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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 296 mi | +US$ 42,7 mi | +17% | 15,2% | 67,5% | 116 | 21,55% | 3,2 |
|
| 5327 |
5327
Vernal Point Advisors
San Francisco,
California
| US$ 296 mi | +US$ 50,2 mi | +20% | 8,57% | – | 21 | 4,76% | 2 |
|
| 5328 |
5328
Wind River Trust Company
Jackson,
Wyoming
| US$ 296 mi | +US$ 30,9 mi | +12% | 13,8% | 62,1% | 12 | 8,33% | 8,2 |
|
| 5329 |
5329
Wrenne Financial Planning
Lexington,
Kentucky
| US$ 296 mi | +US$ 41,1 mi | +16% | 11,5% | 54,3% | 60 | 18,33% | 1,7 |
|
| 5330 |
5330
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 296 mi | +US$ 30,2 mi | +11% | 10,3% | 73% | 91 | 6,59% | 2,2 |
|
| 5331 |
CNBT
5331
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 296 mi | +US$ 24,4 mi | +9% | 7,24% | 38,5% | 224 | 10,27% | 2,3 |
|
| 5332 |
PI
5332
PJT Investments
Toronto,
| US$ 296 mi | +US$ 43,5 mi | +17% | 4,51% | – | 10 | 20% | 0,7 |
|
| 5333 |
5333
Investment Research Partners
Lemont,
Pennsylvania
| US$ 295 mi | +US$ 49,7 mi | +20% | 14,7% | – | 295 | 22,71% | 0,6 |
|
| 5334 |
5334
Singapore Technologies Telemedia
Singapore
| US$ 295 mi | -US$ 101 mi | -25% | 25,5% | 173% | 1 | 0% | 9,3 |
|
| 5335 |
5335
Colrain Capital
Boston,
Massachusetts
| US$ 295 mi | +US$ 36,7 mi | +14% | 25,2% | – | 28 | 17,86% | 6 |
|
| 5336 |
5336
Western Standard LLC
Los Angeles,
California
| US$ 295 mi | +US$ 105 mi | +55% | 17,2% | 83,7% | 41 | 78,05% | 0,3 |
|
| 5337 |
5337
Towle & Co
Denver,
Colorado
| US$ 295 mi | +US$ 37,7 mi | +15% | 31,8% | 172% | 69 | 36,23% | 0,9 |
|
| 5338 |
5338
Clarus Group
Houston,
Texas
| US$ 295 mi | +US$ 16,1 mi | +6% | 11,6% | 67,5% | 132 | 18,18% | 2,6 |
|
| 5339 |
5339
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$ 295 mi | +US$ 25,8 mi | +10% | 18,4% | 82,1% | 65 | 7,69% | 4 |
|
| 5340 |
5340
Wealthedge Investment Advisors
New York
| US$ 295 mi | +US$ 22,8 mi | +8% | 18,3% | – | 160 | 22,5% | 1 |
|
| 5341 |
5341
Decatur Capital Management
Decatur,
Georgia
| US$ 295 mi | +US$ 76,3 mi | +35% | 16% | 135% | 61 | 59,02% | 2,6 |
|
| 5342 |
5342
Nepsis Inc
Minneapolis,
Minnesota
| US$ 295 mi | -US$ 3,75 mi | -1% | 19,3% | 131% | 31 | 16,13% | 4,5 |
|
| 5343 |
5343
Bastion Asset Management
Montreal,
Canada
| US$ 295 mi | -US$ 33,2 mi | -10% | 12,3% | – | 91 | 69,23% | 0,3 |
|
| 5344 |
ASG
5344
Advisory Solutions Group
Plymouth,
Minnesota
| US$ 295 mi | – | – | 12,7% | – | 206 | – | 0 |
|
| 5345 |
5345
Kennedy Investment Group
West Depford,
New Jersey
| US$ 295 mi | +US$ 39,3 mi | +15% | 21,3% | 95,4% | 150 | 12,67% | 2,2 |
|
| 5346 |
5346
TrustBank
Olney,
Illinois
| US$ 295 mi | +US$ 36,8 mi | +14% | 13,1% | – | 178 | 15,17% | 0,4 |
|
| 5347 |
5347
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 295 mi | +US$ 36,4 mi | +14% | 16,6% | 71,1% | 88 | 17,05% | 1,6 |
|
| 5348 |
5348
Torrey Growth & Income Advisors
Del Mar,
California
| US$ 294 mi | +US$ 55,8 mi | +23% | 49,3% | – | 123 | 22,76% | 0,6 |
|
| 5349 |
ISFAN
5349
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$ 294 mi | -US$ 32 mi | -10% | 16% | – | 291 | 31,96% | 1,1 |
|
| 5350 |
5350
Mainsail Financial Group
Bellevue,
Washington
| US$ 294 mi | +US$ 54,3 mi | +23% | 16,1% | 61,9% | 73 | 16,44% | 2,3 |
|