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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
TI-Trust
Quincy,
Illinois
| US$ 140 mi | +US$ 9,9 mi | +8% | 7,53% | 88,8% | 127 | 5,51% | 3,5 |
|
| 6452 |
6452
Draper Asset Management
Smithtown,
New York
| US$ 140 mi | +US$ 7,48 mi | +6% | 3,6% | 187% | 28 | 35,71% | 1,9 |
|
| 6453 |
6453
Washburn Capital Management
Vero Beach,
Florida
| US$ 140 mi | -US$ 541 mil | -0,4% | 4,86% | 123% | 40 | 10% | 3,2 |
|
| 6454 |
6454
Erickson Financial Group
Allentown,
Pennsylvania
| US$ 140 mi | +US$ 8,43 mi | +6% | 5,88% | 63,3% | 26 | 11,54% | 2,1 |
|
| 6455 |
6455
Mork Capital Management
Healdsburg,
California
| US$ 140 mi | +US$ 12 mi | +9% | 6,62% | 61,9% | 107 | 0,93% | 3,2 |
|
| 6456 |
6456
Berry Wealth Group
Granbury,
Texas
| US$ 140 mi | +US$ 14,3 mi | +11% | 8,91% | – | 101 | 23,76% | 0,5 |
|
| 6457 |
PWAM
6457
Pinnacle West Asset Management
Casper,
Wyoming
| US$ 140 mi | +US$ 10,9 mi | +8% | 7,7% | 100% | 114 | 8,77% | 1,3 |
|
| 6458 |
6458
Darden Wealth Group
Ann Arbor,
Michigan
| US$ 139 mi | -US$ 26,6 mi | -16% | 2,56% | – | 109 | 11,93% | 0,6 |
|
| 6459 |
6459
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$ 139 mi | +US$ 9,9 mi | +8% | 6,32% | 57,9% | 79 | 1,27% | 0,7 |
|
| 6460 |
6460
Westfuller Advisors
New York
| US$ 139 mi | – | – | 4,81% | – | 82 | – | 0,4 |
|
| 6461 |
6461
FSC Wealth Advisors
Fishkill,
New York
| US$ 139 mi | +US$ 3,84 mi | +3% | 6,09% | 66,4% | 320 | 17,81% | 1,5 |
|
| 6462 |
6462
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 139 mi | +US$ 10,9 mi | +9% | 7,95% | 122% | 118 | 5,93% | 2,9 |
|
| 6463 |
6463
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 139 mi | – | – | 6,59% | – | 158 | – | 0 |
|
| 6464 |
6464
Moon Capital Management
New York
| US$ 139 mi | +US$ 21 mi | +18% | 9,84% | 76,3% | 21 | 33,33% | 2,3 |
|
| 6465 |
6465
OneAscent Financial Services
Birmingham,
Alabama
| US$ 139 mi | -US$ 579 mi | -81% | 8,07% | 63,8% | 341 | 73,02% | 0,7 |
|
| 6466 |
6466
Kopion Asset Management
Mckinney,
Texas
| US$ 139 mi | -US$ 2,01 mi | -1% | 5,22% | 80,5% | 19 | 5,26% | 3,6 |
|
| 6467 |
6467
Marquette Associates
Chicago,
Illinois
| US$ 139 mi | +US$ 6,16 mi | +5% | 6,2% | – | 38 | 15,79% | 0,7 |
|
| 6468 |
6468
MB Generational Wealth
Spokane,
Washington
| US$ 139 mi | +US$ 9,8 mi | +8% | 6,62% | – | 61 | 18,03% | 0,6 |
|
| 6469 |
6469
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$ 139 mi | +US$ 3,88 mi | +3% | 7,54% | – | 815 | 82,58% | 0,3 |
|
| 6470 |
6470
BayBridge Capital Group
Pleasanton,
California
| US$ 139 mi | +US$ 11 mi | +9% | 6,11% | 78,5% | 102 | 28,43% | 0,5 |
|
| 6471 |
6471
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$ 139 mi | +US$ 10,5 mi | +8% | 4,18% | – | 136 | 27,21% | 0,6 |
|
| 6472 |
6472
Clayton Partners
Berkeley,
California
| US$ 139 mi | +US$ 14,5 mi | +12% | 8,98% | 109% | 40 | 15% | 1,9 |
|
| 6473 |
6473
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$ 139 mi | +US$ 11,5 mi | +9% | 6,09% | 52,3% | 31 | 6,45% | 1,9 |
|
| 6474 |
6474
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 139 mi | +US$ 8,17 mi | +6% | 7,07% | 68,9% | 728 | 21,43% | 0,5 |
|
| 6475 |
6475
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 139 mi | +US$ 7,24 mi | +6% | 6,31% | 46,8% | 5 | 0% | 7,2 |
|