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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
BCK Partners
Corning,
New York
| US$ 160 mi | +US$ 6,11 mi | +4% | 3,74% | 46% | 28 | 10,71% | 2,1 |
|
| 5277 |
5277
Scholtz & Company
Stamford,
Connecticut
| US$ 160 mi | +US$ 19,7 mi | +14% | 11,8% | 89,2% | 42 | 26,19% | 2,3 |
|
| 5278 |
5278
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 160 mi | +US$ 15,7 mi | +11% | 3,11% | 41,6% | 47 | 17,02% | 0,4 |
|
| 5279 |
IGYL
5279
I.G.Y. Ltd
London,
United Kingdom
| US$ 160 mi | +US$ 21,5 mi | +16% | 16,1% | 80,5% | 3 | 0% | 3,3 |
|
| 5280 |
5280
Shira Ridge Wealth Management
Larkspur,
California
| US$ 160 mi | +US$ 8,11 mi | +5% | 6% | 72,8% | 66 | 6,06% | 0,5 |
|
| 5281 |
5281
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 160 mi | +US$ 30,6 mi | +24% | 7,19% | 73,4% | 97 | 26,8% | 1 |
|
| 5282 |
5282
Camelot Portfolios
Maumee,
Ohio
| US$ 160 mi | +US$ 15,8 mi | +11% | 4,06% | 41,3% | 203 | 14,29% | 3 |
|
| 5283 |
5283
Catalyst Private Wealth
San Mateo,
California
| US$ 160 mi | +US$ 14,8 mi | +10% | 9,89% | 120% | 75 | 8% | 2 |
|
| 5284 |
5284
Thomist Capital Management
Houston,
Texas
| US$ 159 mi | -US$ 9,9 mi | -6% | 1,14% | 71,2% | 36 | 83,33% | 0,1 |
|
| 5285 |
5285
Applied Fundamental Research
Cambridge,
Massachusetts
| US$ 159 mi | +US$ 20,6 mi | +15% | 14,9% | 44,6% | 11 | 0% | 2 |
|
| 5286 |
5286
Roth Financial Partners
Kingwood,
Texas
| US$ 159 mi | +US$ 9,25 mi | +6% | 5,28% | 61% | 26 | 15,38% | 1,9 |
|
| 5287 |
5287
Bellevue Asset Management
Bellevue,
Washington
| US$ 159 mi | +US$ 12 mi | +8% | 9,62% | 56,7% | 498 | 6,83% | 2,9 |
|
| 5288 |
5288
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 159 mi | +US$ 10,4 mi | +7% | 10,4% | 75,4% | 83 | 21,69% | 1,9 |
|
| 5289 |
PWP
5289
Pursue Wealth Partners
Clayton,
California
| US$ 159 mi | +US$ 12,9 mi | +9% | 14,8% | 108% | 110 | 21,82% | 1,1 |
|
| 5290 |
5290
Red Tortoise LLC
Atlanta,
Georgia
| US$ 159 mi | +US$ 10,5 mi | +7% | 3,31% | 43,7% | 630 | 24,44% | 0,6 |
|
| 5291 |
CWM
5291
CCG Wealth Management
San Diego,
California
| US$ 159 mi | +US$ 8,04 mi | +5% | 5,83% | 82,6% | 67 | 8,96% | 2,8 |
|
| 5292 |
5292
Idaho Trust Bank
Boise,
Idaho
| US$ 159 mi | – | – | 3,15% | 47,5% | 74 | – | 0 |
|
| 5293 |
5293
Wealth Management Partners
Tucson,
Arizona
| US$ 159 mi | +US$ 16 mi | +11% | 11,6% | 194% | 116 | 6,03% | 1,7 |
|
| 5294 |
5294
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 159 mi | +US$ 33,3 mi | +27% | 3,56% | 38,4% | 7 | 0% | 3 |
|
| 5295 |
5295
AllGen Financial Advisors
Orlando,
Florida
| US$ 159 mi | +US$ 15,6 mi | +11% | 1,73% | 39,7% | 35 | 8,57% | 1,8 |
|
| 5296 |
5296
Highline Wealth Partners
Sherman Oaks,
California
| US$ 159 mi | +US$ 12,5 mi | +9% | 8,97% | 93,8% | 349 | 6,88% | 0,7 |
|
| 5297 |
MA
5297
Menlo Advisors
Menlo Park,
California
| US$ 159 mi | +US$ 13,1 mi | +9% | 7,29% | 108% | 31 | 6,45% | 5,7 |
|
| 5298 |
5298
Imprint Wealth
Mount Pleasant,
South Carolina
| US$ 159 mi | +US$ 6,64 mi | +4% | 4,12% | – | 182 | 19,78% | 0,2 |
|
| 5299 |
5299
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 159 mi | +US$ 9,5 mi | +6% | 5,47% | 57,8% | 90 | 11,11% | 2,2 |
|
| 5300 |
5300
FWG Holdings
Winter Park,
Florida
| US$ 158 mi | +US$ 19,6 mi | +14% | 7,19% | 91,6% | 100 | 17% | 1,1 |
|