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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
FWM
4876
Filbrandt Wealth Management
Middleton,
Wisconsin
| US$ 174 mi | -US$ 2,23 mi | -1% | 1,48% | – | 265 | 38,49% | 1 |
|
| 4877 |
4877
Pacific Sun Financial
Los Angeles,
California
| US$ 174 mi | – | – | 1,9% | 70,3% | 174 | – | 2,5 |
|
| 4878 |
4878
Sovereign Financial Group
Stamford,
Connecticut
| US$ 174 mi | +US$ 8,7 mi | +5% | 0,58% | 90,7% | 192 | 25,52% | 0,6 |
|
| 4879 |
4879
Landaas & Company
Milwaukee,
Wisconsin
| US$ 174 mi | -US$ 4,93 mi | -3% | 0,62% | 68,3% | 77 | 5,19% | 2,6 |
|
| 4880 |
4880
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 174 mi | +US$ 24,4 mi | +16% | 7,35% | 99,7% | 126 | 15,08% | 0,4 |
|
| 4881 |
4881
Legacy Bridge
West Des Moines,
Iowa
| US$ 173 mi | -US$ 3,34 mi | -2% | 0,34% | 236% | 312 | 10,26% | 2,1 |
|
| 4882 |
4882
Harrington Investments
Napa,
California
| US$ 173 mi | +US$ 4,41 mi | +3% | 1,22% | 109% | 84 | 9,52% | 3,2 |
|
| 4883 |
4883
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 173 mi | -US$ 4,8 mi | -3% | 3,98% | – | 220 | 23,64% | 1,3 |
|
| 4884 |
4884
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$ 173 mi | -US$ 5,06 mi | -3% | 0,62% | 79,4% | 37 | 2,7% | 4,5 |
|
| 4885 |
4885
Apexium Financial
Dallas,
Texas
| US$ 173 mi | +US$ 12,1 mi | +7% | 0,11% | 89,6% | 91 | 13,19% | 1,3 |
|
| 4886 |
4886
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 173 mi | +US$ 957 mil | +0,6% | 0,37% | 98,6% | 177 | 19,77% | 2,8 |
|
| 4887 |
4887
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 173 mi | -US$ 6,34 mi | -4% | 1,57% | 66,8% | 142 | 2,82% | 3,1 |
|
| 4888 |
4888
IMS Capital Management
Portland,
Oregon
| US$ 173 mi | +US$ 3,32 mi | +2% | 1,22% | 119% | 146 | 19,18% | 3,2 |
|
| 4889 |
4889
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 173 mi | +US$ 2,94 mi | +2% | 2,19% | 47,9% | 103 | 15,53% | 2,1 |
|
| 4890 |
4890
RFG Holdings
Argyle,
Texas
| US$ 173 mi | +US$ 3,01 mi | +2% | 1,56% | 74,2% | 36 | 36,11% | 0,5 |
|
| 4891 |
CWM
4891
CCG Wealth Management
San Diego,
California
| US$ 173 mi | +US$ 44 mi | +34% | 0,25% | 82,6% | 117 | 33,33% | 1,2 |
|
| 4892 |
4892
Spark Investment Management
New York
| US$ 173 mi | -US$ 9,7 mi | -5% | 8,46% | 459% | 45 | 28,89% | 0,9 |
|
| 4893 |
4893
SWMG LLC
Fort Worth,
Texas
| US$ 172 mi | +US$ 2,44 mi | +1% | 1,28% | 68,7% | 68 | 20,59% | 0,6 |
|
| 4894 |
4894
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 172 mi | +US$ 5,55 mi | +3% | 0,08% | 56,9% | 81 | 11,11% | 2 |
|
| 4895 |
MA
4895
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 172 mi | -US$ 17,3 mi | -9% | 4,28% | 166% | 74 | 6,76% | 5,7 |
|
| 4896 |
4896
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 172 mi | -US$ 2,67 mi | -2% | 0,76% | 91,4% | 178 | 29,21% | 0,5 |
|
| 4897 |
4897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 172 mi | – | – | 0,8% | 155% | 102 | – | 0 |
|
| 4898 |
CFG
4898
CMC Financial Group
Atlanta,
Georgia
| US$ 172 mi | -US$ 4,03 mi | -2% | 2,02% | 102% | 32 | 28,13% | 1,5 |
|
| 4899 |
WCH
4899
Willoughby Capital Holdings
Greenwich,
Connecticut
| US$ 172 mi | – | – | 22% | – | 1 | – | 0 |
|
| 4900 |
4900
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 172 mi | +US$ 19,7 mi | +13% | 0,91% | 38,4% | 14 | 21,43% | 1,4 |
|