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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
CIA
6826
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 183 mi | +US$ 14,4 mi | +9% | 14,4% | 71,4% | 121 | 10,74% | 4,6 |
|
| 6827 |
CJ
6827
Caitlin John
Brighton,
Michigan
| US$ 183 mi | +US$ 16,5 mi | +10% | 15,3% | – | 1.074 | 19,83% | 0,8 |
|
| 6828 |
CCM
6828
Crew Capital Management
Cincinnati,
Ohio
| US$ 183 mi | +US$ 32,3 mi | +21% | 26,6% | 104% | 127 | 25,98% | 2,6 |
|
| 6829 |
OIM
6829
Opus Investment Management
Worcester,
Massachusetts
| US$ 183 mi | +US$ 15,4 mi | +9% | 7,28% | 52,8% | 32 | 9,38% | 9,6 |
|
| 6830 |
BWM
6830
BNB Wealth Management
Silver Spring,
Maryland
| US$ 183 mi | +US$ 27,2 mi | +17% | 24,2% | – | 100 | 16% | 0,4 |
|
| 6831 |
TIM
6831
Tevis Investment Management
Plano,
Texas
| US$ 183 mi | +US$ 7,18 mi | +4% | 7,8% | 58,7% | 110 | 15,45% | 2,5 |
|
| 6832 |
CWMS
6832
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 183 mi | +US$ 34,9 mi | +24% | 11,6% | – | 101 | 17,82% | 1,3 |
|
| 6833 |
TCGDR
6833
TB Capital Gestao de Recursos
Rio De Janeiro,
| US$ 183 mi | +US$ 19,2 mi | +12% | 2,61% | – | 21 | 28,57% | 0,7 |
|
| 6834 |
XAU
6834
XP Advisory US
Miami,
Florida
| US$ 183 mi | – | – | 15,9% | – | 81 | – | 0 |
|
| 6835 |
DWA
6835
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 183 mi | +US$ 24,9 mi | +16% | 13,7% | 67,5% | 115 | 12,17% | 4,8 |
|
| 6836 |
CFG
6836
Certior Financial Group
King Of Prussia,
Pennsylvania
| US$ 183 mi | +US$ 25,5 mi | +16% | 9,89% | – | 156 | 23,08% | 1 |
|
| 6837 |
BCM
6837
BluePath Capital Management
Atlanta,
Georgia
| US$ 182 mi | +US$ 37,6 mi | +26% | 30,4% | 101% | 129 | 15,5% | 1,3 |
|
| 6838 |
MW
6838
Members Wealth
Media,
Pennsylvania
| US$ 182 mi | +US$ 15 mi | +9% | 10,5% | – | 126 | 15,08% | 1,4 |
|
| 6839 |
DRC
6839
Darwins River Capital
New York
| US$ 182 mi | -US$ 4,46 mi | -2% | 3,67% | – | 55 | 83,64% | 0,1 |
|
| 6840 |
SIM
6840
Sterling Investment Management
Tucson,
Arizona
| US$ 182 mi | +US$ 15,6 mi | +9% | 2,23% | 45,3% | 72 | 18,06% | 3,9 |
|
| 6841 |
LAM
6841
Lakewood Asset Management
Naperville,
Illinois
| US$ 182 mi | +US$ 25,8 mi | +17% | 10% | 65,3% | 111 | 7,21% | 2,8 |
|
| 6842 |
TA
6842
TPG Advisors
Northfield,
Illinois
| US$ 182 mi | +US$ 21,8 mi | +14% | 10,1% | – | 117 | 8,55% | 1,5 |
|
| 6843 |
PSC
6843
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 182 mi | +US$ 10 mi | +6% | 13% | 63,9% | 69 | 8,7% | 6,3 |
|
| 6844 |
MPW
6844
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$ 182 mi | +US$ 32,1 mi | +21% | 10,2% | – | 166 | 27,11% | 0,9 |
|
| 6845 |
SRB
6845
Shotwell Rutter Baer
Lansing,
Michigan
| US$ 182 mi | +US$ 11,9 mi | +7% | 8,2% | 45,5% | 38 | 0% | 2,1 |
|
| 6846 |
BFP
6846
Brewster Financial Planning
Brooklyn,
New York
| US$ 182 mi | +US$ 16,8 mi | +10% | 9,26% | 44,3% | 30 | 13,33% | 2,6 |
|
| 6847 |
FNBOH
6847
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 182 mi | +US$ 25,5 mi | +16% | 23,4% | 121% | 98 | 22,45% | 4,3 |
|
| 6848 |
CAM
6848
Crown Advisors Management
Larkspur,
California
| US$ 182 mi | +US$ 31,5 mi | +21% | 38,7% | 284% | 45 | 15,56% | 2,4 |
|
| 6849 |
PW
6849
PUREfi Wealth
Boston,
Massachusetts
| US$ 182 mi | +US$ 29,4 mi | +19% | 16,1% | – | 222 | 21,62% | 0,9 |
|
| 6850 |
EWA
6850
EQ Wealth Advisors
Dallas,
Texas
| US$ 182 mi | +US$ 11 mi | +6% | 5,54% | – | 57 | 5,26% | 1,3 |
|