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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Bay Rivers Group
Williamsburg,
Virginia
| US$ 237 mi | +US$ 18,9 mi | +9% | 12,8% | 166% | 95 | 9,47% | 3,2 |
|
| 5477 |
5477
Greykasell Wealth Strategies
Danville,
California
| US$ 237 mi | +US$ 28,8 mi | +14% | 8,11% | – | 412 | 25,97% | 0,4 |
|
| 5478 |
APSI
5478
Asset Planning Services Inc
Covington,
Louisiana
| US$ 237 mi | +US$ 19,8 mi | +9% | 10,2% | 138% | 36 | 8,33% | 5,7 |
|
| 5479 |
5479
Carmel Capital Partners
San Diego,
California
| US$ 237 mi | -US$ 48 mi | -17% | 9,25% | 65,9% | 160 | 38,75% | 2,2 |
|
| 5480 |
5480
DCM Advisors
New York
| US$ 237 mi | +US$ 3,87 mi | +2% | 9,62% | 99,3% | 41 | 12,2% | 3,7 |
|
| 5481 |
5481
McNaughton Wealth Management
San Diego,
California
| US$ 237 mi | +US$ 12,9 mi | +6% | 6,53% | 55,6% | 76 | 6,58% | 3,2 |
|
| 5482 |
BC
5482
Bowman & Company
Oshkosh,
Wisconsin
| US$ 237 mi | +US$ 12,9 mi | +6% | 7% | 59,7% | 110 | 2,73% | 2,5 |
|
| 5483 |
5483
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 237 mi | +US$ 21 mi | +10% | 6,6% | 58,5% | 96 | 12,5% | 2,2 |
|
| 5484 |
5484
Guardian Financial Partners
Orange,
California
| US$ 237 mi | +US$ 14,4 mi | +6% | 4,98% | 53,9% | 63 | 11,11% | 1,6 |
|
| 5485 |
5485
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 237 mi | +US$ 16,6 mi | +8% | 8,68% | 108% | 153 | 7,84% | 2,6 |
|
| 5486 |
5486
Dopkins Wealth Management
Williamsville,
New York
| US$ 237 mi | +US$ 14 mi | +6% | 7,46% | 64,4% | 83 | 6,02% | 1,9 |
|
| 5487 |
5487
Ridgewood Investments
Springfield,
New Jersey
| US$ 237 mi | +US$ 5,52 mi | +2% | 6,91% | – | 730 | 72,6% | 3,6 |
|
| 5488 |
5488
Juniper Capital Advisors
Houston,
Texas
| US$ 237 mi | +US$ 55,6 mi | +31% | 30,7% | – | 1 | 0% | 1,8 |
|
| 5489 |
5489
Socha Financial Group
Corning,
New York
| US$ 237 mi | +US$ 12,1 mi | +5% | 8,67% | 88,4% | 26 | 19,23% | 2,1 |
|
| 5490 |
5490
Hutner Capital Management
Manchester,
Vermont
| US$ 236 mi | +US$ 16,6 mi | +8% | 6,8% | 52,2% | 44 | 0% | 7,1 |
|
| 5491 |
5491
Independent Family Office
Albany,
New York
| US$ 236 mi | +US$ 20,6 mi | +10% | 9,44% | 68,4% | 80 | 5% | 3,5 |
|
| 5492 |
JCFM
5492
JBR Co Financial Management
Ardmore,
Oklahoma
| US$ 236 mi | +US$ 33,8 mi | +17% | 9,96% | 126% | 122 | 11,48% | 1,3 |
|
| 5493 |
5493
Shared Vision Wealth Group
Carlsbad,
United States
| US$ 236 mi | +US$ 36 mi | +18% | 9,49% | – | 99 | 17,17% | 1,2 |
|
| 5494 |
CWMGP
5494
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 236 mi | +US$ 132 mi | +127% | 7,5% | 75,9% | 81 | 39,51% | 1,6 |
|
| 5495 |
5495
FMB Wealth Management
Westlake Village,
California
| US$ 236 mi | +US$ 26,1 mi | +12% | 7,91% | 71,1% | 91 | 9,89% | 1,8 |
|
| 5496 |
5496
Gainplan
Bloomfield Hills,
Michigan
| US$ 236 mi | +US$ 15,8 mi | +7% | 8,67% | 103% | 73 | 42,47% | 1,7 |
|
| 5497 |
5497
Ardent Capital Management
Cincinnati,
Ohio
| US$ 236 mi | +US$ 27,5 mi | +13% | 10,2% | 87,2% | 52 | 19,23% | 2,1 |
|
| 5498 |
5498
Nova R Wealth
Overland Park,
Kansas
| US$ 236 mi | +US$ 20,8 mi | +10% | 4,42% | 60,7% | 87 | 13,79% | 2,5 |
|
| 5499 |
5499
Envision Financial Planning
Memphis,
Tennessee
| US$ 236 mi | +US$ 22 mi | +10% | 4,22% | 32,1% | 49 | 8,16% | 1,4 |
|
| 5500 |
5500
Redwood Wealth Management Group
Medford,
New Jersey
| US$ 236 mi | +US$ 13,2 mi | +6% | 8,26% | 74,1% | 193 | 14,51% | 1,6 |
|