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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Aviso Wealth Management
Bellevue,
Washington
| US$ 229 mi | +US$ 15,3 mi | +7% | 9,81% | 153% | 148 | 8,11% | 1,5 |
|
| 5602 |
5602
rebel Financial
Groveport,
Ohio
| US$ 229 mi | +US$ 10,1 mi | +5% | 4,87% | – | 64 | 96,88% | 0 |
|
| 5603 |
5603
5T Wealth
Napa,
California
| US$ 229 mi | +US$ 18,9 mi | +9% | 6,06% | – | 117 | 14,53% | 0,6 |
|
| 5604 |
5604
Blue Square Asset Management
New York
| US$ 229 mi | +US$ 15,8 mi | +7% | 8,28% | 117% | 81 | 20,99% | 2 |
|
| 5605 |
5605
Ironwood Investment Management
Boston,
Massachusetts
| US$ 229 mi | +US$ 23,8 mi | +12% | 13,1% | 164% | 174 | 5,75% | 6,4 |
|
| 5606 |
5606
MRA Advisory Group
Parsippany,
New Jersey
| US$ 229 mi | +US$ 15,8 mi | +7% | 8,5% | 86,8% | 151 | 16,56% | 2 |
|
| 5607 |
5607
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 229 mi | +US$ 23,4 mi | +11% | 10,8% | 85,8% | 137 | 18,98% | 2,4 |
|
| 5608 |
5608
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 229 mi | +US$ 21,9 mi | +11% | 8,03% | 84,1% | 89 | 8,99% | 2,4 |
|
| 5609 |
5609
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 229 mi | +US$ 26,2 mi | +13% | 14,9% | 114% | 15 | 6,67% | 3,6 |
|
| 5610 |
5610
Compass Capital Corp
Braintree,
Massachusetts
| US$ 229 mi | +US$ 16,9 mi | +8% | 9,91% | – | 190 | 25,79% | 0,6 |
|
| 5611 |
5611
Physician Wealth Solutions
North Las Vegas,
Nevada
| US$ 229 mi | +US$ 13,4 mi | +6% | 5,42% | 43,6% | 46 | 2,17% | 1,5 |
|
| 5612 |
5612
Family Office Research
Bethesda,
Maryland
| US$ 229 mi | +US$ 17,2 mi | +8% | 5,19% | – | 74 | 12,16% | 0,7 |
|
| 5613 |
5613
Arcus Capital Partners
Atlanta,
Georgia
| US$ 229 mi | -US$ 2,58 mi | -1% | 5,09% | 69,2% | 139 | 25,9% | 2,9 |
|
| 5614 |
5614
Kinloch Capital
Glen Allen,
Virginia
| US$ 229 mi | +US$ 13,8 mi | +6% | 6,56% | 63,4% | 77 | 7,79% | 3,4 |
|
| 5615 |
5615
Melia Wealth
Tulsa,
Oklahoma
| US$ 228 mi | +US$ 19,6 mi | +9% | 0,03% | – | 23 | 8,7% | 1,3 |
|
| 5616 |
5616
Foronjy Financial
Santa Barbara,
California
| US$ 228 mi | +US$ 14,6 mi | +7% | 5,41% | – | 116 | 19,83% | 0,2 |
|
| 5617 |
5617
StoneCrest Wealth Management
Chandler,
Arizona
| US$ 228 mi | +US$ 18,3 mi | +9% | 11,2% | 168% | 81 | 24,69% | 1 |
|
| 5618 |
5618
Bandera Partners
New York
| US$ 228 mi | +US$ 6,27 mi | +3% | 12,4% | 55,4% | 14 | 7,14% | 4,7 |
|
| 5619 |
5619
Merck & Co
Rahway,
New Jersey
| US$ 228 mi | +US$ 12,4 mi | +6% | 10,3% | – | 13 | 0% | 0,7 |
|
| 5620 |
5620
Mainsail Asset Management
Birmingham,
Alabama
| US$ 228 mi | +US$ 66,3 mi | +41% | 5,62% | 90,4% | 93 | 37,63% | 1 |
|
| 5621 |
5621
626 Financial
Portage,
Michigan
| US$ 228 mi | +US$ 14,1 mi | +7% | 7,52% | 81,1% | 121 | 9,09% | 3,1 |
|
| 5622 |
5622
Catalyst Private Wealth
San Mateo,
California
| US$ 228 mi | +US$ 3,04 mi | +1% | 3,65% | 120% | 82 | 6,1% | 3,2 |
|
| 5623 |
5623
Balanced Wealth Group
Westlake,
Ohio
| US$ 228 mi | -US$ 2,56 mi | -1% | 7,89% | – | 70 | 1,43% | 1,6 |
|
| 5624 |
5624
Scholtz & Company
Stamford,
Connecticut
| US$ 228 mi | -US$ 212 mil | -0,1% | 3,53% | 89,2% | 54 | 9,26% | 2,4 |
|
| 5625 |
5625
Blue Barn Wealth
Orem,
Utah
| US$ 228 mi | +US$ 15,3 mi | +7% | 5,81% | 46,4% | 184 | 21,74% | 2,1 |
|