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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
ACA
3826
Aspire Capital Advisors
Seattle,
Washington
| US$ 514 mi | +US$ 69,4 mi | +16% | 11,5% | 59,3% | 143 | 20,98% | 1,9 |
|
| 3827 |
BHWA
3827
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$ 513 mi | +US$ 36,1 mi | +8% | 12,8% | 143% | 87 | 39,08% | 2,4 |
|
| 3828 |
IA
3828
IAM Advisory
Easton,
Pennsylvania
| US$ 513 mi | +US$ 66,9 mi | +15% | 20,4% | 74,5% | 113 | 21,24% | 2,3 |
|
| 3829 |
DA
3829
Detalus Advisors
St. Louis,
Missouri
| US$ 513 mi | +US$ 75,2 mi | +17% | 15% | 75,7% | 205 | 16,1% | 3,1 |
|
| 3830 |
RCM
3830
RB Capital Management
Reno,
Nevada
| US$ 513 mi | +US$ 42,2 mi | +9% | 12,6% | 79,4% | 210 | 13,81% | 5 |
|
| 3831 |
BHC
3831
Bull Harbor Capital
Bethesda,
Maryland
| US$ 513 mi | +US$ 140 mi | +37% | 25% | – | 596 | 30,54% | 0,2 |
|
| 3832 |
NI
3832
Naria Inc
Nassau,
Bahamas
| US$ 513 mi | -US$ 43,9 mi | -8% | 7,89% | – | 1 | 0% | 1,5 |
|
| 3833 |
MC
3833
Magnitude Capital
New York
| US$ 512 mi | +US$ 62 mi | +14% | 13,8% | – | 1 | 0% | 2,5 |
|
| 3834 |
RS
3834
Retirement Solution
Redmond,
Washington
| US$ 511 mi | +US$ 88,7 mi | +21% | 15,6% | 65,2% | 79 | 32,91% | 1,6 |
|
| 3835 |
TWP
3835
Tempus Wealth Planning
Irvine,
California
| US$ 511 mi | +US$ 76,1 mi | +17% | 17% | 95% | 300 | 16% | 2,8 |
|
| 3836 |
NLP
3836
Next Level Private
Harrison,
New York
| US$ 511 mi | +US$ 67,8 mi | +15% | 15,6% | 92,4% | 186 | 12,37% | 2,4 |
|
| 3837 |
MVP
3837
Medina Value Partners
Los Angeles,
California
| US$ 510 mi | +US$ 32,9 mi | +7% | 11,8% | 80% | 40 | 55% | 0,6 |
|
| 3838 |
MPPLM
3838
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 510 mi | +US$ 85,8 mi | +20% | 31% | 130% | 145 | 15,17% | 4,2 |
|
| 3839 |
WCP
3839
Welch Capital Partners
Harrison,
New York
| US$ 510 mi | +US$ 66,1 mi | +15% | 16% | 79,2% | 28 | 14,29% | 4,6 |
|
| 3840 |
RPSA
3840
Richard P. Slaughter Associates
Austin,
Texas
| US$ 510 mi | +US$ 47,4 mi | +10% | 13,3% | 55,7% | 114 | 20,18% | 2,7 |
|
| 3841 |
TGY2IT
3841
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| US$ 510 mi | +US$ 278 mi | +120% | 76,9% | – | 511 | 90,22% | 0,2 |
|
| 3842 |
SSC
3842
Spruce Street Capital
New York
| US$ 510 mi | +US$ 93,7 mi | +23% | 28,8% | – | 33 | 24,24% | 0,4 |
|
| 3843 |
TCM
3843
Towneley Capital Management
Laguna Hills,
California
| US$ 509 mi | +US$ 31,7 mi | +7% | 8,01% | 50,2% | 47 | 12,77% | 1,8 |
|
| 3844 |
CRWM
3844
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 509 mi | +US$ 47,5 mi | +10% | 23,3% | 115% | 282 | 12,06% | 3,3 |
|
| 3845 |
AG
3845
Alibaba Group
Causeway Bay,
Hong Kong
| US$ 509 mi | -US$ 143 mi | -22% | 21,9% | 2,06% | 2 | 0% | 8,1 |
|
| 3846 |
AWM
3846
Aries Wealth Management
Portland,
Maine
| US$ 509 mi | +US$ 54,5 mi | +12% | 12,2% | 75% | 246 | 6,5% | 3,1 |
|
| 3847 |
FSA
3847
Financial Sense Advisors
San Diego,
California
| US$ 508 mi | +US$ 15,7 mi | +3% | 1,54% | 152% | 165 | 30,91% | 2 |
|
| 3848 |
RIG
3848
Renaissance Investment Group
Lenox,
Massachusetts
| US$ 508 mi | +US$ 42,9 mi | +9% | 16,6% | 99,6% | 88 | 12,5% | 7,2 |
|
| 3849 |
HC
3849
Hourglass Capital
Houston,
Texas
| US$ 508 mi | +US$ 27,9 mi | +6% | 8,85% | 89,6% | 134 | 8,21% | 4,5 |
|
| 3850 |
5NPW
3850
55 North Private Wealth
Winter Park,
Florida
| US$ 508 mi | +US$ 118 mi | +30% | 12,7% | – | 326 | 42,33% | 0,3 |
|