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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 |
3826
Platte River Wealth Advisors
Louisville,
Colorado
| US$ 181 mi | – | – | 20,2% | 28,6% | 85 | – | 0,5 |
|
| 3827 |
HCIA
3827
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$ 181 mi | +US$ 35,7 mi | +24% | 20% | 42,7% | 115 | 17,39% | 2,9 |
|
| 3828 |
3828
Shaker Financial Services
Arlington,
Virginia
| US$ 181 mi | +US$ 33,1 mi | +22% | 13,8% | 12,9% | 189 | 37,04% | 1,1 |
|
| 3829 |
3829
Apollon Wealth Management
Mount Pleasant,
South Carolina
| US$ 181 mi | +US$ 83,6 mi | +86% | 31,1% | 96,7% | 765 | 91,9% | 0,1 |
|
| 3830 |
3830
Inscription Capital
Houston,
Texas
| US$ 181 mi | +US$ 30,8 mi | +20% | 20% | – | 151 | 21,85% | 1 |
|
| 3831 |
3831
Physicians Financial Services
Raleigh,
North Carolina
| US$ 181 mi | +US$ 35,5 mi | +24% | 23,5% | 100% | 113 | 14,16% | 3,4 |
|
| 3832 |
3832
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 181 mi | +US$ 69,2 mi | +62% | 15,1% | 130% | 129 | 91,47% | 0,4 |
|
| 3833 |
3833
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 181 mi | +US$ 16,7 mi | +10% | 10,4% | 60,5% | 8 | 50% | 0,3 |
|
| 3834 |
3834
Trust Company of Kansas
Wichita,
Kansas
| US$ 181 mi | +US$ 12,7 mi | +8% | 17,3% | 87% | 57 | 22,81% | 0,4 |
|
| 3835 |
MCL
3835
MIK Capital LP
New York
| US$ 180 mi | -US$ 79,3 mi | -31% | 44,1% | – | 61 | 93,44% | 0,1 |
|
| 3836 |
3836
Total Wealth Planning
Cincinnati,
Ohio
| US$ 180 mi | +US$ 26,7 mi | +17% | 15% | 37,2% | 37 | 13,51% | 1,2 |
|
| 3837 |
3837
Blume Capital Management
Berkeley,
California
| US$ 180 mi | +US$ 24,3 mi | +16% | 20,8% | 102% | 250 | 15,6% | 3,8 |
|
| 3838 |
3838
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 180 mi | +US$ 26,5 mi | +17% | 13,2% | 46,1% | 42 | 23,81% | 0,4 |
|
| 3839 |
3839
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$ 180 mi | +US$ 23,4 mi | +15% | 22,5% | 91,1% | 1.404 | 42,66% | 0,4 |
|
| 3840 |
3840
Stordahl Capital Management
Greenwood Village,
Colorado
| US$ 180 mi | +US$ 18,4 mi | +11% | 15,2% | 54% | 41 | 7,32% | 2,2 |
|
| 3841 |
3841
Bard Associates
Chicago,
Illinois
| US$ 180 mi | +US$ 44,3 mi | +33% | 38,6% | 241% | 164 | 10,37% | 4,4 |
|
| 3842 |
3842
TCG Advisors
Austin,
Texas
| US$ 180 mi | +US$ 58,3 mi | +48% | 15,3% | – | 147 | 40,14% | 0,8 |
|
| 3843 |
3843
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 180 mi | +US$ 33,4 mi | +23% | 20,5% | 75,5% | 79 | 7,59% | 2,7 |
|
| 3844 |
3844
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 180 mi | +US$ 26,2 mi | +17% | 12,3% | 71,8% | 76 | 18,42% | 1,1 |
|
| 3845 |
3845
Ford Financial Group
Fresno,
California
| US$ 180 mi | +US$ 30 mi | +20% | 18,3% | 47,7% | 100 | 15% | 1,4 |
|
| 3846 |
3846
Atlanta Financial Associates
Atlanta,
Georgia
| US$ 180 mi | +US$ 53,3 mi | +42% | 13% | – | 70 | 22,86% | 0,2 |
|
| 3847 |
3847
Moerus Capital Management
New York
| US$ 180 mi | -US$ 25,1 mi | -12% | 14,8% | 220% | 14 | 14,29% | 1,4 |
|
| 3848 |
3848
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 180 mi | +US$ 44,6 mi | +33% | 29% | 104% | 57 | 3,51% | 2,3 |
|
| 3849 |
3849
Madison International Realty Holdings
New York
| US$ 180 mi | +US$ 38,5 mi | +27% | 7,37% | – | 8 | 12,5% | 1,5 |
|
| 3850 |
FA
3850
Financial Advisors
Andover,
Massachusetts
| US$ 179 mi | +US$ 31,6 mi | +21% | 15% | 71,5% | 66 | 15,15% | 1,3 |
|