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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Phoenix Asset Management Partners
London,
| US$ 178 mi | -US$ 9,9 mi | -5% | 0,73% | 139% | 13 | 15,38% | 1,5 |
|
| 5627 |
5627
Etesian Wealth Advisors
West Linn,
Oregon
| US$ 178 mi | +US$ 3,61 mi | +2% | 2,17% | 54,8% | 118 | 7,63% | 1,3 |
|
| 5628 |
ASM
5628
AI-Squared Management
Hong Kong
| US$ 178 mi | +US$ 44,7 mi | +34% | 7,47% | – | 32 | 65,63% | 0,2 |
|
| 5629 |
5629
Element Wealth
Ridgeland,
Mississippi
| US$ 178 mi | +US$ 6,81 mi | +4% | 1,13% | 59,6% | 295 | 10,17% | 2,4 |
|
| 5630 |
ORC
5630
O'Rourke & Company
Boston,
Massachusetts
| US$ 178 mi | +US$ 5,42 mi | +3% | 3,63% | 71,9% | 146 | 5,48% | 1,9 |
|
| 5631 |
5631
Delphi Financial Group
Wilmington,
Delaware
| US$ 178 mi | +US$ 23 mi | +15% | 3,2% | 66,3% | 24 | 8,33% | 2 |
|
| 5632 |
5632
Wayfinding Financial
Lynnwood,
Washington
| US$ 178 mi | +US$ 6,71 mi | +4% | 4,51% | 68,3% | 131 | 9,16% | 1,4 |
|
| 5633 |
5633
Birchcreek Wealth Management
Miami Township,
Ohio
| US$ 178 mi | -US$ 12,6 mi | -7% | 2,78% | 80,7% | 176 | 25,57% | 2 |
|
| 5634 |
5634
Arosa Capital Management
Miami Beach,
Florida
| US$ 177 mi | +US$ 7,89 mi | +5% | 0,31% | 536% | 47 | 55,32% | 0,5 |
|
| 5635 |
CWM
5635
CCG Wealth Management
San Diego,
California
| US$ 177 mi | +US$ 11,3 mi | +7% | 4,25% | 82,6% | 77 | 15,58% | 2,8 |
|
| 5636 |
5636
Trueblood Wealth Management
Lima,
Ohio
| US$ 177 mi | +US$ 2,57 mi | +1% | 1,8% | 89,9% | 229 | 6,99% | 0,5 |
|
| 5637 |
5637
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 177 mi | -US$ 14,2 mi | -7% | 0,96% | 60% | 243 | 16,87% | 1,9 |
|
| 5638 |
5638
Painted Porch Advisors
Santa Barbara,
California
| US$ 177 mi | +US$ 13,4 mi | +8% | 0,32% | – | 403 | 83,87% | 0,1 |
|
| 5639 |
5639
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 177 mi | +US$ 8,9 mi | +5% | 1,93% | 104% | 162 | 14,81% | 1,6 |
|
| 5640 |
5640
Camelot Portfolios
Maumee,
Ohio
| US$ 177 mi | +US$ 74,7 mi | +73% | 0,96% | 41,3% | 601 | 76,54% | 1 |
|
| 5641 |
5641
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 177 mi | +US$ 7,21 mi | +4% | 2,62% | 75,1% | 155 | 12,9% | 1,9 |
|
| 5642 |
5642
Crown Oak Advisors
Piedmont,
California
| US$ 177 mi | -US$ 4,68 mi | -3% | 1,48% | 53,3% | 22 | 0% | 0,5 |
|
| 5643 |
5643
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 177 mi | -US$ 2,71 mi | -2% | 5,55% | 332% | 112 | 31,25% | 1,5 |
|
| 5644 |
5644
UNC Management Company
Chapel Hill,
North Carolina
| US$ 177 mi | +US$ 54,6 mi | +45% | 2,87% | 92% | 3 | 66,67% | 0,1 |
|
| 5645 |
5645
Wealth Quarterback
Toms River,
New Jersey
| US$ 176 mi | -US$ 2,6 mi | -1% | 2,9% | 109% | 134 | 18,66% | 2,6 |
|
| 5646 |
5646
Shelton Wealth Management
Fort Worth,
Texas
| US$ 176 mi | +US$ 17,3 mi | +11% | 2,01% | 89,4% | 156 | 39,74% | 1 |
|
| 5647 |
5647
TAGStone Capital
Charlotte,
North Carolina
| US$ 176 mi | +US$ 5,59 mi | +3% | 1,4% | 58,3% | 92 | 11,96% | 1,9 |
|
| 5648 |
5648
Fortitude Family Office
Scottsdale,
Arizona
| US$ 176 mi | +US$ 27,7 mi | +19% | 4,88% | 81,1% | 1.081 | 21,55% | 0,4 |
|
| 5649 |
5649
Squire Investment Management Company
Orem,
Utah
| US$ 176 mi | +US$ 17,6 mi | +11% | 0,68% | – | 55 | 3,64% | 0,5 |
|
| 5650 |
5650
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$ 176 mi | +US$ 37,4 mi | +27% | 4,3% | 81,5% | 15 | 66,67% | 0,8 |
|