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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
William Allan Corp
Fort Collins,
Colorado
| US$ 126 mi | +US$ 7,05 mi | +6% | 7,28% | 94,2% | 51 | 3,92% | 1,1 |
|
| 5802 |
5802
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 126 mi | +US$ 7,88 mi | +7% | 9,55% | 121% | 113 | 13,27% | 3,7 |
|
| 5803 |
5803
Chicago Wealth Management
Chicago,
Illinois
| US$ 126 mi | +US$ 9,9 mi | +8% | 3,3% | 134% | 51 | 37,25% | 1,3 |
|
| 5804 |
5804
PACK Private Wealth
Wayzata,
Minnesota
| US$ 126 mi | +US$ 9,26 mi | +8% | 5,04% | 52,8% | 37 | 8,11% | 1,1 |
|
| 5805 |
5805
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$ 126 mi | +US$ 13,3 mi | +12% | 9,8% | 81,3% | 54 | 5,56% | 3,8 |
|
| 5806 |
5806
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 126 mi | +US$ 8,09 mi | +7% | 4,94% | 52,5% | 279 | 89,61% | 0,2 |
|
| 5807 |
GBI
5807
GP Brinson Investments
Chicago,
Illinois
| US$ 126 mi | -US$ 2,15 mi | -2% | 6,71% | 51,2% | 16 | 6,25% | 1,8 |
|
| 5808 |
5808
RFG Holdings
Argyle,
Texas
| US$ 126 mi | +US$ 29,8 mi | +31% | 3,79% | 74,2% | 18 | 33,33% | 1,3 |
|
| 5809 |
5809
Straight Path Wealth Management
Jenison,
Michigan
| US$ 126 mi | +US$ 21,4 mi | +20% | 17,7% | 70,4% | 86 | 32,56% | 0,8 |
|
| 5810 |
TCM
5810
Tao Capital Management
San Francisco,
California
| US$ 126 mi | -US$ 7,25 mi | -5% | 16,5% | 314% | 16 | 6,25% | 1,9 |
|
| 5811 |
5811
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 126 mi | +US$ 23,3 mi | +23% | 5,02% | 38,4% | 7 | 0% | 2,8 |
|
| 5812 |
5812
Sterling Investment Management
Tucson,
Arizona
| US$ 126 mi | +US$ 1,11 mi | +0,9% | 1,21% | 45,3% | 62 | 4,84% | 4,5 |
|
| 5813 |
5813
First National Bank of South Miami
South Miami,
Florida
| US$ 126 mi | -US$ 8,12 mi | -6% | 4,66% | 35,2% | 277 | 5,78% | 3,5 |
|
| 5814 |
MG
5814
Meditor Group
Hamilton,
Bermuda
| US$ 126 mi | -US$ 22,4 mi | -15% | 13% | 41,1% | 4 | 0% | 7,3 |
|
| 5815 |
5815
Wells Financial Advisors
Framingham,
Massachusetts
| US$ 126 mi | +US$ 4,69 mi | +4% | 4,35% | 58,9% | 66 | 4,55% | 1,8 |
|
| 5816 |
5816
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 125 mi | +US$ 9,47 mi | +8% | 4,15% | 45,1% | 18 | 5,56% | 1,1 |
|
| 5817 |
5817
XXEC Inc
Tulsa,
Oklahoma
| US$ 125 mi | +US$ 518 mil | +0,4% | 8,58% | 30,1% | 29 | 31,03% | 1,5 |
|
| 5818 |
5818
Silver Rock Financial
Los Angeles,
California
| US$ 125 mi | -US$ 191 mi | -60% | 2,99% | 2,58% | 186 | 44,62% | 1,1 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 125 mi | +US$ 5,57 mi | +5% | 3,58% | 94% | 48 | 14,58% | 1,5 |
|
| 5820 |
5820
Cooper/Haims Advisors
Victor,
New York
| US$ 125 mi | -US$ 16 mi | -11% | 7% | 58,8% | 75 | 8% | 3,2 |
|
| 5821 |
5821
Palo Alto Wealth Advisors
Palo Alto,
California
| US$ 125 mi | +US$ 7,5 mi | +6% | 11,3% | 108% | 44 | 9,09% | 0,2 |
|
| 5822 |
5822
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 125 mi | +US$ 13,9 mi | +12% | 11,9% | 62,3% | 55 | 9,09% | 1,4 |
|
| 5823 |
5823
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 125 mi | +US$ 2,89 mi | +2% | 0,99% | 59,9% | 75 | 4% | 0,8 |
|
| 5824 |
5824
Dentgroup
Baton Rouge,
Louisiana
| US$ 125 mi | +US$ 8,65 mi | +7% | 5,53% | 53,6% | 111 | 12,61% | 0,9 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| US$ 124 mi | +US$ 4,35 mi | +4% | 2,48% | 44,5% | 39 | 7,69% | 1,7 |
|