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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
First Bancorp
Damariscotta,
Maine
| US$ 121 mi | +US$ 4,45 mi | +4% | 4,83% | 80,3% | 112 | 3,57% | 1,8 |
|
| 6027 |
6027
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$ 121 mi | -US$ 8,02 mi | -6% | 1,53% | 0,74% | 7 | 0% | 3,8 |
|
| 6028 |
6028
Gouws Capital LLC
Charlotte,
North Carolina
| US$ 121 mi | +US$ 9,29 mi | +8% | 8,64% | 114% | 47 | 4,26% | 1,3 |
|
| 6029 |
6029
Walker Asset Management
Verona,
Missouri
| US$ 121 mi | +US$ 5,76 mi | +5% | 7,93% | 87,6% | 100 | 7% | 1,2 |
|
| 6030 |
6030
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 121 mi | -US$ 3,61 mi | -3% | 5,31% | 62,3% | 53 | 9,43% | 1,7 |
|
| 6031 |
ASI
6031
Advisory Services & Investments
Bend,
Oregon
| US$ 121 mi | +US$ 10,9 mi | +10% | 4,72% | 19,9% | 40 | 15% | 1,2 |
|
| 6032 |
6032
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 121 mi | +US$ 11,4 mi | +10% | 5,1% | 57,4% | 54 | 11,11% | 0,5 |
|
| 6033 |
6033
David J. Yvars Group
University Park,
Florida
| US$ 121 mi | +US$ 10,4 mi | +9% | 12,3% | 143% | 89 | 20,22% | 1,7 |
|
| 6034 |
6034
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 121 mi | +US$ 1,14 mi | +0,9% | 0,6% | 113% | 96 | 4,17% | 1,3 |
|
| 6035 |
6035
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 121 mi | +US$ 4,95 mi | +4% | 2,25% | 36,4% | 17 | 11,76% | 1,2 |
|
| 6036 |
6036
McClarren Financial Advisors
State College,
Pennsylvania
| US$ 121 mi | +US$ 10,9 mi | +10% | 6,51% | 63% | 491 | 25,87% | 0,8 |
|
| 6037 |
6037
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 121 mi | +US$ 12,6 mi | +12% | 7,97% | 84,1% | 60 | 13,33% | 1,2 |
|
| 6038 |
6038
Yorktown Energy Partners X
New York
| US$ 121 mi | +US$ 16,8 mi | +16% | 9,78% | 95,9% | 5 | 20% | 2,1 |
|
| 6039 |
6039
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 121 mi | +US$ 8,88 mi | +8% | 6,16% | 62,7% | 76 | 5,26% | 2,1 |
|
| 6040 |
6040
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 121 mi | +US$ 9,9 mi | +9% | 7,92% | 131% | 105 | 15,24% | 0,4 |
|
| 6041 |
6041
Von Berge Wealth Management Group
San Diego,
California
| US$ 121 mi | +US$ 8,84 mi | +8% | 6,63% | 60,5% | 66 | 10,61% | 1,3 |
|
| 6042 |
6042
Charter Research & Investment Group
Southport,
Connecticut
| US$ 121 mi | +US$ 6,37 mi | +6% | 6,27% | 82,3% | 79 | 6,33% | 6,1 |
|
| 6043 |
6043
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$ 120 mi | -US$ 246 mi | -67% | 4,26% | 70,4% | 255 | 86,67% | 1,1 |
|
| 6044 |
6044
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$ 120 mi | -US$ 25 mi | -17% | 17,2% | 81,3% | 1 | 0% | 2 |
|
| 6045 |
6045
Andrews Lucia Wealth Management
Danville,
California
| US$ 120 mi | +US$ 7,37 mi | +7% | 4,59% | 59,7% | 26 | 7,69% | 1,1 |
|
| 6046 |
6046
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 120 mi | +US$ 12,7 mi | +12% | 10,5% | 95,3% | 82 | 13,41% | 2,1 |
|
| 6047 |
6047
Richelieu Gestion
Paris,
France
| US$ 120 mi | +US$ 9,4 mi | +8% | 4,05% | – | 79 | 18,99% | 0,9 |
|
| 6048 |
6048
Sagil Capital
London,
United Kingdom
| US$ 120 mi | -US$ 3,97 mi | -3% | 14,2% | 104% | 27 | 48,15% | 0,6 |
|
| 6049 |
6049
General Partner Inc
Pittsburgh,
Pennsylvania
| US$ 120 mi | +US$ 6,23 mi | +5% | 9,49% | 83,1% | 127 | 0,79% | 0,4 |
|
| 6050 |
6050
Solstein Capital
Menlo Park,
California
| US$ 120 mi | +US$ 5,04 mi | +4% | 5,88% | 91,4% | 308 | 12,66% | 1,8 |
|