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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
PWM
5351
Prosperity Wealth Management
San Ramon,
California
| US$ 155 mi | +US$ 28,2 mi | +22% | 19,3% | 175% | 195 | 52,31% | 0,3 |
|
| 5352 |
MAS
5352
Madden Advisory Services
Jacksonville,
Florida
| US$ 155 mi | +US$ 12 mi | +8% | 5,76% | 52,3% | 82 | 2,44% | 5,2 |
|
| 5353 |
KAM
5353
Kinney Asset Management
Chicago,
Illinois
| US$ 154 mi | +US$ 15,6 mi | +11% | 7,69% | 10,1% | 5 | 0% | 2,2 |
|
| 5354 |
5354
John W. Brooker & Co
Oakland,
California
| US$ 154 mi | +US$ 3,46 mi | +2% | 3,37% | 43,4% | 66 | 4,55% | 2,8 |
|
| 5355 |
5355
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 154 mi | +US$ 7,71 mi | +5% | 12,6% | 153% | 48 | 8,33% | 4,1 |
|
| 5356 |
5356
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$ 154 mi | +US$ 4,22 mi | +3% | 5,15% | 65,5% | 406 | 13,79% | 3,8 |
|
| 5357 |
5357
Custos Family Office
Austin,
Texas
| US$ 154 mi | +US$ 12,4 mi | +9% | 5,03% | 57,4% | 50 | 34% | 0,8 |
|
| 5358 |
5358
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 154 mi | +US$ 13,5 mi | +10% | 7,73% | 111% | 95 | 8,42% | 2,1 |
|
| 5359 |
5359
Cairn Investment Group
Vancouver,
Washington
| US$ 154 mi | +US$ 10,7 mi | +7% | 5,49% | 61,3% | 66 | 4,55% | 2,6 |
|
| 5360 |
SM
5360
Scoggin Management
New York
| US$ 154 mi | -US$ 15,9 mi | -9% | 4,64% | 889% | 66 | 62,12% | 0,7 |
|
| 5361 |
5361
AFS Financial Group
Bethesda,
Maryland
| US$ 154 mi | +US$ 4,4 mi | +3% | 7,01% | – | 96 | 6,25% | 0,5 |
|
| 5362 |
5362
Forte Asset Management
Bedford,
New York
| US$ 154 mi | +US$ 2,92 mi | +2% | 2,75% | 57,7% | 60 | 5% | 0,8 |
|
| 5363 |
5363
Purus Wealth Management
Newport Beach,
California
| US$ 154 mi | +US$ 27,6 mi | +22% | 12,9% | 174% | 125 | 16% | 1,7 |
|
| 5364 |
5364
Fluent Financial
Dallas,
Texas
| US$ 154 mi | +US$ 7,64 mi | +5% | 4,07% | 46,9% | 83 | 31,33% | 1,3 |
|
| 5365 |
5365
Athyrium Capital Management
New York
| US$ 154 mi | -US$ 125 mi | -45% | 0,46% | 25,1% | 8 | 12,5% | 1,4 |
|
| 5366 |
5366
Cordant Inc
Portland,
Oregon
| US$ 154 mi | -US$ 3,18 mil | -0% | 2,17% | 47% | 74 | 4,05% | 2,4 |
|
| 5367 |
5367
Warner Financial
Bethesda,
Maryland
| US$ 154 mi | +US$ 9,7 mi | +7% | 5,72% | 62,1% | 94 | 2,13% | 1,3 |
|
| 5368 |
5368
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 154 mi | -US$ 1,75 mi | -1% | 7,19% | 95,6% | 122 | 14,75% | 3 |
|
| 5369 |
5369
Blue Barn Wealth
Orem,
Utah
| US$ 154 mi | -US$ 7,46 mi | -5% | 2,35% | 46,4% | 127 | 8,66% | 1,4 |
|
| 5370 |
DFS
5370
Dixon Fnancial Services
Lafayette,
California
| US$ 154 mi | +US$ 6,57 mi | +4% | 4,94% | 76,6% | 26 | 15,38% | 1,4 |
|
| 5371 |
5371
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 154 mi | +US$ 17,9 mi | +13% | 4,74% | 53,3% | 59 | 16,95% | 2,1 |
|
| 5372 |
5372
Profit Investment Management
North Bethesda,
Maryland
| US$ 154 mi | +US$ 2,48 mi | +2% | 5,2% | 101% | 76 | 2,63% | 6,5 |
|
| 5373 |
5373
TKG Advisors
Valparaiso,
Indiana
| US$ 154 mi | -US$ 6,63 mi | -4% | 6,17% | 104% | 121 | 46,28% | 0,6 |
|
| 5374 |
5374
CGC Financial Services
Lake Oswego,
Oregon
| US$ 154 mi | – | – | 1,8% | 46% | 359 | – | 0 |
|
| 5375 |
5375
AllSquare Wealth Management
Albany,
New York
| US$ 154 mi | -US$ 709 mil | -0,5% | 3,74% | 62,4% | 574 | 4,36% | 4,4 |
|