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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Smart Money Group
Eastland,
Texas
| US$ 338 mi | +US$ 18,8 mi | +6% | 5,87% | 58,9% | 83 | 14,46% | 2,7 |
|
| 4502 |
4502
Newton One Investments
Newark,
Delaware
| US$ 338 mi | +US$ 19,9 mi | +6% | 5,55% | 42% | 128 | 6,25% | 2 |
|
| 4503 |
4503
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 338 mi | +US$ 24,8 mi | +8% | 14,9% | 350% | 160 | 36,88% | 1,6 |
|
| 4504 |
4504
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 338 mi | +US$ 18,9 mi | +6% | 4,48% | 40,3% | 166 | 9,64% | 2,9 |
|
| 4505 |
4505
Incline Global Management
New York
| US$ 337 mi | +US$ 82,9 mi | +33% | 4,38% | 40,1% | 36 | 55,56% | 1,3 |
|
| 4506 |
4506
Western Standard LLC
Los Angeles,
California
| US$ 337 mi | +US$ 157 mi | +88% | 11,3% | 83,7% | 33 | 66,67% | 0,3 |
|
| 4507 |
4507
Seaside Wealth Management
Carlsbad,
California
| US$ 337 mi | +US$ 22,7 mi | +7% | 6,25% | 53,4% | 63 | 1,59% | 2,4 |
|
| 4508 |
4508
Regimen Wealth
Atlanta,
Georgia
| US$ 337 mi | +US$ 14,8 mi | +5% | 4,56% | 34,4% | 78 | 8,97% | 1,8 |
|
| 4509 |
DS
4509
Dalal Street
West Lake Hills,
Texas
| US$ 337 mi | +US$ 65,3 mi | +24% | 32,3% | 92,7% | 6 | 33,33% | 1 |
|
| 4510 |
CIS
4510
Custom Index Systems
New York
| US$ 337 mi | +US$ 127 mi | +61% | 10% | – | 284 | 26,06% | 0,8 |
|
| 4511 |
4511
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| US$ 336 mi | +US$ 34,9 mi | +12% | 7,92% | – | 86 | 9,3% | 0,6 |
|
| 4512 |
4512
Global Assets Advisory
Orlando,
Florida
| US$ 336 mi | +US$ 80,1 mi | +31% | 9,63% | 95,9% | 301 | 33,89% | 0,7 |
|
| 4513 |
4513
BWM Planning
The Woodlands,
Texas
| US$ 336 mi | +US$ 45,8 mi | +16% | 7,63% | – | 92 | 14,13% | 0,8 |
|
| 4514 |
4514
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 336 mi | +US$ 18,1 mi | +6% | 8,59% | 101% | 432 | 4,86% | 4,2 |
|
| 4515 |
4515
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 335 mi | +US$ 31,8 mi | +10% | 8,32% | 75,7% | 158 | 17,09% | 1,7 |
|
| 4516 |
4516
Stevens Capital Partners
Omaha,
Nebraska
| US$ 335 mi | +US$ 56,1 mi | +20% | 8,29% | 76,3% | 94 | 13,83% | 1,5 |
|
| 4517 |
4517
McDonald Partners
Cleveland,
Ohio
| US$ 335 mi | -US$ 82,1 mi | -20% | 8,38% | 90,7% | 260 | 18,46% | 3 |
|
| 4518 |
4518
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 335 mi | +US$ 29,3 mi | +10% | 9,21% | 97% | 186 | 9,14% | 4,9 |
|
| 4519 |
4519
Bare Financial Services
Gap,
Pennsylvania
| US$ 335 mi | +US$ 38,4 mi | +13% | 5,76% | – | 1.470 | 23,27% | 0,5 |
|
| 4520 |
4520
Hilltop Partners
Mishawaka,
Indiana
| US$ 335 mi | +US$ 4,02 mi | +1% | 6,87% | 64,9% | 124 | 7,26% | 1,8 |
|
| 4521 |
GDS
4521
Gimbel Daniel Scott
| US$ 335 mi | -US$ 98,8 mi | -23% | 16,4% | 57,1% | 3 | 33,33% | 4,8 |
|
| 4522 |
4522
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 334 mi | +US$ 16 mi | +5% | 8% | 92,5% | 82 | 9,76% | 1,5 |
|
| 4523 |
4523
JRM Investment Counsel
Omaha,
Nebraska
| US$ 334 mi | +US$ 23 mi | +7% | 5,78% | 65,5% | 21 | 4,76% | 5,5 |
|
| 4524 |
4524
BCWM LLC
Overland Park,
Kansas
| US$ 334 mi | +US$ 19 mi | +6% | 8,36% | – | 58 | 12,07% | 4,6 |
|
| 4525 |
4525
Joule Financial
Lexington,
Kentucky
| US$ 334 mi | +US$ 25,8 mi | +8% | 7,12% | 55,5% | 121 | 16,53% | 2 |
|