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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Optimist Retirement Group
Bellevue,
Washington
| US$ 209 mi | +US$ 8,82 mi | +4% | 5,44% | – | 124 | 11,29% | 1,1 |
|
| 5677 |
5677
Aristotle Pacific Capital
Newport Beach,
California
| US$ 209 mi | -US$ 95,3 mi | -31% | 1,61% | 1,84% | 6 | 0% | 2,9 |
|
| 5678 |
5678
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 208 mi | +US$ 26,8 mi | +15% | 9,17% | – | 63 | 12,7% | 0,7 |
|
| 5679 |
5679
Ardent Capital Management
Cincinnati,
Ohio
| US$ 208 mi | -US$ 22,6 mi | -10% | 1,17% | 87,2% | 45 | 6,67% | 2,2 |
|
| 5680 |
5680
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 208 mi | +US$ 21,7 mi | +12% | 12,7% | 114% | 87 | 45,98% | 1,1 |
|
| 5681 |
5681
Roubaix Capital
Denver,
Colorado
| US$ 208 mi | +US$ 16,4 mi | +9% | 22,8% | 174% | 73 | 61,64% | 0,5 |
|
| 5682 |
5682
Emprise Bank
Wichita,
Kansas
| US$ 208 mi | +US$ 21,5 mi | +11% | 10,7% | – | 109 | 16,51% | 1,1 |
|
| 5683 |
5683
Moser Wealth Advisors
Bellevue,
Washington
| US$ 208 mi | +US$ 17,5 mi | +9% | 9,57% | – | 206 | 24,27% | 2,6 |
|
| 5684 |
5684
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 208 mi | +US$ 28,9 mi | +16% | 9,72% | 73% | 89 | 24,72% | 1,6 |
|
| 5685 |
5685
Ayrshire Capital Management
Westport,
Connecticut
| US$ 208 mi | +US$ 1,64 mi | +0,8% | 9,68% | 84,8% | 51 | 9,8% | 3,4 |
|
| 5686 |
5686
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$ 208 mi | +US$ 13,2 mi | +7% | 7,73% | 69% | 68 | 26,47% | 1,5 |
|
| 5687 |
5687
Shore Point Advisors
Brielle,
New Jersey
| US$ 208 mi | +US$ 19,3 mi | +10% | 8,07% | 54,6% | 71 | 8,45% | 2,1 |
|
| 5688 |
MWM
5688
MTC Wealth Management
Tampa,
Florida
| US$ 208 mi | +US$ 4,51 mi | +2% | 5,33% | 30,5% | 13 | 0% | 3,2 |
|
| 5689 |
5689
Marshall & Sullivan
Seattle,
Washington
| US$ 208 mi | +US$ 11 mi | +6% | 7,5% | 82% | 119 | 64,71% | 2,8 |
|
| 5690 |
5690
Bull Street Advisors
Savannah,
Georgia
| US$ 208 mi | -US$ 760 mil | -0,4% | 1,78% | 48,5% | 90 | 2,22% | 5,3 |
|
| 5691 |
5691
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 208 mi | +US$ 13,8 mi | +7% | 10,5% | 83,9% | 108 | 9,26% | 2,6 |
|
| 5692 |
BCFD
5692
Boit C.F. David
| US$ 208 mi | +US$ 8,63 mi | +4% | 7,17% | 75,4% | 129 | 6,98% | 3 |
|
| 5693 |
SCM
5693
Sage Capital Management
Stockton,
New Jersey
| US$ 208 mi | +US$ 23,5 mi | +13% | 12,3% | 94,3% | 161 | 8,07% | 1,3 |
|
| 5694 |
5694
Breed's Hill Capital
Charlestown,
Massachusetts
| US$ 208 mi | +US$ 22,3 mi | +12% | 14,5% | – | 144 | 8,33% | 1,1 |
|
| 5695 |
5695
Shelton Wealth Management
Fort Worth,
Texas
| US$ 208 mi | +US$ 23,6 mi | +13% | 13,7% | 89,4% | 182 | 45,6% | 1,4 |
|
| 5696 |
SSA
5696
SSA Swiss Advisors
Zurich,
| US$ 208 mi | +US$ 12,2 mi | +6% | 8,28% | – | 135 | 22,96% | 0,2 |
|
| 5697 |
5697
Financial Council
Towson,
Maryland
| US$ 207 mi | +US$ 21,9 mi | +12% | 11,5% | 80% | 95 | 10,53% | 2,3 |
|
| 5698 |
5698
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$ 207 mi | +US$ 10,1 mi | +5% | 7,98% | – | 76 | 11,84% | 0,4 |
|
| 5699 |
5699
Fortress Wealth Management
Culver City,
California
| US$ 207 mi | +US$ 14,7 mi | +8% | 5,47% | 52,1% | 76 | 10,53% | 2 |
|
| 5700 |
WA
5700
Win Advisors
Palm Beach Gardens,
Florida
| US$ 207 mi | +US$ 12,7 mi | +7% | 16,4% | 226% | 84 | 78,57% | 0,4 |
|