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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$ 139 mi | +US$ 13 mi | +10% | 4,32% | 63,7% | 31 | 6,45% | 0,9 |
|
| 4477 |
4477
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 139 mi | +US$ 16,5 mi | +13% | 3,98% | 36,2% | 76 | 14,47% | 0,6 |
|
| 4478 |
NEGWA
4478
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 139 mi | +US$ 50 mil | +0% | 5,05% | 6,04% | 57 | 5,26% | 1,7 |
|
| 4479 |
4479
Searcy Financial Services
Overland Park,
Kansas
| US$ 139 mi | +US$ 4,31 mi | +3% | 5,22% | 60,2% | 16 | 0% | 0,9 |
|
| 4480 |
SV
4480
Stilwell Value
New York
| US$ 139 mi | +US$ 6,12 mi | +5% | 3,33% | 87,9% | 44 | 15,91% | 2,3 |
|
| 4481 |
4481
Rush Island Management
New York
| US$ 139 mi | -US$ 50,7 mi | -27% | 10,1% | 15,5% | 18 | 55,56% | 0,5 |
|
| 4482 |
4482
JW Asset Management
Miami Beach,
Florida
| US$ 139 mi | +US$ 25,1 mi | +22% | 31,3% | 251% | 13 | 46,15% | 2,4 |
|
| 4483 |
4483
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 139 mi | – | – | 6,83% | 51,7% | 278 | – | 0 |
|
| 4484 |
4484
Unison Advisors
Washington,
District of Columbia
| US$ 139 mi | +US$ 8,54 mi | +7% | 9,07% | 57,8% | 168 | 3,57% | 1,5 |
|
| 4485 |
4485
Stelac Advisory Services
New York
| US$ 138 mi | -US$ 2,34 mi | -2% | 5,54% | 84,9% | 117 | 33,33% | 2,4 |
|
| 4486 |
4486
Boyar Asset Management
New York
| US$ 138 mi | +US$ 6,69 mi | +5% | 8,63% | 75,5% | 72 | 8,33% | 4,6 |
|
| 4487 |
4487
Wells Trecaso Financial Group
Akron,
Ohio
| US$ 138 mi | +US$ 12,8 mi | +10% | 11,1% | 108% | 72 | 8,33% | 1,7 |
|
| 4488 |
4488
Clare Market Investments
Dallas,
Texas
| US$ 138 mi | +US$ 32,9 mi | +31% | 12,8% | – | 96 | 30,21% | 0,7 |
|
| 4489 |
4489
White Square Capital
London,
United Kingdom
| US$ 138 mi | +US$ 18,1 mi | +15% | 29,8% | 542% | 17 | 76,47% | 0,2 |
|
| 4490 |
4490
Bennicas & Associates
Portola Valley,
California
| US$ 138 mi | +US$ 9,19 mi | +7% | 7% | 40,3% | 87 | 6,9% | 4,9 |
|
| 4491 |
4491
Nikulski Financial
Bettendorf,
Iowa
| US$ 138 mi | +US$ 18,2 mi | +15% | 8,5% | 95,8% | 94 | 7,45% | 1,4 |
|
| 4492 |
4492
Arjuna Capital
Durham,
North Carolina
| US$ 138 mi | +US$ 20,9 mi | +18% | 9,84% | 105% | 90 | 18,89% | 1,3 |
|
| 4493 |
4493
Black Diamond Financial
Towson,
Maryland
| US$ 138 mi | +US$ 2,42 mi | +2% | 7,18% | 68,3% | 73 | 13,7% | 0,8 |
|
| 4494 |
4494
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 138 mi | +US$ 16,8 mi | +14% | 7,81% | 56,9% | 26 | 26,92% | 1,3 |
|
| 4495 |
GCM
4495
Garland Capital Management
Bellevue,
Washington
| US$ 138 mi | -US$ 1,89 mi | -1% | 5,21% | 55,7% | 37 | 13,51% | 3,7 |
|
| 4496 |
4496
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 138 mi | – | – | 10% | – | 34 | – | 0 |
|
| 4497 |
4497
Seven Post Investment Office
San Francisco,
California
| US$ 138 mi | -US$ 1,71 mi | -1% | 1,96% | 44,4% | 29 | 17,24% | 1,8 |
|
| 4498 |
4498
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$ 138 mi | +US$ 18 mi | +15% | 8,46% | 71,4% | 92 | 16,3% | 1,9 |
|
| 4499 |
4499
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$ 138 mi | +US$ 15 mi | +12% | 6,58% | 68,6% | 44 | 13,64% | 1,3 |
|
| 4500 |
SPC
4500
Stony Point Capital
New York
| US$ 138 mi | – | – | 8,46% | 208% | 22 | – | 0 |
|