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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 222 mi | +US$ 20,4 mi | +10% | 6,98% | 50% | 78 | 29,49% | 1,5 |
|
| 5477 |
5477
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 222 mi | +US$ 9,3 mi | +4% | 6,51% | 58,2% | 143 | 20,28% | 3,1 |
|
| 5478 |
5478
Beech Hill Advisors
New York
| US$ 222 mi | -US$ 29,1 mi | -12% | 13,6% | 105% | 101 | 7,92% | 4,9 |
|
| 5479 |
5479
Bandera Partners
New York
| US$ 222 mi | -US$ 56,1 mi | -20% | 5,41% | 55,4% | 18 | 22,22% | 4,5 |
|
| 5480 |
5480
Vestwell Advisors
New York
| US$ 222 mi | – | – | 8,9% | – | 30 | – | 0 |
|
| 5481 |
5481
Choice Wealth Advisors
Waterville,
Maine
| US$ 221 mi | +US$ 29,4 mi | +15% | 7,34% | 60,3% | 32 | 15,63% | 2,2 |
|
| 5482 |
5482
GE Investment Management
Norwalk,
Connecticut
| US$ 221 mi | +US$ 21,9 mi | +11% | 28,5% | – | 4 | 0% | 1,4 |
|
| 5483 |
5483
TenCore Partners
New York
| US$ 221 mi | +US$ 30,9 mi | +16% | 24,8% | 50,4% | 12 | 0% | 3,5 |
|
| 5484 |
WM
5484
Wishbone Management
Chicago,
Illinois
| US$ 221 mi | +US$ 54,3 mi | +33% | 22,8% | 58,7% | 5 | 40% | 0,6 |
|
| 5485 |
5485
Sustainable Insight Capital Management
New York
| US$ 221 mi | +US$ 20 mi | +10% | 15,4% | 150% | 83 | 46,99% | 1,7 |
|
| 5486 |
BOCM
5486
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 221 mi | +US$ 13,5 mi | +6% | 5,64% | 49,6% | 32 | 6,25% | 4,1 |
|
| 5487 |
5487
TCFG Wealth Management
Laguna Niguel,
California
| US$ 221 mi | +US$ 21,5 mi | +11% | 13,3% | – | 276 | 19,93% | 0,6 |
|
| 5488 |
DMKJ
5488
David M. Knott Jr
| US$ 221 mi | +US$ 8,65 mi | +4% | 12,8% | 169% | 93 | 18,28% | 2,1 |
|
| 5489 |
5489
Ararat Capital Management
Westport,
Connecticut
| US$ 221 mi | +US$ 16,1 mi | +8% | 14,2% | 99,2% | 21 | 33,33% | 1,5 |
|
| 5490 |
5490
Elios Financial Group
Westlake,
Ohio
| US$ 220 mi | +US$ 17,8 mi | +9% | 7,71% | – | 123 | 13,01% | 0,7 |
|
| 5491 |
5491
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 220 mi | +US$ 16,6 mi | +8% | 10,5% | 108% | 151 | 7,95% | 2,4 |
|
| 5492 |
5492
Gainplan
Bloomfield Hills,
Michigan
| US$ 220 mi | +US$ 66 mi | +43% | 15,1% | 103% | 64 | 42,19% | 1,8 |
|
| 5493 |
5493
Fortress Private Ledger
Raleigh,
North Carolina
| US$ 220 mi | +US$ 40,9 mi | +23% | 21,6% | – | 197 | 17,26% | 0,4 |
|
| 5494 |
5494
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 220 mi | +US$ 17,4 mi | +9% | 7,52% | 67,3% | 192 | 8,85% | 4 |
|
| 5495 |
5495
Everpar Advisors
Tulsa,
Oklahoma
| US$ 220 mi | +US$ 31,7 mi | +17% | 12,1% | – | 276 | 12,32% | 1,2 |
|
| 5496 |
5496
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 220 mi | +US$ 39,5 mi | +22% | 27,4% | 58,2% | 26 | 19,23% | 2 |
|
| 5497 |
5497
Walker Financial Services
Bowling Green,
Kentucky
| US$ 220 mi | +US$ 29,2 mi | +15% | 0,38% | 20,8% | 38 | 21,05% | 1,6 |
|
| 5498 |
5498
My Personal CFO LLC
Vancouver,
Washington
| US$ 220 mi | +US$ 21,5 mi | +11% | 9,47% | 83,4% | 92 | 5,43% | 2,5 |
|
| 5499 |
5499
Hutner Capital Management
Manchester,
Vermont
| US$ 220 mi | -US$ 14,5 mi | -6% | 1,26% | 52,2% | 48 | 8,33% | 6,8 |
|
| 5500 |
5500
Tull Financial Group
Chesapeake,
Virginia
| US$ 220 mi | +US$ 48,1 mi | +28% | 7,73% | – | 36 | 27,78% | 0,5 |
|