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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Whelan Financial
Fresno,
California
| US$ 148 mi | -US$ 14,5 mi | -9% | 12,5% | 57,9% | 27 | 37,04% | 0,5 |
|
| 5052 |
5052
Benedetti & Gucer
Atlanta,
Georgia
| US$ 148 mi | -US$ 1,53 mi | -1% | 12,8% | 42,7% | 119 | 36,13% | 0,8 |
|
| 5053 |
5053
Scott Capital Advisors
Portland,
Oregon
| US$ 148 mi | -US$ 22,2 mi | -13% | 15,2% | 50,9% | 48 | 22,92% | 0,4 |
|
| 5054 |
5054
Red Cedar Capital
Omaha,
Nebraska
| US$ 148 mi | -US$ 18,3 mi | -11% | 13,3% | 43% | 184 | 5,98% | 3,2 |
|
| 5055 |
5055
Washington Harbour Partners
Arlington,
Virginia
| US$ 148 mi | -US$ 126 mi | -46% | 31,6% | 162% | 27 | 44,44% | 0,4 |
|
| 5056 |
5056
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 148 mi | -US$ 20,2 mi | -12% | 12,1% | 46,3% | 26 | 26,92% | 1,4 |
|
| 5057 |
5057
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| US$ 148 mi | -US$ 15,8 mi | -10% | 11,5% | 36,4% | 119 | 10,92% | 3,5 |
|
| 5058 |
5058
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 148 mi | -US$ 46 mi | -24% | 23,7% | 76,8% | 12 | 0% | 1,2 |
|
| 5059 |
5059
Fort LP
Chevy Chase,
Maryland
| US$ 148 mi | -US$ 117 mi | -44% | 8,18% | 56,8% | 286 | 20,98% | 2,6 |
|
| 5060 |
5060
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 148 mi | -US$ 15,3 mi | -9% | 14% | 83,9% | 146 | 13,01% | 0,4 |
|
| 5061 |
CIA
5061
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 148 mi | -US$ 24,6 mi | -14% | 13,8% | 66,1% | 82 | 6,1% | 1,4 |
|
| 5062 |
5062
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$ 148 mi | -US$ 12,4 mi | -8% | 13,8% | 63,5% | 21 | 33,33% | 0,4 |
|
| 5063 |
SA
5063
Stonebridge Advisors
Wilton,
Connecticut
| US$ 147 mi | -US$ 23,3 mi | -14% | 8,49% | 3,35% | 4 | 25% | 0,4 |
|
| 5064 |
5064
Vienna Insurance Group
Warsaw,
Poland
| US$ 147 mi | -US$ 30,9 mi | -17% | 20% | 188% | 41 | 24,39% | 0,8 |
|
| 5065 |
5065
Meridian Financial Partners
Warrenton,
Virginia
| US$ 147 mi | +US$ 80,4 mi | +120% | 11,7% | 80,8% | 89 | 51,69% | 1 |
|
| 5066 |
5066
Counterpoint Mutual Funds
San Diego,
California
| US$ 147 mi | +US$ 17,8 mi | +14% | 7,36% | 74,3% | 347 | 65,99% | 0,2 |
|
| 5067 |
5067
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 147 mi | -US$ 31,3 mi | -18% | 16% | 67,2% | 127 | 25,98% | 1,9 |
|
| 5068 |
5068
Watchtower Advisors
Old Greenwich,
Connecticut
| US$ 147 mi | -US$ 52,9 mi | -26% | 13,3% | 384% | 17 | 58,82% | 0,3 |
|
| 5069 |
5069
Tradewinds LLC
Raleigh,
North Carolina
| US$ 147 mi | – | – | 11,8% | – | 118 | – | 0,2 |
|
| 5070 |
5070
Investment Advisory Group
Hanover,
Massachusetts
| US$ 147 mi | -US$ 17,6 mi | -11% | 12,4% | 61,6% | 138 | 15,22% | 0,5 |
|
| 5071 |
5071
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 147 mi | -US$ 25,9 mi | -15% | 13,1% | 102% | 128 | 17,19% | 1,3 |
|
| 5072 |
SM
5072
Sabby Management
Miami Beach,
Florida
| US$ 147 mi | -US$ 523 mi | -78% | 41% | 95,5% | 167 | 34,73% | 0,7 |
|
| 5073 |
5073
AllSquare Wealth Management
Albany,
New York
| US$ 147 mi | -US$ 19,6 mi | -12% | 10,7% | 62,4% | 540 | 4,26% | 3,8 |
|
| 5074 |
STC
5074
Sarah T. Connolly
| US$ 147 mi | -US$ 24 mi | -14% | 13,5% | 35% | 97 | 8,25% | 1,4 |
|
| 5075 |
5075
First National Bank of South Miami
South Miami,
Florida
| US$ 147 mi | -US$ 18,5 mi | -11% | 11,4% | 35,2% | 357 | 19,89% | 2,7 |
|