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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Tema ETFs
New York
| US$ 377 mi | +US$ 41,9 mi | +13% | 13,5% | – | 176 | 22,73% | 0,4 |
|
| 4027 |
4027
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 376 mi | +US$ 24,7 mi | +7% | 12,8% | 117% | 113 | 23,89% | 2 |
|
| 4028 |
4028
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$ 376 mi | +US$ 30,7 mi | +9% | 8,01% | 82,3% | 798 | 5,01% | 2,2 |
|
| 4029 |
4029
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 375 mi | -US$ 8,25 mi | -2% | 1,45% | 89,7% | 33 | 9,09% | 3,1 |
|
| 4030 |
4030
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 375 mi | +US$ 1,63 mi | +0,4% | 8,13% | 49,6% | 100 | 11% | 4,4 |
|
| 4031 |
4031
Fielder Capital Group
Nashville,
Tennessee
| US$ 375 mi | +US$ 29,2 mi | +8% | 12% | – | 258 | 19,38% | 1 |
|
| 4032 |
4032
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 375 mi | +US$ 108 mi | +41% | 12,3% | 86,3% | 114 | 22,81% | 2,1 |
|
| 4033 |
4033
Heights Capital Management
San Francisco,
California
| US$ 375 mi | +US$ 162 mi | +76% | 26,6% | – | 226 | 71,68% | 0,3 |
|
| 4034 |
4034
Income Research & Management
Boston,
Massachusetts
| US$ 374 mi | +US$ 139 mi | +59% | 0,84% | 1,19% | 42 | 40,48% | 0,7 |
|
| 4035 |
4035
Fermata Advisors
Sonoma,
California
| US$ 374 mi | -US$ 179 mi | -32% | 5,95% | 58,3% | 302 | 32,78% | 1,7 |
|
| 4036 |
4036
Augustine Asset Management
Jacksonville,
Florida
| US$ 374 mi | +US$ 31,6 mi | +9% | 14,1% | 316% | 111 | 7,21% | 4,2 |
|
| 4037 |
MCS
4037
Mercuria Capital Strategies
Houston,
Texas
| US$ 374 mi | +US$ 291 mi | +353% | 12,7% | – | 13 | 76,92% | 0,1 |
|
| 4038 |
4038
Uncommon Cents Investing
Janesville,
Wisconsin
| US$ 374 mi | +US$ 32,7 mi | +10% | 8,91% | 91,4% | 206 | 5,34% | 4,5 |
|
| 4039 |
4039
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 374 mi | +US$ 19 mi | +5% | 9,79% | 73,3% | 124 | 9,68% | 5,9 |
|
| 4040 |
4040
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 374 mi | +US$ 35,1 mi | +10% | 7,71% | 57,1% | 110 | 7,27% | 3,8 |
|
| 4041 |
4041
Coyle Financial Counsel
Glenview,
Illinois
| US$ 373 mi | +US$ 46,1 mi | +14% | 9,37% | 62,4% | 93 | 20,43% | 3 |
|
| 4042 |
4042
Jentner Corp
Akron,
Ohio
| US$ 373 mi | +US$ 39,2 mi | +12% | 7,7% | 38,9% | 55 | 5,45% | 3,9 |
|
| 4043 |
4043
Dodds Wealth
Greenwood Village,
Colorado
| US$ 373 mi | +US$ 66,1 mi | +22% | 5,87% | – | 61 | 11,48% | 1,4 |
|
| 4044 |
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 373 mi | +US$ 46,2 mi | +14% | 9,38% | 67,6% | 102 | 24,51% | 2,3 |
|
| 4045 |
4045
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 372 mi | +US$ 12,7 mi | +4% | 4,88% | 77% | 119 | 5,04% | 8,5 |
|
| 4046 |
4046
AllGen Financial Advisors
Orlando,
Florida
| US$ 372 mi | +US$ 34,5 mi | +10% | 6,39% | 39,7% | 51 | 43,14% | 1,5 |
|
| 4047 |
4047
Arohi Asset Management
Singapore
| US$ 372 mi | +US$ 74,4 mi | +25% | 13,8% | – | 6 | 33,33% | 0,9 |
|
| 4048 |
4048
Avalon Capital Management
Port Of Redwood City,
California
| US$ 372 mi | +US$ 28 mi | +8% | 13% | 151% | 150 | 31,33% | 1,6 |
|
| 4049 |
AWA
4049
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 372 mi | +US$ 47,2 mi | +15% | 9% | 60,2% | 50 | 12% | 2,6 |
|
| 4050 |
TPWM
4050
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 372 mi | +US$ 2,98 mi | +0,8% | 4,95% | 50,7% | 191 | 8,9% | 2,5 |
|