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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 224 mi | +US$ 20,6 mi | +10% | 0,26% | 70,6% | 88 | 20,45% | 0,9 |
|
| 4327 |
4327
VisionPoint Advisory Group
Dallas,
Texas
| US$ 224 mi | -US$ 256 mil | -0,1% | 1,04% | 79,3% | 114 | 33,33% | 0,9 |
|
| 4328 |
4328
Mirsky Financial Management
Rochester,
New York
| US$ 224 mi | -US$ 1,02 mi | -0,5% | 1,37% | 39,3% | 47 | 6,38% | 1,8 |
|
| 4329 |
4329
FC Advisory
West Chester,
Pennsylvania
| US$ 224 mi | -US$ 1,34 mi | -0,6% | 0,96% | 46,6% | 65 | 0% | 4,1 |
|
| 4330 |
4330
Astoria Strategic Wealth
Conroe,
Texas
| US$ 224 mi | +US$ 5,24 mi | +2% | 1,06% | 42,1% | 31 | 3,23% | 1,5 |
|
| 4331 |
4331
Financial Strategies Group
Okemos,
Michigan
| US$ 224 mi | +US$ 7,61 mi | +4% | 1,33% | 44,9% | 73 | 0% | 1,2 |
|
| 4332 |
KSCM
4332
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 224 mi | -US$ 23,4 mi | -9% | 12% | 7,47% | 107 | 71,03% | 0,5 |
|
| 4333 |
4333
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 224 mi | +US$ 13,6 mi | +6% | 0,18% | 178% | 445 | 12,58% | 2,3 |
|
| 4334 |
4334
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 224 mi | -US$ 5,37 mi | -2% | 2,03% | 85,8% | 161 | 33,54% | 1 |
|
| 4335 |
4335
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 224 mi | -US$ 37,5 mi | -14% | 0,67% | 114% | 21 | 23,81% | 1,5 |
|
| 4336 |
4336
Sycale Advisors
New York
| US$ 224 mi | +US$ 25,2 mi | +13% | 7,01% | 31,5% | 23 | 30,43% | 0,8 |
|
| 4337 |
4337
SMI Advisory Services
Columbus,
Indiana
| US$ 223 mi | -US$ 10 mi | -4% | 0,79% | 80,7% | 31 | 32,26% | 0,4 |
|
| 4338 |
4338
Sonata Capital Group
Seattle,
Washington
| US$ 223 mi | +US$ 3,19 mi | +1% | 0,75% | 66,5% | 131 | 9,16% | 4,3 |
|
| 4339 |
4339
Affinity Investment Advisors
Newport Beach,
California
| US$ 223 mi | +US$ 1,4 mi | +0,6% | 0,02% | 189% | 178 | 15,73% | 2 |
|
| 4340 |
4340
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 223 mi | +US$ 3,76 mi | +2% | 0,37% | 56,9% | 34 | 2,94% | 1,9 |
|
| 4341 |
4341
Neumann Capital Management
Foster City,
California
| US$ 223 mi | +US$ 110 mil | +0% | 0,31% | 89,9% | 88 | 5,68% | 5 |
|
| 4342 |
4342
Wills Financial Group
Richmond,
Virginia
| US$ 223 mi | -US$ 8,04 mi | -3% | 2,11% | 57,5% | 72 | 8,33% | 3,6 |
|
| 4343 |
4343
SimpliFi Inc
San Diego,
California
| US$ 223 mi | +US$ 1,83 mi | +0,8% | 0,73% | 27,9% | 27 | 11,11% | 1,8 |
|
| 4344 |
4344
BigSur Wealth Management
Miami,
Florida
| US$ 223 mi | +US$ 1,04 mi | +0,5% | 0,99% | 94,8% | 127 | 7,87% | 2,7 |
|
| 4345 |
4345
Auxano Advisors
Bellevue,
Washington
| US$ 223 mi | +US$ 3,76 mi | +2% | 0,89% | 85,4% | 70 | 8,57% | 1,1 |
|
| 4346 |
4346
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 223 mi | -US$ 3,35 mi | -1% | 1,6% | 106% | 39 | 7,69% | 1,6 |
|
| 4347 |
4347
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$ 223 mi | – | – | 1,62% | – | 78 | – | 1,9 |
|
| 4348 |
HRC
4348
Hoertkorn Richard Charles
| US$ 222 mi | -US$ 986 mil | -0,4% | 0,57% | 172% | 82 | 2,44% | 5,8 |
|
| 4349 |
4349
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 222 mi | -US$ 46,5 mi | -17% | 2,79% | 105% | 145 | 31,03% | 0,7 |
|
| 4350 |
4350
Family Legacy Inc
Greenville,
South Carolina
| US$ 222 mi | -US$ 1,92 mi | -0,9% | 1,14% | 89% | 110 | 2,73% | 3,2 |
|