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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 241 mi | -US$ 4,45 mi | -2% | 1,32% | 33,4% | 21 | 9,52% | 3,9 |
|
| 5102 |
5102
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 241 mi | +US$ 4,11 mi | +2% | 3,12% | 105% | 219 | 9,59% | 3,1 |
|
| 5103 |
5103
Tema ETFs
New York
| US$ 241 mi | – | – | 1,1% | – | 148 | – | 0 |
|
| 5104 |
5104
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| US$ 241 mi | -US$ 25,8 mi | -10% | 1,37% | – | 102 | 11,76% | 1,5 |
|
| 5105 |
BIMC
5105
Benson Investment Management Company
Roanoke,
Virginia
| US$ 241 mi | -US$ 12,3 mi | -5% | 0,44% | 99,8% | 60 | 41,67% | 1,7 |
|
| 5106 |
5106
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 241 mi | +US$ 15,7 mi | +7% | 11% | 235% | 40 | 67,5% | 0,8 |
|
| 5107 |
SST
5107
S Squared Technology
New York
| US$ 241 mi | +US$ 6,28 mi | +3% | 18,3% | 223% | 36 | 11,11% | 3,3 |
|
| 5108 |
5108
Aikya Investment Management
London,
United Kingdom
| US$ 240 mi | -US$ 8,86 mi | -4% | 0,75% | 11,1% | 3 | 0% | 1 |
|
| 5109 |
5109
Biltmore Wealth Management
Tempe,
Arizona
| US$ 240 mi | -US$ 3,31 mi | -1% | 0,96% | 59,8% | 56 | 3,57% | 3,8 |
|
| 5110 |
AC
5110
ASB Consultores
Aventura,
Florida
| US$ 240 mi | -US$ 13,4 mi | -5% | 2,87% | 91% | 234 | 19,66% | 1,2 |
|
| 5111 |
5111
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 240 mi | -US$ 2,3 mi | -0,9% | 0,14% | 66% | 300 | 14,33% | 1,7 |
|
| 5112 |
5112
Peak Planning Group
Centennial,
Colorado
| US$ 240 mi | +US$ 11,9 mi | +5% | 3,72% | 105% | 118 | 10,17% | 2,2 |
|
| 5113 |
IGYL
5113
I.G.Y. Ltd
London,
United Kingdom
| US$ 240 mi | +US$ 13,2 mi | +6% | 8,38% | 80,5% | 3 | 0% | 4,8 |
|
| 5114 |
5114
KKM Financial
Chicago,
Illinois
| US$ 240 mi | +US$ 37,8 mi | +19% | 1,14% | – | 160 | 18,13% | 0,8 |
|
| 5115 |
5115
Cache Advisors
San Francisco,
California
| US$ 240 mi | – | – | 19% | – | 78 | – | 0 |
|
| 5116 |
5116
Kensington Investment Counsel
Long Beach,
California
| US$ 240 mi | +US$ 270 mil | +0,1% | 1,9% | 81,9% | 112 | 16,07% | 3,1 |
|
| 5117 |
5117
ICW Investment Advisors
Scottsdale,
Arizona
| US$ 240 mi | -US$ 708 mil | -0,3% | 2,66% | 58,6% | 144 | 6,94% | 4,2 |
|
| 5118 |
5118
Power Wealth Management
Alpharetta,
Georgia
| US$ 239 mi | +US$ 5,22 mi | +2% | 0,46% | 41,8% | 99 | 13,13% | 0,9 |
|
| 5119 |
5119
Weinberger Asset Management
Los Angeles,
California
| US$ 239 mi | +US$ 4,78 mi | +2% | 1,86% | 89,6% | 82 | 1,22% | 2,4 |
|
| 5120 |
5120
Gitterman Wealth Management
Edison,
New Jersey
| US$ 239 mi | -US$ 471 mil | -0,2% | 2,06% | 33% | 160 | 40,63% | 1,2 |
|
| 5121 |
5121
DLK Investment Management
Solana Beach,
California
| US$ 239 mi | -US$ 21,8 mi | -8% | 9,56% | 80,4% | 118 | 28,81% | 0,9 |
|
| 5122 |
5122
Creative Capital Management Investments
San Diego,
California
| US$ 239 mi | -US$ 60,2 mil | -0% | 2,6% | 53,6% | 293 | 26,28% | 1,3 |
|
| 5123 |
5123
Theory Financial
Fort Collins,
Colorado
| US$ 239 mi | +US$ 12,2 mi | +5% | 0,17% | 54,5% | 77 | 18,18% | 1,4 |
|
| 5124 |
5124
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$ 239 mi | +US$ 129 mi | +117% | 7,31% | 111% | 111 | 28,83% | 1,4 |
|
| 5125 |
ODFS
5125
O'Donnell Financial Services
San Rafael,
California
| US$ 239 mi | -US$ 7,18 mi | -3% | 0,31% | 61% | 44 | 15,91% | 1,5 |
|