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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 214 mi | +US$ 10,6 mi | +5% | 6,93% | 64,3% | 130 | 9,23% | 2,5 |
|
| 6352 |
KCM
6352
Knoll Capital Management
Miami,
Florida
| US$ 214 mi | +US$ 34,1 mi | +19% | 2,82% | 258% | 38 | 5,26% | 2,4 |
|
| 6353 |
SF
6353
Sun Financial
Midvale,
Utah
| US$ 214 mi | +US$ 14,6 mi | +7% | 15,8% | – | 176 | 18,18% | 0,4 |
|
| 6354 |
6354
Bayshore Capital Advisors
Tampa,
Florida
| US$ 214 mi | -US$ 22,8 mi | -10% | 17,7% | – | 47 | 23,4% | 0,4 |
|
| 6355 |
KA
6355
Kearns & Associates
Palos Verdes Estates,
California
| US$ 214 mi | +US$ 28,3 mi | +15% | 14,3% | 78,7% | 42 | 7,14% | 3,2 |
|
| 6356 |
6356
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$ 214 mi | +US$ 16,5 mi | +8% | 7,4% | – | 424 | 13,92% | 1,2 |
|
| 6357 |
6357
Fort Vancouver Investment Management
Vancouver,
Washington
| US$ 214 mi | +US$ 17,2 mi | +9% | 10% | – | 62 | 4,84% | 1,4 |
|
| 6358 |
6358
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 214 mi | +US$ 26,3 mi | +14% | 14,2% | 16,2% | 6 | 0% | 1,6 |
|
| 6359 |
6359
Successful Portfolios
Clearwater,
Florida
| US$ 214 mi | +US$ 32,7 mi | +18% | 22,8% | 110% | 200 | 6,5% | 4,8 |
|
| 6360 |
6360
Broadway Wealth Solutions
San Antonio,
Texas
| US$ 214 mi | +US$ 20,7 mi | +11% | 9,62% | – | 105 | 21,9% | 1,2 |
|
| 6361 |
6361
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 214 mi | -US$ 2,01 mi | -0,9% | 0,06% | 53,1% | 21 | 4,76% | 3,2 |
|
| 6362 |
6362
Econ Financial Services
Harrisburg,
Pennsylvania
| US$ 214 mi | -US$ 1,36 mi | -0,6% | 5,29% | 16,9% | 100 | 54% | 0,8 |
|
| 6363 |
6363
Reflection Asset Management
Isle Of Palms,
South Carolina
| US$ 214 mi | +US$ 50,5 mi | +31% | 33% | – | 162 | 23,46% | 0,4 |
|
| 6364 |
6364
Cladis Investment Advisory
Billings,
Montana
| US$ 214 mi | +US$ 32,2 mi | +18% | 24,4% | 131% | 177 | 12,43% | 2,6 |
|
| 6365 |
6365
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 214 mi | +US$ 30,1 mi | +16% | 24,8% | 88,9% | 34 | 8,82% | 5,8 |
|
| 6366 |
6366
Birchview Capital
Burlington,
Vermont
| US$ 214 mi | +US$ 38,2 mi | +22% | 47,9% | 327% | 87 | 33,33% | 2,3 |
|
| 6367 |
6367
Tassel Capital Management
Matthews,
North Carolina
| US$ 214 mi | +US$ 29,6 mi | +16% | 8,4% | – | 45 | 17,78% | 1 |
|
| 6368 |
6368
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 214 mi | +US$ 37,9 mi | +22% | 39,5% | 152% | 95 | 4,21% | 4,6 |
|
| 6369 |
6369
Kingsman Wealth Management
Pensacola,
Florida
| US$ 214 mi | +US$ 35,4 mi | +20% | 31,1% | – | 83 | 24,1% | 0,9 |
|
| 6370 |
6370
Fortis Advisors
Wayne,
Pennsylvania
| US$ 214 mi | +US$ 14 mi | +7% | 17,6% | 72,8% | 131 | 16,03% | 3 |
|
| 6371 |
6371
Keynote Financial Services
Vernon,
Connecticut
| US$ 214 mi | +US$ 25,5 mi | +14% | 26,4% | – | 193 | 13,99% | 1,7 |
|
| 6372 |
6372
Ayrshire Capital Management
Westport,
Connecticut
| US$ 214 mi | +US$ 20,2 mi | +10% | 17,7% | 84,8% | 57 | 24,56% | 3,2 |
|
| 6373 |
6373
Ararat Capital Management
Westport,
Connecticut
| US$ 213 mi | +US$ 35,9 mi | +20% | 28,3% | 99,2% | 19 | 31,58% | 1,8 |
|
| 6374 |
6374
Stephenson & Company
San Clemente,
California
| US$ 213 mi | +US$ 29 mi | +16% | 9,29% | 47% | 50 | 14% | 1,7 |
|
| 6375 |
6375
Alchemi Wealth
Essex,
Connecticut
| US$ 213 mi | +US$ 33,2 mi | +18% | 24,6% | – | 176 | 16,48% | 0,4 |
|