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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
SERBOO
5526
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$ 278 mi | +US$ 32,3 mi | +13% | 9,02% | – | 7 | 28,57% | 1 |
|
| 5527 |
PB
5527
Prime Buchholz
Portsmouth,
New Hampshire
| US$ 277 mi | +US$ 86,1 mi | +45% | 14,8% | – | 41 | 48,78% | 0,7 |
|
| 5528 |
BWM
5528
Buska Wealth Management
Wausau,
Wisconsin
| US$ 277 mi | +US$ 28,4 mi | +11% | 11,9% | – | 85 | 17,65% | 1,4 |
|
| 5529 |
HSWM
5529
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 277 mi | +US$ 26,2 mi | +10% | 10,4% | 56,8% | 88 | 6,82% | 4,4 |
|
| 5530 |
VAF
5530
Values Added Financial
Washington,
District of Columbia
| US$ 277 mi | +US$ 39,2 mi | +17% | 13,6% | 58,3% | 151 | 13,91% | 2 |
|
| 5531 |
GCM
5531
Gables Capital Management
Miami,
Florida
| US$ 277 mi | +US$ 40,9 mi | +17% | 23% | 151% | 516 | 10,27% | 4,5 |
|
| 5532 |
AWG
5532
Altus Wealth Group
Colorado Springs,
Colorado
| US$ 277 mi | +US$ 32,7 mi | +13% | 17,5% | 68,6% | 161 | 14,29% | 3 |
|
| 5533 |
EAM
5533
Exane Asset Management
Paris,
France
| US$ 277 mi | -US$ 213 mi | -43% | 20,2% | 77,5% | 40 | 50% | 0,6 |
|
| 5534 |
MAWAG
5534
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$ 277 mi | +US$ 39,9 mi | +17% | 5,95% | 12,3% | 77 | 42,86% | 1,4 |
|
| 5535 |
TWM
5535
Tumwater Wealth Management
Boise,
Idaho
| US$ 277 mi | +US$ 27,9 mi | +11% | 10,7% | – | 36 | 13,89% | 1,3 |
|
| 5536 |
WR
5536
WD Rutherford
Portland,
Oregon
| US$ 276 mi | +US$ 51,2 mi | +23% | 40,3% | 170% | 78 | 12,82% | 3 |
|
| 5537 |
BIA
5537
Bigelow Investment Advisors
Portland,
Maine
| US$ 276 mi | +US$ 26,4 mi | +11% | 14,2% | 75,7% | 163 | 9,82% | 5,1 |
|
| 5538 |
DCM
5538
Dean Capital Management
Overland Park,
Kansas
| US$ 276 mi | +US$ 34,7 mi | +14% | 17,8% | 89,7% | 125 | 21,6% | 1,7 |
|
| 5539 |
CP
5539
Creekside Partners
Petaluma,
California
| US$ 276 mi | +US$ 33,3 mi | +14% | 13,3% | – | 197 | 9,14% | 1,7 |
|
| 5540 |
KG
5540
Kilter Group
Rhinebeck,
New York
| US$ 276 mi | +US$ 44 mi | +19% | 17,8% | – | 1.743 | 19,45% | 0,7 |
|
| 5541 |
W
5541
WealthCollab
Bellevue,
Washington
| US$ 276 mi | +US$ 33,2 mi | +14% | 10% | – | 1.067 | 17,62% | 1,8 |
|
| 5542 |
TIA
5542
Tiemann Investment Advisors
Menlo Park,
California
| US$ 276 mi | +US$ 21,1 mi | +8% | 15,5% | 77% | 217 | 10,6% | 6,8 |
|
| 5543 |
MAWCM
5543
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 276 mi | +US$ 37,6 mi | +16% | 17,5% | 92% | 80 | 8,75% | 5,4 |
|
| 5544 |
MAG
5544
MRA Advisory Group
Parsippany,
New Jersey
| US$ 276 mi | +US$ 30,6 mi | +12% | 17,1% | 86,8% | 181 | 33,7% | 2,1 |
|
| 5545 |
ICP
5545
Islander Capital Partners
San Francisco,
California
| US$ 276 mi | -US$ 32,2 mi | -10% | 19,5% | – | 19 | 42,11% | 0,4 |
|
| 5546 |
WAP
5546
Wealth Analytics Partners
San Diego,
California
| US$ 276 mi | +US$ 29,7 mi | +12% | 11,9% | – | 50 | 8% | 0,5 |
|
| 5547 |
GWS
5547
Greykasell Wealth Strategies
Danville,
California
| US$ 275 mi | +US$ 27,4 mi | +11% | 18% | – | 570 | 15,79% | 1 |
|
| 5548 |
DWM
5548
Dopkins Wealth Management
Williamsville,
New York
| US$ 275 mi | +US$ 26,3 mi | +11% | 11,7% | 64,4% | 95 | 8,42% | 2,2 |
|
| 5549 |
VWA
5549
Valued Wealth Advisors
Holladay,
Utah
| US$ 275 mi | +US$ 28,4 mi | +12% | 10,9% | – | 936 | 22,76% | 1,5 |
|
| 5550 |
UWS
5550
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 275 mi | +US$ 28,6 mi | +12% | 18,7% | 96,9% | 276 | 41,3% | 1,1 |
|