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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 107 mi | – | – | 7,09% | 95,3% | 66 | – | 0 |
|
| 4952 |
4952
McNaughton Wealth Management
San Diego,
California
| US$ 107 mi | – | – | 2,95% | 55,6% | 47 | – | 0 |
|
| 4953 |
4953
Monashee Investment Management
Boston,
Massachusetts
| US$ 107 mi | -US$ 112 mi | -51% | 40,6% | 520% | 170 | 86,47% | 0,2 |
|
| 4954 |
4954
JFG Wealth Management
Denver,
Colorado
| US$ 107 mi | -US$ 2,94 mi | -3% | 3,47% | 65,2% | 18 | 44,44% | 0,8 |
|
| 4955 |
4955
Beam Wealth Advisors
Covington,
Louisiana
| US$ 107 mi | – | – | 5,04% | 59,7% | 149 | – | 0 |
|
| 4956 |
4956
New Potomac Partners
Bethesda,
Maryland
| US$ 107 mi | +US$ 7,2 mi | +7% | 8,28% | 37,2% | 140 | 5% | 1,8 |
|
| 4957 |
4957
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 107 mi | +US$ 3,99 mi | +4% | 7,85% | 47,6% | 19 | 5,26% | 3,1 |
|
| 4958 |
4958
Fourthstone LLC
St Louis,
Missouri
| US$ 107 mi | – | – | 9,22% | 104% | 31 | – | 0 |
|
| 4959 |
4959
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 107 mi | – | – | 5,58% | 65,5% | 363 | – | 0 |
|
| 4960 |
4960
Clearshares
New York
| US$ 107 mi | +US$ 5,23 mi | +5% | 4,75% | – | 28 | 14,29% | 1,5 |
|
| 4961 |
JHCM
4961
Juniper Hill Capital Management
Menlo Park,
California
| US$ 107 mi | – | – | 0,94% | 33,6% | 2 | – | 0 |
|
| 4962 |
4962
JVL Associates
Wyoming,
Michigan
| US$ 107 mi | -US$ 15,4 mi | -13% | 8,97% | 81% | 41 | 2,44% | 1,7 |
|
| 4963 |
4963
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 107 mi | – | – | 12,5% | – | 98 | – | 0 |
|
| 4964 |
4964
LLR Walnut
Philadelphia,
Pennsylvania
| US$ 107 mi | -US$ 39,3 mi | -27% | 9,43% | – | 2 | 0% | 0,3 |
|
| 4965 |
SCA
4965
Strategic Capital Advisers
Denver,
Colorado
| US$ 107 mi | +US$ 16,8 mi | +19% | 6,39% | 51,4% | 86 | 38,37% | 1,4 |
|
| 4966 |
4966
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$ 107 mi | +US$ 10,4 mi | +11% | 9,91% | 91,9% | 69 | 7,25% | 2 |
|
| 4967 |
4967
Newfound Research
Wellesley Hills,
Massachusetts
| US$ 107 mi | -US$ 7,36 mi | -6% | 6,34% | 54,6% | 240 | 9,58% | 2 |
|
| 4968 |
4968
Key Financial Inc
West Chester,
Pennsylvania
| US$ 107 mi | – | – | 9,79% | 55,5% | 111 | – | 0 |
|
| 4969 |
4969
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 107 mi | – | – | 9,13% | 92% | 239 | – | 0 |
|
| 4970 |
4970
Horizon Bancorp
Michigan City,
Indiana
| US$ 107 mi | – | – | 6,7% | 33,4% | 272 | – | 0 |
|
| 4971 |
PIG
4971
Pantheon Investment Group
Sierra Madre,
California
| US$ 106 mi | – | – | 8,85% | – | 75 | – | 0 |
|
| 4972 |
4972
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| US$ 106 mi | +US$ 6,61 mi | +7% | 7,1% | 36,4% | 106 | 2,83% | 1,9 |
|
| 4973 |
4973
Northern Right Capital Management
Darien,
Connecticut
| US$ 106 mi | +US$ 30,9 mi | +41% | 17,9% | 187% | 27 | 51,85% | 1,1 |
|
| 4974 |
SC
4974
Spindletop Capital
Chappaqua,
New York
| US$ 106 mi | -US$ 1,17 mi | -1% | 10% | – | 8 | 0% | 3,7 |
|
| 4975 |
4975
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$ 106 mi | +US$ 20,8 mi | +24% | 8,73% | 161% | 221 | 28,96% | 2,6 |
|