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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 119 mi | +US$ 8,52 mi | +8% | 11,9% | 94% | 45 | 15,56% | 1,3 |
|
| 5802 |
5802
Fee-Only Financial Planning
Okatie,
South Carolina
| US$ 119 mi | – | – | 7,83% | 72,6% | 40 | – | 0 |
|
| 5803 |
5803
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 119 mi | -US$ 1,35 mi | -1% | 11% | 124% | 129 | 22,48% | 1,8 |
|
| 5804 |
5804
Webs Creek Capital Management
Dallas,
Texas
| US$ 119 mi | – | – | 32% | 133% | 10 | – | 0 |
|
| 5805 |
AMC
5805
Asset Management Corp
Northbrook,
Illinois
| US$ 119 mi | -US$ 47,4 mi | -28% | 6,21% | 57,1% | 170 | 30% | 2 |
|
| 5806 |
5806
Infusive Asset Management
New York
| US$ 119 mi | -US$ 12,7 mi | -10% | 6,5% | 33,8% | 21 | 28,57% | 1,3 |
|
| 5807 |
5807
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 119 mi | – | – | 7,25% | 50,8% | 69 | – | 0 |
|
| 5808 |
5808
First Bancorp
Damariscotta,
Maine
| US$ 119 mi | +US$ 8,67 mi | +8% | 9,78% | 80,3% | 116 | 11,21% | 1,4 |
|
| 5809 |
5809
Banco de Sabadell
Miami,
Florida
| US$ 119 mi | -US$ 1,96 mi | -2% | 11,8% | 75,1% | 88 | 12,5% | 3,7 |
|
| 5810 |
5810
William Allan Corp
Fort Collins,
Colorado
| US$ 119 mi | +US$ 10,6 mi | +10% | 11% | 94,2% | 51 | 5,88% | 0,9 |
|
| 5811 |
5811
Triatomic Management
Palo Alto,
California
| US$ 119 mi | -US$ 55,1 mi | -32% | 6,53% | – | 68 | 51,47% | 0,5 |
|
| 5812 |
5812
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 119 mi | +US$ 7,89 mi | +7% | 9,58% | 73,4% | 74 | 8,11% | 0,8 |
|
| 5813 |
IFS
5813
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 119 mi | +US$ 23,4 mi | +25% | 11,4% | 63,5% | 100 | 13% | 0,9 |
|
| 5814 |
5814
JCP Investment Management
Houston,
Texas
| US$ 119 mi | -US$ 22,4 mi | -16% | 9,05% | 94,7% | 21 | 47,62% | 0,6 |
|
| 5815 |
5815
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 118 mi | +US$ 12,3 mi | +12% | 6,73% | 38,4% | 71 | 2,82% | 1,4 |
|
| 5816 |
5816
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 118 mi | +US$ 10,8 mi | +10% | 7,5% | 75,1% | 146 | 22,6% | 1,3 |
|
| 5817 |
5817
Bull Oak Capital
San Diego,
California
| US$ 118 mi | +US$ 15,8 mi | +15% | 5,8% | 62,1% | 24 | 54,17% | 0,5 |
|
| 5818 |
5818
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 118 mi | -US$ 2,7 mi | -2% | 3,1% | 91,4% | 102 | 17,65% | 1,4 |
|
| 5819 |
5819
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 118 mi | +US$ 13,8 mi | +13% | 12,2% | 96,8% | 357 | 6,72% | 1,6 |
|
| 5820 |
5820
Norris Financial Group
Greenville,
South Carolina
| US$ 118 mi | +US$ 9,06 mi | +8% | 10,5% | 142% | 81 | 33,33% | 1,3 |
|
| 5821 |
5821
Align Wealth Management
Oklahoma City,
Oklahoma
| US$ 118 mi | – | – | 6,98% | – | 219 | – | 0 |
|
| 5822 |
5822
Israel Discount Bank of New York
New York
| US$ 118 mi | -US$ 2,83 mi | -2% | 8,97% | 40,8% | 84 | 5,95% | 4,3 |
|
| 5823 |
5823
Hook Mill Capital Partners
New York
| US$ 118 mi | – | – | 19,6% | 149% | 30 | – | 0 |
|
| 5824 |
5824
Baymount Management
Miami,
Florida
| US$ 118 mi | +US$ 87,8 mi | +290% | 0,5% | – | 10 | 90% | 0,1 |
|
| 5825 |
5825
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 118 mi | +US$ 6,9 mi | +6% | 7,33% | 67,4% | 78 | 7,69% | 0,7 |
|