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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 |
JCFM
5676
JBR Co Financial Management
Ardmore,
Oklahoma
| US$ 239 mi | +US$ 2,54 mi | +1% | 1,3% | 126% | 128 | 15,63% | 1,5 |
|
| 5677 |
5677
MBE Wealth Management
Tomah,
Wisconsin
| US$ 239 mi | +US$ 7,62 mi | +3% | 2,41% | 66,5% | 142 | 9,15% | 2,6 |
|
| 5678 |
5678
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 239 mi | +US$ 20,4 mi | +9% | 1,88% | 64,1% | 52 | 17,31% | 4,4 |
|
| 5679 |
CWMGP
5679
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 239 mi | +US$ 2,46 mi | +1% | 2,26% | 85,4% | 91 | 24,18% | 1,7 |
|
| 5680 |
5680
Cresta Advisors
Laredo,
Texas
| US$ 239 mi | +US$ 14,4 mi | +6% | 1,93% | 66,8% | 167 | 71,26% | 0,7 |
|
| 5681 |
5681
Cordant Inc
Portland,
Oregon
| US$ 239 mi | +US$ 16,9 mi | +8% | 3,19% | 47% | 72 | 13,89% | 4,3 |
|
| 5682 |
5682
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$ 239 mi | +US$ 5,68 mi | +2% | 2,62% | – | 120 | 6,67% | 1,7 |
|
| 5683 |
5683
Harber Asset Management
Asheville,
North Carolina
| US$ 238 mi | -US$ 40,5 mi | -15% | 1,84% | 63,6% | 44 | 38,64% | 1,2 |
|
| 5684 |
5684
Tribridge Partners Financial
Columbia,
Maryland
| US$ 238 mi | +US$ 20,6 mi | +9% | 0,86% | – | 78 | 10,26% | 0,4 |
|
| 5685 |
5685
MRA Advisory Group
Parsippany,
New Jersey
| US$ 238 mi | +US$ 8,91 mi | +4% | 1,97% | 86,8% | 153 | 20,26% | 2,2 |
|
| 5686 |
5686
IMPACTfolio
Denver,
Colorado
| US$ 238 mi | +US$ 6,28 mi | +3% | 1,82% | 58,8% | 42 | 19,05% | 2,3 |
|
| 5687 |
BWA
5687
BlueChip Wealth Advisors
Milton,
Georgia
| US$ 238 mi | +US$ 3,76 mi | +2% | 1,66% | 62,2% | 170 | 16,47% | 1,3 |
|
| 5688 |
5688
Aviso Wealth Management
Bellevue,
Washington
| US$ 238 mi | +US$ 8,47 mi | +4% | 3,95% | 153% | 151 | 10,6% | 1,6 |
|
| 5689 |
5689
Ironwood Investment Management
Boston,
Massachusetts
| US$ 238 mi | +US$ 8,5 mi | +4% | 5,22% | 164% | 180 | 9,44% | 6,5 |
|
| 5690 |
5690
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 238 mi | +US$ 703 mil | +0,3% | 3,2% | 108% | 149 | 5,37% | 2,9 |
|
| 5691 |
5691
Axiom Financial Strategies
New Albany,
Indiana
| US$ 238 mi | +US$ 5,29 mi | +2% | 1,74% | 54,5% | 50 | 4% | 2,1 |
|
| 5692 |
5692
Edge Financial Advisors
Wheaton,
Illinois
| US$ 238 mi | +US$ 14,5 mi | +6% | 2,21% | – | 144 | 11,81% | 1,1 |
|
| 5693 |
5693
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 238 mi | +US$ 6,24 mi | +3% | 6,32% | 22,2% | 5 | 40% | 1,5 |
|
| 5694 |
5694
22NW LP
Seattle,
Washington
| US$ 238 mi | +US$ 25,3 mi | +12% | 22% | 138% | 22 | 13,64% | 2,2 |
|
| 5695 |
5695
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 238 mi | +US$ 6,44 mi | +3% | 1,81% | 43,1% | 262 | 13,36% | 2,4 |
|
| 5696 |
SC
5696
Schulhoff & Co
Cincinnati,
Ohio
| US$ 238 mi | +US$ 3,32 mi | +1% | 3,51% | 51,8% | 138 | 6,52% | 8,3 |
|
| 5697 |
5697
ShariaPortfolio
Lake Mary,
Florida
| US$ 237 mi | -US$ 23,9 mi | -9% | 5,36% | 254% | 25 | 8% | 1,6 |
|
| 5698 |
BC
5698
Bowman & Company
Oshkosh,
Wisconsin
| US$ 237 mi | +US$ 359 mil | +0,2% | 1,57% | 59,7% | 120 | 11,67% | 2,6 |
|
| 5699 |
5699
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 237 mi | +US$ 11,3 mi | +5% | 2,2% | 48,8% | 26 | 3,85% | 1,8 |
|
| 5700 |
5700
Kessler Investment Group
Columbus,
Indiana
| US$ 237 mi | +US$ 4,47 mi | +2% | 1,21% | 251% | 94 | 21,28% | 2,6 |
|