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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Norris Financial Group
Greenville,
South Carolina
| US$ 244 mi | +US$ 29,8 mi | +14% | 12,4% | 142% | 99 | 31,31% | 1,6 |
|
| 5202 |
5202
Tiemann Investment Advisors
Menlo Park,
California
| US$ 244 mi | +US$ 23,8 mi | +11% | 10,3% | 77% | 202 | 6,44% | 6,8 |
|
| 5203 |
5203
Daventry Group
New York
| US$ 244 mi | +US$ 12,8 mi | +6% | 3,66% | 26,2% | 9 | 44,44% | 1,3 |
|
| 5204 |
5204
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 244 mi | +US$ 35,3 mi | +17% | 9,94% | 72,4% | 101 | 16,83% | 2 |
|
| 5205 |
5205
Forza Wealth Management
Sarasota,
Florida
| US$ 244 mi | +US$ 21,4 mi | +10% | 5,95% | 69,8% | 193 | 10,88% | 2,1 |
|
| 5206 |
5206
Alexander Labrunerie & Co
Columbia,
Missouri
| US$ 244 mi | +US$ 12,9 mi | +6% | 7,91% | – | 115 | 8,7% | 1 |
|
| 5207 |
5207
AXS Investments
Port Chester,
New York
| US$ 244 mi | -US$ 118 mi | -33% | 13,4% | 104% | 217 | 40,55% | 2,1 |
|
| 5208 |
5208
Tanglewood Legacy Advisors
Houston,
Texas
| US$ 244 mi | +US$ 15,6 mi | +7% | 8,02% | 61,1% | 303 | 9,9% | 2 |
|
| 5209 |
5209
Painted Porch Advisors
Santa Barbara,
California
| US$ 244 mi | +US$ 4,78 mi | +2% | 2,78% | – | 557 | 21,36% | 0,9 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| US$ 244 mi | +US$ 126 mi | +108% | 60,4% | – | 17 | 76,47% | 0,1 |
|
| 5211 |
NCM
5211
NCM Capital Management
Ramsey,
New Jersey
| US$ 244 mi | +US$ 21,2 mi | +10% | 9,05% | 105% | 181 | 7,73% | 2,7 |
|
| 5212 |
5212
Kessler Investment Group
Columbus,
Indiana
| US$ 244 mi | +US$ 38,8 mi | +19% | 28,7% | 251% | 219 | 4,11% | 2,7 |
|
| 5213 |
5213
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 244 mi | +US$ 9,8 mi | +4% | 6,76% | 76% | 110 | 5,45% | 2,7 |
|
| 5214 |
5214
14B Capital Management
La Jolla,
California
| US$ 243 mi | +US$ 3,3 mi | +1% | 9,59% | – | 15 | 46,67% | 0,9 |
|
| 5215 |
5215
Dean Capital Management
Overland Park,
Kansas
| US$ 243 mi | +US$ 13,8 mi | +6% | 4,18% | 89,7% | 140 | 17,14% | 1,3 |
|
| 5216 |
5216
Juniper Investment Company
New York
| US$ 243 mi | +US$ 20,8 mi | +9% | 18,2% | 358% | 12 | 0% | 3,4 |
|
| 5217 |
5217
H&F Corporate Investors VIII
San Francisco,
California
| US$ 243 mi | +US$ 132 mi | +119% | 119% | 33,8% | 1 | 0% | 4,5 |
|
| 5218 |
5218
New Insight Wealth Advisors
San Ramon,
California
| US$ 243 mi | +US$ 22,8 mi | +10% | 9,64% | – | 109 | 16,51% | 1,1 |
|
| 5219 |
5219
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 243 mi | +US$ 31,9 mi | +15% | 6,99% | 55% | 58 | 5,17% | 2,6 |
|
| 5220 |
5220
1776 Wealth
Atlanta,
Georgia
| US$ 243 mi | +US$ 25,1 mi | +12% | 13,6% | 90,4% | 149 | 10,74% | 2,9 |
|
| 5221 |
5221
Fluent Financial
Dallas,
Texas
| US$ 243 mi | +US$ 13,3 mi | +6% | 2,49% | 46,9% | 77 | 41,56% | 1,5 |
|
| 5222 |
5222
Financial Connections Group
Corte Madera,
California
| US$ 242 mi | +US$ 19,7 mi | +9% | 8,99% | 44,4% | 263 | 18,63% | 1,7 |
|
| 5223 |
5223
TAGStone Capital
Charlotte,
North Carolina
| US$ 242 mi | +US$ 39,1 mi | +19% | 7,22% | 58,3% | 114 | 15,79% | 2,2 |
|
| 5224 |
5224
Warner Financial
Bethesda,
Maryland
| US$ 242 mi | +US$ 16,2 mi | +7% | 9,04% | 62,1% | 118 | 5,93% | 2,6 |
|
| 5225 |
RFG
5225
RFP Financial Group
Atlanta,
Georgia
| US$ 242 mi | -US$ 6,46 mi | -3% | 5,65% | 53,2% | 131 | 35,88% | 1,8 |
|