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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
Private Client Services
Louisville,
Kentucky
| US$ 186 mi | +US$ 109 mil | +0,1% | 0,52% | 72% | 197 | 19,8% | 0,6 |
|
| 5902 |
5902
Sellwood Investment Partners
Portland,
Oregon
| US$ 186 mi | – | – | 1,81% | – | 55 | – | 0 |
|
| 5903 |
5903
Wafra Inc
New York
| US$ 186 mi | -US$ 52,7 mi | -22% | 21,4% | 45,9% | 2 | 0% | 2,8 |
|
| 5904 |
5904
Shore Point Advisors
Brielle,
New Jersey
| US$ 186 mi | -US$ 794 mil | -0,4% | 2,73% | 54,6% | 65 | 4,62% | 1,9 |
|
| 5905 |
5905
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 186 mi | -US$ 47,2 mi | -20% | 1,64% | 53,6% | 4 | 0% | 4,6 |
|
| 5906 |
5906
Curio Wealth
Annapolis,
Maryland
| US$ 186 mi | – | – | 1,89% | – | 304 | – | 0 |
|
| 5907 |
5907
Resolute Capital Asset Partners
Denver,
Colorado
| US$ 186 mi | -US$ 6,25 mi | -3% | 10,8% | 657% | 48 | 62,5% | 0,5 |
|
| 5908 |
5908
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 186 mi | -US$ 10,7 mi | -5% | 0,44% | 62% | 362 | 23,76% | 2 |
|
| 5909 |
ACA
5909
Acorn Capital Advisors
New York
| US$ 186 mi | – | – | 4,13% | – | 21 | – | 0 |
|
| 5910 |
5910
Banque de Luxembourg
Luxembourg
| US$ 186 mi | – | – | 1,38% | – | 82 | – | 0 |
|
| 5911 |
5911
ACT Advisors
Asheville,
North Carolina
| US$ 186 mi | -US$ 26,1 mi | -12% | 1,25% | 75,4% | 65 | 30,77% | 1,3 |
|
| 5912 |
5912
Aventura Private Wealth
Aventura,
Florida
| US$ 186 mi | – | – | 3,94% | – | 757 | – | 0 |
|
| 5913 |
5913
Black Diamond Capital Management
Stamford,
Connecticut
| US$ 186 mi | +US$ 16,9 mi | +10% | 6,18% | 28,3% | 15 | 26,67% | 2,4 |
|
| 5914 |
5914
Castleview Partners
Dallas,
Texas
| US$ 186 mi | +US$ 12,3 mi | +7% | 1,19% | 61,3% | 623 | 19,58% | 2,1 |
|
| 5915 |
5915
Optivise Advisory Services
Franklin,
Tennessee
| US$ 186 mi | -US$ 4,49 mi | -2% | 1,54% | – | 191 | 22,51% | 0,4 |
|
| 5916 |
5916
Vantage Point Financial
Lisle,
Illinois
| US$ 186 mi | – | – | 1% | – | 122 | – | 0 |
|
| 5917 |
5917
626 Financial
Portage,
Michigan
| US$ 185 mi | +US$ 4,77 mi | +3% | 1,84% | 81,1% | 117 | 7,69% | 2,9 |
|
| 5918 |
5918
Retirement Financial Solutions
Knoxville,
Tennessee
| US$ 185 mi | -US$ 42,9 mi | -19% | 2,05% | 52,5% | 40 | 7,5% | 1,5 |
|
| 5919 |
5919
R.W. Roge & Company
Bohemia,
New York
| US$ 185 mi | -US$ 1,82 mi | -1% | 0,12% | 76,3% | 51 | 7,84% | 2,9 |
|
| 5920 |
5920
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$ 185 mi | – | – | 1,17% | – | 63 | – | 3,2 |
|
| 5921 |
5921
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 185 mi | +US$ 3,84 mi | +2% | 1,68% | 48,5% | 90 | 10% | 2 |
|
| 5922 |
5922
Ivy Lane Capital Management
Winter Park,
Florida
| US$ 185 mi | +US$ 8,26 mi | +5% | 7,86% | 101% | 12 | 0% | 1,8 |
|
| 5923 |
5923
MYeCFO
La Jolla,
California
| US$ 185 mi | +US$ 674 mil | +0,4% | 0,83% | 58,5% | 58 | 3,45% | 1,6 |
|
| 5924 |
SMP
5924
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 185 mi | +US$ 15,4 mi | +9% | 9,84% | 102% | 19 | 21,05% | 5,6 |
|
| 5925 |
5925
Marmo Financial Group
Johnson City,
Tennessee
| US$ 185 mi | -US$ 2,29 mi | -1% | 0,22% | 47,5% | 28 | 3,57% | 1,3 |
|