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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
Tiemann Investment Advisors
Menlo Park,
California
| US$ 276 mi | +US$ 21,1 mi | +8% | 15,5% | 77% | 217 | 10,6% | 6,8 |
|
| 5552 |
5552
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 276 mi | +US$ 37,6 mi | +16% | 17,5% | 105% | 80 | 8,75% | 5,4 |
|
| 5553 |
5553
MRA Advisory Group
Parsippany,
New Jersey
| US$ 276 mi | +US$ 30,6 mi | +12% | 17,1% | 86,8% | 181 | 33,7% | 2,1 |
|
| 5554 |
5554
Islander Capital Partners
San Francisco,
California
| US$ 276 mi | -US$ 32,2 mi | -10% | 19,5% | – | 19 | 42,11% | 0,4 |
|
| 5555 |
5555
Wealth Analytics Partners
San Diego,
California
| US$ 276 mi | +US$ 29,7 mi | +12% | 11,9% | – | 50 | 8% | 0,5 |
|
| 5556 |
5556
Greykasell Wealth Strategies
Danville,
California
| US$ 275 mi | +US$ 27,4 mi | +11% | 18% | – | 570 | 15,79% | 1 |
|
| 5557 |
5557
Dopkins Wealth Management
Williamsville,
New York
| US$ 275 mi | +US$ 26,3 mi | +11% | 11,7% | 64,4% | 95 | 8,42% | 2,2 |
|
| 5558 |
5558
Valued Wealth Advisors
Holladay,
Utah
| US$ 275 mi | +US$ 28,4 mi | +12% | 10,9% | – | 936 | 22,76% | 1,5 |
|
| 5559 |
5559
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 275 mi | +US$ 28,6 mi | +12% | 18,7% | 96,9% | 276 | 41,3% | 1,1 |
|
| 5560 |
5560
Spreng Capital Management
Bucyrus,
Ohio
| US$ 275 mi | +US$ 62,9 mi | +30% | 13,9% | 72,5% | 79 | 18,99% | 4,4 |
|
| 5561 |
5561
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| US$ 275 mi | +US$ 32,8 mi | +14% | 18% | – | 1.452 | 23,83% | 1 |
|
| 5562 |
5562
American Capital Advisory
Ketchum,
Idaho
| US$ 275 mi | +US$ 27,1 mi | +11% | 10% | 69% | 1.234 | 13,29% | 1,2 |
|
| 5563 |
5563
Wills Financial Group
Richmond,
Virginia
| US$ 275 mi | +US$ 9,4 mi | +4% | 10,6% | 57,5% | 82 | 8,54% | 4,9 |
|
| 5564 |
5564
Westfuller Advisors
New York
| US$ 275 mi | +US$ 43 mi | +19% | 15,3% | – | 813 | 14,15% | 0,8 |
|
| 5565 |
SL
5565
SOF Ltd
George Town,
Cayman Islands
| US$ 274 mi | -US$ 4,4 mi | -2% | 1,58% | 42,3% | 1 | 0% | 9,5 |
|
| 5566 |
CP
5566
CPV Partners
Stamford,
Connecticut
| US$ 274 mi | +US$ 50,2 mi | +22% | 9,46% | 105% | 5 | 20% | 4,3 |
|
| 5567 |
5567
Kerusso Capital Management
Winston Salem,
North Carolina
| US$ 274 mi | +US$ 74,7 mi | +37% | 14,8% | – | 59 | 11,86% | 1,5 |
|
| 5568 |
5568
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 274 mi | +US$ 23,4 mi | +9% | 14,2% | – | 41 | 34,15% | 1,8 |
|
| 5569 |
5569
Cloud Capital Management
Seattle,
Washington
| US$ 274 mi | +US$ 44,7 mi | +19% | 11,9% | – | 127 | 18,11% | 0,8 |
|
| 5570 |
JCFM
5570
JBR Co Financial Management
Ardmore,
Oklahoma
| US$ 274 mi | +US$ 35,2 mi | +15% | 19,3% | 126% | 139 | 17,99% | 1,7 |
|
| 5571 |
5571
Chris Bulman
Roseville,
California
| US$ 274 mi | +US$ 45,5 mi | +20% | 12,7% | – | 181 | 25,97% | 1,1 |
|
| 5572 |
5572
Meramec Financial Planners
Saint Louis,
Missouri
| US$ 274 mi | +US$ 21,6 mi | +9% | 12,8% | – | 628 | 29,62% | 0,4 |
|
| 5573 |
5573
Kinloch Capital
Glen Allen,
Virginia
| US$ 274 mi | +US$ 28,4 mi | +12% | 11,7% | 63,4% | 85 | 9,41% | 3,7 |
|
| 5574 |
5574
Parker Financial
Silverdale,
Washington
| US$ 273 mi | +US$ 23,2 mi | +9% | 9,89% | 45% | 37 | 0% | 3 |
|
| 5575 |
MEPT
5575
Missouri Education Pension Trust
Jefferson City,
Missouri
| US$ 273 mi | -US$ 20,1 mi | -7% | 17,7% | – | 2 | 0% | 0,5 |
|