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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 |
WA1
4951
Wimmer Associates 1
Pasadena,
California
| US$ 153 mi | -US$ 26,4 mi | -15% | 14,2% | 78,9% | 117 | 6,84% | 4,9 |
|
| 4952 |
4952
Westshore Wealth
Newport Beach,
California
| US$ 153 mi | +US$ 4,54 mi | +3% | 14,4% | 58,8% | 114 | 34,21% | 1,3 |
|
| 4953 |
I2I
4953
Insight 2811 Inc
Chicago,
Illinois
| US$ 153 mi | -US$ 15,1 mi | -9% | 5,71% | 30,8% | 100 | 27% | 3,4 |
|
| 4954 |
4954
Silverlake Wealth Management
Williston,
Vermont
| US$ 153 mi | -US$ 21,8 mi | -12% | 10,6% | 73,3% | 237 | 18,14% | 0,4 |
|
| 4955 |
4955
Sittner & Nelson
Eugene,
Oregon
| US$ 153 mi | -US$ 19,5 mi | -11% | 16% | 88,1% | 499 | 12,83% | 1,2 |
|
| 4956 |
4956
Missouri Trust & Investment Company
Springfield,
Missouri
| US$ 153 mi | -US$ 17,3 mi | -10% | 13,1% | 65,1% | 378 | 9,26% | 0,5 |
|
| 4957 |
4957
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 153 mi | -US$ 18,7 mi | -11% | 10,3% | 56% | 26 | 0% | 6,8 |
|
| 4958 |
4958
Seneca House Advisors
Richmond,
Virginia
| US$ 153 mi | -US$ 36,5 mi | -19% | 14,3% | 58,2% | 90 | 11,11% | 2,8 |
|
| 4959 |
4959
JNE Partners
London,
United Kingdom
| US$ 153 mi | -US$ 58,1 mi | -28% | 7,49% | 100% | 16 | 18,75% | 1 |
|
| 4960 |
4960
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 153 mi | -US$ 26,3 mi | -15% | 12% | 81,9% | 109 | 22,94% | 2,1 |
|
| 4961 |
4961
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 153 mi | -US$ 297 mil | -0,2% | 15,2% | 69,1% | 109 | 32,11% | 0,4 |
|
| 4962 |
FFG
4962
Fortem Financial Group
Palm Desert,
California
| US$ 153 mi | -US$ 75,5 mi | -33% | 13,5% | 183% | 214 | 42,99% | 1,6 |
|
| 4963 |
4963
Act Wealth Management
Plano,
Texas
| US$ 153 mi | -US$ 22,9 mi | -13% | 13,3% | 70% | 42 | 9,52% | 1,2 |
|
| 4964 |
4964
BMS Financial Advisors
Rapid City,
South Dakota
| US$ 153 mi | -US$ 4,37 mi | -3% | 13,7% | – | 111 | 21,62% | 0,4 |
|
| 4965 |
4965
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 153 mi | -US$ 2,01 mi | -1% | 10,5% | 90,8% | 76 | 18,42% | 1,8 |
|
| 4966 |
4966
Loveless Wealth Management
Billings,
Montana
| US$ 153 mi | -US$ 24,3 mi | -14% | 10,9% | – | 129 | 5,43% | 2,1 |
|
| 4967 |
4967
Emerson Wealth
Bloomfield Hills,
Michigan
| US$ 153 mi | -US$ 27,9 mi | -15% | 16,6% | 18,1% | 61 | 9,84% | 1,5 |
|
| 4968 |
APSI
4968
Asset Planning Services Inc
Covington,
Louisiana
| US$ 153 mi | -US$ 21,8 mi | -13% | 10,1% | 138% | 40 | 12,5% | 3,5 |
|
| 4969 |
4969
Colonial River Investments
Midlothian,
Virginia
| US$ 153 mi | -US$ 20,5 mi | -12% | 12,8% | 156% | 237 | 32,91% | 0,5 |
|
| 4970 |
4970
Briaud Financial Planning
College Station,
Texas
| US$ 153 mi | -US$ 21,6 mi | -12% | 8,69% | 113% | 30 | 20% | 1,4 |
|
| 4971 |
4971
Kercheville Advisors
San Antonio,
Texas
| US$ 152 mi | -US$ 58,8 mi | -28% | 17,5% | 261% | 110 | 16,36% | 1,2 |
|
| 4972 |
SSCM
4972
Summit Street Capital Management
New York
| US$ 152 mi | -US$ 12,9 mi | -8% | 9,77% | 217% | 31 | 3,23% | 4 |
|
| 4973 |
4973
Cooper/Haims Advisors
Victor,
New York
| US$ 152 mi | -US$ 997 mil | -0,6% | 11,7% | 53,1% | 85 | 16,47% | 2,7 |
|
| 4974 |
4974
Hutner Capital Management
Manchester,
Vermont
| US$ 152 mi | -US$ 22,9 mi | -13% | 10,4% | 52,2% | 45 | 4,44% | 4,6 |
|
| 4975 |
4975
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 152 mi | – | – | 12,3% | 41,6% | 183 | – | 1,2 |
|