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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Affinia Financial Group
Burlington,
Massachusetts
| US$ 166 mi | +US$ 5,48 mi | +3% | 6,53% | 37,5% | 33 | 12,12% | 0,9 |
|
| 5027 |
5027
Foresite Capital Management I
Larkspur,
California
| US$ 166 mi | -US$ 32,4 mi | -16% | 8,54% | 40,7% | 4 | 0% | 2,7 |
|
| 5028 |
5028
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 166 mi | +US$ 2,74 mi | +2% | 6,53% | 59% | 60 | 23,33% | 2,7 |
|
| 5029 |
5029
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 166 mi | +US$ 15,7 mi | +10% | 7,89% | 92% | 295 | 9,49% | 1,2 |
|
| 5030 |
5030
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 166 mi | +US$ 11,6 mi | +8% | 4,69% | 56,6% | 164 | 3,66% | 3,2 |
|
| 5031 |
5031
Brookmont Capital Management
Dallas,
Texas
| US$ 165 mi | +US$ 10,1 mi | +7% | 6,13% | 32,2% | 57 | 10,53% | 5 |
|
| 5032 |
5032
Sovereign Financial Group
Stamford,
Connecticut
| US$ 165 mi | +US$ 5,16 mi | +3% | 6,59% | 90,7% | 167 | 0% | 0,4 |
|
| 5033 |
5033
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 165 mi | +US$ 7,38 mi | +5% | 4,12% | 37,8% | 28 | 7,14% | 4,7 |
|
| 5034 |
5034
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 165 mi | +US$ 8,04 mi | +5% | 5,44% | 52,1% | 104 | 3,85% | 5,1 |
|
| 5035 |
5035
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 165 mi | +US$ 1,12 mi | +0,7% | 5,47% | 58,7% | 58 | 20,69% | 1,7 |
|
| 5036 |
5036
Searcy Financial Services
Overland Park,
Kansas
| US$ 165 mi | +US$ 7,23 mi | +5% | 5,03% | 60,2% | 21 | 19,05% | 1,4 |
|
| 5037 |
5037
BNC Wealth Management
Beaverton,
Oregon
| US$ 165 mi | +US$ 24,3 mi | +17% | 11,4% | 204% | 97 | 26,8% | 0,5 |
|
| 5038 |
5038
Successful Portfolios
Clearwater,
Florida
| US$ 165 mi | +US$ 13,3 mi | +9% | 6,4% | 110% | 208 | 7,69% | 2,2 |
|
| 5039 |
5039
Lansing Management
New York
| US$ 165 mi | +US$ 22,4 mi | +16% | 11% | 76,9% | 7 | 14,29% | 2,1 |
|
| 5040 |
5040
Cribstone Capital Management
Augusta,
Maine
| US$ 165 mi | +US$ 12,9 mi | +8% | 6,97% | 22,4% | 370 | 9,46% | 3 |
|
| 5041 |
5041
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 165 mi | +US$ 23,9 mi | +17% | 8,22% | 56,9% | 223 | 19,73% | 0,7 |
|
| 5042 |
FIM
5042
FWL Investment Management
Dallas,
Texas
| US$ 165 mi | +US$ 16,2 mi | +11% | 8,9% | 165% | 51 | 13,73% | 0,4 |
|
| 5043 |
5043
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 165 mi | +US$ 10,2 mi | +7% | 5,5% | 46,3% | 26 | 26,92% | 0,8 |
|
| 5044 |
5044
Argent Advisors
Monroe,
Louisiana
| US$ 165 mi | +US$ 9,2 mi | +6% | 5,69% | 63,1% | 139 | 10,07% | 1,1 |
|
| 5045 |
MI
5045
Markston International
White Plains,
New York
| US$ 165 mi | -US$ 725 mi | -81% | 8,95% | 109% | 153 | 7,84% | 6 |
|
| 5046 |
5046
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 165 mi | +US$ 7,69 mi | +5% | 6,47% | 90,8% | 79 | 7,59% | 1,1 |
|
| 5047 |
5047
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 165 mi | +US$ 10,3 mi | +7% | 5,11% | 58,2% | 112 | 10,71% | 1 |
|
| 5048 |
5048
Wealth Quarterback
Toms River,
New Jersey
| US$ 164 mi | – | – | 6,25% | 109% | 851 | – | 0,2 |
|
| 5049 |
5049
Loveless Wealth Management
Billings,
Montana
| US$ 164 mi | +US$ 12,9 mi | +9% | 5,37% | – | 124 | 4,03% | 1,3 |
|
| 5050 |
5050
Wiser Wealth Management
Marietta,
Georgia
| US$ 164 mi | +US$ 18,7 mi | +13% | 4,7% | 53% | 29 | 3,45% | 0,5 |
|