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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
Kilter Group
Rhinebeck,
New York
| US$ 220 mi | +US$ 66,7 mi | +44% | 10,8% | – | 1.170 | 95,73% | 0 |
|
| 5502 |
5502
Motive Wealth Advisors
Birmingham,
Michigan
| US$ 220 mi | +US$ 32,7 mi | +17% | 9,67% | 73,4% | 89 | 22,47% | 2 |
|
| 5503 |
5503
AAF Wealth Management
Westborough,
Massachusetts
| US$ 220 mi | +US$ 34,3 mi | +18% | 8,76% | 75,1% | 53 | 22,64% | 2,6 |
|
| 5504 |
5504
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 220 mi | +US$ 18,6 mi | +9% | 9,35% | 59% | 47 | 4,26% | 4,6 |
|
| 5505 |
5505
Bull Oak Capital
San Diego,
California
| US$ 219 mi | +US$ 36 mi | +20% | 9,2% | 62,1% | 32 | 28,13% | 0,8 |
|
| 5506 |
5506
rebel Financial
Groveport,
Ohio
| US$ 219 mi | – | – | 7,74% | – | 62 | – | 0 |
|
| 5507 |
SCA
5507
Sander Capital Advisors
Seattle,
Washington
| US$ 219 mi | +US$ 29,3 mi | +15% | 22,7% | 113% | 15 | 13,33% | 4,9 |
|
| 5508 |
5508
FreeGulliver LLC
New Orleans,
Louisiana
| US$ 219 mi | +US$ 16,4 mi | +8% | 11,5% | – | 102 | 21,57% | 1 |
|
| 5509 |
ERFOTCOFW
5509
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$ 219 mi | +US$ 15,9 mi | +8% | 5,32% | 31,5% | 13 | 23,08% | 1,9 |
|
| 5510 |
5510
Shira Ridge Wealth Management
Larkspur,
California
| US$ 219 mi | +US$ 18,4 mi | +9% | 10,2% | 72,8% | 86 | 16,28% | 1,8 |
|
| 5511 |
5511
Bayshore Asset Management
Coral Gables,
Florida
| US$ 219 mi | +US$ 18,1 mi | +9% | 7,8% | 62,3% | 40 | 10% | 2,6 |
|
| 5512 |
WIA
5512
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$ 219 mi | +US$ 20,3 mi | +10% | 8,51% | 72,2% | 137 | 21,17% | 1,2 |
|
| 5513 |
5513
Bay Rivers Group
Williamsburg,
Virginia
| US$ 219 mi | +US$ 27,9 mi | +15% | 18,9% | 166% | 91 | 12,09% | 3,1 |
|
| 5514 |
5514
Quartz Partners
Saratoga Springs,
New York
| US$ 219 mi | +US$ 53,9 mi | +33% | 15,9% | – | 190 | 32,11% | 0,5 |
|
| 5515 |
5515
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 218 mi | +US$ 21,9 mi | +11% | 8,95% | 55,6% | 431 | 11,37% | 2 |
|
| 5516 |
5516
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$ 218 mi | +US$ 23,9 mi | +12% | 9,03% | – | 127 | 10,24% | 1,3 |
|
| 5517 |
GPC
5517
Guardian Point Capital
Charlottesville,
Virginia
| US$ 218 mi | +US$ 52,6 mi | +32% | 5,67% | 142% | 12 | 33,33% | 2 |
|
| 5518 |
RCM
5518
Ratan Capital Management
Miami Beach,
Florida
| US$ 218 mi | -US$ 91,6 mi | -30% | 33,7% | 616% | 36 | 25% | 2,7 |
|
| 5519 |
5519
Caldwell Sutter Capital
Sausalito,
California
| US$ 218 mi | +US$ 8,13 mi | +4% | 7,07% | 79,5% | 903 | 6,76% | 2 |
|
| 5520 |
5520
Christensen King & Associates Investment Services
Richland,
Washington
| US$ 218 mi | +US$ 7,41 mi | +4% | 7,21% | 57,9% | 103 | 7,77% | 1,3 |
|
| 5521 |
5521
Mills Wealth Advisors
Southlake,
Texas
| US$ 218 mi | +US$ 29,8 mi | +16% | 5,57% | 37,9% | 73 | 20,55% | 1,4 |
|
| 5522 |
5522
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$ 218 mi | +US$ 36,4 mi | +20% | 8,62% | 83% | 179 | 22,35% | 1,8 |
|
| 5523 |
5523
Argentarii
Cincinnati,
Ohio
| US$ 218 mi | +US$ 16,5 mi | +8% | 15,6% | – | 170 | 17,06% | 0,4 |
|
| 5524 |
5524
Burford Brothers
Dallas,
Texas
| US$ 218 mi | +US$ 11,9 mi | +6% | 9,73% | 97,4% | 174 | 16,67% | 1,2 |
|
| 5525 |
5525
Garrison Point Advisors
Walnut Creek,
California
| US$ 218 mi | +US$ 11,7 mi | +6% | 10,1% | 81,5% | 169 | 6,51% | 4,4 |
|