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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
Concentrum Wealth Management
San Jose,
California
| US$ 257 mi | +US$ 19,2 mi | +8% | 6,76% | 174% | 74 | 6,76% | 2,8 |
|
| 4777 |
4777
MTM Investment Management
Spartanburg,
South Carolina
| US$ 257 mi | +US$ 12,9 mi | +5% | 7,16% | 87,7% | 277 | 6,86% | 2,9 |
|
| 4778 |
4778
Global Financial Private Client
Sarasota,
Florida
| US$ 257 mi | +US$ 17,4 mi | +7% | 7,36% | 100% | 828 | 20,05% | 2,9 |
|
| 4779 |
4779
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 257 mi | +US$ 25,7 mi | +11% | 5,46% | 63% | 167 | 27,54% | 1,6 |
|
| 4780 |
4780
Segra Capital Management
Palm Beach,
Florida
| US$ 256 mi | +US$ 130 mi | +103% | 0,18% | 19% | 10 | 60% | 0,9 |
|
| 4781 |
4781
Miller Equity Capital Advisors
Irving,
Texas
| US$ 256 mi | +US$ 15,8 mi | +7% | 7,61% | 23,7% | 56 | 1,79% | 3,8 |
|
| 4782 |
4782
United Community Bank
Greenville,
South Carolina
| US$ 256 mi | +US$ 8,65 mi | +3% | 8,56% | 72,7% | 393 | 9,41% | 1,7 |
|
| 4783 |
PH
4783
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 256 mi | +US$ 10,1 mi | +4% | 7,84% | 79,6% | 259 | 18,92% | 4,6 |
|
| 4784 |
4784
Sand Grove Capital Management
London,
United Kingdom
| US$ 256 mi | -US$ 86 mi | -25% | 12,4% | 410% | 28 | 75% | 0,4 |
|
| 4785 |
4785
True Wealth Design
Akron,
Ohio
| US$ 256 mi | -US$ 149 mi | -37% | 5,16% | 57% | 1.325 | 45,06% | 0,9 |
|
| 4786 |
4786
Selway Asset Management
| US$ 256 mi | +US$ 10,6 mi | +4% | 5,9% | 36,5% | 82 | 14,63% | 5,4 |
|
| 4787 |
4787
Red Lighthouse Investment Management
New York
| US$ 256 mi | +US$ 17,1 mi | +7% | 6,7% | 63,4% | 106 | 3,77% | 1,5 |
|
| 4788 |
4788
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 256 mi | -US$ 19,9 mi | -7% | 5,45% | 125% | 73 | 8,22% | 5 |
|
| 4789 |
4789
Investment Management Associates
Greenwood Village,
Colorado
| US$ 256 mi | -US$ 35,5 mi | -12% | 7,45% | 50,4% | 40 | 27,5% | 2,2 |
|
| 4790 |
4790
Enzi Wealth
Austin,
Texas
| US$ 256 mi | +US$ 28,5 mi | +13% | 6,03% | 77% | 72 | 13,89% | 1,3 |
|
| 4791 |
4791
Summit Rock Advisors
New York
| US$ 256 mi | -US$ 67,8 mi | -21% | 5,12% | – | 8 | 37,5% | 0,6 |
|
| 4792 |
AP
4792
Arlington Partners
Birmingham,
Alabama
| US$ 256 mi | +US$ 54,2 mi | +27% | 12% | 46,4% | 59 | 3,39% | 2,4 |
|
| 4793 |
MCF
4793
MKA Charitable Fund
San Francisco,
California
| US$ 256 mi | -US$ 5,13 mi | -2% | 16,4% | 17,1% | 1 | 0% | 0,8 |
|
| 4794 |
4794
Retirement Capital Strategies
San Jose,
California
| US$ 256 mi | +US$ 6,17 mi | +2% | 6,12% | 59% | 84 | 44,05% | 2,3 |
|
| 4795 |
4795
Brand Asset Management Group
Chesterfield,
Missouri
| US$ 255 mi | +US$ 18,7 mi | +8% | 7,34% | 70,2% | 92 | 16,3% | 4,4 |
|
| 4796 |
4796
Hixon Zuercher
Findlay,
Ohio
| US$ 255 mi | +US$ 18 mi | +8% | 7,38% | 101% | 76 | 15,79% | 2,8 |
|
| 4797 |
4797
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 255 mi | +US$ 21,3 mi | +9% | 7,65% | 59,1% | 84 | 19,05% | 1,8 |
|
| 4798 |
RL
4798
Rogco LP
Claremore,
Oklahoma
| US$ 255 mi | +US$ 10 mi | +4% | 6,4% | 53,3% | 248 | 6,45% | 0,9 |
|
| 4799 |
4799
SMART Wealth
Omaha,
Nebraska
| US$ 255 mi | +US$ 7,92 mi | +3% | 5,44% | 77,7% | 166 | 40,36% | 0,7 |
|
| 4800 |
4800
Westwood Wealth Management
Los Angeles,
California
| US$ 255 mi | -US$ 13,2 mi | -5% | 0,93% | 495% | 44 | 9,09% | 1,8 |
|