 5161 |
5161
Raine Capital
New York
| US$ 223 mi | +US$ 17,6 mi | +9% | 9,3% | 119% | 5 | 0% | 3 |
|
| 5162 |
5162
Nine Masts Capital
Central,
Hong Kong
| US$ 223 mi | -US$ 111 mi | -33% | 4,57% | 88,1% | 184 | 63,04% | 0,3 |
|
| 5163 |
5163
IMS Capital Management
Portland,
Oregon
| US$ 223 mi | +US$ 7,95 mi | +4% | 6,94% | 119% | 145 | 4,14% | 5 |
|
| 5164 |
5164
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$ 223 mi | +US$ 1,49 mi | +0,7% | 4,07% | 65% | 56 | 23,21% | 3,6 |
|
| 5165 |
5165
TPG Financial Advisors
Portland,
Oregon
| US$ 222 mi | +US$ 10,9 mi | +5% | 5,88% | – | 72 | 11,11% | 2,6 |
|
| 5166 |
5166
Beta Wealth Group
San Diego,
California
| US$ 222 mi | +US$ 10,8 mi | +5% | 4,69% | 45,4% | 111 | 12,61% | 2,1 |
|
| 5167 |
5167
SVF Sponsor III
Menlo Park,
California
| US$ 222 mi | -US$ 97,9 mi | -31% | 30,6% | 133% | 1 | 0% | 1,8 |
|
| 5168 |
5168
Optimist Retirement Group
Bellevue,
Washington
| US$ 222 mi | +US$ 31,3 mi | +16% | 6,12% | 92,2% | 135 | 26,67% | 0,5 |
|
| 5169 |
5169
JW Asset Management
Miami Beach,
Florida
| US$ 221 mi | -US$ 21,2 mi | -9% | 2,22% | 251% | 17 | 47,06% | 1,2 |
|
| 5170 |
5170
Advisor Resource Council
Dallas,
Texas
| US$ 221 mi | +US$ 167 mi | +305% | 5,53% | 74,7% | 265 | 81,89% | 0,3 |
|
| 5171 |
WFA
5171
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 221 mi | +US$ 32,4 mi | +17% | 7,27% | 73,8% | 178 | 13,48% | 1,3 |
|
| 5172 |
CNBT
5172
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 221 mi | +US$ 17,6 mi | +9% | 5,71% | 38,5% | 167 | 63,47% | 1,4 |
|
| 5173 |
5173
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 221 mi | +US$ 15,2 mi | +7% | 7,54% | 98,6% | 152 | 12,5% | 4,5 |
|
| 5174 |
MWM
5174
MTC Wealth Management
Tampa,
Florida
| US$ 221 mi | +US$ 11,1 mi | +5% | 6,04% | 30,5% | 14 | 0% | 2,8 |
|
| 5175 |
5175
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 221 mi | +US$ 16,5 mi | +8% | 6,07% | 41,6% | 178 | 5,06% | 2,7 |
|