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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 |
6826
Wilson & Boucher Capital Management
Moraga,
California
| US$ 152 mi | +US$ 8,76 mi | +6% | 7,77% | 69,8% | 115 | 4,35% | 3 |
|
| 6827 |
6827
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 152 mi | +US$ 5,98 mi | +4% | 8,7% | – | 96 | 16,67% | 1,8 |
|
| 6828 |
6828
Twin Lions Management
Stamford,
Connecticut
| US$ 152 mi | -US$ 1,55 mi | -1% | 1,83% | – | 9 | 22,22% | 0,6 |
|
| 6829 |
TA
6829
TPG Advisors
Northfield,
Illinois
| US$ 152 mi | +US$ 13,8 mi | +10% | 6,38% | – | 106 | 11,32% | 1 |
|
| 6830 |
6830
Whipplewood Advisors
Littleton,
Colorado
| US$ 152 mi | -US$ 30 mi | -16% | 6,46% | – | 1.209 | 76,34% | 0,7 |
|
| 6831 |
6831
Argosy-Lionbridge Management
New York
| US$ 152 mi | +US$ 7,38 mi | +5% | 4,43% | – | 15 | 26,67% | 0,5 |
|
| 6832 |
BAS
6832
Breakthru Advisory Services
Muskego,
Wisconsin
| US$ 152 mi | +US$ 87,3 mi | +135% | 7,66% | – | 63 | 87,3% | 0,1 |
|
| 6833 |
6833
Round Hill Asset Management
Pasadena,
California
| US$ 152 mi | +US$ 3,81 mi | +3% | 3,09% | 43,2% | 64 | 6,25% | 5,5 |
|
| 6834 |
6834
Impact Investors
San Francisco,
California
| US$ 152 mi | +US$ 10,3 mi | +7% | 6,5% | – | 109 | 22,02% | 0,6 |
|
| 6835 |
6835
Palacios Wealth Management
Ormond Beach,
Florida
| US$ 152 mi | +US$ 30,1 mi | +25% | 13,6% | – | 77 | 11,69% | 0,6 |
|
| 6836 |
6836
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$ 152 mi | +US$ 13 mi | +9% | 4,55% | – | 39 | 7,69% | 0,6 |
|
| 6837 |
6837
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 152 mi | +US$ 8,02 mi | +6% | 7,29% | 86,1% | 164 | 8,54% | 1,5 |
|
| 6838 |
6838
Saxony Capital Management
St. Louis,
Missouri
| US$ 152 mi | +US$ 21,2 mi | +16% | 7,76% | 90% | 161 | 23,6% | 1 |
|
| 6839 |
6839
Scratch Capital
Boise,
Idaho
| US$ 152 mi | +US$ 28,7 mi | +23% | 5,22% | – | 63 | 41,27% | 0,4 |
|
| 6840 |
BWM
6840
BCO Wealth Management
Carlsbad,
New Mexico
| US$ 152 mi | +US$ 11,3 mi | +8% | 4,95% | – | 38 | 5,26% | 0,6 |
|
| 6841 |
6841
City National Bank of Florida
Miami,
Florida
| US$ 151 mi | +US$ 14,1 mi | +10% | 8,27% | – | 142 | 18,31% | 0,6 |
|
| 6842 |
LF
6842
Lighthouse Financial
Largo,
Florida
| US$ 151 mi | +US$ 20,9 mi | +16% | 10,5% | – | 78 | 16,67% | 0,6 |
|
| 6843 |
6843
McAlister Sweet & Associates
Houston,
Texas
| US$ 151 mi | +US$ 38,7 mi | +34% | 8,71% | 83,6% | 29 | 17,24% | 1,8 |
|
| 6844 |
6844
Redwood Park Advisors
Redwood City,
California
| US$ 151 mi | +US$ 3,98 mi | +3% | 4,03% | – | 343 | 11,95% | 0,7 |
|
| 6845 |
6845
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$ 151 mi | +US$ 13,3 mi | +10% | 7,8% | – | 93 | 24,73% | 0,5 |
|
| 6846 |
6846
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$ 151 mi | +US$ 3,23 mi | +2% | 5,3% | 52,3% | 34 | 5,88% | 2,4 |
|
| 6847 |
6847
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 151 mi | +US$ 13,6 mi | +10% | 10,9% | 81,1% | 115 | 3,48% | 5,8 |
|
| 6848 |
6848
Schulz Wealth
Mansfield,
Texas
| US$ 151 mi | +US$ 17,5 mi | +13% | 5,44% | – | 67 | 5,97% | 1,5 |
|
| 6849 |
6849
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 151 mi | +US$ 7,52 mi | +5% | 4,95% | 43,5% | 65 | 24,62% | 0,7 |
|
| 6850 |
6850
Banco de Sabadell
Miami,
Florida
| US$ 151 mi | +US$ 6,6 mi | +5% | 6,97% | 75,1% | 66 | 6,06% | 5,3 |
|