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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
RCS Financial Planning
Annapolis,
Maryland
| US$ 226 mi | +US$ 24,7 mi | +12% | 5,47% | 48,2% | 94 | 13,83% | 1,7 |
|
| 5652 |
CWMG
5652
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| US$ 226 mi | +US$ 38,9 mi | +21% | 5,92% | – | 63 | 7,94% | 0,2 |
|
| 5653 |
5653
TenCore Partners
New York
| US$ 226 mi | +US$ 4,51 mi | +2% | 1,63% | 50,4% | 13 | 15,38% | 3,7 |
|
| 5654 |
5654
HealthCor Partners Management
Charleston,
South Carolina
| US$ 225 mi | – | – | 0% | – | 1 | – | 0 |
|
| 5655 |
5655
Financial Council
Towson,
Maryland
| US$ 225 mi | +US$ 17,9 mi | +9% | 8,51% | 88,6% | 97 | 6,19% | 2,5 |
|
| 5656 |
5656
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 225 mi | -US$ 14,3 mi | -6% | 4,77% | 52,1% | 164 | 9,76% | 2,9 |
|
| 5657 |
CCC
5657
Chelsea Counsel Company
Los Angeles,
California
| US$ 225 mi | +US$ 23,5 mi | +12% | 16,1% | 106% | 247 | 20,65% | 3,2 |
|
| 5658 |
5658
Tumwater Wealth Management
Boise,
Idaho
| US$ 225 mi | +US$ 9,9 mi | +5% | 7,22% | – | 39 | 20,51% | 0,7 |
|
| 5659 |
5659
Lakeridge Wealth Management
Mentor,
Ohio
| US$ 225 mi | +US$ 7,52 mi | +3% | 7,13% | – | 160 | 11,25% | 1,4 |
|
| 5660 |
5660
Values Added Financial
Washington,
District of Columbia
| US$ 225 mi | +US$ 18,6 mi | +9% | 6,61% | 65,9% | 130 | 7,69% | 1,6 |
|
| 5661 |
5661
Fortress Wealth Management
Culver City,
California
| US$ 225 mi | +US$ 17,5 mi | +8% | 5,71% | 52,1% | 75 | 4% | 2,2 |
|
| 5662 |
5662
Aurelius Family Office
Bedford,
New Hampshire
| US$ 225 mi | +US$ 13,2 mi | +6% | 5,36% | – | 49 | 6,12% | 0,7 |
|
| 5663 |
SIA
5663
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 225 mi | +US$ 22,5 mi | +11% | 11,1% | 241% | 86 | 0% | 2,2 |
|
| 5664 |
5664
Pilgrim Partners Asia
Singapore
| US$ 225 mi | – | – | 15,6% | – | 155 | – | 0,4 |
|
| 5665 |
5665
Client First Capital
San Diego,
California
| US$ 224 mi | +US$ 10,9 mi | +5% | 5,86% | 54,6% | 26 | 26,92% | 1,5 |
|
| 5666 |
I2I
5666
Insight 2811 Inc
Chicago,
Illinois
| US$ 224 mi | +US$ 13,2 mi | +6% | 4,73% | 30,8% | 96 | 10,42% | 4,8 |
|
| 5667 |
5667
FreeGulliver LLC
New Orleans,
Louisiana
| US$ 224 mi | +US$ 5,22 mi | +2% | 8,62% | – | 120 | 44,17% | 0,9 |
|
| 5668 |
SCA
5668
Sassicaia Capital Advisers
Jericho,
New York
| US$ 224 mi | +US$ 64,8 mi | +41% | 25% | 4.519% | 64 | 82,81% | 0,1 |
|
| 5669 |
5669
Glass Wealth Management
San Antonio,
Texas
| US$ 224 mi | +US$ 36,5 mi | +19% | 14,8% | – | 58 | 6,9% | 1,4 |
|
| 5670 |
5670
PFG Private Wealth Management
Lutz,
Florida
| US$ 224 mi | +US$ 30,1 mi | +15% | 7,67% | 52,6% | 155 | 88,39% | 0,7 |
|
| 5671 |
5671
Integrity Wealth Solutions
Denver,
Colorado
| US$ 224 mi | +US$ 19,1 mi | +9% | 7,67% | – | 125 | 16% | 1,3 |
|
| 5672 |
5672
Cresta Advisors
Laredo,
Texas
| US$ 224 mi | +US$ 18,9 mi | +9% | 7,1% | 66,8% | 50 | 10% | 2,2 |
|
| 5673 |
5673
Traveka Wealth
Los Altos,
California
| US$ 224 mi | +US$ 35,2 mi | +19% | 7,84% | 78,1% | 177 | 23,16% | 1,1 |
|
| 5674 |
5674
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$ 224 mi | +US$ 13,7 mi | +7% | 1,61% | 14,4% | 350 | 88,86% | 1,3 |
|
| 5675 |
5675
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 224 mi | +US$ 18,7 mi | +9% | 7% | 81,9% | 191 | 13,09% | 2,8 |
|