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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Stillwater Private Wealth
Glen Mills,
Pennsylvania
| US$ 153 mi | +US$ 35,3 mi | +30% | 9% | – | 93 | 26,88% | 0,2 |
|
| 7402 |
7402
Mount Vernon Associates
Baltimore,
Maryland
| US$ 153 mi | +US$ 11,9 mi | +8% | 26% | 136% | 65 | 12,31% | 7,4 |
|
| 7403 |
7403
Persium Advisors
Atlanta,
Georgia
| US$ 153 mi | +US$ 26,3 mi | +21% | 17,4% | – | 72 | 20,83% | 1,1 |
|
| 7404 |
7404
Redstone Wealth Management
Oklahoma City,
Oklahoma
| US$ 153 mi | +US$ 27,7 mi | +22% | 29,6% | – | 44 | 31,82% | 0,5 |
|
| 7405 |
7405
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 153 mi | +US$ 27,1 mi | +21% | 25,8% | 82,9% | 45 | 4,44% | 2,9 |
|
| 7406 |
7406
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$ 153 mi | +US$ 17,3 mi | +13% | 12,2% | – | 91 | 16,48% | 1,6 |
|
| 7407 |
FFG
7407
Floyd Financial Group
Springfield,
Missouri
| US$ 153 mi | +US$ 3,16 mi | +2% | 13,4% | – | 70 | 10% | 1,2 |
|
| 7408 |
7408
Prosperity Bancshares
Houston,
Texas
| US$ 153 mi | +US$ 28,3 mi | +23% | 14,4% | – | 468 | 15,38% | 0,4 |
|
| 7409 |
7409
DiPaolo Financial Group
Lutz,
Florida
| US$ 153 mi | +US$ 15,7 mi | +11% | 8,95% | – | 48 | 8,33% | 0,4 |
|
| 7410 |
7410
ACT Capital Management
Wayne,
Pennsylvania
| US$ 153 mi | +US$ 25,8 mi | +20% | 24,2% | – | 76 | 44,74% | 0,8 |
|
| 7411 |
7411
DKM Wealth Management
Stockton,
California
| US$ 153 mi | +US$ 14,3 mi | +10% | 11,7% | – | 78 | 5,13% | 1,2 |
|
| 7412 |
7412
Capital Squared Financial
Rockville,
Maryland
| US$ 153 mi | +US$ 22 mi | +17% | 15,7% | – | 90 | 8,89% | 0,9 |
|
| 7413 |
7413
Goldenstone Wealth Management
El Dorado Hills,
California
| US$ 153 mi | +US$ 15,4 mi | +11% | 28,1% | – | 93 | 22,58% | 0,5 |
|
| 7414 |
7414
Lane Brothers & Co
Prescott,
Arizona
| US$ 153 mi | +US$ 15,6 mi | +11% | 8,58% | – | 96 | 14,58% | 0,4 |
|
| 7415 |
7415
Trace Wealth Advisors
Los Angeles,
California
| US$ 153 mi | +US$ 19,4 mi | +15% | 13,5% | – | 72 | 12,5% | 1,2 |
|
| 7416 |
7416
Allium Financial Advisors
Lake Oswego,
Oregon
| US$ 153 mi | +US$ 28 mi | +22% | 20,2% | – | 86 | 15,12% | 1,1 |
|
| 7417 |
7417
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$ 153 mi | +US$ 842 mil | +0,6% | 0,41% | 4,78% | 6 | 0% | 3,3 |
|
| 7418 |
7418
Crestwood Capital Management
New York
| US$ 153 mi | +US$ 7,14 mi | +5% | 46,6% | 203% | 16 | 6,25% | 2,4 |
|
| 7419 |
DW
7419
Durante & Waters
Brewster,
New York
| US$ 153 mi | +US$ 14,5 mi | +10% | 10,1% | 59,1% | 31 | 0% | 2,4 |
|
| 7420 |
TL
7420
TowerView LLC
New York
| US$ 152 mi | -US$ 2,47 mi | -2% | 2,5% | 17,9% | 17 | 5,88% | 5,6 |
|
| 7421 |
7421
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 152 mi | +US$ 14,2 mi | +10% | 21,2% | 44,2% | 199 | 62,31% | 1,1 |
|
| 7422 |
HAM
7422
Hedges Asset Management
Reno,
Nevada
| US$ 152 mi | – | – | 12% | – | 108 | – | 3 |
|
| 7423 |
7423
Madrid Wealth Management
Albuquerque,
New Mexico
| US$ 152 mi | +US$ 19,9 mi | +15% | 11,9% | – | 72 | 5,56% | 0,5 |
|
| 7424 |
7424
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 152 mi | -US$ 103 mi | -40% | 3,29% | 162% | 68 | 67,65% | 1,2 |
|
| 7425 |
7425
Phoenix Asset Management Partners
London,
| US$ 152 mi | +US$ 19,6 mi | +15% | 8,51% | 139% | 12 | 16,67% | 2,3 |
|