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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 128 mi | +US$ 24,5 mi | +24% | 3,82% | 52,2% | 72 | 33,33% | 0,2 |
|
| 5902 |
5902
SWM Advisors
St. Petersburg,
Florida
| US$ 127 mi | +US$ 13,1 mi | +12% | 5,45% | – | 34 | 17,65% | 0,2 |
|
| 5903 |
5903
Long Walk Management
Greenwich,
Connecticut
| US$ 127 mi | -US$ 19,1 mi | -13% | 18,7% | 302% | 5 | 20% | 0,5 |
|
| 5904 |
5904
ETF Store
Overland Park,
Kansas
| US$ 127 mi | -US$ 5,42 mi | -4% | 3,15% | 61% | 87 | 12,64% | 0,2 |
|
| 5905 |
5905
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 127 mi | -US$ 1,81 mi | -1% | 5,4% | 66,4% | 48 | 39,58% | 0,2 |
|
| 5906 |
5906
Aufman Associates
Sewickley,
Pennsylvania
| US$ 127 mi | -US$ 8,3 mi | -6% | 4,91% | 136% | 55 | 16,36% | 1,6 |
|
| 5907 |
5907
Stegner Investment Associates
Louisville,
Kentucky
| US$ 127 mi | -US$ 13,6 mi | -10% | 6,72% | 84,8% | 23 | 13,04% | 1,4 |
|
| 5908 |
5908
Leverty Financial Group
Hudson,
Wisconsin
| US$ 127 mi | -US$ 2,89 mi | -2% | 5,68% | 57,3% | 135 | 83,7% | 0,2 |
|
| 5909 |
5909
Shelton Wealth Management
Fort Worth,
Texas
| US$ 127 mi | -US$ 306 mil | -0,2% | 1,09% | 89,4% | 76 | 17,11% | 0,2 |
|
| 5910 |
5910
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 127 mi | -US$ 14,7 mi | -10% | 2,32% | 54,3% | 117 | 35,9% | 0,8 |
|
| 5911 |
5911
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 127 mi | -US$ 3,99 mi | -3% | 0,52% | 76,3% | 76 | 21,05% | 0,2 |
|
| 5912 |
5912
Palmer Knight Company
Jacksonville,
Florida
| US$ 127 mi | -US$ 87,2 mi | -41% | 9,12% | 78,9% | 29 | 6,9% | 2,6 |
|
| 5913 |
5913
Hudson Canyon Capital Management
New York
| US$ 127 mi | -US$ 11,1 mi | -8% | 6,33% | 160% | 58 | 5,17% | 1,1 |
|
| 5914 |
5914
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 127 mi | +US$ 5,44 mi | +4% | 4,25% | 107% | 144 | 21,53% | 0,2 |
|
| 5915 |
5915
swisspartners
Vaduz,
Liechtenstein
| US$ 126 mi | -US$ 14,8 mi | -10% | 3,04% | – | 89 | 16,85% | 0,9 |
|
| 5916 |
5916
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 126 mi | -US$ 1,65 mi | -1% | 1,21% | 162% | 39 | 30,77% | 0,2 |
|
| 5917 |
5917
Starfox Financial Services
The Woodlands,
Texas
| US$ 126 mi | +US$ 11,6 mi | +10% | 4,06% | – | 28 | 39,29% | 0,2 |
|
| 5918 |
5918
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 126 mi | +US$ 2,93 mi | +2% | 4,34% | 26% | 186 | 11,83% | 0,2 |
|
| 5919 |
5919
Meros Investment Management
Dallas,
Texas
| US$ 126 mi | -US$ 10,4 mi | -8% | 8,35% | 102% | 40 | 15% | 0,2 |
|
| 5920 |
KC
5920
Kenfarb & Co
Ashland,
Kentucky
| US$ 126 mi | -US$ 10,6 mi | -8% | 4,88% | – | 173 | 4,62% | 0,2 |
|
| 5921 |
5921
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 126 mi | -US$ 3,06 mi | -2% | 3,96% | 79% | 112 | 10,71% | 0,2 |
|
| 5922 |
5922
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$ 126 mi | +US$ 15,3 mi | +14% | 3,14% | 60,6% | 94 | 19,15% | 0,2 |
|
| 5923 |
5923
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 126 mi | – | – | 2,69% | 97,1% | 588 | – | 0 |
|
| 5924 |
5924
Act Two Investors
Santa Cruz,
California
| US$ 126 mi | -US$ 742 mil | -0,6% | 3,12% | 53% | 28 | 17,86% | 2,4 |
|
| 5925 |
5925
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 126 mi | -US$ 50,8 mi | -29% | 5,67% | 38,4% | 10 | 0% | 1,8 |
|