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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$ 128 mi | +US$ 17,7 mi | +16% | 4,63% | – | 134 | 35,07% | 0,2 |
|
| 7127 |
7127
Clio Asset Management
Charlottesville,
Virginia
| US$ 128 mi | +US$ 1,81 mi | +1% | 6,6% | 60,6% | 15 | 6,67% | 1,5 |
|
| 7128 |
7128
Haven Global Partners
Atlanta,
Georgia
| US$ 127 mi | +US$ 32 mi | +34% | 14,5% | – | 10 | 0% | 0,5 |
|
| 7129 |
7129
Farley Capital
New York
| US$ 127 mi | +US$ 19,5 mi | +18% | 13,2% | 105% | 18 | 16,67% | 5,3 |
|
| 7130 |
7130
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$ 127 mi | +US$ 2 mi | +2% | 6,91% | – | 99 | 13,13% | 1,2 |
|
| 7131 |
7131
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 127 mi | +US$ 8,13 mi | +7% | 9,51% | 72,1% | 116 | 6,9% | 2,8 |
|
| 7132 |
7132
Steadtrust
Allen,
Texas
| US$ 127 mi | – | – | 9,8% | – | 115 | – | 0 |
|
| 7133 |
7133
Barnett & Company
Chattanooga,
Tennessee
| US$ 127 mi | +US$ 7,48 mi | +6% | 3,17% | 65,9% | 86 | 16,28% | 3,8 |
|
| 7134 |
DW
7134
Durante & Waters
Brewster,
New York
| US$ 127 mi | +US$ 8,09 mi | +7% | 6,87% | – | 32 | 6,25% | 1,3 |
|
| 7135 |
TCM
7135
TAM Capital Management
Stamford,
Connecticut
| US$ 127 mi | +US$ 7,86 mi | +7% | 7,71% | 4,15% | 5 | 40% | 0,5 |
|
| 7136 |
CFP
7136
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$ 127 mi | +US$ 24,2 mi | +24% | 15,5% | – | 355 | 12,11% | 0,5 |
|
| 7137 |
7137
Seneschal Advisors
Tacoma,
Washington
| US$ 127 mi | +US$ 10,3 mi | +9% | 6,23% | – | 39 | 15,38% | 0,4 |
|
| 7138 |
7138
Finward Bancorp
Munster,
Indiana
| US$ 127 mi | +US$ 11,2 mi | +10% | 11,4% | – | 106 | 6,6% | 0,5 |
|
| 7139 |
7139
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 127 mi | +US$ 9,11 mi | +8% | 15,7% | 160% | 35 | 5,71% | 1,4 |
|
| 7140 |
7140
Rydar Equities
Weatherford,
Texas
| US$ 127 mi | – | – | 12,1% | – | 95 | – | 0 |
|
| 7141 |
7141
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 127 mi | -US$ 1,62 mi | -1% | 0,26% | 46,8% | 6 | 0% | 6,7 |
|
| 7142 |
7142
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 126 mi | +US$ 16,8 mi | +15% | 6,69% | – | 81 | 22,22% | 1 |
|
| 7143 |
7143
Chico Wealth RIA
Chico,
California
| US$ 126 mi | +US$ 11,2 mi | +10% | 10,1% | 74,7% | 33 | 9,09% | 1,9 |
|
| 7144 |
7144
Generation Capital Management
Pittsford,
New York
| US$ 126 mi | +US$ 15,3 mi | +14% | 11,2% | – | 87 | 34,48% | 0,4 |
|
| 7145 |
BTC
7145
Bank & Trust Company
Litchfield,
Illinois
| US$ 126 mi | +US$ 3,59 mi | +3% | 4,72% | – | 291 | 1,72% | 1 |
|
| 7146 |
7146
Exchange Bank
Santa Rosa,
California
| US$ 126 mi | +US$ 2,38 mi | +2% | 5,56% | 75,2% | 121 | 7,44% | 1,7 |
|
| 7147 |
7147
Ategra Capital Management
Vienna,
Virginia
| US$ 126 mi | -US$ 2,28 mi | -2% | 6,29% | 114% | 27 | 40,74% | 2,1 |
|
| 7148 |
7148
Blue Water Life Science Advisors
Larkspur,
California
| US$ 126 mi | +US$ 25,4 mi | +25% | 31,4% | 503% | 8 | 12,5% | 2,1 |
|
| 7149 |
7149
Tide Cove Capital Partners
San Diego,
California
| US$ 126 mi | +US$ 11,4 mi | +10% | 6,71% | – | 11 | 0% | 0,5 |
|
| 7150 |
7150
HFG Advisors
Cincinatti,
Ohio
| US$ 126 mi | +US$ 9,2 mi | +8% | 8,14% | 69,7% | 107 | 21,5% | 2,3 |
|