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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
Cassilly Financial Group
Severna Park,
Maryland
| US$ 138 mi | +US$ 22,6 mi | +20% | 10% | – | 79 | 24,05% | 0,4 |
|
| 7727 |
7727
Orca Investment Management
Roseburg,
Oregon
| US$ 138 mi | +US$ 20,2 mi | +17% | 25,2% | 139% | 61 | 8,2% | 7,9 |
|
| 7728 |
7728
Approach Retirement Advisors
Vestavia,
Alabama
| US$ 138 mi | +US$ 17,5 mi | +15% | 9,42% | – | 86 | 12,79% | 0,5 |
|
| 7729 |
7729
Windsor Advisory Group
Columbus,
Ohio
| US$ 138 mi | +US$ 18 mi | +15% | 9,26% | 48,2% | 112 | 40,18% | 1,4 |
|
| 7730 |
7730
Littlejohn Financial Services
Roseburg,
Oregon
| US$ 138 mi | +US$ 4,5 mi | +3% | 10,2% | – | 86 | 46,51% | 0,8 |
|
| 7731 |
7731
Soapstone Management
Bethesda,
Maryland
| US$ 138 mi | -US$ 2,9 mi | -2% | 3,84% | 30,3% | 16 | 43,75% | 1,8 |
|
| 7732 |
7732
Mountaineer Partners Management
New York
| US$ 137 mi | -US$ 63,8 mi | -32% | 16,3% | 158% | 17 | 41,18% | 1,6 |
|
| 7733 |
7733
Rubicon Advisors
Redding,
California
| US$ 137 mi | +US$ 22,4 mi | +20% | 15,6% | – | 95 | 30,53% | 0,4 |
|
| 7734 |
7734
Pitti Group Wealth Management
Victor,
New York
| US$ 137 mi | +US$ 14,1 mi | +11% | 9,9% | 65,3% | 85 | 5,88% | 2,8 |
|
| 7735 |
7735
GTS Financial
Bloomington,
Minnesota
| US$ 137 mi | +US$ 11 mi | +9% | 8,61% | – | 48 | 25% | 0,2 |
|
| 7736 |
7736
Marquette Associates
Chicago,
Illinois
| US$ 137 mi | +US$ 45,3 mi | +49% | 9,67% | – | 43 | 53,49% | 1 |
|
| 7737 |
7737
WealthPoint Financial
Cramerton,
North Carolina
| US$ 137 mi | +US$ 17,7 mi | +15% | 11% | – | 132 | 12,88% | 0,4 |
|
| 7738 |
7738
Ferguson Johnson Wealth Management
Rockville,
Maryland
| US$ 137 mi | +US$ 13,9 mi | +11% | 6,9% | – | 38 | 10,53% | 0,4 |
|
| 7739 |
7739
Farnam Financial
Phoenix,
Arizona
| US$ 137 mi | +US$ 15,6 mi | +13% | 18,7% | – | 58 | 24,14% | 1,3 |
|
| 7740 |
7740
Trustco Bank (New York)
Albany,
New York
| US$ 137 mi | +US$ 24,5 mi | +22% | 30,8% | 131% | 78 | 10,26% | 7,4 |
|
| 7741 |
7741
Sentinel Dome Partners
Burlingame,
California
| US$ 137 mi | +US$ 32 mi | +30% | 4,4% | – | 40 | 37,5% | 0,3 |
|
| 7742 |
7742
Stephen J. Garry & Associates
Garden City,
New York
| US$ 137 mi | +US$ 12,7 mi | +10% | 11,4% | – | 55 | 7,27% | 1,8 |
|
| 7743 |
7743
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$ 137 mi | +US$ 14,4 mi | +12% | 9,54% | 74,3% | 60 | 21,67% | 1,5 |
|
| 7744 |
7744
Daytona Street Capital
Saint Louis,
Missouri
| US$ 137 mi | +US$ 7,23 mi | +6% | 14,6% | – | 340 | 30% | 0,4 |
|
| 7745 |
7745
Crabel Capital Management
Los Angeles,
California
| US$ 137 mi | +US$ 126 mi | +1.167% | 0,37% | 13,9% | 58 | 81,03% | 0,3 |
|
| 7746 |
7746
Syntax Research
Boca Raton,
Florida
| US$ 137 mi | -US$ 20,3 mi | -13% | 11,7% | 42,9% | 188 | 12,23% | 2,2 |
|
| 7747 |
7747
Impact Investors
San Francisco,
California
| US$ 137 mi | -US$ 7,22 mi | -5% | 12,5% | – | 120 | 38,33% | 1 |
|
| 7748 |
7748
Stone Wealth Partners
Lafayette,
Louisiana
| US$ 137 mi | +US$ 25,4 mi | +23% | 32,3% | – | 69 | 23,19% | 0,4 |
|
| 7749 |
7749
Barrier Capital Management
San Francisco,
California
| US$ 137 mi | +US$ 22,9 mi | +20% | 41,6% | 216% | 23 | 52,17% | 0,6 |
|
| 7750 |
7750
Momentum Wealth Planning
Estero,
Florida
| US$ 137 mi | +US$ 24,2 mi | +21% | 32% | – | 43 | 30,23% | 0,7 |
|