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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Sweeney & Michel
Chico,
California
| US$ 194 mi | +US$ 6,5 mi | +3% | 5,11% | – | 104 | 4,81% | 0,2 |
|
| 4802 |
4802
Joule Financial
Lexington,
Kentucky
| US$ 194 mi | +US$ 7,79 mi | +4% | 2,87% | 55,5% | 111 | 18,92% | 0,8 |
|
| 4803 |
4803
Carmel Capital Partners
San Diego,
California
| US$ 194 mi | +US$ 24,9 mi | +15% | 7,46% | 65,1% | 485 | 15,46% | 0,5 |
|
| 4804 |
4804
Highland Financial Advisors
Wayne,
New Jersey
| US$ 194 mi | +US$ 9,8 mi | +5% | 4,65% | 70% | 46 | 8,7% | 0,8 |
|
| 4805 |
4805
7G Capital Management
New York
| US$ 194 mi | +US$ 25,1 mi | +15% | 13% | 137% | 9 | 0% | 1,3 |
|
| 4806 |
4806
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 194 mi | +US$ 6,58 mi | +4% | 6,17% | 118% | 172 | 4,07% | 5,8 |
|
| 4807 |
4807
Exeter Financial
Scottsdale,
Arizona
| US$ 194 mi | -US$ 5,8 mi | -3% | 2,26% | 59,1% | 88 | 0% | 4,2 |
|
| 4808 |
4808
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 194 mi | +US$ 7,21 mi | +4% | 6,18% | 97,3% | 78 | 19,23% | 1,8 |
|
| 4809 |
4809
GoalVest Advisory
New York
| US$ 194 mi | +US$ 23,1 mi | +14% | 6,62% | 94,8% | 421 | 53,44% | 1 |
|
| 4810 |
4810
Narus Financial Partners
Salt Lake City,
Utah
| US$ 194 mi | +US$ 9,08 mi | +5% | 5,09% | 85,3% | 126 | 16,67% | 2,9 |
|
| 4811 |
4811
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 193 mi | +US$ 13,5 mi | +8% | 7,15% | 91,5% | 139 | 8,63% | 1,2 |
|
| 4812 |
4812
Sonata Capital Group
Seattle,
Washington
| US$ 193 mi | +US$ 8,6 mi | +5% | 6,39% | 66,5% | 106 | 4,72% | 5,8 |
|
| 4813 |
OPL
4813
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| US$ 193 mi | +US$ 2,91 mi | +2% | 10% | 77,6% | 14 | 14,29% | 0,9 |
|
| 4814 |
PFA
4814
Professional Financial Advisors
North Platte,
Nebraska
| US$ 193 mi | +US$ 24,1 mi | +14% | 6,98% | 59,2% | 86 | 41,86% | 2 |
|
| 4815 |
BWM
4815
Brown Wealth Management
Naperville,
Illinois
| US$ 193 mi | – | – | 2,95% | 51,2% | 93 | – | 0 |
|
| 4816 |
4816
CVS Health
Woonsocket,
Rhode Island
| US$ 193 mi | +US$ 25,4 mi | +15% | 3,03% | 48,7% | 9 | 0% | 0,9 |
|
| 4817 |
4817
360 Financial
Wayzata,
Minnesota
| US$ 193 mi | +US$ 3,89 mi | +2% | 6,51% | 82,5% | 92 | 9,78% | 2,3 |
|
| 4818 |
4818
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 193 mi | -US$ 202 mi | -51% | 22,2% | 107% | 147 | 57,82% | 1,9 |
|
| 4819 |
4819
ABLE Financial Group
Scottsdale,
Arizona
| US$ 193 mi | +US$ 39,9 mi | +26% | 4,26% | 64,2% | 151 | 21,19% | 0,2 |
|
| 4820 |
4820
Seaside Wealth Management
Carlsbad,
California
| US$ 193 mi | +US$ 28,6 mi | +17% | 3,77% | 53,4% | 54 | 22,22% | 0,8 |
|
| 4821 |
4821
Valley Financial Management
New York
| US$ 193 mi | +US$ 31,4 mi | +19% | 4,49% | – | 52 | 30,77% | 0,5 |
|
| 4822 |
SL
4822
SOF Ltd
George Town,
Cayman Islands
| US$ 193 mi | +US$ 22,4 mi | +13% | 13,1% | 42,3% | 1 | 0% | 6,5 |
|
| 4823 |
4823
Iyo Bank
Matsuyama,
Japan
| US$ 193 mi | +US$ 22 mi | +13% | 12,9% | 125% | 30 | 3,33% | 1,3 |
|
| 4824 |
4824
Armor Advisors
New York
| US$ 193 mi | +US$ 5,54 mi | +3% | 4,24% | 78,5% | 16 | 25% | 0,9 |
|
| 4825 |
4825
Nixon Capital
Austin,
Texas
| US$ 193 mi | +US$ 22,8 mi | +13% | 10,7% | 118% | 24 | 12,5% | 1,3 |
|