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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Catherine Avery Investment Management
Longboat Key,
Florida
| US$ 229 mi | +US$ 5,55 mi | +2% | 15% | – | 173 | 41,04% | 0,9 |
|
| 6127 |
6127
Paul R. Ried Financial Group
Bellevue,
Washington
| US$ 229 mi | +US$ 13,8 mi | +6% | 6,75% | – | 47 | 12,77% | 1,1 |
|
| 6128 |
6128
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 229 mi | +US$ 39,1 mi | +21% | 12,7% | 78% | 551 | 9,07% | 1,4 |
|
| 6129 |
6129
Painted Porch Advisors
Santa Barbara,
California
| US$ 229 mi | +US$ 19,3 mi | +9% | 9,76% | – | 81 | 24,69% | 1,7 |
|
| 6130 |
6130
Asset Advisory Group
Kinnelon,
New Jersey
| US$ 229 mi | +US$ 29,5 mi | +15% | 13,2% | – | 126 | 8,73% | 0,5 |
|
| 6131 |
6131
tru Independence
Portland,
Oregon
| US$ 229 mi | +US$ 26,5 mi | +13% | 11,3% | 67,4% | 110 | 9,09% | 2,9 |
|
| 6132 |
6132
Innovative Asset Advisors Group
Shelton,
Connecticut
| US$ 229 mi | +US$ 55,4 mi | +32% | 29,4% | – | 1.099 | 79,34% | 0,2 |
|
| 6133 |
6133
Wildcat Capital Management
New York
| US$ 229 mi | +US$ 122 mi | +115% | 120% | 77,7% | 3 | 33,33% | 3 |
|
| 6134 |
6134
Dow Chemical Company
Midland,
Michigan
| US$ 228 mi | -US$ 10,3 mi | -4% | 2,29% | 29,4% | 6 | 50% | 2,6 |
|
| 6135 |
6135
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 228 mi | +US$ 20,1 mi | +10% | 11% | 111% | 116 | 13,79% | 3,2 |
|
| 6136 |
6136
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 228 mi | +US$ 56 mi | +33% | 56,3% | – | 79 | 15,19% | 2,9 |
|
| 6137 |
MA
6137
Menlo Advisors
Menlo Park,
California
| US$ 228 mi | +US$ 5,34 mi | +2% | 8,2% | 108% | 33 | 18,18% | 6,2 |
|
| 6138 |
6138
Adalta Capital Management
New York
| US$ 228 mi | +US$ 18,7 mi | +9% | 16% | 80,4% | 108 | 14,81% | 4,2 |
|
| 6139 |
6139
Mission Hills Financial Advisory
San Diego,
California
| US$ 228 mi | +US$ 32,3 mi | +17% | 7,52% | – | 89 | 39,33% | 0,7 |
|
| 6140 |
6140
Capital Square
Chattanooga,
Tennessee
| US$ 228 mi | +US$ 10,6 mi | +5% | 10,5% | 62,5% | 252 | 14,68% | 2,3 |
|
| 6141 |
6141
Castleview Partners
Dallas,
Texas
| US$ 228 mi | +US$ 32,4 mi | +17% | 8,05% | 61,3% | 251 | 31,47% | 2,4 |
|
| 6142 |
BCM
6142
Beartown Capital Management
Huntington Woods,
Michigan
| US$ 227 mi | +US$ 18,8 mi | +9% | 63,1% | – | 56 | 51,79% | 0,3 |
|
| 6143 |
6143
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 227 mi | +US$ 32,6 mi | +17% | 26% | 135% | 220 | 14,09% | 3,6 |
|
| 6144 |
6144
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 227 mi | +US$ 9,06 mi | +4% | 6,12% | 68,2% | 73 | 5,48% | 5,4 |
|
| 6145 |
KWM
6145
KRM Wealth Management
Reno,
Nevada
| US$ 227 mi | +US$ 35,3 mi | +18% | 9,98% | – | 47 | 10,64% | 0,4 |
|
| 6146 |
6146
Next Level Wealth Planning
Meridian,
Idaho
| US$ 227 mi | +US$ 32,5 mi | +17% | 17,2% | – | 76 | 6,58% | 1,1 |
|
| 6147 |
6147
Flower City Capital
Pittsford,
New York
| US$ 227 mi | +US$ 27,8 mi | +14% | 13,4% | 69,5% | 49 | 6,12% | 2,5 |
|
| 6148 |
6148
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$ 227 mi | +US$ 39,9 mi | +21% | 9,86% | – | 132 | 12,12% | 1,1 |
|
| 6149 |
6149
TFB Advisors
Overland Park,
Kansas
| US$ 227 mi | +US$ 36 mi | +19% | 18% | 85% | 199 | 14,07% | 1,9 |
|
| 6150 |
6150
Smith Thornton Advisors
Huntsville,
Alabama
| US$ 227 mi | +US$ 28,4 mi | +14% | 11,4% | – | 146 | 15,07% | 1,6 |
|