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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Apollon Financial
Mount Pleasant,
South Carolina
| US$ 309 mi | +US$ 19,6 mi | +7% | 7,47% | 103% | 154 | 10,39% | 0,5 |
|
| 4127 |
AFS
4127
Annapolis Financial Services
Annapolis,
Maryland
| US$ 309 mi | +US$ 4,98 mi | +2% | 0,44% | 15% | 372 | 6,45% | 2,7 |
|
| 4128 |
4128
Heirloom Wealth Management
Greenwood Village,
Colorado
| US$ 309 mi | +US$ 15 mi | +5% | 5,5% | 81,8% | 51 | 11,76% | 1,5 |
|
| 4129 |
4129
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 309 mi | +US$ 13,3 mi | +5% | 1,25% | 56,9% | 40 | 7,5% | 3,5 |
|
| 4130 |
4130
TruNorth Capital Management
Kalamazoo,
Michigan
| US$ 308 mi | +US$ 18,1 mi | +6% | 0,51% | – | 401 | 42,64% | 0,2 |
|
| 4131 |
MFGP
4131
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$ 308 mi | +US$ 4,81 mi | +2% | 0,88% | 65,5% | 59 | 15,25% | 4,3 |
|
| 4132 |
4132
Knuff & Co
Foster City,
California
| US$ 308 mi | +US$ 10,6 mi | +4% | 5,47% | 85,8% | 133 | 7,52% | 3,6 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| US$ 308 mi | +US$ 4,03 mi | +1% | 1,71% | 68,1% | 356 | 18,54% | 3,1 |
|
| 4134 |
4134
Capasso Planning Partners
Charleston,
South Carolina
| US$ 308 mi | +US$ 66,5 mi | +28% | 2,18% | 51,6% | 153 | 35,95% | 1,3 |
|
| 4135 |
4135
Compton Financial Group
Towson,
Maryland
| US$ 308 mi | +US$ 10,6 mi | +4% | 1,24% | 37,7% | 34 | 8,82% | 2,6 |
|
| 4136 |
4136
Sentinus LLC
Oak Brook,
Illinois
| US$ 308 mi | +US$ 23,8 mi | +8% | 2,48% | – | 195 | 18,97% | 1,1 |
|
| 4137 |
4137
Access Investment Management
Atlanta,
Georgia
| US$ 308 mi | +US$ 4,97 mi | +2% | 4,81% | – | 104 | 6,73% | 0,4 |
|
| 4138 |
4138
Physicians Financial Services
Raleigh,
North Carolina
| US$ 307 mi | +US$ 23,5 mi | +8% | 7,21% | 100% | 110 | 8,18% | 6,3 |
|
| 4139 |
4139
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 307 mi | -US$ 18,5 mi | -6% | 4,17% | 60,6% | 36 | 22,22% | 2,1 |
|
| 4140 |
4140
Wellington Shields & Co
New York
| US$ 307 mi | +US$ 8,68 mi | +3% | 3,37% | 109% | 322 | 11,18% | 3,3 |
|
| 4141 |
4141
TFB Advisors
Overland Park,
Kansas
| US$ 307 mi | +US$ 31,4 mi | +11% | 3,23% | 80,4% | 299 | 15,38% | 0,5 |
|
| 4142 |
4142
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$ 307 mi | +US$ 12,5 mi | +4% | 1,94% | 82,3% | 624 | 12,18% | 1,9 |
|
| 4143 |
4143
Savvy Advisors Inc
New York
| US$ 307 mi | +US$ 133 mi | +77% | 2,94% | – | 312 | 32,37% | 0,3 |
|
| 4144 |
4144
Princeton Capital Management
Red Bank,
New Jersey
| US$ 307 mi | +US$ 29,8 mi | +11% | 13,5% | 206% | 122 | 23,77% | 4,3 |
|
| 4145 |
TM
4145
Tikvah Management
Charlotte,
North Carolina
| US$ 307 mi | -US$ 12,5 mi | -4% | 1,92% | 169% | 25 | 8% | 3,8 |
|
| 4146 |
4146
Essex Woodlands Management
The Woodlands,
Texas
| US$ 307 mi | -US$ 38,1 mi | -11% | 7,56% | 55% | 7 | 0% | 5,8 |
|
| 4147 |
4147
Prentice Wealth Management
Rochester,
New York
| US$ 306 mi | +US$ 18,5 mi | +6% | 1,37% | 47,8% | 107 | 1,87% | 2 |
|
| 4148 |
4148
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 306 mi | -US$ 2,14 mi | -0,7% | 0,27% | 34,2% | 45 | 4,44% | 5,2 |
|
| 4149 |
4149
Copperwynd Financial
Scottsdale,
Arizona
| US$ 306 mi | +US$ 28,3 mi | +10% | 3,29% | 90% | 155 | 15,48% | 3,1 |
|
| 4150 |
4150
Carrera Capital Advisors
Troy,
Michigan
| US$ 306 mi | – | – | 0,55% | – | 85 | – | 0 |
|