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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
CF
5976
CNA Financial
Chicago,
Illinois
| US$ 239 mi | +US$ 3,84 mi | +2% | 5,95% | 48,6% | 24 | 62,5% | 0,8 |
|
| 5977 |
BFA
5977
Bright Financial Advisors
Portage,
Michigan
| US$ 239 mi | +US$ 20,6 mi | +9% | 8,89% | – | 76 | 17,11% | 1,6 |
|
| 5978 |
KFA
5978
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 239 mi | +US$ 34,7 mi | +17% | 14,8% | 131% | 181 | 18,23% | 1,8 |
|
| 5979 |
CF
5979
CDC Financial
Chicago,
Illinois
| US$ 239 mi | +US$ 81,6 mi | +52% | 16,3% | – | 64 | 40,63% | 0,3 |
|
| 5980 |
CPSC
5980
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 239 mi | +US$ 25,8 mi | +12% | 11,3% | 68,8% | 139 | 14,39% | 3,6 |
|
| 5981 |
VIA
5981
Victrix Investment Advisors
Stuart,
Florida
| US$ 239 mi | -US$ 36,8 mi | -13% | 24% | – | 113 | 38,94% | 1,2 |
|
| 5982 |
CCA
5982
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$ 239 mi | +US$ 23,9 mi | +11% | 10,6% | – | 96 | 2,08% | 2,1 |
|
| 5983 |
NSB
5983
Norway Savings Bank
Portland,
Maine
| US$ 239 mi | +US$ 27,6 mi | +13% | 26,6% | 101% | 109 | 10,09% | 6,3 |
|
| 5984 |
CNBOF
5984
City National Bank of Florida
Miami,
Florida
| US$ 238 mi | +US$ 70,8 mi | +42% | 18,2% | – | 163 | 30,06% | 0,9 |
|
| 5985 |
CWM
5985
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 238 mi | +US$ 20,6 mi | +9% | 8,16% | 41,6% | 180 | 15,56% | 3,2 |
|
| 5986 |
PFA
5986
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 238 mi | +US$ 25,5 mi | +12% | 15,2% | 85,8% | 170 | 29,41% | 2,3 |
|
| 5987 |
RMC
5987
Ring Mountain Capital
Tiburon,
California
| US$ 238 mi | +US$ 55,5 mi | +30% | 39,5% | – | 110 | 16,36% | 1,2 |
|
| 5988 |
SC
5988
SMA Capital
New York
| US$ 238 mi | +US$ 6,45 mi | +3% | 14,6% | – | 184 | 82,61% | 0,1 |
|
| 5989 |
TCM
5989
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 238 mi | +US$ 38,1 mi | +19% | 29% | 120% | 121 | 11,57% | 3,6 |
|
| 5990 |
SAM
5990
Soviero Asset Management
New York
| US$ 238 mi | +US$ 37,5 mi | +19% | 37,8% | 676% | 82 | 52,44% | 0,4 |
|
| 5991 |
GRWP
5991
Green Ridge Wealth Planning
Montville,
New Jersey
| US$ 238 mi | +US$ 47,7 mi | +25% | 23,3% | – | 98 | 16,33% | 0,4 |
|
| 5992 |
HAS
5992
Horizon Advisory Services
West Henrietta,
New York
| US$ 238 mi | +US$ 42,2 mi | +22% | 7,12% | – | 52 | 11,54% | 1,2 |
|
| 5993 |
BCFD
5993
Boit C.F. David
| US$ 238 mi | +US$ 12,3 mi | +5% | 11,8% | 75,4% | 118 | 28,81% | 4,2 |
|
| 5994 |
CSA
5994
Cornerstone Select Advisors
St. Louis,
Missouri
| US$ 238 mi | +US$ 77,9 mi | +49% | 50,2% | – | 155 | 23,87% | 1 |
|
| 5995 |
BPW
5995
BlueDoor Private Wealth
Beverly,
Massachusetts
| US$ 238 mi | +US$ 21,7 mi | +10% | 10,8% | – | 171 | 18,13% | 0,4 |
|
| 5996 |
T
5996
Tableaux
Stockbridge,
Massachusetts
| US$ 238 mi | +US$ 31 mi | +15% | 12,1% | – | 125 | 13,6% | 0,9 |
|
| 5997 |
NB
5997
NBH Bank
Greenwood Village,
Colorado
| US$ 237 mi | – | – | 16,2% | – | 552 | – | 0 |
|
| 5998 |
CFIM
5998
Client First Investment Management
West Bend,
Wisconsin
| US$ 237 mi | +US$ 44,9 mi | +23% | 43,8% | 243% | 36 | 77,78% | 0,5 |
|
| 5999 |
GPWM
5999
Grant Private Wealth Management
Pleasanton,
California
| US$ 237 mi | +US$ 48,7 mi | +26% | 26,7% | – | 171 | 14,04% | 0,8 |
|
| 6000 |
CPI
6000
Crestview Partners III
New York
| US$ 237 mi | +US$ 42,1 mi | +22% | 27,4% | 51,2% | 2 | 50% | 3 |
|