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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Sandbox Financial Partners
Bethesda,
Maryland
| US$ 159 mi | +US$ 19,1 mi | +14% | 11,7% | 69,6% | 118 | 27,97% | 0,6 |
|
| 5527 |
5527
FirstPurpose Wealth
Orem,
Utah
| US$ 159 mi | – | – | 5,34% | – | 145 | – | 0 |
|
| 5528 |
5528
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 159 mi | +US$ 15,4 mi | +11% | 11,4% | 121% | 99 | 5,05% | 2,6 |
|
| 5529 |
5529
Memorial Sloan Kettering Cancer Center
New York
| US$ 159 mi | -US$ 1,35 mi | -0,8% | 3,08% | 14,8% | 6 | 0% | 0,8 |
|
| 5530 |
5530
Florin Court Capital
London,
United Kingdom
| US$ 159 mi | +US$ 54 mi | +51% | 8,65% | 129% | 38 | 21,05% | 0,7 |
|
| 5531 |
5531
Concorde Financial
Dallas,
Texas
| US$ 159 mi | – | – | 7,28% | 81,3% | 134 | – | 0 |
|
| 5532 |
5532
Profit Investment Management
North Bethesda,
Maryland
| US$ 159 mi | +US$ 15,2 mi | +11% | 9,45% | 101% | 92 | 13,04% | 5,2 |
|
| 5533 |
RFMS
5533
RWQ Financial Management Services
Naples,
Florida
| US$ 159 mi | +US$ 22,5 mi | +17% | 18,9% | 446% | 31 | 41,94% | 0,6 |
|
| 5534 |
5534
Alaethes Wealth
Glenbrook,
Nevada
| US$ 159 mi | +US$ 21,3 mi | +15% | 10,7% | 96,4% | 297 | 6,73% | 0,5 |
|
| 5535 |
5535
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$ 159 mi | +US$ 25,9 mi | +20% | 7,67% | 60,2% | 56 | 14,29% | 2 |
|
| 5536 |
5536
Alpha DNA Investment Management
Columbia,
Maryland
| US$ 158 mi | +US$ 11,6 mi | +8% | 15,9% | 134% | 160 | 74,38% | 0,3 |
|
| 5537 |
5537
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 158 mi | -US$ 9,9 mi | -6% | 10,6% | 95,3% | 104 | 29,81% | 1,2 |
|
| 5538 |
5538
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 158 mi | -US$ 4,36 mi | -3% | 2,24% | 38,4% | 69 | 43,48% | 0,9 |
|
| 5539 |
5539
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$ 158 mi | – | – | 11,2% | 83% | 120 | – | 0 |
|
| 5540 |
5540
Opal Wealth Advisors
Jericho,
New York
| US$ 158 mi | +US$ 54 mi | +52% | 7,96% | 62,3% | 137 | 47,45% | 0,5 |
|
| 5541 |
5541
Silver Oak Advisory Group
Portland,
Oregon
| US$ 158 mi | – | – | 2,65% | 28,9% | 60 | – | 0 |
|
| 5542 |
5542
Alphadyne Asset Management
New York
| US$ 158 mi | +US$ 343 mil | +0,2% | 14,8% | 159% | 6 | 50% | 0,2 |
|
| 5543 |
5543
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 158 mi | +US$ 21,9 mi | +16% | 5,1% | 110% | 547 | 14,26% | 1,4 |
|
| 5544 |
5544
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$ 158 mi | +US$ 18,9 mi | +14% | 13,6% | – | 128 | 11,72% | 0,8 |
|
| 5545 |
5545
Ridgewood Investments
Springfield,
New Jersey
| US$ 158 mi | +US$ 10,2 mi | +7% | 5,63% | – | 202 | 7,92% | 2,4 |
|
| 5546 |
5546
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 158 mi | +US$ 14,7 mi | +10% | 7,8% | 58,8% | 185 | 10,27% | 2,2 |
|
| 5547 |
5547
Royal Harbor Partners
Houston,
Texas
| US$ 158 mi | +US$ 17,1 mi | +12% | 8,88% | 54,6% | 86 | 15,12% | 1,2 |
|
| 5548 |
5548
HBC Financial Services
Seattle,
Washington
| US$ 158 mi | +US$ 7,57 mi | +5% | 7,41% | 12,6% | 197 | 16,24% | 1,4 |
|
| 5549 |
BCFD
5549
Boit C.F. David
| US$ 158 mi | +US$ 11,9 mi | +8% | 11% | 84,2% | 116 | 0,86% | 0,5 |
|
| 5550 |
5550
Regency Capital Management
Honolulu,
Hawaii
| US$ 157 mi | +US$ 15,2 mi | +11% | 10,8% | 92,1% | 179 | 54,75% | 0,4 |
|