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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Alpine Peaks Capital
New York
| US$ 163 mi | -US$ 10,7 mi | -6% | 5,31% | 24,3% | 25 | 8% | 2,1 |
|
| 5852 |
5852
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 163 mi | +US$ 707 mil | +0,4% | 0,64% | 41,2% | 51 | 3,92% | 2,1 |
|
| 5853 |
5853
Trivant Custom Portfolio Group
San Diego,
California
| US$ 163 mi | +US$ 5,65 mi | +4% | 4,91% | 86,1% | 199 | 14,07% | 1 |
|
| 5854 |
5854
Financial Guidance Group
Palm Harbor,
Florida
| US$ 163 mi | +US$ 8,74 mi | +6% | 0,44% | 58,7% | 69 | 17,39% | 1,4 |
|
| 5855 |
5855
Riverstone Advisors
New Braunfels,
Texas
| US$ 163 mi | -US$ 5 mi | -3% | 4,37% | 104% | 52 | 15,38% | 2,8 |
|
| 5856 |
5856
Argus Investors Counsel
New York
| US$ 163 mi | -US$ 178 mil | -0,1% | 5,62% | 132% | 119 | 19,33% | 4,9 |
|
| 5857 |
5857
River Street Advisors
Aurora,
Illinois
| US$ 163 mi | +US$ 14,6 mi | +10% | 3,58% | 93,5% | 144 | 13,89% | 1,1 |
|
| 5858 |
5858
Nvest Financial
Portsmouth,
New Hampshire
| US$ 163 mi | +US$ 12,5 mi | +8% | 4,34% | 92,8% | 95 | 22,11% | 1,3 |
|
| 5859 |
5859
Southern Capital Advisors
Jackson,
Tennessee
| US$ 163 mi | -US$ 2,09 mi | -1% | 1,5% | 58,2% | 81 | 19,75% | 1,5 |
|
| 5860 |
IFS
5860
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 162 mi | +US$ 1,27 mi | +0,8% | 0,11% | 63,5% | 86 | 5,81% | 2,1 |
|
| 5861 |
FP
5861
Factorial Partners
Mt. Kisco,
New York
| US$ 162 mi | -US$ 13,5 mi | -8% | 5,53% | 88,7% | 89 | 21,35% | 3 |
|
| 5862 |
5862
Family CFO
Los Altos,
California
| US$ 162 mi | +US$ 1,03 mi | +0,6% | 0,87% | 84% | 64 | 0% | 2,1 |
|
| 5863 |
5863
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$ 162 mi | -US$ 3,7 mi | -2% | 2,43% | 100% | 165 | 8,48% | 7,2 |
|
| 5864 |
5864
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 162 mi | +US$ 14,5 mi | +10% | 1,77% | – | 661 | 17,4% | 0,5 |
|
| 5865 |
5865
Alcosta Capital Management
San Ramon,
California
| US$ 162 mi | +US$ 13,3 mi | +9% | 10,8% | 175% | 28 | 0% | 2,2 |
|
| 5866 |
5866
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 162 mi | +US$ 16,1 mi | +11% | 4,95% | – | 177 | 32,2% | 1,7 |
|
| 5867 |
5867
Whitefort Capital Management
New York
| US$ 162 mi | -US$ 1,94 mi | -1% | 12,5% | 243% | 24 | 25% | 1,3 |
|
| 5868 |
5868
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 162 mi | +US$ 4,9 mi | +3% | 2,75% | 66,3% | 16 | 6,25% | 3,1 |
|
| 5869 |
5869
Emprise Bank
Wichita,
Kansas
| US$ 162 mi | +US$ 13,5 mi | +9% | 3,96% | – | 112 | 12,5% | 0,2 |
|
| 5870 |
5870
Peterson Wealth Management
Sparks,
Nevada
| US$ 162 mi | +US$ 23,5 mi | +17% | 5,23% | 78% | 57 | 15,79% | 2 |
|
| 5871 |
5871
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 162 mi | +US$ 7,96 mi | +5% | 1,7% | 53,7% | 69 | 21,74% | 1,9 |
|
| 5872 |
5872
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 162 mi | +US$ 10,5 mi | +7% | 0,94% | 38,4% | 87 | 3,45% | 1,4 |
|
| 5873 |
5873
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$ 162 mi | +US$ 9,26 mi | +6% | 1,01% | 48,4% | 39 | 10,26% | 0,5 |
|
| 5874 |
5874
Dover Advisors
Richmond,
Virginia
| US$ 162 mi | +US$ 15,8 mi | +11% | 2,94% | 65% | 129 | 14,73% | 1 |
|
| 5875 |
5875
Berkeley Inc
Boise,
Idaho
| US$ 162 mi | -US$ 3,48 mi | -2% | 3,36% | 49,4% | 72 | 19,44% | 2,7 |
|