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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
MBE Wealth Management
Tomah,
Wisconsin
| US$ 168 mi | -US$ 26,5 mi | -14% | 4,93% | 66,5% | 74 | 18,92% | 1,4 |
|
| 5227 |
SC
5227
Steph & Co
Marinette,
Wisconsin
| US$ 168 mi | -US$ 4,92 mi | -3% | 4,43% | 61,6% | 314 | 10,83% | 1,6 |
|
| 5228 |
5228
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 168 mi | -US$ 4,43 mi | -3% | 2,3% | 51,7% | 102 | 16,67% | 1,9 |
|
| 5229 |
5229
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 168 mi | -US$ 28,5 mi | -15% | 3,4% | 70,2% | 67 | 7,46% | 2,1 |
|
| 5230 |
5230
HC Financial Advisors
Lafayette,
California
| US$ 168 mi | -US$ 12 mi | -7% | 4,82% | 31,2% | 346 | 11,27% | 1,9 |
|
| 5231 |
5231
WR Wealth Planners
Columbia,
Missouri
| US$ 168 mi | – | – | 2,7% | 22,1% | 518 | – | 0 |
|
| 5232 |
5232
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 168 mi | -US$ 7,33 mi | -4% | 5,91% | 46,3% | 24 | 20,83% | 1,3 |
|
| 5233 |
5233
FOCUS Wealth Advisors
Houston,
Texas
| US$ 168 mi | +US$ 721 mil | +0,4% | 2,49% | 68,7% | 44 | 6,82% | 1 |
|
| 5234 |
CSA
5234
Cottage Street Advisors
Marion,
Massachusetts
| US$ 168 mi | -US$ 8,87 mi | -5% | 5,44% | 95,8% | 109 | 6,42% | 3 |
|
| 5235 |
5235
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 168 mi | -US$ 3,54 mi | -2% | 0,38% | 80,7% | 29 | 6,9% | 3,6 |
|
| 5236 |
5236
Almitas Capital
Santa Monica,
California
| US$ 168 mi | – | – | 2,93% | 86,1% | 85 | – | 0,5 |
|
| 5237 |
5237
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 168 mi | -US$ 19,4 mi | -10% | 6,25% | – | 120 | 20% | 1,2 |
|
| 5238 |
5238
Platinum Equity
Beverly Hills,
California
| US$ 167 mi | – | – | 0,63% | 52,7% | 6 | – | 0 |
|
| 5239 |
5239
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 167 mi | +US$ 3,17 mi | +2% | 5,15% | 59% | 50 | 14% | 3,6 |
|
| 5240 |
5240
Kinloch Capital
Glen Allen,
Virginia
| US$ 167 mi | +US$ 5,67 mi | +4% | 2,9% | 63,4% | 71 | 14,08% | 1,1 |
|
| 5241 |
5241
Ardmore Road Asset Management
New York
| US$ 167 mi | -US$ 22,6 mi | -12% | 15,9% | 245% | 34 | 70,59% | 0,1 |
|
| 5242 |
5242
Harrington Investments
Napa,
California
| US$ 167 mi | -US$ 18,9 mi | -10% | 6,92% | 109% | 85 | 5,88% | 3,7 |
|
| 5243 |
5243
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 167 mi | -US$ 70,3 mi | -30% | 1,12% | 282% | 286 | 50,35% | 1,4 |
|
| 5244 |
5244
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 167 mi | -US$ 7,19 mi | -4% | 4,11% | 60,3% | 18 | 5,56% | 0,2 |
|
| 5245 |
5245
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 167 mi | -US$ 4 mi | -2% | 1,47% | 100% | 73 | 10,96% | 2 |
|
| 5246 |
5246
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 167 mi | -US$ 33,9 mi | -17% | 4,18% | 44,1% | 32 | 12,5% | 2,8 |
|
| 5247 |
5247
BCK Capital Management
Stamford,
Connecticut
| US$ 167 mi | +US$ 18,3 mi | +12% | 5,76% | 161% | 194 | 64,43% | 0,4 |
|
| 5248 |
GIM
5248
Greenwich Investment Management
Norwalk,
Connecticut
| US$ 167 mi | +US$ 19,6 mi | +13% | 1,75% | – | 78 | 20,51% | 2,2 |
|
| 5249 |
5249
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 167 mi | -US$ 45 mi | -21% | 7,91% | 67,4% | 86 | 23,26% | 4,5 |
|
| 5250 |
5250
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 167 mi | -US$ 6,85 mi | -4% | 3,12% | 63,8% | 108 | 12,04% | 1,8 |
|