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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Balanced Wealth Group
Westlake,
Ohio
| US$ 226 mi | +US$ 6,15 mi | +3% | 7,28% | – | 68 | 2,94% | 0,7 |
|
| 5127 |
5127
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 226 mi | -US$ 18,5 mi | -8% | 7,14% | 96,9% | 294 | 25,51% | 3 |
|
| 5128 |
5128
Harbour Investment Management
Edmonds,
Washington
| US$ 226 mi | +US$ 9,28 mi | +4% | 5,2% | 58,8% | 91 | 4,4% | 6,1 |
|
| 5129 |
5129
Exeter Financial
Scottsdale,
Arizona
| US$ 226 mi | +US$ 16,1 mi | +8% | 8,39% | 59,1% | 93 | 5,38% | 4,9 |
|
| 5130 |
AIC
5130
Anthracite Investment Company
Fort Worth,
Texas
| US$ 226 mi | +US$ 1,76 mi | +0,8% | 6,55% | – | 108 | 47,22% | 0,5 |
|
| 5131 |
5131
Act Wealth Management
Plano,
Texas
| US$ 226 mi | +US$ 22,3 mi | +11% | 7,25% | 70% | 50 | 16% | 2,1 |
|
| 5132 |
5132
Warner Financial
Bethesda,
Maryland
| US$ 226 mi | +US$ 20,5 mi | +10% | 6,79% | 62,1% | 115 | 4,35% | 2,1 |
|
| 5133 |
5133
SimpliFi Inc
San Diego,
California
| US$ 226 mi | +US$ 9 mi | +4% | 5,77% | 27,9% | 42 | 4,76% | 2,7 |
|
| 5134 |
CCAM
5134
Codex Capital Asset Management
Dallas,
Texas
| US$ 225 mi | +US$ 7,02 mi | +3% | 3,94% | – | 38 | 7,89% | 0,2 |
|
| 5135 |
5135
BWM Planning
The Woodlands,
Texas
| US$ 225 mi | – | – | 5,73% | – | 76 | – | 0 |
|
| 5136 |
5136
Slagle Financial
Edwardsville,
Illinois
| US$ 225 mi | +US$ 30,3 mi | +16% | 8% | 77,9% | 116 | 8,62% | 1 |
|
| 5137 |
GAMC
5137
Garner Asset Management Corp
Plano,
Texas
| US$ 225 mi | +US$ 13,6 mi | +6% | 7,42% | 103% | 155 | 5,81% | 4,8 |
|
| 5138 |
5138
Incline Global Management
New York
| US$ 225 mi | -US$ 17,5 mi | -7% | 10,5% | 40,1% | 29 | 24,14% | 1,8 |
|
| 5139 |
5139
Forum Private Client Group
Fishers,
Indiana
| US$ 225 mi | +US$ 14,7 mi | +7% | 5,77% | 47,9% | 75 | 2,67% | 0,7 |
|
| 5140 |
5140
Tanglewood Legacy Advisors
Houston,
Texas
| US$ 225 mi | +US$ 13,4 mi | +6% | 5,47% | 61,1% | 288 | 3,13% | 1,5 |
|
| 5141 |
5141
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 225 mi | -US$ 5,72 mi | -2% | 11,5% | 235% | 37 | 70,27% | 0,8 |
|
| 5142 |
5142
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 225 mi | +US$ 2,48 mi | +1% | 3,71% | 58,2% | 21 | 4,76% | 2 |
|
| 5143 |
5143
Altman Advisors
Chicago,
Illinois
| US$ 225 mi | +US$ 48,9 mi | +28% | 7,36% | 127% | 99 | 36,36% | 2 |
|
| 5144 |
5144
GS Investments
Minneapolis,
Minnesota
| US$ 225 mi | +US$ 12,9 mi | +6% | 6,39% | 94,1% | 134 | 2,99% | 3,7 |
|
| 5145 |
5145
Wynnefield Capital
New York
| US$ 225 mi | +US$ 2,2 mi | +1% | 3,03% | 52,1% | 17 | 0% | 4,7 |
|
| 5146 |
VWM
5146
VCI Wealth Management
St Louis,
Missouri
| US$ 225 mi | +US$ 22,4 mi | +11% | 5,69% | 86,3% | 127 | 56,69% | 0,4 |
|
| 5147 |
5147
Acuitas Investments
Seattle,
Washington
| US$ 224 mi | +US$ 37,4 mi | +20% | 14,4% | 145% | 131 | 20,61% | 1,1 |
|
| 5148 |
BIA
5148
Bigelow Investment Advisors
Portland,
Maine
| US$ 224 mi | +US$ 14,8 mi | +7% | 6,63% | 75,7% | 155 | 1,94% | 4,1 |
|
| 5149 |
5149
Sharper & Granite
El Segundo,
California
| US$ 224 mi | +US$ 14,5 mi | +7% | 5,95% | 47,1% | 103 | 3,88% | 1,6 |
|
| 5150 |
5150
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 224 mi | -US$ 2,42 mi | -1% | 5,63% | 50,8% | 102 | 22,55% | 1,1 |
|