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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Abbot Financial Management
Andover,
Massachusetts
| US$ 205 mi | -US$ 19,1 mi | -9% | 5,74% | 102% | 140 | 10% | 3,4 |
|
| 4752 |
4752
Marion Wealth Management
Monroeville,
Pennsylvania
| US$ 205 mi | -US$ 6,22 mi | -3% | 3,63% | 51,7% | 99 | 4,04% | 0,3 |
|
| 4753 |
4753
Mendel Money Management
Northbrook,
Illinois
| US$ 205 mi | +US$ 31,3 mi | +18% | 5,82% | 75,4% | 125 | 46,4% | 2,2 |
|
| 4754 |
4754
Client 1st Advisory Group
Dunedin,
Florida
| US$ 205 mi | -US$ 174 mil | -0,1% | 3,61% | 64,5% | 82 | 8,54% | 1,4 |
|
| 4755 |
4755
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 205 mi | -US$ 2,31 mi | -1% | 1,06% | 80,3% | 122 | 7,38% | 1,7 |
|
| 4756 |
4756
Townsend Asset Management
Raleigh,
North Carolina
| US$ 205 mi | -US$ 4,82 mi | -2% | 5,02% | 88,5% | 219 | 10,05% | 1,8 |
|
| 4757 |
4757
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 205 mi | +US$ 106 mi | +108% | 5,74% | 65% | 459 | 80,61% | 0,2 |
|
| 4758 |
4758
Robertson Opportunity Capital
Dallas,
Texas
| US$ 204 mi | -US$ 14,1 mi | -6% | 0,66% | 93,4% | 29 | 13,79% | 5 |
|
| 4759 |
4759
Prosperity Planning
Kansas City,
Missouri
| US$ 204 mi | +US$ 6,97 mi | +4% | 4,2% | 43,5% | 96 | 4,17% | 1 |
|
| 4760 |
4760
SG Capital Management
Chicago,
Illinois
| US$ 204 mi | -US$ 61,1 mi | -23% | 2,65% | 250% | 84 | 69,05% | 0,4 |
|
| 4761 |
4761
Northwest Wealth Management
Spencer,
Iowa
| US$ 204 mi | -US$ 11 mi | -5% | 1,61% | 68,2% | 143 | 20,28% | 2,8 |
|
| 4762 |
4762
Madrona Financial Services
Everett,
Washington
| US$ 204 mi | -US$ 32,5 mi | -14% | 4,09% | 85,1% | 82 | 14,63% | 2,4 |
|
| 4763 |
CWM
4763
CCG Wealth Management
San Diego,
California
| US$ 204 mi | +US$ 12,2 mi | +6% | 3,64% | 82,6% | 131 | 32,82% | 1,3 |
|
| 4764 |
4764
Bienville Capital Management
New York
| US$ 204 mi | +US$ 65,9 mi | +48% | 7,06% | 36,3% | 154 | 45,45% | 2 |
|
| 4765 |
4765
Ferguson Shapiro
Decatur,
Georgia
| US$ 204 mi | +US$ 18,5 mi | +10% | 7,19% | 42,7% | 42 | 50% | 0,7 |
|
| 4766 |
4766
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 204 mi | +US$ 1,02 mi | +0,5% | 4,42% | 58,9% | 76 | 18,42% | 1 |
|
| 4767 |
TL
4767
TowerView LLC
New York
| US$ 204 mi | +US$ 1,4 mi | +0,7% | 2,48% | 17,9% | 36 | 13,89% | 2,8 |
|
| 4768 |
4768
Newbridge Financial Services Group
Boca Raton,
Florida
| US$ 203 mi | -US$ 8,32 mi | -4% | 5,05% | 189% | 1.612 | 17,25% | 1 |
|
| 4769 |
4769
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 203 mi | -US$ 2,56 mi | -1% | 3,37% | 136% | 133 | 22,56% | 2,2 |
|
| 4770 |
4770
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$ 203 mi | -US$ 56,4 mi | -22% | 0,08% | 65% | 147 | 55,1% | 0,2 |
|
| 4771 |
SFA
4771
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 203 mi | -US$ 1,8 mi | -0,9% | 1,69% | 187% | 10 | 10% | 2,8 |
|
| 4772 |
4772
PYA Waltman Capital
Knoxville,
Tennessee
| US$ 203 mi | +US$ 9,06 mi | +5% | 1,56% | 62,4% | 216 | 8,33% | 0,5 |
|
| 4773 |
4773
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 203 mi | -US$ 16,9 mi | -8% | 5,78% | 47% | 13 | 7,69% | 0,9 |
|
| 4774 |
4774
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$ 203 mi | +US$ 17 mi | +9% | 10,5% | 79,4% | 37 | 2,7% | 4,9 |
|
| 4775 |
4775
New Leaf Venture Partners
New York
| US$ 203 mi | -US$ 73,1 mi | -26% | 22% | 3,91% | 22 | 4,55% | 2,7 |
|