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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$ 173 mi | +US$ 9,06 mi | +6% | 5,37% | 50,6% | 89 | 13,48% | 2,5 |
|
| 4827 |
4827
Towerpoint Wealth
Sacramento,
California
| US$ 173 mi | +US$ 7,43 mi | +4% | 6,34% | 67,7% | 90 | 14,44% | 2,9 |
|
| 4828 |
4828
Newbridge Financial Services Group
Boca Raton,
Florida
| US$ 173 mi | +US$ 3,12 mi | +2% | 4,91% | 189% | 1.541 | 12,13% | 1,5 |
|
| 4829 |
4829
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 173 mi | -US$ 9,7 mi | -5% | 4,58% | 104% | 60 | 8,33% | 3,8 |
|
| 4830 |
4830
DG Capital Management
New York
| US$ 173 mi | -US$ 54,1 mi | -24% | 7,62% | 76,7% | 64 | 40,63% | 1,6 |
|
| 4831 |
4831
Performa Ltd (US)
Charleston,
South Carolina
| US$ 173 mi | +US$ 23,4 mi | +16% | 6,84% | 55,8% | 85 | 20% | 1,3 |
|
| 4832 |
4832
Narus Financial Partners
Salt Lake City,
Utah
| US$ 173 mi | +US$ 15 mi | +10% | 7,75% | 85,3% | 124 | 19,35% | 2,8 |
|
| 4833 |
4833
Your Advocates Ltd
Houston,
Texas
| US$ 173 mi | +US$ 6,26 mi | +4% | 4,83% | 50% | 230 | 9,57% | 1,6 |
|
| 4834 |
KLCM
4834
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 173 mi | -US$ 4,09 mi | -2% | 11,3% | 91,9% | 143 | 19,58% | 2,3 |
|
| 4835 |
4835
Bennicas & Associates
Portola Valley,
California
| US$ 173 mi | +US$ 16,2 mi | +10% | 13,7% | 40,3% | 104 | 10,58% | 6 |
|
| 4836 |
4836
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 173 mi | +US$ 10,9 mi | +7% | 6,39% | 36,2% | 122 | 22,95% | 1,7 |
|
| 4837 |
AC
4837
Athos Capital
Hong Kong
| US$ 173 mi | -US$ 63,1 mi | -27% | 5,81% | 110% | 151 | 46,36% | 0,8 |
|
| 4838 |
4838
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$ 173 mi | -US$ 19,9 mi | -10% | 12,2% | 65% | 174 | 82,76% | 0,2 |
|
| 4839 |
4839
Burrus Financial Services
Salt Lake City,
Utah
| US$ 173 mi | +US$ 10,2 mi | +6% | 5,58% | 31,3% | 10 | 10% | 0,6 |
|
| 4840 |
4840
LRT Capital Management
Austin,
Texas
| US$ 173 mi | +US$ 26 mi | +18% | 9,35% | 76,2% | 70 | 27,14% | 0,7 |
|
| 4841 |
GWM
4841
Gray Wealth Management
Bangor,
Maine
| US$ 173 mi | +US$ 15,9 mi | +10% | 8,74% | 22,1% | 123 | 17,07% | 2,1 |
|
| 4842 |
4842
RIA Advisory Group
Des Moines,
Iowa
| US$ 173 mi | – | – | 6,01% | – | 96 | – | 0 |
|
| 4843 |
4843
Kestrel Investment Management
San Mateo,
California
| US$ 172 mi | +US$ 14,7 mi | +9% | 15,6% | 89,2% | 42 | 16,67% | 1,6 |
|
| 4844 |
4844
Mad River Investors
Boston,
Massachusetts
| US$ 172 mi | +US$ 35,1 mi | +26% | 27,7% | 169% | 27 | 7,41% | 4,1 |
|
| 4845 |
BIA
4845
Bigelow Investment Advisors
Portland,
Maine
| US$ 172 mi | +US$ 4,75 mi | +3% | 8,21% | 75,7% | 151 | 12,58% | 3,6 |
|
| 4846 |
4846
Powell Investment Advisors
Miami,
Florida
| US$ 172 mi | +US$ 19,8 mi | +13% | 7,15% | 82,4% | 142 | 19,72% | 2 |
|
| 4847 |
4847
Global Wealth Strategies & Associates
Denver,
Colorado
| US$ 172 mi | – | – | 7,2% | 68,7% | 346 | – | 0 |
|
| 4848 |
4848
WJ Wealth Management
Glendale,
Arizona
| US$ 172 mi | +US$ 12,8 mi | +8% | 7,57% | 90,6% | 59 | 22,03% | 1,4 |
|
| 4849 |
4849
NIA Impact Advisors
Berkeley,
California
| US$ 172 mi | +US$ 10 mi | +6% | 7,54% | – | 65 | 15,38% | 1,6 |
|
| 4850 |
4850
Chapin Davis
Baltimore,
Maryland
| US$ 172 mi | – | – | 10,8% | 339% | 203 | – | 0 |
|