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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 |
SWMG
5276
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 258 mi | +US$ 4,25 mi | +2% | 3,86% | – | 119 | 6,72% | 3,6 |
|
| 5277 |
5277
Walker Financial Services
Bowling Green,
Kentucky
| US$ 257 mi | +US$ 37,1 mi | +17% | 2,11% | 20,8% | 44 | 20,45% | 1,6 |
|
| 5278 |
5278
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 257 mi | +US$ 40,2 mi | +19% | 9,19% | 87,2% | 165 | 30,3% | 1,4 |
|
| 5279 |
WOCP
5279
White Oak Capital Partners
Singapore
| US$ 257 mi | -US$ 37,4 mi | -13% | 7,63% | – | 17 | 11,76% | 0,6 |
|
| 5280 |
5280
Ascension Capital Advisors
Houston,
Texas
| US$ 257 mi | +US$ 17,5 mi | +7% | 8,22% | 59,3% | 40 | 5% | 3,1 |
|
| 5281 |
EAM
5281
Eukles Asset Management
Cincinnati,
Ohio
| US$ 257 mi | +US$ 12,3 mi | +5% | 7,05% | 87,9% | 243 | 4,12% | 4,4 |
|
| 5282 |
5282
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 257 mi | +US$ 104 mi | +68% | 29,5% | 144% | 25 | 60% | 0,7 |
|
| 5283 |
5283
New Wave Wealth Advisors
Springdale,
Arkansas
| US$ 257 mi | +US$ 21,3 mi | +9% | 9,01% | – | 188 | 30,32% | 0,7 |
|
| 5284 |
5284
Dean Capital Management
Overland Park,
Kansas
| US$ 256 mi | +US$ 13,1 mi | +5% | 8,88% | 89,7% | 133 | 15,79% | 1,5 |
|
| 5285 |
5285
Trueblood Wealth Management
Lima,
Ohio
| US$ 256 mi | +US$ 17,3 mi | +7% | 6,96% | 89,9% | 261 | 7,28% | 1,4 |
|
| 5286 |
5286
Financial Connections Group
Corte Madera,
California
| US$ 256 mi | +US$ 13,9 mi | +6% | 6,37% | 44,4% | 270 | 16,3% | 1,9 |
|
| 5287 |
LWMI
5287
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$ 256 mi | +US$ 22,7 mi | +10% | 6,44% | – | 45 | 13,33% | 1,2 |
|
| 5288 |
5288
Luken Investment Analytics
Brentwood,
Tennessee
| US$ 256 mi | +US$ 27,7 mi | +12% | 5,89% | 47,6% | 154 | 11,04% | 3,2 |
|
| 5289 |
5289
Trium Capital
London,
United Kingdom
| US$ 256 mi | -US$ 146 mi | -36% | 16,2% | 215% | 77 | 59,74% | 0,7 |
|
| 5290 |
BWIA
5290
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 256 mi | +US$ 24,1 mi | +10% | 8,18% | 74,4% | 55 | 7,27% | 2,6 |
|
| 5291 |
SI
5291
Saxon Interests
Houston,
Texas
| US$ 256 mi | +US$ 41,9 mi | +20% | 7,78% | 81,2% | 217 | 17,97% | 1,4 |
|
| 5292 |
5292
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 256 mi | +US$ 22,3 mi | +10% | 5,12% | 42,2% | 29 | 0% | 4,6 |
|
| 5293 |
5293
Fluent Financial
Dallas,
Texas
| US$ 255 mi | +US$ 12,7 mi | +5% | 5,46% | 46,9% | 83 | 40,96% | 1,5 |
|
| 5294 |
5294
Ted Buchan & Co
San Diego,
California
| US$ 255 mi | +US$ 3,75 mi | +1% | 6% | 65,2% | 98 | 21,43% | 1,8 |
|
| 5295 |
5295
First Financial Corp
Terre Haute,
Indiana
| US$ 255 mi | +US$ 31,2 mi | +14% | 6,79% | 95,3% | 322 | 4,04% | 7,8 |
|
| 5296 |
5296
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 255 mi | +US$ 18,5 mi | +8% | 10,4% | 83% | 130 | 10,77% | 6,3 |
|
| 5297 |
PIP
5297
Palisades Investment Partners
Santa Monica,
California
| US$ 255 mi | +US$ 25,9 mi | +11% | 12,6% | – | 51 | 27,45% | 0,8 |
|
| 5298 |
5298
TCFG Wealth Management
Laguna Niguel,
California
| US$ 254 mi | +US$ 33,7 mi | +15% | 14,9% | – | 293 | 22,18% | 0,8 |
|
| 5299 |
5299
Centennial Bank
Conway,
Arkansas
| US$ 254 mi | +US$ 15,8 mi | +7% | 7,5% | 69,9% | 351 | 5,7% | 2,1 |
|
| 5300 |
5300
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 254 mi | +US$ 5,01 mi | +2% | 4,63% | 51,3% | 96 | 10,42% | 3,8 |
|