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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
NED
6426
Nancy E. Dempze
| US$ 209 mi | +US$ 26,9 mi | +15% | 23,6% | 83,1% | 97 | 11,34% | 4,4 |
|
| 6427 |
PAM
6427
Peninsula Asset Management
Bradenton,
Florida
| US$ 209 mi | +US$ 13,1 mi | +7% | 9,36% | 44,1% | 56 | 8,93% | 7,1 |
|
| 6428 |
HFS
6428
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$ 209 mi | +US$ 22,1 mi | +12% | 12,4% | – | 87 | 21,84% | 1,5 |
|
| 6429 |
IA
6429
IFS Advisors
Overland Park,
Kansas
| US$ 209 mi | +US$ 14,8 mi | +8% | 8,74% | 54,2% | 226 | 6,64% | 2,7 |
|
| 6430 |
RC
6430
RLH Capital
Great Neck,
New York
| US$ 209 mi | +US$ 12 mi | +6% | 0,19% | – | 180 | 67,78% | 0,1 |
|
| 6431 |
PFG
6431
Pacific Financial Group
Bellevue,
Washington
| US$ 209 mi | +US$ 23 mi | +12% | 14,5% | 61,1% | 90 | 8,89% | 5,3 |
|
| 6432 |
FAG
6432
Financial Architects (Georgia)
Woodstock,
Georgia
| US$ 209 mi | +US$ 18,9 mi | +10% | 9,49% | 35,9% | 25 | 4% | 1,8 |
|
| 6433 |
OWA
6433
Oak Wealth Advisors
Northbrook,
Illinois
| US$ 208 mi | +US$ 26,5 mi | +15% | 12,4% | – | 68 | 16,18% | 1,2 |
|
| 6434 |
CCAM
6434
Capelight Capital Asset Management
New York
| US$ 208 mi | +US$ 74,4 mi | +55% | 96,8% | – | 50 | 58% | 0,2 |
|
| 6435 |
AWM
6435
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 208 mi | -US$ 11,1 mi | -5% | 15,8% | 73,1% | 436 | 61,01% | 1,8 |
|
| 6436 |
PA
6436
Promethium Advisors
Bethesda,
Maryland
| US$ 208 mi | +US$ 15,2 mi | +8% | 9,08% | – | 130 | 20% | 1,4 |
|
| 6437 |
AWP
6437
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 208 mi | +US$ 20,2 mi | +11% | 9,99% | – | 197 | 18,78% | 1,2 |
|
| 6438 |
MGWA
6438
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 208 mi | +US$ 28,1 mi | +16% | 12,5% | – | 44 | 2,27% | 2 |
|
| 6439 |
MF
6439
Meridian Financial
Holliston,
Massachusetts
| US$ 208 mi | +US$ 25,2 mi | +14% | 12,5% | 58,5% | 152 | 11,18% | 2,9 |
|
| 6440 |
AAA
6440
Andrews Advisory Associates
Honolulu,
Hawaii
| US$ 208 mi | +US$ 18,2 mi | +10% | 9,1% | – | 89 | 11,24% | 0,4 |
|
| 6441 |
KTC
6441
Kentucky Trust Company
Danville,
Kentucky
| US$ 208 mi | +US$ 17,1 mi | +9% | 15,3% | – | 326 | 7,67% | 1,3 |
|
| 6442 |
AFC
6442
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 208 mi | -US$ 4,54 mi | -2% | 20,9% | 135% | 126 | 16,67% | 8,4 |
|
| 6443 |
ACA
6443
Arena Capital Advisors
Los Angeles,
California
| US$ 208 mi | +US$ 8,23 mi | +4% | 3,47% | 124% | 22 | 9,09% | 1,7 |
|
| 6444 |
IFS
6444
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 208 mi | +US$ 15,9 mi | +8% | 9,62% | 63,5% | 62 | 3,23% | 3,8 |
|
| 6445 |
SCM
6445
Sheridan Capital Management
San Rafael,
California
| US$ 208 mi | +US$ 18,1 mi | +10% | 9,64% | – | 32 | 6,25% | 1,8 |
|
| 6446 |
WBWA
6446
William B. Walkup & Associates
Columbia,
South Carolina
| US$ 208 mi | +US$ 40,2 mi | +24% | 16,6% | – | 266 | 41,73% | 1,2 |
|
| 6447 |
SCM
6447
Stonebridge Capital Management
Los Angeles,
California
| US$ 208 mi | -US$ 12,3 mi | -6% | 33,3% | – | 89 | 31,46% | 8,4 |
|
| 6448 |
BWA
6448
Babb Wealth Advisors
Flagstaff,
Arizona
| US$ 207 mi | +US$ 24,6 mi | +13% | 9,09% | – | 20 | 10% | 1,3 |
|
| 6449 |
BP
6449
BCK Partners
Corning,
New York
| US$ 207 mi | +US$ 22,2 mi | +12% | 11,1% | 44,6% | 28 | 7,14% | 4,1 |
|
| 6450 |
SBA
6450
Seven Bridges Advisors
New York
| US$ 207 mi | – | – | 16,1% | – | 16 | – | 1,1 |
|