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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Independent Solutions Wealth Management
Williamsville,
New York
| US$ 226 mi | – | – | 6,92% | 125% | 155 | – | 0 |
|
| 3552 |
3552
Moller Wealth Partners
| US$ 226 mi | +US$ 19,1 mi | +9% | 5,62% | 44,1% | 49 | 6,12% | 4,7 |
|
| 3553 |
3553
Inscription Capital
Houston,
Texas
| US$ 226 mi | +US$ 43,9 mi | +24% | 6,44% | – | 156 | 17,31% | 0,6 |
|
| 3554 |
3554
Wellington Shields & Co
New York
| US$ 226 mi | +US$ 161 mi | +248% | 8,69% | 109% | 235 | 85,53% | 0,8 |
|
| 3555 |
3555
NYL Investors
New York
| US$ 226 mi | -US$ 5,96 mi | -3% | 3,91% | 12,7% | 27 | 3,7% | 1,1 |
|
| 3556 |
3556
Harvey Capital Management
Palm Beach,
Florida
| US$ 225 mi | +US$ 24 mi | +12% | 11,9% | 147% | 81 | 13,58% | 3,3 |
|
| 3557 |
3557
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$ 225 mi | +US$ 13,6 mi | +6% | 16,5% | 66,5% | 30 | 66,67% | 0,3 |
|
| 3558 |
3558
Stone Run Capital
New York
| US$ 225 mi | +US$ 15,2 mi | +7% | 7,95% | 77,8% | 60 | 5% | 5 |
|
| 3559 |
3559
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 225 mi | +US$ 112 mi | +99% | 4,29% | 63,3% | 61 | 52,46% | 0,9 |
|
| 3560 |
NME
3560
Notis-McConarty Edward
| US$ 225 mi | +US$ 12,1 mi | +6% | 8,05% | 91,2% | 102 | 3,92% | 4,5 |
|
| 3561 |
BCM
3561
Birmingham Capital Management
Birmingham,
Alabama
| US$ 225 mi | +US$ 7,72 mi | +4% | 6,25% | 103% | 101 | 3,96% | 5,2 |
|
| 3562 |
LFG
3562
LifePlan Financial Group
Dayton,
Ohio
| US$ 225 mi | +US$ 12,3 mi | +6% | 4,87% | 20,2% | 589 | 7,81% | 2,1 |
|
| 3563 |
3563
Physician Wealth Advisors
Midvale,
Utah
| US$ 225 mi | +US$ 20 mi | +10% | 7,59% | 79,9% | 120 | 10,83% | 0,2 |
|
| 3564 |
3564
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 225 mi | +US$ 59,1 mi | +36% | 6,22% | 67,6% | 130 | 13,85% | 0,8 |
|
| 3565 |
3565
Wall Capital Group
Phoenix,
Arizona
| US$ 225 mi | +US$ 13,6 mi | +6% | 7,07% | – | 24 | 8,33% | 2,2 |
|
| 3566 |
3566
One Day In July LLC
Burlington,
Vermont
| US$ 224 mi | +US$ 31 mi | +16% | 3,33% | 43,1% | 35 | 0% | 0,9 |
|
| 3567 |
3567
Security National Bank
Omaha,
Nebraska
| US$ 224 mi | +US$ 12,4 mi | +6% | 11,4% | 125% | 76 | 9,21% | 2 |
|
| 3568 |
3568
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 224 mi | +US$ 93,3 mi | +71% | 7,47% | 86,3% | 17 | 82,35% | 0,6 |
|
| 3569 |
3569
Peavine Capital
Reno,
Nevada
| US$ 224 mi | -US$ 6,01 mi | -3% | 4,56% | 30,8% | 15 | 13,33% | 3,1 |
|
| 3570 |
3570
Pacifica Capital Investments
Leander,
Texas
| US$ 224 mi | +US$ 16 mi | +8% | 4,55% | 70,4% | 21 | 9,52% | 4,2 |
|
| 3571 |
3571
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 224 mi | +US$ 16,2 mi | +8% | 4,39% | – | 60 | 10% | 2,3 |
|
| 3572 |
3572
Keystone Financial Planning
Cleveland,
Ohio
| US$ 224 mi | +US$ 14,6 mi | +7% | 5,58% | 46% | 46 | 2,17% | 4,4 |
|
| 3573 |
3573
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 224 mi | +US$ 16,5 mi | +8% | 5,38% | 47,1% | 31 | 6,45% | 2,6 |
|
| 3574 |
3574
Ennismore Fund Management
London,
United Kingdom
| US$ 224 mi | – | – | 7,26% | – | 11 | – | 0 |
|
| 3575 |
3575
Soundwatch Capital
Rowayton,
Connecticut
| US$ 224 mi | – | – | 8,6% | 68,6% | 13 | – | 0 |
|