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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 |
5351
Aventura Private Wealth
Aventura,
Florida
| US$ 231 mi | +US$ 40,2 mi | +21% | 13,5% | – | 850 | 15,88% | 0,4 |
|
| 5352 |
5352
Boyd Wealth Management
Sacramento,
California
| US$ 231 mi | +US$ 30,3 mi | +15% | 8,05% | 56,8% | 53 | 18,87% | 2,4 |
|
| 5353 |
5353
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 231 mi | +US$ 18,1 mi | +8% | 12,6% | 98,4% | 93 | 5,38% | 3,8 |
|
| 5354 |
5354
SK Wealth Management
Providence,
Rhode Island
| US$ 231 mi | +US$ 44,4 mi | +24% | 7,28% | – | 82 | 14,63% | 0,6 |
|
| 5355 |
5355
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 231 mi | +US$ 21,1 mi | +10% | 9,53% | 75,1% | 191 | 18,32% | 2,2 |
|
| 5356 |
5356
Kirkwood Financial Services
San Antonio,
Texas
| US$ 231 mi | +US$ 32,6 mi | +16% | 11,5% | – | 34 | 32,35% | 0,2 |
|
| 5357 |
5357
Ranch Capital Advisors
Sarasota,
Florida
| US$ 231 mi | +US$ 19,7 mi | +9% | 9,27% | 92,6% | 145 | 6,21% | 3,7 |
|
| 5358 |
5358
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 231 mi | +US$ 12,4 mi | +6% | 12% | 98,6% | 147 | 10,88% | 5 |
|
| 5359 |
5359
ORIX Corp
Tokyo,
Japan
| US$ 231 mi | +US$ 18,8 mi | +9% | 18,4% | 11,7% | 1 | 0% | 7,5 |
|
| 5360 |
5360
Muzinich & Co
New York
| US$ 230 mi | +US$ 54,3 mi | +31% | 2,34% | 13,5% | 71 | 38,03% | 4,8 |
|
| 5361 |
5361
Wills Financial Group
Richmond,
Virginia
| US$ 230 mi | +US$ 4,85 mi | +2% | 4,26% | 57,5% | 71 | 15,49% | 5,1 |
|
| 5362 |
5362
Sherbrooke Park Advisers
White Plains,
New York
| US$ 230 mi | +US$ 15,6 mi | +7% | 6,29% | 9,59% | 827 | 70,98% | 0,3 |
|
| 5363 |
5363
Balanced Wealth Group
Westlake,
Ohio
| US$ 230 mi | +US$ 23,4 mi | +11% | 7,49% | – | 70 | 7,14% | 1,3 |
|
| 5364 |
OIA
5364
Optimum Investment Advisors
Chicago,
Illinois
| US$ 230 mi | +US$ 17,9 mi | +8% | 13,1% | 125% | 650 | 7,23% | 6,3 |
|
| 5365 |
5365
Swan Capital
Pensacola,
Florida
| US$ 230 mi | +US$ 13,7 mi | +6% | 6,32% | 47,9% | 516 | 33,33% | 0,7 |
|
| 5366 |
5366
Seldon Capital
San Francisco,
California
| US$ 230 mi | +US$ 71,3 mi | +45% | 23,4% | 604% | 71 | 23,94% | 2 |
|
| 5367 |
5367
EVR Research
Richmond,
Virginia
| US$ 230 mi | -US$ 123 mi | -35% | 18% | 165% | 44 | 52,27% | 0,7 |
|
| 5368 |
5368
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 230 mi | +US$ 5,05 mi | +2% | 8,03% | 68,3% | 107 | 28,04% | 3,4 |
|
| 5369 |
5369
MBE Wealth Management
Tomah,
Wisconsin
| US$ 230 mi | +US$ 21 mi | +10% | 8,15% | 66,5% | 136 | 11,76% | 2,1 |
|
| 5370 |
5370
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 230 mi | +US$ 26 mi | +13% | 9,83% | 68,3% | 71 | 4,23% | 0,9 |
|
| 5371 |
5371
Trellis Wealth Advisors
San Luis Obispo,
California
| US$ 230 mi | +US$ 23,7 mi | +11% | 9,41% | 62,2% | 37 | 5,41% | 1,7 |
|
| 5372 |
5372
Greenbush Financial Group
Albany,
New York
| US$ 230 mi | +US$ 28,5 mi | +14% | 9,49% | – | 33 | 3,03% | 0,5 |
|
| 5373 |
5373
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 229 mi | +US$ 2,62 mi | +1% | 14,9% | 137% | 97 | 24,74% | 3 |
|
| 5374 |
SAM
5374
Stenahm Asset Management
Guernsey
| US$ 229 mi | -US$ 16,3 mi | -7% | 10,4% | – | 33 | 42,42% | 1,5 |
|
| 5375 |
5375
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 229 mi | +US$ 15,4 mi | +7% | 5,19% | 41,6% | 188 | 11,17% | 3,1 |
|