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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
Marks Wealth
Annapolis,
Maryland
| US$ 233 mi | +US$ 6,4 mi | +3% | 8,48% | 165% | 29 | 55,17% | 0,6 |
|
| 5052 |
5052
Elevation Wealth Partners
Santa Rosa,
California
| US$ 233 mi | +US$ 21,8 mi | +10% | 6,14% | 69,9% | 547 | 19,38% | 1,1 |
|
| 5053 |
5053
Waterway Wealth Management
The Woodlands,
Texas
| US$ 233 mi | +US$ 29 mi | +14% | 6,31% | 52,2% | 74 | 20,27% | 0,5 |
|
| 5054 |
5054
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 233 mi | +US$ 23,9 mi | +11% | 6,42% | 56,5% | 193 | 17,1% | 1,8 |
|
| 5055 |
5055
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 233 mi | +US$ 14,8 mi | +7% | 5,53% | 52% | 99 | 16,16% | 1,3 |
|
| 5056 |
5056
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 233 mi | +US$ 30,4 mi | +15% | 6,46% | 58,8% | 231 | 13,42% | 3,1 |
|
| 5057 |
OCP
5057
OCO Capital Partners
New York
| US$ 232 mi | +US$ 42,7 mi | +23% | 6,15% | 679% | 5 | 40% | 2 |
|
| 5058 |
5058
Bernzott Capital Advisors
Camarillo,
California
| US$ 232 mi | +US$ 15,3 mi | +7% | 7,68% | 46,2% | 38 | 10,53% | 2,9 |
|
| 5059 |
5059
Canopy Partners
Cincinnati,
Ohio
| US$ 232 mi | +US$ 17 mi | +8% | 6,06% | 108% | 221 | 15,38% | 0,6 |
|
| 5060 |
5060
7G Capital Management
New York
| US$ 232 mi | +US$ 4,74 mi | +2% | 10,1% | 137% | 8 | 0% | 2,1 |
|
| 5061 |
5061
Straight Path Wealth Management
Jenison,
Michigan
| US$ 232 mi | +US$ 37,4 mi | +19% | 9,45% | 70,4% | 103 | 11,65% | 1,4 |
|
| 5062 |
GWA
5062
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 232 mi | +US$ 13,5 mi | +6% | 6,67% | 25,9% | 151 | 11,92% | 1,5 |
|
| 5063 |
5063
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 232 mi | +US$ 12,6 mi | +6% | 5,68% | 63,3% | 328 | 7,01% | 5,2 |
|
| 5064 |
OGF
5064
Orin Green Financial
San Diego,
California
| US$ 232 mi | +US$ 14,8 mi | +7% | 4,28% | 59,1% | 84 | 9,52% | 0,4 |
|
| 5065 |
MS
5065
Madden Securities
Dallas,
Texas
| US$ 232 mi | +US$ 6,14 mi | +3% | 6,17% | 108% | 115 | 18,26% | 2,4 |
|
| 5066 |
5066
Standard General
New York
| US$ 232 mi | -US$ 30,9 mi | -12% | 21,6% | 259% | 3 | 0% | 6,1 |
|
| 5067 |
5067
Tiemann Investment Advisors
Menlo Park,
California
| US$ 232 mi | +US$ 7,14 mi | +3% | 6,58% | 77% | 204 | 9,31% | 6,5 |
|
| 5068 |
HRC
5068
Hoertkorn Richard Charles
| US$ 232 mi | +US$ 2,18 mi | +0,9% | 5,26% | 172% | 87 | 8,05% | 7,4 |
|
| 5069 |
RGREA
5069
Ranger Global Real Estate Advisors
Denver,
Colorado
| US$ 232 mi | -US$ 18,8 mi | -8% | 14,3% | 18% | 25 | 64% | 1 |
|
| 5070 |
AW
5070
Atlas Wealth
Cincinnati,
Ohio
| US$ 232 mi | -US$ 619 mi | -73% | 4,73% | 43,5% | 255 | 72,94% | 1,3 |
|
| 5071 |
5071
Mendel Money Management
Northbrook,
Illinois
| US$ 231 mi | +US$ 17,7 mi | +8% | 7,86% | 75,4% | 137 | 6,57% | 3,8 |
|
| 5072 |
OIA
5072
Optimum Investment Advisors
Chicago,
Illinois
| US$ 231 mi | +US$ 8,48 mi | +4% | 7,22% | 125% | 664 | 8,13% | 5,9 |
|
| 5073 |
5073
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 231 mi | +US$ 29,4 mi | +15% | 5,31% | 55,5% | 103 | 13,59% | 0,9 |
|
| 5074 |
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 231 mi | +US$ 13,1 mi | +6% | 4,14% | 60,8% | 36 | 8,33% | 1,9 |
|
| 5075 |
5075
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 231 mi | -US$ 11,8 mi | -5% | 5,82% | 417% | 86 | 43,02% | 1,8 |
|