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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Concentrum Wealth Management
San Jose,
California
| US$ 319 mi | +US$ 48,9 mi | +18% | 22,2% | 174% | 83 | 20,48% | 3,1 |
|
| 4427 |
4427
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 319 mi | +US$ 22,8 mi | +8% | 4,58% | 36,2% | 161 | 13,66% | 2,7 |
|
| 4428 |
4428
TSP Capital Management Group
Summit,
New Jersey
| US$ 319 mi | +US$ 14,6 mi | +5% | 10,3% | 186% | 46 | 100% | – |
|
| 4429 |
4429
Capital Planning
Bellevue,
Washington
| US$ 318 mi | -US$ 39,3 mi | -11% | 15,7% | 81,2% | 101 | 27,72% | 2,9 |
|
| 4430 |
4430
Oxler Private Wealth
Rye Brook,
New York
| US$ 318 mi | +US$ 33,6 mi | +12% | 14,8% | 119% | 87 | 3,45% | 3,4 |
|
| 4431 |
4431
11 Capital Partners
Darien,
Connecticut
| US$ 318 mi | +US$ 16,7 mi | +6% | 17,9% | 101% | 19 | 15,79% | 1,6 |
|
| 4432 |
4432
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 318 mi | +US$ 42,9 mi | +16% | 13% | 92,5% | 84 | 19,05% | 1,3 |
|
| 4433 |
FAP
4433
Financial Advisory Partners
Winter Park,
Florida
| US$ 318 mi | +US$ 19,1 mi | +6% | 7,32% | 52,9% | 67 | 5,97% | 2,6 |
|
| 4434 |
4434
Neumann Capital Management
Foster City,
California
| US$ 318 mi | +US$ 28,8 mi | +10% | 12,4% | 89,9% | 103 | 6,8% | 7,3 |
|
| 4435 |
4435
Court Place Advisors
Ellicott City,
Maryland
| US$ 318 mi | +US$ 16,5 mi | +5% | 9,05% | 92% | 153 | 7,19% | 7,9 |
|
| 4436 |
4436
Newton One Investments
Newark,
Delaware
| US$ 318 mi | +US$ 38,1 mi | +14% | 7,22% | 42% | 129 | 9,3% | 1,7 |
|
| 4437 |
4437
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 318 mi | +US$ 4,95 mi | +2% | 13,6% | 101% | 436 | 4,13% | 3,9 |
|
| 4438 |
4438
EWA LLC
Pittsbugh,
Pennsylvania
| US$ 318 mi | +US$ 48,6 mi | +18% | 14,2% | 102% | 233 | 27,9% | 1,1 |
|
| 4439 |
4439
Knuff & Co
Foster City,
California
| US$ 318 mi | +US$ 19,6 mi | +7% | 13,3% | 85,8% | 143 | 19,58% | 4,1 |
|
| 4440 |
CIA
4440
Corigliano Investment Advisers
Raleigh,
North Carolina
| US$ 318 mi | +US$ 92,3 mi | +41% | 1,4% | – | 63 | 73,02% | 0,1 |
|
| 4441 |
4441
Oak Family Advisors
Chicago,
Illinois
| US$ 317 mi | +US$ 20,4 mi | +7% | 11,3% | 81,9% | 119 | 28,57% | 2,2 |
|
| 4442 |
4442
Seascape Capital Management
Portsmouth,
New Hampshire
| US$ 317 mi | +US$ 30,5 mi | +11% | 10,9% | 111% | 103 | 9,71% | 3,3 |
|
| 4443 |
4443
OLIO Financial Planning
Mclean,
Virginia
| US$ 317 mi | +US$ 27,7 mi | +10% | 6,9% | 52,9% | 64 | 7,81% | 2,1 |
|
| 4444 |
4444
Sandbox Financial Partners
Bethesda,
Maryland
| US$ 317 mi | +US$ 33,8 mi | +12% | 13% | 69,6% | 127 | 17,32% | 2,3 |
|
| 4445 |
VST
4445
Van Strum & Towne
San Francisco,
California
| US$ 317 mi | +US$ 19,3 mi | +6% | 7,4% | 62,2% | 114 | 4,39% | 5,9 |
|
| 4446 |
4446
360 Financial
Wayzata,
Minnesota
| US$ 317 mi | +US$ 40,5 mi | +15% | 10,8% | 82,5% | 86 | 12,79% | 2,9 |
|
| 4447 |
4447
Duncan Williams Asset Management
Memphis,
Tennessee
| US$ 317 mi | +US$ 40 mi | +14% | 7,97% | – | 156 | 7,05% | 0,8 |
|
| 4448 |
4448
WJ Wealth Management
Glendale,
Arizona
| US$ 317 mi | +US$ 34,1 mi | +12% | 13,1% | 90,6% | 106 | 31,13% | 1,8 |
|
| 4449 |
4449
Crestview Partners III
New York
| US$ 316 mi | -US$ 23,6 mi | -7% | 5,95% | 51,2% | 3 | 0% | 4,2 |
|
| 4450 |
4450
EdgeRock Capital
Denver,
Colorado
| US$ 316 mi | +US$ 176 mi | +125% | 9,84% | 71,3% | 112 | 41,96% | 0,9 |
|