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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 148 mi | +US$ 11,6 mi | +9% | 3,39% | 67,8% | 140 | 11,43% | 7,1 |
|
| 5502 |
5502
Gunma Bank
Gunma,
Japan
| US$ 148 mi | -US$ 79,7 mi | -35% | 0,37% | 24,5% | 40 | 37,5% | 1,6 |
|
| 5503 |
5503
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 148 mi | -US$ 6,16 mi | -4% | 6,52% | 108% | 146 | 15,75% | 0,8 |
|
| 5504 |
5504
Acuta Capital Partners
Redwood City,
California
| US$ 148 mi | +US$ 11,9 mi | +9% | 25,8% | 7.269% | 48 | 54,17% | 1 |
|
| 5505 |
5505
Pinion Investment Advisors
Wichita,
Kansas
| US$ 148 mi | +US$ 40,9 mi | +38% | 5,62% | 75,4% | 162 | 27,78% | 2,3 |
|
| 5506 |
5506
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 147 mi | -US$ 1,35 mi | -0,9% | 9,95% | 135% | 197 | 26,4% | 2,6 |
|
| 5507 |
5507
Coulter & Justus Financial Services
Knoxville,
Tennessee
| US$ 147 mi | -US$ 5,92 mi | -4% | 2,66% | – | 50 | 16% | 0,8 |
|
| 5508 |
5508
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 147 mi | +US$ 8,46 mi | +6% | 4,18% | 61,6% | 61 | 8,2% | 1,1 |
|
| 5509 |
5509
EPIQ Partners
Minneapolis,
Minnesota
| US$ 147 mi | +US$ 2,32 mi | +2% | 4,09% | 49,6% | 80 | 7,5% | 2,5 |
|
| 5510 |
5510
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 147 mi | +US$ 4,45 mi | +3% | 4,99% | 172% | 303 | 24,42% | 0,6 |
|
| 5511 |
5511
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 147 mi | -US$ 8,77 mi | -6% | 3,55% | 47,6% | 85 | 11,76% | 6,1 |
|
| 5512 |
5512
Prairie Sky Financial Group
Lake Bluff,
Illinois
| US$ 147 mi | – | – | 8,42% | – | 79 | – | 0 |
|
| 5513 |
5513
Omnia Family Wealth
Aventura,
Florida
| US$ 147 mi | +US$ 17,2 mi | +13% | 5,89% | 80,6% | 70 | 14,29% | 4,4 |
|
| 5514 |
5514
Warther Private Wealth
Akron,
Ohio
| US$ 147 mi | +US$ 15,8 mi | +12% | 9,54% | 94,1% | 73 | 23,29% | 1,4 |
|
| 5515 |
5515
MQS Management
New York
| US$ 147 mi | -US$ 8,73 mi | -6% | 0,35% | 6,42% | 635 | 79,53% | 0,1 |
|
| 5516 |
FCFC
5516
First Citizens Financial Corp
Mason City,
Iowa
| US$ 147 mi | – | – | 5,65% | 72,9% | 112 | – | 2,4 |
|
| 5517 |
5517
Solano Wealth Management
Fairfield,
California
| US$ 147 mi | +US$ 10,1 mi | +7% | 6,68% | – | 24 | 4,17% | 0,2 |
|
| 5518 |
5518
Naman Capital
Sao Paulo,
Brazil
| US$ 147 mi | +US$ 25,2 mi | +21% | 25,6% | 89,9% | 11 | 0% | 3,2 |
|
| 5519 |
JKSF
5519
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 147 mi | +US$ 15,8 mi | +12% | 6,35% | 30,8% | 4 | 0% | 1,3 |
|
| 5520 |
5520
Choice Wealth Advisors
Waterville,
Maine
| US$ 147 mi | +US$ 9,43 mi | +7% | 7,13% | 60,3% | 24 | 8,33% | 0,9 |
|
| 5521 |
5521
Muzinich & Co
New York
| US$ 147 mi | +US$ 9,32 mi | +7% | 4,08% | 13,5% | 80 | 48,75% | 3,5 |
|
| 5522 |
5522
William Marsh Rice University
Houston,
Texas
| US$ 147 mi | -US$ 3,47 mi | -2% | 0,27% | 1,81% | 8 | 37,5% | 2,3 |
|
| 5523 |
5523
McCarthy Asset Management
Redwood Shores,
California
| US$ 147 mi | -US$ 376 mil | -0,3% | 3,88% | – | 37 | 8,11% | 2 |
|
| 5524 |
5524
Western Financial Corp
San Diego,
California
| US$ 147 mi | +US$ 6,29 mi | +4% | 9,83% | 275% | 119 | 15,97% | 1,1 |
|
| 5525 |
5525
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 147 mi | +US$ 11,2 mi | +8% | 4,53% | 58,8% | 180 | 11,67% | 3 |
|