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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
DB Wealth Management Group
San Diego,
California
| US$ 147 mi | -US$ 19,2 mi | -12% | 13,3% | 19% | 329 | 16,72% | 1,3 |
|
| 5077 |
5077
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 147 mi | -US$ 30,2 mi | -17% | 14,2% | 125% | 234 | 10,68% | 0,5 |
|
| 5078 |
IGYL
5078
I.G.Y. Ltd
London,
United Kingdom
| US$ 147 mi | -US$ 55,1 mi | -27% | 25% | 80,5% | 3 | 0% | 2,3 |
|
| 5079 |
5079
Cox Capital Management
Andover,
Massachusetts
| US$ 147 mi | -US$ 12,4 mi | -8% | 8,64% | 106% | 72 | 8,33% | 3,1 |
|
| 5080 |
WMA
5080
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 147 mi | -US$ 29,7 mi | -17% | 11,7% | 111% | 196 | 15,31% | 2,2 |
|
| 5081 |
CC
5081
Coann Capital
Westport,
Connecticut
| US$ 146 mi | +US$ 3,12 mi | +2% | 4,37% | – | 24 | 75% | 0,2 |
|
| 5082 |
5082
Atlas Private Wealth Management
Albany,
New York
| US$ 146 mi | -US$ 25,7 mi | -15% | 10,5% | 19,8% | 127 | 12,6% | 2,1 |
|
| 5083 |
5083
Royal Harbor Partners
Houston,
Texas
| US$ 146 mi | -US$ 9,7 mi | -6% | 10,3% | 49,5% | 91 | 41,76% | 1,5 |
|
| 5084 |
5084
Worth Asset Management
Dallas,
Texas
| US$ 146 mi | -US$ 7,06 mi | -5% | 2,24% | 115% | 603 | 16,09% | 0,2 |
|
| 5085 |
5085
Applied Capital
Little Rock,
Arkansas
| US$ 146 mi | -US$ 10,3 mi | -7% | 12,9% | 52,6% | 67 | 29,85% | 0,7 |
|
| 5086 |
5086
Aristides Capital
Louisville,
Kentucky
| US$ 146 mi | -US$ 17,5 mi | -11% | 9,87% | 126% | 218 | 40,83% | 1 |
|
| 5087 |
5087
EdgeRock Capital
Denver,
Colorado
| US$ 146 mi | – | – | 13,1% | 71,3% | 52 | – | 0 |
|
| 5088 |
5088
MQS Management
New York
| US$ 146 mi | +US$ 23,1 mi | +19% | 17,1% | 6,42% | 588 | 81,63% | 0,1 |
|
| 5089 |
5089
FOCUS Wealth Advisors
Houston,
Texas
| US$ 146 mi | -US$ 21,9 mi | -13% | 12,5% | 68,7% | 54 | 38,89% | 1 |
|
| 5090 |
5090
Oak Management Corp
Wilton,
Connecticut
| US$ 146 mi | -US$ 65,8 mi | -31% | 14,6% | 96,4% | 4 | 0% | 0,6 |
|
| 5091 |
5091
Pinz Capital Management
New York
| US$ 146 mi | -US$ 14,3 mi | -9% | 6,02% | 199% | 271 | 70,85% | 0,2 |
|
| 5092 |
5092
Highland Financial Advisors
Wayne,
New Jersey
| US$ 146 mi | – | – | 14,9% | 70% | 48 | – | 0 |
|
| 5093 |
5093
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 146 mi | – | – | 11,6% | 41,2% | 54 | – | 0 |
|
| 5094 |
5094
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$ 146 mi | -US$ 22,7 mi | -13% | 16,2% | 31,6% | 93 | 20,43% | 0,4 |
|
| 5095 |
5095
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 146 mi | -US$ 6,5 mi | -4% | 12,7% | – | 179 | 70,95% | 0,8 |
|
| 5096 |
MGM
5096
Miura Global Management
New York
| US$ 146 mi | -US$ 162 mi | -53% | 14,7% | 375% | 31 | 61,29% | 1,4 |
|
| 5097 |
5097
R.W. Roge & Company
Bohemia,
New York
| US$ 146 mi | +US$ 3,1 mi | +2% | 10,1% | 68,1% | 45 | 24,44% | 1,9 |
|
| 5098 |
5098
Leeward Financial Partners
Bellevue,
Washington
| US$ 146 mi | -US$ 16,2 mi | -10% | 13,4% | 97,9% | 77 | 24,68% | 0,4 |
|
| 5099 |
5099
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 146 mi | +US$ 7,06 mi | +5% | 9,74% | 38,1% | 23 | 13,04% | 1,2 |
|
| 5100 |
5100
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$ 146 mi | -US$ 23,3 mi | -14% | 12,1% | 37,8% | 31 | 25,81% | 6 |
|