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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 131 mi | +US$ 4,39 mi | +3% | 4,98% | 60,6% | 91 | 23,08% | 0,6 |
|
| 5227 |
PBF
5227
Petix & Botte Financial
La Mesa,
California
| US$ 131 mi | -US$ 4,4 mi | -3% | 4,55% | 47,5% | 71 | 8,45% | 2,3 |
|
| 5228 |
5228
Genesee Capital Advisors
Auburn,
New York
| US$ 131 mi | -US$ 11,7 mi | -8% | 4,03% | 107% | 97 | 16,49% | 0,8 |
|
| 5229 |
5229
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 131 mi | -US$ 60,1 mi | -31% | 5,25% | 137% | 104 | 24,04% | 3,9 |
|
| 5230 |
5230
Accretive Wealth Partners
Parsippany,
New Jersey
| US$ 131 mi | -US$ 6,44 mi | -5% | 3,47% | 57,3% | 108 | 4,63% | 1,5 |
|
| 5231 |
SL
5231
SIB LLC
New York,
New York
| US$ 131 mi | -US$ 1,78 mi | -1% | 2,24% | 29,2% | 19 | 5,26% | 7,1 |
|
| 5232 |
CIA
5232
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 131 mi | -US$ 16,4 mi | -11% | 8,17% | 66,1% | 81 | 6,17% | 1,6 |
|
| 5233 |
5233
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$ 131 mi | -US$ 18,9 mi | -13% | 5,28% | – | 924 | 7,58% | 0,7 |
|
| 5234 |
5234
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 131 mi | -US$ 11 mi | -8% | 5,01% | 76% | 94 | 7,45% | 0,7 |
|
| 5235 |
5235
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 131 mi | -US$ 83,6 mi | -39% | 3,04% | 86,3% | 110 | 32,73% | 0,8 |
|
| 5236 |
5236
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 131 mi | -US$ 8,32 mi | -6% | 6,67% | 72,4% | 83 | 32,53% | 0,8 |
|
| 5237 |
5237
Jefferies Financial Group
New York
| US$ 131 mi | -US$ 18,7 mi | -12% | 11,6% | 135% | 6 | 0% | 2,3 |
|
| 5238 |
5238
Profit Investment Management
North Bethesda,
Maryland
| US$ 131 mi | -US$ 5,5 mi | -4% | 1,59% | 101% | 79 | 3,8% | 5,8 |
|
| 5239 |
5239
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$ 131 mi | -US$ 9,9 mi | -7% | 5,88% | 41,2% | 72 | 20,83% | 0,7 |
|
| 5240 |
5240
Sturgeon Ventures
London,
United Kingdom
| US$ 130 mi | -US$ 18,5 mi | -12% | 0,86% | 85,9% | 42 | 40,48% | 1,9 |
|
| 5241 |
5241
Vance Wealth
Santa Clarita,
California
| US$ 130 mi | +US$ 793 mil | +0,6% | 6,22% | 66,4% | 68 | 13,24% | 0,6 |
|
| 5242 |
SRAM
5242
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| US$ 130 mi | -US$ 23,9 mi | -16% | 0,49% | 74,7% | 161 | 29,19% | 0,6 |
|
| 5243 |
5243
Foresite Capital Management V
Larkspur,
California
| US$ 130 mi | -US$ 13,1 mi | -9% | 3,56% | 401% | 14 | 0% | 1,2 |
|
| 5244 |
5244
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 130 mi | +US$ 13,3 mi | +11% | 7,13% | 53,6% | 5 | 20% | 2,4 |
|
| 5245 |
5245
Hel Ved Capital Management
Central,
Hong Kong
| US$ 130 mi | -US$ 33,1 mi | -20% | 10,4% | 1.351% | 18 | 55,56% | 0,6 |
|
| 5246 |
5246
Zoom Communications
San Jose,
California
| US$ 130 mi | +US$ 8,63 mi | +7% | 7,88% | 10,7% | 3 | 0% | 0,6 |
|
| 5247 |
LBC
5247
Lawrence B. Cohen
| US$ 130 mi | -US$ 10,6 mi | -8% | 4,38% | 41,8% | 68 | 14,71% | 5,1 |
|
| 5248 |
5248
Byrne Asset Management
Kingston,
New Jersey
| US$ 130 mi | -US$ 5,72 mi | -4% | 4,32% | 126% | 567 | 17,64% | 0,6 |
|
| 5249 |
5249
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| US$ 130 mi | -US$ 52,9 mi | -29% | 3,19% | – | 71 | 28,17% | 0,3 |
|
| 5250 |
RWG
5250
Regal Wealth Group
Seal Beach,
California
| US$ 130 mi | -US$ 8,98 mi | -6% | 4,37% | 17% | 49 | 12,24% | 5,5 |
|