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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Almitas Capital
Santa Monica,
California
| US$ 209 mi | -US$ 25,1 mi | -11% | 2,62% | 86,1% | 108 | 35,19% | 1 |
|
| 4552 |
4552
Quantum Private Wealth
Tampa,
Florida
| US$ 209 mi | -US$ 7,6 mi | -4% | 0,87% | 240% | 190 | 7,89% | 1,5 |
|
| 4553 |
4553
David Kennon
Sarasota,
Florida
| US$ 209 mi | -US$ 6,03 mi | -3% | 3,4% | 52,4% | 27 | 0% | 0,8 |
|
| 4554 |
4554
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 209 mi | -US$ 56,1 mi | -21% | 2,74% | 103% | 525 | 9,33% | 4,8 |
|
| 4555 |
4555
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$ 209 mi | -US$ 2,12 mi | -1% | 2,49% | 59,2% | 64 | 14,06% | 2,7 |
|
| 4556 |
4556
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$ 209 mi | -US$ 6,51 mi | -3% | 2,81% | 31,6% | 124 | 33,06% | 1 |
|
| 4557 |
4557
Snow Phipps Group
New York
| US$ 209 mi | +US$ 7,17 mi | +4% | 4,24% | 58% | 2 | 0% | 3,5 |
|
| 4558 |
4558
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| US$ 208 mi | +US$ 9,8 mi | +5% | 1,89% | – | 89 | 23,6% | 0,6 |
|
| 4559 |
4559
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$ 208 mi | -US$ 9,46 mi | -4% | 5,18% | 83,8% | 111 | 2,7% | 2,8 |
|
| 4560 |
4560
RBA Wealth Management
Newport Beach,
California
| US$ 208 mi | -US$ 6,72 mi | -3% | 2,45% | 91% | 91 | 6,59% | 1,8 |
|
| 4561 |
4561
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 208 mi | -US$ 75,7 mi | -27% | 2,26% | 65% | 168 | 61,9% | 1,3 |
|
| 4562 |
4562
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 208 mi | +US$ 6,22 mi | +3% | 2,51% | 73,2% | 246 | 25,2% | 1,4 |
|
| 4563 |
4563
Strata Wealth Advisors
Dallas,
Texas
| US$ 208 mi | – | – | 2,18% | 73,6% | 51 | – | 0,5 |
|
| 4564 |
4564
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 207 mi | -US$ 8 mi | -4% | 3,94% | 54,3% | 421 | 7,6% | 3,2 |
|
| 4565 |
4565
Khrom Capital Management
Miami Beach,
Florida
| US$ 207 mi | +US$ 23,1 mi | +13% | 8,6% | 35,6% | 13 | 30,77% | 1 |
|
| 4566 |
4566
Elmwood Wealth Management
Berkeley,
California
| US$ 207 mi | -US$ 7,24 mi | -3% | 3,02% | 42,1% | 123 | 11,38% | 3,5 |
|
| 4567 |
4567
Safeguard Financial
Minocqua,
Wisconsin
| US$ 207 mi | -US$ 312 mil | -0,2% | 3,68% | 21,9% | 607 | 88,63% | 1 |
|
| 4568 |
KLCM
4568
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 207 mi | -US$ 1,33 mi | -0,6% | 2,91% | 91,9% | 168 | 18,45% | 2,6 |
|
| 4569 |
4569
Astoria Portfolio Advisors
New York
| US$ 207 mi | -US$ 51,1 mi | -20% | 2,81% | 75,4% | 202 | 28,71% | 1,2 |
|
| 4570 |
4570
Biltmore Wealth Management
Tempe,
Arizona
| US$ 207 mi | -US$ 28,7 mi | -12% | 3,48% | 59,8% | 53 | 3,77% | 3,2 |
|
| 4571 |
4571
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 207 mi | +US$ 35 mi | +20% | 3,11% | 37,7% | 42 | 16,67% | 1,3 |
|
| 4572 |
4572
Nightview Capital
Austin,
Texas
| US$ 207 mi | -US$ 16,4 mi | -7% | 3,77% | 170% | 19 | 26,32% | 1,6 |
|
| 4573 |
4573
Snider Financial Group
Bellevue,
Washington
| US$ 207 mi | -US$ 2,28 mi | -1% | 2,51% | 87% | 61 | 9,84% | 1,3 |
|
| 4574 |
DLG
4574
Daniel L. Goodwin
| US$ 207 mi | -US$ 2,71 mi | -1% | 3,31% | 72,6% | 99 | 13,13% | 4 |
|
| 4575 |
4575
Delphi Financial Group
Wilmington,
Delaware
| US$ 207 mi | +US$ 9,8 mi | +5% | 5,08% | 66,3% | 32 | 50% | 2,2 |
|