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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$ 132 mi | +US$ 11,2 mi | +9% | 8,55% | 80,8% | 39 | 12,82% | 0,9 |
|
| 5677 |
5677
Argus Investors Counsel
New York
| US$ 132 mi | +US$ 7,36 mi | +6% | 7,33% | 132% | 98 | 13,27% | 4,9 |
|
| 5678 |
5678
Syntax Advisors
New York
| US$ 132 mi | +US$ 11,9 mi | +10% | 3,72% | – | 240 | 14,58% | 1 |
|
| 5679 |
5679
Shore Point Advisors
Brielle,
New Jersey
| US$ 132 mi | +US$ 10,3 mi | +8% | 2,29% | 54,6% | 53 | 20,75% | 0,8 |
|
| 5680 |
5680
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 132 mi | +US$ 5,13 mi | +4% | 6,16% | 70,6% | 580 | 27,93% | 2 |
|
| 5681 |
EL
5681
EQ LLC
Bellevue,
Washington
| US$ 132 mi | +US$ 6,74 mi | +5% | 6,19% | 72,9% | 54 | 25,93% | 1,7 |
|
| 5682 |
5682
Lokken Investment Group
Lewes,
Delaware
| US$ 132 mi | +US$ 4,99 mi | +4% | 3,7% | 65,3% | 142 | 23,94% | 1,5 |
|
| 5683 |
5683
Worth Asset Management
Dallas,
Texas
| US$ 132 mi | -US$ 11,8 mi | -8% | 3,06% | 115% | 552 | 27,17% | 0,7 |
|
| 5684 |
5684
Barnett & Company
Chattanooga,
Tennessee
| US$ 132 mi | +US$ 725 mil | +0,6% | 0,91% | 65,9% | 93 | 27,96% | 3,7 |
|
| 5685 |
5685
RHS Financial
San Francisco,
California
| US$ 132 mi | +US$ 5,83 mi | +5% | 4,84% | 65,6% | 95 | 7,37% | 2,2 |
|
| 5686 |
5686
Wayfinding Financial
Lynnwood,
Washington
| US$ 132 mi | +US$ 6,82 mi | +5% | 7,89% | 68,3% | 135 | 58,52% | 0,6 |
|
| 5687 |
5687
TFB Advisors
Overland Park,
Kansas
| US$ 132 mi | +US$ 12,1 mi | +10% | 6,01% | 85% | 146 | 21,92% | 0,2 |
|
| 5688 |
5688
Financial Guidance Group
Palm Harbor,
Florida
| US$ 131 mi | +US$ 8,64 mi | +7% | 5,19% | 58,7% | 52 | 5,77% | 0,8 |
|
| 5689 |
5689
Wallace Advisory Group
Lafayette,
California
| US$ 131 mi | +US$ 4,77 mi | +4% | 5,2% | 50,9% | 192 | 27,08% | 0,2 |
|
| 5690 |
5690
Warther Private Wealth
Akron,
Ohio
| US$ 131 mi | -US$ 2,22 mi | -2% | 9,06% | 94,1% | 83 | 27,71% | 1,4 |
|
| 5691 |
5691
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 131 mi | -US$ 7,67 mi | -6% | 7,75% | 51,9% | 27 | 3,7% | 2 |
|
| 5692 |
5692
West Bancorporation
West Des Moines,
Iowa
| US$ 131 mi | -US$ 3,42 mi | -3% | 0,4% | 72,5% | 100 | 21% | 2,5 |
|
| 5693 |
ORC
5693
O'Rourke & Company
Boston,
Massachusetts
| US$ 131 mi | +US$ 5,24 mi | +4% | 6,49% | 71,9% | 134 | 3,73% | 1,1 |
|
| 5694 |
5694
ETF Store
Overland Park,
Kansas
| US$ 131 mi | +US$ 1,35 mi | +1% | 4,81% | 61% | 93 | 2,15% | 1,1 |
|
| 5695 |
JKSF
5695
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 131 mi | +US$ 23,1 mi | +21% | 16,6% | 30,8% | 4 | 0% | 1,1 |
|
| 5696 |
5696
Roubaix Capital
Denver,
Colorado
| US$ 131 mi | +US$ 7,61 mi | +6% | 21,1% | 174% | 63 | 60,32% | 0,5 |
|
| 5697 |
5697
Family CFO
Los Altos,
California
| US$ 131 mi | +US$ 19,7 mi | +18% | 4,78% | 89,6% | 59 | 8,47% | 1,2 |
|
| 5698 |
5698
Melone Private Wealth
Auburn Hills,
Michigan
| US$ 131 mi | +US$ 13 mi | +11% | 2,57% | 30,4% | 55 | 9,09% | 1,2 |
|
| 5699 |
5699
Macellum Advisors
New York
| US$ 131 mi | -US$ 8,45 mi | -6% | 6,95% | – | 6 | 33,33% | 0,6 |
|
| 5700 |
5700
Client First Capital
San Diego,
California
| US$ 131 mi | +US$ 3,09 mi | +2% | 3,5% | 54,6% | 27 | 37,04% | 0,9 |
|