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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
BSI
5176
Bennett Selby Investments
Falmouth,
Maine
| US$ 313 mi | +US$ 28,2 mi | +10% | 11% | 69,8% | 90 | 15,56% | 3,2 |
|
| 5177 |
FCAM
5177
First Citizens Asset Management
Raleigh,
North Carolina
| US$ 313 mi | +US$ 30,8 mi | +11% | 10,7% | 44,2% | 30 | 6,67% | 2,7 |
|
| 5178 |
RP
5178
Ravenswood Partners
Mclean,
Virginia
| US$ 313 mi | +US$ 41,9 mi | +15% | 38,9% | – | 42 | 30,95% | 0,6 |
|
| 5179 |
WAM
5179
Worth Asset Management
Dallas,
Texas
| US$ 313 mi | +US$ 44,4 mi | +17% | 20,2% | 115% | 249 | 41,77% | 1,1 |
|
| 5180 |
WPWM
5180
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 313 mi | +US$ 23,3 mi | +8% | 7,66% | 35,5% | 44 | 2,27% | 4,8 |
|
| 5181 |
PF
5181
Prosperitas Financial
Valencia,
California
| US$ 312 mi | +US$ 43,9 mi | +16% | 13,4% | 107% | 113 | 26,55% | 1,3 |
|
| 5182 |
MFG
5182
Monte Financial Group
Guilford,
Connecticut
| US$ 312 mi | +US$ 30,6 mi | +11% | 7,94% | 57,9% | 109 | 14,68% | 3,8 |
|
| 5183 |
PPC
5183
Pennington Partners & Co
Bethesda,
Maryland
| US$ 312 mi | +US$ 20,1 mi | +7% | 14,2% | – | 134 | 17,16% | 0,9 |
|
| 5184 |
BWL
5184
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 312 mi | +US$ 28,5 mi | +10% | 9,97% | 47% | 26 | 0% | 3,2 |
|
| 5185 |
MCA
5185
Maryland Capital Advisors
Chester,
Maryland
| US$ 312 mi | – | – | 7,56% | – | 1.043 | – | 0,9 |
|
| 5186 |
PIP
5186
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 312 mi | +US$ 49,5 mi | +19% | 18,3% | 92,2% | 152 | 21,05% | 3,5 |
|
| 5187 |
TAM
5187
Townsend Asset Management
Raleigh,
North Carolina
| US$ 312 mi | +US$ 35,1 mi | +13% | 16% | 77% | 199 | 8,04% | 4,3 |
|
| 5188 |
WAM
5188
Weinberger Asset Management
Los Angeles,
California
| US$ 312 mi | +US$ 45,1 mi | +17% | 14,8% | 80% | 101 | 8,91% | 3 |
|
| 5189 |
AIA
5189
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 312 mi | +US$ 34,2 mi | +12% | 14,1% | 56,6% | 163 | 6,75% | 5,3 |
|
| 5190 |
FOA
5190
Five Oceans Advisors
Santa Monica,
California
| US$ 311 mi | +US$ 34,7 mi | +13% | 16,3% | 78,8% | 214 | 14,49% | 2,7 |
|
| 5191 |
HIP
5191
Hengistbury Investment Partners
London,
United Kingdom
| US$ 311 mi | +US$ 71 mi | +30% | 13,9% | 108% | 4 | 25% | 3,6 |
|
| 5192 |
OAM
5192
Oak Asset Management
Westlake Village,
California
| US$ 311 mi | +US$ 20,6 mi | +7% | 12% | 91,8% | 117 | 9,4% | 3,2 |
|
| 5193 |
TF
5193
Tenon Financial
Metuchen,
New Jersey
| US$ 311 mi | +US$ 56,3 mi | +22% | 12,7% | – | 64 | 20,31% | 1,4 |
|
| 5194 |
CB
5194
Centennial Bank
Conway,
Arkansas
| US$ 311 mi | +US$ 32,1 mi | +12% | 14% | 69,9% | 347 | 8,65% | 2,7 |
|
| 5195 |
LFP
5195
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 311 mi | +US$ 34,8 mi | +13% | 12% | 65,4% | 99 | 21,21% | 1,8 |
|
| 5196 |
IH
5196
IES Holdings
Houston,
Texas
| US$ 311 mi | +US$ 96,6 mi | +45% | 25,7% | – | 18 | 33,33% | 0,3 |
|
| 5197 |
CA
5197
Claar Advisors
New York
| US$ 310 mi | +US$ 15,3 mi | +5% | 11,3% | 65,5% | 17 | 11,76% | 5 |
|
| 5198 |
AC
5198
Applied Capital
Little Rock,
Arkansas
| US$ 310 mi | +US$ 42,5 mi | +16% | 11,5% | 52,6% | 54 | 9,26% | 2,9 |
|
| 5199 |
SI
5199
Stash Investments
New York
| US$ 310 mi | +US$ 52,4 mi | +20% | 8,25% | – | 17 | 70,59% | 0,7 |
|
| 5200 |
CHJWM
5200
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 310 mi | +US$ 10,7 mi | +4% | 10,8% | 58,2% | 149 | 8,05% | 6,4 |
|