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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
MKD Wealth Coaches
Troy,
Michigan
| US$ 118 mi | +US$ 21,3 mi | +22% | 6,23% | – | 53 | 13,21% | 0,8 |
|
| 4777 |
4777
Spinnaker Capital
Boston,
Massachusetts
| US$ 117 mi | -US$ 15,1 mi | -11% | 13,7% | 12,4% | 2 | 0% | 2 |
|
| 4778 |
4778
1776 Wealth
Atlanta,
Georgia
| US$ 117 mi | – | – | 9,03% | 90,4% | 336 | – | 0 |
|
| 4779 |
SC
4779
Steph & Co
Marinette,
Wisconsin
| US$ 117 mi | – | – | 6,84% | 61,6% | 256 | – | 0 |
|
| 4780 |
4780
Genesee Capital Advisors
Auburn,
New York
| US$ 117 mi | +US$ 9,42 mi | +9% | 6,71% | 107% | 74 | 14,86% | 0,7 |
|
| 4781 |
4781
EDMP Inc
Lutz,
Florida
| US$ 117 mi | +US$ 4,82 mi | +4% | 8,67% | 78% | 53 | 5,66% | 3,4 |
|
| 4782 |
4782
First Dallas Securities
Dallas,
Texas
| US$ 117 mi | +US$ 4,38 mi | +4% | 7,89% | 163% | 93 | 18,28% | 3,3 |
|
| 4783 |
4783
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 117 mi | -US$ 560 mil | -0,5% | 9,6% | 117% | 35 | 20% | 0,8 |
|
| 4784 |
4784
Mad River Investors
Boston,
Massachusetts
| US$ 117 mi | +US$ 14,3 mi | +14% | 13,3% | 225% | 24 | 8,33% | 3,6 |
|
| 4785 |
4785
Liquid Strategies
Atlanta,
Georgia
| US$ 117 mi | – | – | 3,11% | 46,8% | 6 | – | 0 |
|
| 4786 |
4786
Mangham Associates
Charlottesville,
Virginia
| US$ 117 mi | -US$ 17,6 mi | -13% | 8,34% | 24,4% | 4 | 25% | 1,6 |
|
| 4787 |
PGF
4787
Pelham Global Financials
London,
United Kingdom
| US$ 117 mi | +US$ 2,21 mi | +2% | 3,39% | 24,5% | 8 | 37,5% | 0,8 |
|
| 4788 |
4788
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 117 mi | – | – | 7,69% | 63,8% | 83 | – | 0 |
|
| 4789 |
4789
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 117 mi | – | – | 5,96% | 76,8% | 162 | – | 0 |
|
| 4790 |
4790
Ballew Advisors
Jackson,
Mississippi
| US$ 117 mi | +US$ 7,08 mi | +6% | 4,7% | 68% | 99 | 17,17% | 1,6 |
|
| 4791 |
4791
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 117 mi | – | – | 8,29% | 128% | 75 | – | 0 |
|
| 4792 |
DG
4792
Dumont Global
New York
| US$ 116 mi | – | – | 6,82% | – | 6 | – | 0 |
|
| 4793 |
CSWG
4793
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$ 116 mi | – | – | 6,35% | 67,3% | 55 | – | 0 |
|
| 4794 |
4794
Inherent Group
New York
| US$ 116 mi | +US$ 8,69 mi | +8% | 20,4% | 61,7% | 7 | 0% | 0,7 |
|
| 4795 |
4795
Washington Capital Management
Seattle,
Washington
| US$ 116 mi | +US$ 14,1 mi | +14% | 10,1% | 81,8% | 108 | 15,74% | 2,4 |
|
| 4796 |
BRC
4796
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$ 116 mi | +US$ 3,39 mi | +3% | 6,96% | – | 393 | 11,45% | 2,2 |
|
| 4797 |
4797
Loveless Wealth Management
Billings,
Montana
| US$ 116 mi | – | – | 5,91% | – | 116 | – | 0 |
|
| 4798 |
4798
RiverGlades Family Offices
Naples,
Florida
| US$ 116 mi | +US$ 4,04 mi | +4% | 5,82% | – | 67 | 11,94% | 0,8 |
|
| 4799 |
4799
Madison Avenue Partners
New York
| US$ 116 mi | – | – | 18,5% | 284% | 15 | – | 0 |
|
| 4800 |
4800
Koch Industries
Wichita,
Kansas
| US$ 116 mi | -US$ 17,6 mi | -13% | 12,7% | 56,9% | 2 | 0% | 3 |
|