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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Christensen King & Associates Investment Services
Richland,
Washington
| US$ 233 mi | +US$ 14,5 mi | +7% | 6,39% | 57,9% | 107 | 6,54% | 1,5 |
|
| 5552 |
IAMH
5552
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 233 mi | +US$ 16 mi | +7% | 25,3% | 76% | 24 | 62,5% | 0,7 |
|
| 5553 |
5553
Mainsail Financial Group
Bellevue,
Washington
| US$ 233 mi | +US$ 17,9 mi | +8% | 5,28% | 61,9% | 61 | 3,28% | 2 |
|
| 5554 |
5554
Financial Avengers
Oakland,
California
| US$ 233 mi | +US$ 17,1 mi | +8% | 11,7% | 108% | 143 | 4,2% | 3,8 |
|
| 5555 |
5555
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 233 mi | +US$ 9,29 mi | +4% | 7,78% | 73,4% | 83 | 39,76% | 3,2 |
|
| 5556 |
5556
Stash Investments
New York
| US$ 232 mi | +US$ 21,6 mi | +10% | 4,85% | 40,7% | 5 | 0% | 1,8 |
|
| 5557 |
5557
Axiom Financial Strategies
New Albany,
Indiana
| US$ 232 mi | +US$ 53,1 mi | +30% | 6,47% | 54,5% | 55 | 38,18% | 1,8 |
|
| 5558 |
RS
5558
R Squared
Central,
Hong Kong
| US$ 232 mi | +US$ 50,9 mi | +28% | 6,06% | – | 739 | 65,36% | 0,2 |
|
| 5559 |
5559
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$ 232 mi | +US$ 3,49 mi | +2% | 6,8% | 75,2% | 22 | 18,18% | 1,1 |
|
| 5560 |
5560
Wayfinding Financial
Lynnwood,
Washington
| US$ 232 mi | +US$ 8,66 mi | +4% | 6,46% | 68,3% | 157 | 10,19% | 1 |
|
| 5561 |
5561
Boyd Wealth Management
Sacramento,
California
| US$ 232 mi | +US$ 1,31 mi | +0,6% | 6,25% | 56,8% | 53 | 13,21% | 2,8 |
|
| 5562 |
5562
Proactive Wealth Strategies
Marietta,
Georgia
| US$ 232 mi | +US$ 20,4 mi | +10% | 8,14% | – | 145 | 9,66% | 0,8 |
|
| 5563 |
5563
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$ 232 mi | +US$ 29,3 mi | +14% | 7,14% | 67,9% | 46 | 15,22% | 1,4 |
|
| 5564 |
5564
Motive Wealth Advisors
Birmingham,
Michigan
| US$ 232 mi | +US$ 12,3 mi | +6% | 6,96% | 73,4% | 93 | 10,75% | 2,2 |
|
| 5565 |
5565
Vernal Point Advisors
San Francisco,
California
| US$ 232 mi | +US$ 60,5 mi | +35% | 5,34% | – | 23 | 21,74% | 1,4 |
|
| 5566 |
5566
IMPACTfolio
Denver,
Colorado
| US$ 232 mi | +US$ 20,9 mi | +10% | 6,42% | 58,8% | 43 | 27,91% | 2 |
|
| 5567 |
5567
FWG Holdings
Winter Park,
Florida
| US$ 232 mi | +US$ 19,1 mi | +9% | 8,58% | 91,6% | 117 | 15,38% | 2,4 |
|
| 5568 |
5568
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$ 232 mi | +US$ 21,5 mi | +10% | 7,56% | 95,5% | 78 | 6,41% | 2,7 |
|
| 5569 |
5569
Oakcliff Capital Partners
New York
| US$ 232 mi | +US$ 31,6 mi | +16% | 14,7% | 133% | 8 | 0% | 5,3 |
|
| 5570 |
5570
Emprise Bank
Wichita,
Kansas
| US$ 232 mi | +US$ 23,3 mi | +11% | 7,6% | – | 115 | 13,04% | 1,2 |
|
| 5571 |
5571
M1 Capital Management
Bloomfield Hills,
Michigan
| US$ 232 mi | +US$ 33,3 mi | +17% | 9,53% | – | 106 | 12,26% | 0,6 |
|
| 5572 |
5572
Richards, Merrill & Peterson
Spokane,
Washington
| US$ 232 mi | +US$ 21,3 mi | +10% | 7,67% | – | 218 | 9,63% | 0,7 |
|
| 5573 |
5573
Buttonwood Financial Group
Kansas City,
Missouri
| US$ 232 mi | +US$ 34,6 mi | +18% | 8,69% | 77,9% | 34 | 20,59% | 1,7 |
|
| 5574 |
5574
Exeter Financial
Scottsdale,
Arizona
| US$ 232 mi | +US$ 6,86 mi | +3% | 5,56% | 59,1% | 92 | 1,09% | 5,9 |
|
| 5575 |
5575
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 232 mi | +US$ 28,8 mi | +14% | 1,9% | 62% | 308 | 37,01% | 2,6 |
|