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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 |
5976
Avory & Company
Miami,
Florida
| US$ 118 mi | -US$ 13,5 mi | -10% | 2,73% | 74,9% | 38 | 31,58% | 1,6 |
|
| 5977 |
WFA
5977
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 118 mi | -US$ 18,1 mi | -13% | 3,34% | 73,8% | 127 | 25,2% | 1,4 |
|
| 5978 |
5978
Regency Capital Management
Honolulu,
Hawaii
| US$ 118 mi | +US$ 2,7 mi | +2% | 1,06% | 92,1% | 51 | 25,49% | 1 |
|
| 5979 |
5979
Teca Partners
Austin,
Texas
| US$ 118 mi | +US$ 20,1 mi | +21% | 0,16% | 66% | 19 | 31,58% | 0,9 |
|
| 5980 |
5980
Birchview Capital
Burlington,
Vermont
| US$ 118 mi | -US$ 15,7 mi | -12% | 7,91% | 327% | 54 | 5,56% | 3,5 |
|
| 5981 |
5981
Revisor Wealth Management
Akron,
Ohio
| US$ 118 mi | +US$ 6,25 mi | +6% | 3,31% | 72% | 180 | 26,67% | 0,4 |
|
| 5982 |
5982
Littlejohn & Co
Greenwich,
Connecticut
| US$ 118 mi | -US$ 25,9 mi | -18% | 8,94% | 56,2% | 56 | 28,57% | 1,5 |
|
| 5983 |
5983
Clayton Partners
Berkeley,
California
| US$ 118 mi | +US$ 1,93 mi | +2% | 0,78% | 109% | 42 | 26,19% | 1,3 |
|
| 5984 |
5984
McAlister Sweet & Associates
Houston,
Texas
| US$ 118 mi | +US$ 1,4 mi | +1% | 1,87% | 83,6% | 40 | 30% | 1 |
|
| 5985 |
5985
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 118 mi | +US$ 6,3 mi | +6% | 1,4% | 55,1% | 64 | 14,06% | 1,2 |
|
| 5986 |
5986
VeriStar Capital Management
New York
| US$ 117 mi | -US$ 2,38 mi | -2% | 3,42% | 41% | 12 | 16,67% | 1 |
|
| 5987 |
5987
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$ 117 mi | +US$ 16,2 mi | +16% | 2,41% | 52,2% | 63 | 3,17% | 5,1 |
|
| 5988 |
5988
Defined Wealth Management
Beaverton,
Oregon
| US$ 117 mi | -US$ 1,28 mi | -1% | 3,53% | 78,1% | 100 | 3% | 2,1 |
|
| 5989 |
5989
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 117 mi | -US$ 2,62 mi | -2% | 1,5% | 117% | 214 | 15,42% | 1,1 |
|
| 5990 |
5990
Mayar Capital
London,
United Kingdom
| US$ 117 mi | -US$ 6,69 mi | -5% | 5,44% | 14,7% | 14 | 14,29% | 1,9 |
|
| 5991 |
5991
CMG Global Holdings
Plano,
Texas
| US$ 117 mi | -US$ 5,13 mi | -4% | 3,44% | 80,8% | 87 | 6,9% | 2,1 |
|
| 5992 |
WCM
5992
W Capital Management
New York
| US$ 117 mi | +US$ 13,3 mi | +13% | 17,5% | – | 4 | 0% | 1,6 |
|
| 5993 |
5993
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 117 mi | -US$ 4,4 mi | -4% | 3,51% | 134% | 110 | 6,36% | 1,4 |
|
| 5994 |
5994
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 117 mi | -US$ 1,32 mi | -1% | 0,8% | 72,3% | 82 | 35,37% | 1,1 |
|
| 5995 |
PIP
5995
PB Investment Partners
Burlingame,
California
| US$ 117 mi | +US$ 229 mil | +0,2% | 7,72% | 81,1% | 10 | 10% | 1,5 |
|
| 5996 |
5996
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$ 117 mi | -US$ 4 mi | -3% | 3,52% | 0,74% | 7 | 0% | 4,1 |
|
| 5997 |
5997
Obsidian Personal Planning Solutions
Rockville,
Maryland
| US$ 117 mi | +US$ 35,9 mi | +44% | 2,84% | 58,2% | 83 | 22,89% | 0,7 |
|
| 5998 |
5998
Von Berge Wealth Management Group
San Diego,
California
| US$ 117 mi | -US$ 3,67 mi | -3% | 3,59% | 60,5% | 62 | 8,06% | 1,6 |
|
| 5999 |
5999
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 117 mi | -US$ 3,79 mi | -3% | 3,54% | 84,1% | 59 | 8,47% | 1,5 |
|
| 6000 |
6000
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 117 mi | -US$ 1,48 mi | -1% | 3,89% | 31,9% | 20 | 0% | 1,7 |
|