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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 260 mi | +US$ 25 mi | +11% | 16,5% | 89,7% | 96 | 18,75% | 3 |
|
| 5727 |
5727
WJ Interests
Sugar Land,
Texas
| US$ 259 mi | -US$ 1,04 mi | -0,4% | 10,4% | 55,2% | 23 | 17,39% | 2,2 |
|
| 5728 |
5728
Diesslin Group
Fort Worth,
Texas
| US$ 259 mi | +US$ 37,2 mi | +17% | 12,4% | – | 63 | 22,22% | 0,4 |
|
| 5729 |
5729
Optimist Retirement Group
Bellevue,
Washington
| US$ 259 mi | +US$ 32,4 mi | +14% | 20,4% | 92,2% | 125 | 15,2% | 1,6 |
|
| 5730 |
5730
Cherokee Insurance
Sterling Heights,
Michigan
| US$ 259 mi | -US$ 4,33 mi | -2% | 12,1% | – | 129 | 10,08% | 1,3 |
|
| 5731 |
5731
Elevation Capital Advisory
Bend,
Oregon
| US$ 259 mi | +US$ 24,1 mi | +10% | 15,6% | – | 87 | 52,87% | 0,7 |
|
| 5732 |
5732
Private Wealth Group
Tampa,
Florida
| US$ 259 mi | +US$ 44,5 mi | +21% | 11,6% | 52,9% | 79 | 13,92% | 3,3 |
|
| 5733 |
5733
Heritage Family Offices
Scottsdale,
Arizona
| US$ 259 mi | +US$ 33,4 mi | +15% | 15,7% | – | 258 | 33,72% | 1 |
|
| 5734 |
5734
Endowment Wealth Management
Appleton,
Wisconsin
| US$ 259 mi | +US$ 32,5 mi | +14% | 12,3% | 70,7% | 190 | 17,89% | 2,2 |
|
| 5735 |
CSA
5735
Cottage Street Advisors
Marion,
Massachusetts
| US$ 259 mi | +US$ 27,4 mi | +12% | 16,9% | 95,8% | 157 | 17,2% | 2,7 |
|
| 5736 |
I2I
5736
Insight 2811 Inc
Chicago,
Illinois
| US$ 259 mi | +US$ 19,4 mi | +8% | 9,13% | 31,3% | 109 | 8,26% | 4,6 |
|
| 5737 |
5737
Pacific Excel Wealth Advisors
Walnut Creek,
California
| US$ 258 mi | +US$ 163 mi | +172% | 15,8% | – | 324 | 86,42% | 0,1 |
|
| 5738 |
5738
Resolute Wealth Strategies
Jackson,
Mississippi
| US$ 258 mi | +US$ 26,4 mi | +11% | 15,2% | 105% | 140 | 24,29% | 1,9 |
|
| 5739 |
5739
Mach-1 Financial Group
Rogers,
Arkansas
| US$ 258 mi | -US$ 26 mi | -9% | 12,9% | 85,3% | 182 | 39,56% | 0,8 |
|
| 5740 |
5740
Beach Point Capital Management
Santa Monica,
California
| US$ 258 mi | +US$ 3,99 mi | +2% | 21,7% | 84,1% | 14 | 21,43% | 1,3 |
|
| 5741 |
5741
Darrow Company
Needham,
Massachusetts
| US$ 258 mi | +US$ 35,9 mi | +16% | 11,6% | 44,5% | 60 | 10% | 2,8 |
|
| 5742 |
5742
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 258 mi | -US$ 91,4 mi | -26% | 8,99% | 51,1% | 1.064 | 62,69% | 0,4 |
|
| 5743 |
5743
Family Capital Management
Grand Rapids,
Michigan
| US$ 258 mi | +US$ 33,1 mi | +15% | 15,6% | 78,7% | 117 | 12,82% | 2 |
|
| 5744 |
5744
Great Hill Partners
Boston,
Massachusetts
| US$ 258 mi | +US$ 48 mi | +23% | 22,9% | 24% | 1 | 0% | 4 |
|
| 5745 |
5745
Robertson Opportunity Capital
Dallas,
Texas
| US$ 258 mi | -US$ 2,22 mi | -0,9% | 11,5% | 93,4% | 31 | 9,68% | 6,6 |
|
| 5746 |
IMC
5746
Inherent Management Corp
New York
| US$ 258 mi | +US$ 60,9 mi | +31% | 4,62% | – | 12 | 33,33% | 0,8 |
|
| 5747 |
5747
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 258 mi | +US$ 31,3 mi | +14% | 12,3% | 50% | 58 | 12,07% | 2,2 |
|
| 5748 |
PHM
5748
Prospect Hill Management
Short Hills,
New Jersey
| US$ 257 mi | +US$ 33,1 mi | +15% | 13% | 85,1% | 14 | 0% | 4,6 |
|
| 5749 |
5749
Beaumont Asset Management
Beaumont,
Texas
| US$ 257 mi | +US$ 35,3 mi | +16% | 12,5% | 73,1% | 83 | 13,25% | 3 |
|
| 5750 |
5750
Transcendent Capital Group
Edmond,
Oklahoma
| US$ 257 mi | +US$ 37,7 mi | +17% | 16,5% | 82,3% | 138 | 26,09% | 1,5 |
|