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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Boyd Wealth Management
Sacramento,
California
| US$ 181 mi | +US$ 6,11 mi | +3% | 1,85% | 56,8% | 47 | 17,02% | 1,8 |
|
| 5577 |
5577
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$ 181 mi | +US$ 12,1 mi | +7% | 5,32% | 83% | 161 | 16,15% | 1,3 |
|
| 5578 |
5578
Bellevue Asset Management
Bellevue,
Washington
| US$ 181 mi | +US$ 4,94 mi | +3% | 4,32% | 56,7% | 479 | 8,14% | 3,6 |
|
| 5579 |
5579
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 181 mi | -US$ 6,7 mi | -4% | 4,12% | 85,8% | 130 | 39,23% | 2 |
|
| 5580 |
5580
Three Seasons Wealth
Salt Lake City,
Utah
| US$ 181 mi | +US$ 37,9 mi | +27% | 5,71% | 156% | 97 | 27,84% | 0,5 |
|
| 5581 |
5581
AJ Advisors
Nashville,
Tennessee
| US$ 181 mi | -US$ 462 mil | -0,3% | 1,65% | 59,8% | 49 | 34,69% | 1,2 |
|
| 5582 |
5582
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 181 mi | +US$ 9,5 mi | +6% | 2,85% | 67,3% | 185 | 8,11% | 3,5 |
|
| 5583 |
DCM
5583
Dudley Capital Management
Middleburg,
Virginia
| US$ 181 mi | +US$ 9,39 mi | +5% | 5,82% | 129% | 123 | 8,13% | 1,3 |
|
| 5584 |
5584
Creekside Partners
Petaluma,
California
| US$ 181 mi | – | – | 0,83% | – | 162 | – | 0 |
|
| 5585 |
5585
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 180 mi | +US$ 10 mi | +6% | 2,25% | 100% | 152 | 17,11% | 1,4 |
|
| 5586 |
GECH
5586
Garnet Equity Capital Holdings
New York
| US$ 180 mi | -US$ 273 mi | -60% | 3,36% | 302% | 36 | 44,44% | 0,9 |
|
| 5587 |
5587
Mendon Capital Advisors
Key Largo,
Florida
| US$ 180 mi | -US$ 6,24 mi | -3% | 0,91% | – | 55 | 21,82% | 2,9 |
|
| 5588 |
5588
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$ 180 mi | +US$ 11,7 mi | +7% | 7,41% | 130% | 100 | 13% | 1,5 |
|
| 5589 |
MA
5589
Menlo Advisors
Menlo Park,
California
| US$ 180 mi | +US$ 5,54 mi | +3% | 2,89% | 108% | 35 | 25,71% | 5,2 |
|
| 5590 |
HWMA
5590
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| US$ 180 mi | -US$ 16,2 mi | -8% | 0,31% | – | 188 | 16,49% | 2,5 |
|
| 5591 |
5591
Heritage Family Offices
Scottsdale,
Arizona
| US$ 180 mi | – | – | 0,31% | – | 168 | – | 0 |
|
| 5592 |
5592
Silver Oak Advisory Group
Portland,
Oregon
| US$ 180 mi | +US$ 1,9 mi | +1% | 0,21% | 27% | 67 | 8,96% | 2 |
|
| 5593 |
5593
Tieton Capital Management
Yakima,
Washington
| US$ 180 mi | -US$ 10,7 mi | -6% | 5,76% | 172% | 40 | 7,5% | 4,4 |
|
| 5594 |
5594
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 180 mi | +US$ 12 mi | +7% | 0,71% | 45,2% | 49 | 2,04% | 2 |
|
| 5595 |
5595
Ecofi Investissements
Nanterre,
France
| US$ 180 mi | – | – | 1,87% | – | 41 | – | 0 |
|
| 5596 |
5596
Bond Capital Management
San Francisco,
California
| US$ 180 mi | -US$ 7,46 mi | -4% | 0,14% | 47,5% | 5 | 0% | 2,3 |
|
| 5597 |
5597
Chronos Wealth Management
Clearwater,
Florida
| US$ 180 mi | +US$ 8,85 mi | +5% | 5,78% | 92,3% | 41 | 7,32% | 3,3 |
|
| 5598 |
5598
D. Scott Neal
Lexington,
Kentucky
| US$ 180 mi | +US$ 26,7 mi | +17% | 2,34% | 105% | 65 | 9,23% | 3,2 |
|
| 5599 |
5599
Blue Barn Wealth
Orem,
Utah
| US$ 180 mi | +US$ 258 mil | +0,1% | 0,15% | 46,4% | 149 | 16,78% | 1,7 |
|
| 5600 |
5600
Shira Ridge Wealth Management
Larkspur,
California
| US$ 179 mi | +US$ 4,74 mi | +3% | 3,14% | 72,8% | 77 | 7,79% | 1,2 |
|