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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Horizon Advisory Services
West Henrietta,
New York
| US$ 238 mi | +US$ 42,2 mi | +22% | 7,12% | – | 52 | 11,54% | 1,2 |
|
| 6002 |
BCFD
6002
Boit C.F. David
| US$ 238 mi | +US$ 12,3 mi | +5% | 11,8% | 84,2% | 118 | 28,81% | 4,2 |
|
| 6003 |
6003
Cornerstone Select Advisors
St. Louis,
Missouri
| US$ 238 mi | +US$ 77,9 mi | +49% | 50,2% | – | 155 | 23,87% | 1 |
|
| 6004 |
6004
BlueDoor Private Wealth
Beverly,
Massachusetts
| US$ 238 mi | +US$ 21,7 mi | +10% | 10,8% | – | 171 | 18,13% | 0,4 |
|
| 6005 |
6005
Tableaux
Stockbridge,
Massachusetts
| US$ 238 mi | +US$ 31 mi | +15% | 12,1% | – | 125 | 13,6% | 0,9 |
|
| 6006 |
6006
NBH Bank
Greenwood Village,
Colorado
| US$ 237 mi | – | – | 16,2% | – | 552 | – | 0 |
|
| 6007 |
6007
Client First Investment Management
West Bend,
Wisconsin
| US$ 237 mi | +US$ 44,9 mi | +23% | 43,8% | 243% | 36 | 77,78% | 0,5 |
|
| 6008 |
6008
Grant Private Wealth Management
Pleasanton,
California
| US$ 237 mi | +US$ 48,7 mi | +26% | 26,7% | – | 171 | 14,04% | 0,8 |
|
| 6009 |
6009
Crestview Partners III
New York
| US$ 237 mi | +US$ 42,1 mi | +22% | 27,4% | 51,2% | 2 | 50% | 3 |
|
| 6010 |
6010
Sequent Asset Management
Houston,
Texas
| US$ 237 mi | +US$ 28,2 mi | +13% | 13,4% | 51,3% | 99 | 19,19% | 3,5 |
|
| 6011 |
AIA
6011
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 237 mi | +US$ 25,3 mi | +12% | 11,2% | 56,4% | 83 | 6,02% | 5,8 |
|
| 6012 |
6012
RetireMitten Financial
Milford,
Michigan
| US$ 237 mi | +US$ 30,3 mi | +15% | 10% | – | 182 | 74,18% | 0,3 |
|
| 6013 |
6013
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 237 mi | +US$ 10,7 mi | +5% | 1,05% | 44,1% | 67 | 40,3% | 1,8 |
|
| 6014 |
6014
True Blue Financial
Stevensville,
Michigan
| US$ 237 mi | +US$ 110 mi | +87% | 10% | – | 62 | 17,74% | 0,4 |
|
| 6015 |
CA
6015
Continental Advisors
Park City,
Utah
| US$ 237 mi | +US$ 40,9 mi | +21% | 4,99% | 73,6% | 54 | 14,81% | 5,4 |
|
| 6016 |
6016
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$ 237 mi | +US$ 9,8 mi | +4% | 6,12% | – | 80 | 13,75% | 1,2 |
|
| 6017 |
6017
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 237 mi | +US$ 6,72 mi | +3% | 13,2% | 83,9% | 105 | 17,14% | 3,4 |
|
| 6018 |
6018
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 237 mi | +US$ 14,9 mi | +7% | 9,25% | 44,1% | 52 | 11,54% | 4,1 |
|
| 6019 |
6019
ADE LLC
Baltimore,
Maryland
| US$ 237 mi | +US$ 28 mi | +13% | 12,6% | 59,8% | 96 | 13,54% | 3,5 |
|
| 6020 |
MWA
6020
Miller Wealth Advisors
Ridgeway,
Colorado
| US$ 237 mi | -US$ 23,1 mi | -9% | 8,89% | 147% | 126 | 10,32% | 2,5 |
|
| 6021 |
TCM
6021
TAM Capital Management
Stamford,
Connecticut
| US$ 237 mi | +US$ 31,7 mi | +15% | 7,68% | 4,15% | 10 | 40% | 0,6 |
|
| 6022 |
6022
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 237 mi | +US$ 13,4 mi | +6% | 8,55% | 38,1% | 31 | 32,26% | 4,5 |
|
| 6023 |
6023
10Elms LLP
Tulsa,
Oklahoma
| US$ 236 mi | +US$ 77,8 mi | +49% | 10,8% | – | 528 | 10,61% | 1,2 |
|
| 6024 |
6024
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 236 mi | -US$ 12,4 mi | -5% | 1,53% | 73,4% | 77 | 58,44% | 1,5 |
|
| 6025 |
CCC
6025
Chelsea Counsel Company
Los Angeles,
California
| US$ 236 mi | +US$ 11,3 mi | +5% | 11,6% | 106% | 245 | 9,8% | 3,9 |
|