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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
TA
6851
TPG Advisors
Northfield,
Illinois
| US$ 182 mi | +US$ 21,8 mi | +14% | 10,1% | – | 117 | 8,55% | 1,5 |
|
| 6852 |
6852
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 182 mi | +US$ 10 mi | +6% | 13% | 67,4% | 69 | 8,7% | 6,3 |
|
| 6853 |
6853
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$ 182 mi | +US$ 32,1 mi | +21% | 10,2% | – | 166 | 27,11% | 0,9 |
|
| 6854 |
6854
Shotwell Rutter Baer
Lansing,
Michigan
| US$ 182 mi | +US$ 11,9 mi | +7% | 8,2% | 45,5% | 38 | 0% | 2,1 |
|
| 6855 |
6855
Brewster Financial Planning
Brooklyn,
New York
| US$ 182 mi | +US$ 16,8 mi | +10% | 9,26% | 44,3% | 30 | 13,33% | 2,6 |
|
| 6856 |
6856
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 182 mi | +US$ 25,5 mi | +16% | 23,4% | 121% | 98 | 22,45% | 4,3 |
|
| 6857 |
CAM
6857
Crown Advisors Management
Larkspur,
California
| US$ 182 mi | +US$ 31,5 mi | +21% | 38,7% | 284% | 45 | 15,56% | 2,4 |
|
| 6858 |
6858
PUREfi Wealth
Boston,
Massachusetts
| US$ 182 mi | +US$ 29,4 mi | +19% | 16,1% | – | 222 | 21,62% | 0,9 |
|
| 6859 |
6859
EQ Wealth Advisors
Dallas,
Texas
| US$ 182 mi | +US$ 11 mi | +6% | 5,54% | – | 57 | 5,26% | 1,3 |
|
| 6860 |
FCP
6860
Fosse Capital Partners
London,
United Kingdom
| US$ 182 mi | +US$ 46,6 mi | +34% | 11,8% | 80% | 3 | 33,33% | 3,7 |
|
| 6861 |
6861
Taylor Financial Group
Roanoke,
Virginia
| US$ 182 mi | +US$ 16,9 mi | +10% | 13,8% | – | 105 | 7,62% | 2,2 |
|
| 6862 |
6862
Elevate Capital Advisors
Eagle,
Colorado
| US$ 182 mi | +US$ 27,3 mi | +18% | 8,14% | – | 93 | 39,78% | 0,8 |
|
| 6863 |
6863
Lagoda Investment Management
New York
| US$ 182 mi | +US$ 19,7 mi | +12% | 27,2% | 250% | 25 | 0% | 6,6 |
|
| 6864 |
6864
Wilkins Miller Wealth Management
Mobile,
Alabama
| US$ 182 mi | +US$ 16,5 mi | +10% | 9,49% | – | 96 | 8,33% | 1,3 |
|
| 6865 |
6865
Perspective Wealth Advisors
Loveland,
Colorado
| US$ 182 mi | +US$ 27,6 mi | +18% | 13% | – | 76 | 35,53% | 0,3 |
|
| 6866 |
6866
Ames National Corp
Ames,
Iowa
| US$ 182 mi | +US$ 15,1 mi | +9% | 10,2% | – | 70 | 5,71% | 1,3 |
|
| 6867 |
6867
Charter Oak Advisors
New York City,
New York
| US$ 182 mi | +US$ 16,8 mi | +10% | 12,3% | – | 15 | 20% | 1,1 |
|
| 6868 |
6868
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 182 mi | +US$ 19 mi | +12% | 11,9% | 59,6% | 22 | 4,55% | 1,4 |
|
| 6869 |
BF
6869
Baring Financial
Bellingham,
Washington
| US$ 182 mi | +US$ 18,2 mi | +11% | 13,2% | – | 87 | 18,39% | 1,1 |
|
| 6870 |
6870
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$ 182 mi | +US$ 28,9 mi | +19% | 13,3% | – | 70 | 15,71% | 1,6 |
|
| 6871 |
6871
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$ 182 mi | +US$ 25,9 mi | +17% | 15,5% | – | 143 | 30,77% | 0,8 |
|
| 6872 |
6872
Scalar Gauge Management
Dallas,
Texas
| US$ 182 mi | +US$ 77,9 mi | +75% | 66,7% | – | 40 | 67,5% | 0,3 |
|
| 6873 |
6873
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 182 mi | -US$ 8,81 mi | -5% | 2,74% | 60,6% | 20 | 10% | 3,3 |
|
| 6874 |
6874
Fort Henry Capital
Wheeling,
West Virginia
| US$ 182 mi | +US$ 16,2 mi | +10% | 9,57% | 39,3% | 17 | 0% | 4,4 |
|
| 6875 |
6875
Retirement Wealth Solutions
Marshfield,
Wisconsin
| US$ 181 mi | +US$ 22,9 mi | +14% | 13% | – | 852 | 8,69% | 0,9 |
|