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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
Cobblestone Asset Management
Richmond,
Virginia
| US$ 122 mi | – | – | 4,23% | 60,6% | 42 | – | 0 |
|
| 5902 |
5902
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 122 mi | -US$ 15,6 mi | -11% | 3,71% | 119% | 52 | 25% | 1,8 |
|
| 5903 |
5903
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 122 mi | +US$ 701 mil | +0,6% | 2,36% | 36,4% | 17 | 11,76% | 1,5 |
|
| 5904 |
5904
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 122 mi | -US$ 9,26 mi | -7% | 4,76% | 66,9% | 70 | 8,57% | 4,5 |
|
| 5905 |
5905
Peterson Wealth Management
Sparks,
Nevada
| US$ 122 mi | -US$ 4,73 mi | -4% | 3,96% | 78% | 73 | 24,66% | 1,7 |
|
| 5906 |
5906
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 122 mi | +US$ 11,1 mi | +10% | 1,46% | 81% | 18 | 11,11% | 1,3 |
|
| 5907 |
5907
Ballew Advisors
Jackson,
Mississippi
| US$ 121 mi | -US$ 17 mi | -12% | 3,17% | 68% | 113 | 15,93% | 3,4 |
|
| 5908 |
5908
Yoder Wealth Management
Walnut Creek,
California
| US$ 121 mi | -US$ 5,73 mi | -5% | 4,66% | 69,3% | 84 | 10,71% | 0,5 |
|
| 5909 |
LAM
5909
LifePro Asset Management
San Diego,
California
| US$ 121 mi | -US$ 8,47 mi | -7% | 7,62% | 49% | 133 | 42,86% | 0,9 |
|
| 5910 |
5910
325 Capital
New York
| US$ 121 mi | -US$ 30,5 mi | -20% | 12,2% | 226% | 9 | 11,11% | 1,3 |
|
| 5911 |
WAM
5911
Werlinich Asset Management
Stamford,
Connecticut
| US$ 121 mi | -US$ 3,46 mi | -3% | 2,98% | 232% | 58 | 5,17% | 2,1 |
|
| 5912 |
TFG
5912
Team Financial Group
Temecula,
California
| US$ 121 mi | – | – | 1,49% | 42,4% | 207 | – | 0 |
|
| 5913 |
5913
Prosperity Financial Group
San Ramon,
California
| US$ 121 mi | +US$ 7,47 mi | +7% | 3,48% | 108% | 142 | 26,76% | 0,5 |
|
| 5914 |
5914
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 121 mi | -US$ 4,64 mi | -4% | 3,83% | 104% | 135 | 11,85% | 1,3 |
|
| 5915 |
5915
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 121 mi | -US$ 15,9 mi | -12% | 1,58% | 26,4% | 85 | 29,41% | 0,9 |
|
| 5916 |
5916
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 121 mi | -US$ 301 mi | -71% | 0,76% | 86,3% | 27 | 33,33% | 1,3 |
|
| 5917 |
5917
BHZ Capital Management
San Jose,
California
| US$ 121 mi | -US$ 21,7 mi | -15% | 3,92% | 3,24% | 74 | 16,22% | 3,1 |
|
| 5918 |
5918
Byrne Asset Management
Kingston,
New Jersey
| US$ 121 mi | -US$ 32,9 mi | -21% | 2,92% | 126% | 655 | 42,9% | 1 |
|
| 5919 |
5919
Stadium Capital Management
New Canaan,
Connecticut
| US$ 121 mi | +US$ 2,42 mi | +2% | 7,09% | 10,9% | 14 | 28,57% | 1,2 |
|
| 5920 |
5920
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 121 mi | -US$ 16,7 mi | -12% | 3,74% | 44% | 4 | 25% | 1,9 |
|
| 5921 |
5921
Epacria Capital Partners
Boulder,
Colorado
| US$ 121 mi | -US$ 1,41 mi | -1% | 2,48% | 89,1% | 62 | 6,45% | 0,7 |
|
| 5922 |
5922
Old Well Partners
Charlotte,
North Carolina
| US$ 121 mi | +US$ 9,8 mi | +9% | 3,69% | 97,8% | 38 | 21,05% | 1,5 |
|
| 5923 |
AC
5923
AIFG Consultants
Halfmoon,
New York
| US$ 121 mi | -US$ 3,99 mi | -3% | 2,73% | 49,8% | 41 | 21,95% | 0,6 |
|
| 5924 |
5924
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 121 mi | -US$ 12,5 mi | -9% | 4,21% | 110% | 590 | 8,64% | 2,5 |
|
| 5925 |
5925
FFG Retirement Advisors
Centennial,
Colorado
| US$ 121 mi | -US$ 4,33 mi | -3% | 3,72% | 43,4% | 40 | 22,5% | 0,6 |
|