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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 157 mi | +US$ 9,07 mi | +6% | 2,71% | 41,2% | 48 | 14,58% | 1,8 |
|
| 5252 |
5252
Daventry Group
New York
| US$ 157 mi | +US$ 21,7 mi | +16% | 1,99% | 26,2% | 9 | 22,22% | 1,1 |
|
| 5253 |
5253
Trust Company of Kansas
Wichita,
Kansas
| US$ 157 mi | -US$ 10,5 mi | -6% | 2,44% | 87% | 50 | 12% | 2,6 |
|
| 5254 |
5254
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 157 mi | -US$ 16,6 mi | -10% | 1,28% | 59,5% | 94 | 12,77% | 2,6 |
|
| 5255 |
5255
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 157 mi | -US$ 8,18 mi | -5% | 4,44% | 56% | 26 | 0% | 8 |
|
| 5256 |
5256
Worldly Partners Management
Needham,
Massachusetts
| US$ 157 mi | -US$ 18 mi | -10% | 11% | 19,2% | 4 | 0% | 0,8 |
|
| 5257 |
5257
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 157 mi | -US$ 9,1 mi | -5% | 3,47% | 42,7% | 49 | 4,08% | 2,9 |
|
| 5258 |
5258
Baron Wealth Management
Troy,
Michigan
| US$ 157 mi | -US$ 882 mil | -0,6% | 0,53% | 88,6% | 154 | 16,23% | 0,6 |
|
| 5259 |
5259
Claris Advisors
St. Louis,
Missouri
| US$ 157 mi | +US$ 12,2 mi | +8% | 1,87% | 65,7% | 50 | 14% | 1,2 |
|
| 5260 |
5260
Horizon Bancorp
Michigan City,
Indiana
| US$ 156 mi | -US$ 317 mil | -0,2% | 2,73% | 33,4% | 254 | 11,42% | 1,9 |
|
| 5261 |
5261
Leading Edge Financial Planning
Knoxville,
Tennessee
| US$ 156 mi | +US$ 3,33 mi | +2% | 3,58% | 48,6% | 74 | 17,57% | 0,7 |
|
| 5262 |
CP
5262
CPV Partners
Stamford,
Connecticut
| US$ 156 mi | +US$ 7,76 mi | +5% | 9,91% | 105% | 7 | 28,57% | 2 |
|
| 5263 |
5263
Fortis Capital Advisors
Prairie Village,
Kansas
| US$ 156 mi | -US$ 14,5 mi | -8% | 2,77% | 127% | 124 | 32,26% | 0,6 |
|
| 5264 |
5264
Mountaineer Partners Management
New York
| US$ 156 mi | -US$ 25,3 mi | -14% | 5,71% | 158% | 16 | 25% | 0,9 |
|
| 5265 |
HCM
5265
Hall Capital Management
Barrington,
Rhode Island
| US$ 156 mi | -US$ 21 mi | -12% | 3,71% | – | 94 | 5,32% | 5,9 |
|
| 5266 |
5266
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 156 mi | -US$ 8,18 mi | -5% | 3,29% | 67,2% | 142 | 10,56% | 2,3 |
|
| 5267 |
5267
Five Oceans Advisors
Santa Monica,
California
| US$ 156 mi | +US$ 586 mil | +0,4% | 2,06% | 85,3% | 161 | 9,94% | 1,5 |
|
| 5268 |
5268
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 156 mi | -US$ 19,5 mi | -11% | 5,6% | 92,4% | 408 | 10,05% | 5 |
|
| 5269 |
5269
AAF Wealth Management
Westborough,
Massachusetts
| US$ 156 mi | -US$ 6,71 mi | -4% | 3,92% | 75,1% | 51 | 17,65% | 1,6 |
|
| 5270 |
5270
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 156 mi | -US$ 4,47 mi | -3% | 2,9% | 66,8% | 139 | 5,76% | 4,8 |
|
| 5271 |
AH
5271
Aviva Holdings
New Providence,
Bahamas
| US$ 156 mi | +US$ 18,8 mi | +14% | 16,6% | 36,5% | 4 | 0% | 4,5 |
|
| 5272 |
FCPV
5272
FS Capital Partners VI
Los Angeles,
California
| US$ 156 mi | -US$ 163 mi | -51% | 10,8% | – | 1 | 0% | 1,8 |
|
| 5273 |
QGA
5273
Q Global Advisors
Fort Worth,
Texas
| US$ 156 mi | +US$ 16,8 mi | +12% | 8,61% | 79% | 172 | 13,95% | 1,4 |
|
| 5274 |
5274
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 155 mi | -US$ 5,55 mi | -3% | 3,58% | 46,9% | 131 | 6,11% | 2,1 |
|
| 5275 |
5275
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 155 mi | -US$ 20 mi | -11% | 0,04% | 282% | 212 | 58,96% | 1,4 |
|