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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
ViaWealth
Leawood,
Kansas
| US$ 134 mi | +US$ 7,83 mi | +6% | 6,01% | 77,2% | 157 | 10,19% | 0,5 |
|
| 5777 |
5777
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 134 mi | +US$ 6,06 mi | +5% | 5,85% | 75,1% | 131 | 12,21% | 1,7 |
|
| 5778 |
5778
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 134 mi | +US$ 11,7 mi | +10% | 6,88% | 97,1% | 734 | 18,26% | 1 |
|
| 5779 |
5779
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 134 mi | +US$ 7,67 mi | +6% | 6,33% | 71,4% | 247 | 60,32% | 3,8 |
|
| 5780 |
5780
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 134 mi | +US$ 12,1 mi | +10% | 4,48% | 55% | 50 | 12% | 1,2 |
|
| 5781 |
5781
PACK Private Wealth
Wayzata,
Minnesota
| US$ 134 mi | +US$ 8,02 mi | +6% | 4,69% | 52,8% | 39 | 7,69% | 1,3 |
|
| 5782 |
5782
Altai Capital Management
West Hollywood,
California
| US$ 134 mi | +US$ 16,7 mi | +14% | 27% | 24,9% | 5 | 0% | 2,6 |
|
| 5783 |
5783
Berkshire Partners
Boston,
Massachusetts
| US$ 133 mi | +US$ 3,42 mi | +3% | 5,43% | 79% | 1 | 0% | 1,5 |
|
| 5784 |
5784
Birchview Capital
Burlington,
Vermont
| US$ 133 mi | +US$ 5,69 mi | +4% | 15,3% | 327% | 56 | 5,36% | 3,2 |
|
| 5785 |
5785
Bay Rivers Group
Williamsburg,
Virginia
| US$ 133 mi | +US$ 19 mi | +17% | 11,9% | 166% | 68 | 10,29% | 2,4 |
|
| 5786 |
CI
5786
Carroll Investors
Mt Pleasant,
South Carolina
| US$ 133 mi | +US$ 10,8 mi | +9% | 16,2% | 241% | 39 | 33,33% | 1,2 |
|
| 5787 |
5787
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 133 mi | -US$ 1,46 mi | -1% | 7,01% | 63,9% | 66 | 12,12% | 5,9 |
|
| 5788 |
5788
Fortune Financial Advisors
Overland Park,
Kansas
| US$ 133 mi | – | – | 6,07% | 76,8% | 121 | – | 0 |
|
| 5789 |
5789
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 133 mi | +US$ 9,22 mi | +7% | 10,1% | 72% | 115 | 9,57% | 2,1 |
|
| 5790 |
5790
Meritas Wealth Management
Larkspur,
California
| US$ 133 mi | +US$ 6,03 mi | +5% | 4,96% | 69,4% | 43 | 6,98% | 0,5 |
|
| 5791 |
5791
Growth Interface Management
Orlando,
Florida
| US$ 133 mi | +US$ 32,9 mi | +33% | 32% | 12% | 10 | 10% | 1,3 |
|
| 5792 |
5792
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 133 mi | +US$ 9,14 mi | +7% | 1,73% | 124% | 117 | 20,51% | 1,9 |
|
| 5793 |
5793
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 133 mi | +US$ 4,83 mi | +4% | 6,98% | 110% | 636 | 16,67% | 2,3 |
|
| 5794 |
5794
D. Scott Neal
Lexington,
Kentucky
| US$ 133 mi | -US$ 46 mi | -26% | 3,02% | 105% | 71 | 22,54% | 2,8 |
|
| 5795 |
5795
MGO Private Wealth
Irvine,
California
| US$ 133 mi | +US$ 5,26 mi | +4% | 4,47% | 51,5% | 81 | 25,93% | 0,6 |
|
| 5796 |
5796
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 133 mi | +US$ 24,5 mi | +23% | 6,12% | 72,4% | 91 | 25,27% | 1 |
|
| 5797 |
EFH
5797
Eaton Financial Holdings
Coral Springs,
Florida
| US$ 133 mi | +US$ 4,84 mi | +4% | 5,36% | – | 56 | 14,29% | 0,5 |
|
| 5798 |
5798
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$ 133 mi | +US$ 30,3 mi | +30% | 29% | – | 8 | 37,5% | 0,9 |
|
| 5799 |
5799
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 133 mi | – | – | 4,78% | 61% | 93 | – | 5,3 |
|
| 5800 |
5800
Woodward Diversified Capital
Bakersfield,
California
| US$ 133 mi | +US$ 5,29 mi | +4% | 6,7% | 118% | 160 | 20,63% | 1,7 |
|