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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Forte Asset Management
Bedford,
New York
| US$ 149 mi | -US$ 5,35 mi | -3% | 3,91% | 57,7% | 60 | 16,67% | 1 |
|
| 5402 |
5402
Bellevue Asset Management
Bellevue,
Washington
| US$ 149 mi | -US$ 10,5 mi | -7% | 4,89% | 56,7% | 484 | 7,64% | 3,2 |
|
| 5403 |
5403
Boyd Wealth Management
Sacramento,
California
| US$ 149 mi | -US$ 15,8 mi | -10% | 3,94% | 56,8% | 44 | 15,91% | 1,4 |
|
| 5404 |
5404
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 149 mi | -US$ 8,73 mi | -6% | 4,77% | 88,9% | 32 | 3,13% | 4,3 |
|
| 5405 |
5405
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 149 mi | US$ 0 | 0% | 1,71% | 158% | 142 | 0% | 2,9 |
|
| 5406 |
5406
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| US$ 149 mi | -US$ 36,2 mi | -20% | 4,05% | – | 48 | 22,92% | 1,7 |
|
| 5407 |
5407
Abbot Financial Management
Andover,
Massachusetts
| US$ 149 mi | -US$ 7,14 mi | -5% | 2,89% | 102% | 116 | 4,31% | 4,6 |
|
| 5408 |
5408
Caliber Wealth Management (Utah)
Orem,
Utah
| US$ 149 mi | -US$ 575 mil | -0,4% | 3,83% | 36,5% | 56 | 1,79% | 1,6 |
|
| 5409 |
SI
5409
Saxon Interests
Houston,
Texas
| US$ 149 mi | -US$ 38,1 mi | -20% | 3,83% | 81,2% | 206 | 91,26% | 0,5 |
|
| 5410 |
5410
Triton Wealth Management
Sun City,
Arizona
| US$ 149 mi | -US$ 29,3 mi | -16% | 5,65% | – | 87 | 19,54% | 2,5 |
|
| 5411 |
5411
Quantitative Strategies
Calabasas,
California
| US$ 149 mi | -US$ 358 mil | -0,2% | 4,5% | – | 20 | 0% | 0,3 |
|
| 5412 |
5412
Working Capital Advisors (UK)
London,
United Kingdom
| US$ 149 mi | +US$ 6,53 mi | +5% | 23,5% | 24,8% | 4 | 0% | 1,1 |
|
| 5413 |
5413
Etesian Wealth Advisors
West Linn,
Oregon
| US$ 149 mi | -US$ 4,62 mi | -3% | 2,34% | 60,6% | 108 | 2,78% | 0,7 |
|
| 5414 |
5414
Custos Family Office
Austin,
Texas
| US$ 148 mi | -US$ 5,96 mi | -4% | 3,88% | 57,4% | 46 | 19,57% | 1 |
|
| 5415 |
5415
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 148 mi | +US$ 2,78 mi | +2% | 3,72% | 52,5% | 46 | 43,48% | 0,5 |
|
| 5416 |
5416
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 148 mi | +US$ 1,12 mi | +0,8% | 3,83% | 47,6% | 84 | 4,76% | 6,1 |
|
| 5417 |
LBC
5417
Lawrence B. Cohen
| US$ 148 mi | -US$ 7,95 mi | -5% | 3,43% | 41,8% | 69 | 17,39% | 6 |
|
| 5418 |
DFS
5418
Dixon Fnancial Services
Lafayette,
California
| US$ 148 mi | -US$ 5,75 mi | -4% | 2,37% | 76,6% | 24 | 0% | 1,6 |
|
| 5419 |
5419
Purus Wealth Management
Newport Beach,
California
| US$ 148 mi | -US$ 6,06 mi | -4% | 2,82% | 174% | 118 | 3,39% | 1,9 |
|
| 5420 |
CL
5420
COWA LLC
Tulsa,
Oklahoma
| US$ 148 mi | -US$ 3,83 mi | -3% | 0,56% | 65,5% | 112 | 11,61% | 2,1 |
|
| 5421 |
5421
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 148 mi | +US$ 7,56 mi | +5% | 2,47% | 52,2% | 28 | 32,14% | 0,5 |
|
| 5422 |
5422
Robbins Farley
Bedford,
New Hampshire
| US$ 148 mi | +US$ 3,54 mi | +2% | 4,45% | 106% | 194 | 22,68% | 1,3 |
|
| 5423 |
FAG
5423
Fortitude Advisory Group
Gig Harbor,
Washington
| US$ 148 mi | +US$ 11,7 mi | +9% | 3,27% | 142% | 223 | 11,66% | 1,5 |
|
| 5424 |
5424
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$ 148 mi | +US$ 2,12 mi | +1% | 2,48% | 49,4% | 72 | 6,94% | 1,5 |
|
| 5425 |
5425
626 Financial
Portage,
Michigan
| US$ 148 mi | -US$ 8,85 mi | -6% | 3,58% | 71,3% | 116 | 9,48% | 2 |
|