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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 |
KTC
6451
Kentucky Trust Company
Danville,
Kentucky
| US$ 208 mi | +US$ 17,1 mi | +9% | 15,3% | – | 326 | 7,67% | 1,3 |
|
| 6452 |
AFC
6452
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 208 mi | -US$ 4,54 mi | -2% | 20,9% | 135% | 126 | 16,67% | 8,4 |
|
| 6453 |
6453
Arena Capital Advisors
Los Angeles,
California
| US$ 208 mi | +US$ 8,23 mi | +4% | 3,47% | 127% | 22 | 9,09% | 1,7 |
|
| 6454 |
IFS
6454
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 208 mi | +US$ 15,9 mi | +8% | 9,62% | 63,5% | 62 | 3,23% | 3,8 |
|
| 6455 |
6455
Sheridan Capital Management
San Rafael,
California
| US$ 208 mi | +US$ 18,1 mi | +10% | 9,64% | – | 32 | 6,25% | 1,8 |
|
| 6456 |
WBWA
6456
William B. Walkup & Associates
Columbia,
South Carolina
| US$ 208 mi | +US$ 40,2 mi | +24% | 16,6% | – | 266 | 41,73% | 1,2 |
|
| 6457 |
6457
Stonebridge Capital Management
Los Angeles,
California
| US$ 208 mi | -US$ 12,3 mi | -6% | 33,3% | – | 89 | 31,46% | 8,4 |
|
| 6458 |
6458
Babb Wealth Advisors
Flagstaff,
Arizona
| US$ 207 mi | +US$ 24,6 mi | +13% | 9,09% | – | 20 | 10% | 1,3 |
|
| 6459 |
6459
BCK Partners
Corning,
New York
| US$ 207 mi | +US$ 22,2 mi | +12% | 11,1% | 46% | 28 | 7,14% | 4,1 |
|
| 6460 |
6460
Seven Bridges Advisors
New York
| US$ 207 mi | – | – | 16,1% | – | 16 | – | 1,1 |
|
| 6461 |
RFMS
6461
RWQ Financial Management Services
Naples,
Florida
| US$ 207 mi | +US$ 53,9 mi | +35% | 38,5% | 446% | 27 | 29,63% | 1,7 |
|
| 6462 |
6462
Everstar Asset Management
Mooresville,
North Carolina
| US$ 207 mi | +US$ 19,4 mi | +10% | 7,96% | – | 213 | 17,84% | 1,2 |
|
| 6463 |
6463
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 207 mi | +US$ 13,8 mi | +7% | 9,28% | 40% | 59 | 5,08% | 3,9 |
|
| 6464 |
6464
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 207 mi | +US$ 26,1 mi | +14% | 15,8% | 103% | 114 | 18,42% | 3,3 |
|
| 6465 |
LPCM
6465
Lynwood Price Capital Management
Austin,
Texas
| US$ 207 mi | +US$ 20,9 mi | +11% | 19,8% | – | 16 | 31,25% | 0,9 |
|
| 6466 |
6466
Catalyst Private Wealth
San Mateo,
California
| US$ 207 mi | +US$ 22,5 mi | +12% | 15,6% | 120% | 85 | 14,12% | 3,6 |
|
| 6467 |
SWP
6467
Semus Wealth Partners
Boca Raton,
Florida
| US$ 207 mi | +US$ 27,9 mi | +16% | 16,5% | 107% | 121 | 16,53% | 2,4 |
|
| 6468 |
6468
Hofer & Associates
Thousand Oaks,
California
| US$ 207 mi | +US$ 20,8 mi | +11% | 9,76% | 61,7% | 71 | 11,27% | 2,8 |
|
| 6469 |
MKW
6469
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$ 207 mi | +US$ 22,7 mi | +12% | 11,7% | – | 75 | 10,67% | 1,5 |
|
| 6470 |
6470
Aspen Wealth Strategies
Arvada,
Colorado
| US$ 207 mi | +US$ 19,3 mi | +10% | 11,1% | 65,8% | 91 | 3,3% | 2,4 |
|
| 6471 |
6471
GordonMD Global Investments
Beverely Hills,
California
| US$ 207 mi | +US$ 63,1 mi | +44% | 29,6% | – | 17 | 11,76% | 0,4 |
|
| 6472 |
6472
Old Peak Finance
Chapel Hill,
North Carolina
| US$ 207 mi | +US$ 35,4 mi | +21% | 11,4% | – | 107 | 26,17% | 0,4 |
|
| 6473 |
6473
Avid Wealth Partners
San Antonio,
Texas
| US$ 207 mi | -US$ 5,01 mi | -2% | 14,9% | – | 87 | 29,89% | 1,1 |
|
| 6474 |
SPI
6474
Sutton Place Investors
Katonah,
New York
| US$ 207 mi | +US$ 23,7 mi | +13% | 17,2% | 84% | 155 | 16,77% | 2,1 |
|
| 6475 |
6475
Andera Partners
Paris,
| US$ 206 mi | +US$ 29,6 mi | +17% | 8,14% | – | 8 | 12,5% | 0,4 |
|