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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 162 mi | +US$ 3,38 mi | +2% | 0,22% | 110% | 92 | 6,52% | 1,7 |
|
| 6302 |
6302
Bradyco Inc
Cambridge,
Massachusetts
| US$ 162 mi | – | – | 4,59% | – | 52 | – | 0 |
|
| 6303 |
6303
Arbiter Partners Capital Management
New York
| US$ 162 mi | +US$ 48,4 mi | +43% | 6,27% | 378% | 30 | 13,33% | 4,5 |
|
| 6304 |
6304
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 162 mi | -US$ 10,3 mi | -6% | 4,66% | 62,5% | 23 | 43,48% | 2,3 |
|
| 6305 |
6305
Ecofi Investissements
Nanterre,
France
| US$ 162 mi | +US$ 10,4 mi | +7% | 7,32% | – | 42 | 7,14% | 0,5 |
|
| 6306 |
6306
McDonough Capital Management
Orlando,
Florida
| US$ 162 mi | +US$ 16,4 mi | +11% | 8,92% | 98,1% | 49 | 10,2% | 2,4 |
|
| 6307 |
6307
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 162 mi | +US$ 5,23 mi | +3% | 1,69% | 60,9% | 99 | 8,08% | 1,1 |
|
| 6308 |
6308
W Advisors LLC
Germantown,
Tennessee
| US$ 162 mi | -US$ 746 mil | -0,5% | 0,5% | 88,7% | 122 | 9,84% | 2,2 |
|
| 6309 |
6309
Rossby Financial
Melbourne,
Florida
| US$ 162 mi | – | – | 0,2% | – | 201 | – | 0 |
|
| 6310 |
6310
Washburn Capital Management
Vero Beach,
Florida
| US$ 161 mi | +US$ 21,9 mi | +16% | 3,53% | 123% | 60 | 41,67% | 2,3 |
|
| 6311 |
6311
Mosley Wealth Management
Anaheim,
California
| US$ 161 mi | +US$ 15 mi | +10% | 1,5% | – | 122 | 13,11% | 0,8 |
|
| 6312 |
6312
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$ 161 mi | +US$ 1,95 mi | +1% | 1,11% | 49,4% | 59 | 10,17% | 2,3 |
|
| 6313 |
6313
Foundry Financial Group
Laconia,
New Hampshire
| US$ 161 mi | +US$ 1,28 mi | +0,8% | 0,88% | 57,4% | 67 | 20,9% | 0,8 |
|
| 6314 |
6314
Stance Capital
Boston,
Massachusetts
| US$ 161 mi | – | – | 1,04% | – | 270 | – | 0 |
|
| 6315 |
6315
CNA Financial
Chicago,
Illinois
| US$ 161 mi | -US$ 14 mi | -8% | 8,74% | 48,6% | 17 | 47,06% | 1,4 |
|
| 6316 |
6316
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 161 mi | -US$ 2,27 mi | -1% | 1,76% | 55,5% | 50 | 6% | 3,3 |
|
| 6317 |
6317
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 161 mi | -US$ 4,94 mi | -3% | 3,87% | 36,4% | 19 | 5,26% | 2,3 |
|
| 6318 |
6318
4Thought Financial Group
Syosset,
New York
| US$ 161 mi | -US$ 925 mil | -0,6% | 1,72% | 40,8% | 110 | 20% | 3,2 |
|
| 6319 |
6319
Chokshi & Queen Wealth Advisors
San Diego,
California
| US$ 161 mi | – | – | 4,94% | – | 48 | – | 0 |
|
| 6320 |
BCM
6320
BML Capital Management
Zionsville,
Indiana
| US$ 161 mi | -US$ 8,98 mi | -5% | 21% | 376% | 32 | 31,25% | 1 |
|
| 6321 |
6321
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 161 mi | -US$ 57,4 mi | -26% | 7,1% | 36,9% | 69 | 2,9% | 7,6 |
|
| 6322 |
6322
Q3 Asset Management
Birmingham,
Michigan
| US$ 161 mi | -US$ 267 mi | -62% | 3,94% | 105% | 70 | 68,57% | 0,4 |
|
| 6323 |
6323
RPS Advisory Solutions
Louisville,
Kentucky
| US$ 161 mi | +US$ 21 mi | +15% | 2,86% | – | 117 | 37,61% | 0,3 |
|
| 6324 |
6324
Wealth Watch Advisors
Englewood,
Colorado
| US$ 161 mi | – | – | 2,97% | – | 72 | – | 0 |
|
| 6325 |
WF
6325
Williams Financial
North Bennington,
Vermont
| US$ 161 mi | +US$ 642 mil | +0,4% | 1,03% | 33,1% | 18 | 0% | 1,5 |
|