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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Triton Wealth Management
Sun City,
Arizona
| US$ 175 mi | +US$ 27,8 mi | +19% | 11,1% | – | 131 | 29,01% | 0,7 |
|
| 4927 |
4927
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 175 mi | +US$ 17,5 mi | +11% | 5,55% | 91,4% | 171 | 28,65% | 0,4 |
|
| 4928 |
4928
Madison Wealth Partners
Madison,
Wisconsin
| US$ 175 mi | +US$ 32,5 mi | +23% | 6,22% | 66,9% | 74 | 29,73% | 0,4 |
|
| 4929 |
4929
Sequent Asset Management
Houston,
Texas
| US$ 174 mi | +US$ 12,5 mi | +8% | 4,48% | 51,3% | 73 | 15,07% | 2,7 |
|
| 4930 |
4930
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 174 mi | +US$ 13,1 mi | +8% | 6,46% | 57,8% | 106 | 16,98% | 0,9 |
|
| 4931 |
4931
Monterey Private Wealth
Monterey,
California
| US$ 174 mi | -US$ 7,46 mi | -4% | 6,65% | 29,8% | 102 | 8,82% | 1,1 |
|
| 4932 |
4932
Beddow Capital Management
Jackson,
Wyoming
| US$ 174 mi | +US$ 16,8 mi | +11% | 5,57% | 50,7% | 60 | 13,33% | 3,9 |
|
| 4933 |
AMC
4933
Asset Management Corp
Northbrook,
Illinois
| US$ 174 mi | -US$ 59,1 mi | -25% | 6,32% | 57,1% | 210 | 28,1% | 0,9 |
|
| 4934 |
4934
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 174 mi | -US$ 21,6 mi | -11% | 6,33% | 60,5% | 11 | 54,55% | 0,7 |
|
| 4935 |
4935
Bordeaux Wealth Advisors
Menlo Park,
California
| US$ 174 mi | +US$ 29,9 mi | +21% | 6,84% | 141% | 70 | 12,86% | 0,4 |
|
| 4936 |
4936
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 174 mi | +US$ 15 mi | +9% | 6,89% | 76,5% | 125 | 30,4% | 2,5 |
|
| 4937 |
4937
Yorktown Energy Partners VIII
New York
| US$ 174 mi | +US$ 49,6 mi | +40% | 41,2% | 15,2% | 2 | 0% | 4,8 |
|
| 4938 |
4938
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| US$ 174 mi | +US$ 21,8 mi | +14% | 7,21% | 21,1% | 73 | 13,7% | 0,4 |
|
| 4939 |
GWM
4939
Gray Wealth Management
Bangor,
Maine
| US$ 174 mi | +US$ 16 mi | +10% | 6,17% | 22,1% | 119 | 9,24% | 1 |
|
| 4940 |
4940
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 173 mi | +US$ 17,5 mi | +11% | 4,21% | 34,2% | 53 | 11,32% | 2,6 |
|
| 4941 |
4941
AJU IB Investment Company
Seoul,
South Korea
| US$ 173 mi | -US$ 91,7 mi | -35% | 4,17% | – | 11 | 0% | 0,5 |
|
| 4942 |
4942
General Equity Holdings
Brooklyn,
New York
| US$ 173 mi | +US$ 5,05 mi | +3% | 10,8% | 775% | 14 | 35,71% | 0,6 |
|
| 4943 |
4943
Asia Research & Capital Management
Hong Kong
| US$ 173 mi | – | – | 14,1% | – | 5 | – | 0 |
|
| 4944 |
4944
Fortis Advisors
Wayne,
Pennsylvania
| US$ 173 mi | +US$ 32,4 mi | +23% | 6,06% | 72,8% | 287 | 25,44% | 1,6 |
|
| 4945 |
4945
Newport Wealth Strategies
Irvine,
California
| US$ 173 mi | +US$ 11,9 mi | +7% | 7,17% | 51,5% | 115 | 6,09% | 1,9 |
|
| 4946 |
APSI
4946
Asset Planning Services Inc
Covington,
Louisiana
| US$ 173 mi | +US$ 7,44 mi | +4% | 5,42% | 138% | 41 | 4,88% | 2,9 |
|
| 4947 |
4947
Resource Planning Group
Atlanta,
Georgia
| US$ 173 mi | +US$ 20,2 mi | +13% | 4,02% | 1,9% | 88 | 29,55% | 1,5 |
|
| 4948 |
4948
Exeter Financial
Scottsdale,
Arizona
| US$ 172 mi | +US$ 13,9 mi | +9% | 5,73% | 59,1% | 82 | 4,88% | 2,8 |
|
| 4949 |
4949
EVR Research
Richmond,
Virginia
| US$ 172 mi | +US$ 40,7 mi | +31% | 9,96% | 165% | 34 | 44,12% | 0,3 |
|
| 4950 |
4950
Fermata Advisors
Sonoma,
California
| US$ 172 mi | +US$ 53,2 mi | +45% | 5,61% | 58,3% | 155 | 56,13% | 0,1 |
|