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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
New Millennium Group
Sandy,
Utah
| US$ 219 mi | +US$ 38,2 mi | +21% | 15,5% | 176% | 570 | 37,72% | 1 |
|
| 5752 |
5752
Cobblestone Asset Management
Richmond,
Virginia
| US$ 219 mi | +US$ 28,5 mi | +15% | 8,01% | 60,6% | 78 | 16,67% | 1 |
|
| 5753 |
5753
Resolute Wealth Strategies
Jackson,
Mississippi
| US$ 219 mi | +US$ 31,9 mi | +17% | 12,9% | 105% | 108 | 9,26% | 1,9 |
|
| 5754 |
5754
Strategic Financial Partners
Bend,
Oregon
| US$ 218 mi | +US$ 2,92 mi | +1% | 6,44% | 54,8% | 83 | 12,05% | 3,6 |
|
| 5755 |
5755
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 218 mi | +US$ 19,8 mi | +10% | 7,14% | 85,1% | 113 | 10,62% | 1,3 |
|
| 5756 |
5756
Elite Financial
Lewiston,
Idaho
| US$ 218 mi | +US$ 15,1 mi | +7% | 6,7% | – | 54 | 3,7% | 0,7 |
|
| 5757 |
5757
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 218 mi | -US$ 1,28 mi | -0,6% | 6,59% | 64,1% | 48 | 8,33% | 4,6 |
|
| 5758 |
5758
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 218 mi | +US$ 6,46 mi | +3% | 4,34% | 38,1% | 22 | 0% | 3,8 |
|
| 5759 |
5759
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 218 mi | +US$ 17,6 mi | +9% | 10,1% | 105% | 99 | 13,13% | 2,4 |
|
| 5760 |
5760
Infusive Asset Management
New York
| US$ 218 mi | -US$ 6,23 mi | -3% | 8,46% | 33,8% | 38 | 31,58% | 1,5 |
|
| 5761 |
5761
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 218 mi | +US$ 26,7 mi | +14% | 7,81% | 55,1% | 121 | 8,26% | 1,8 |
|
| 5762 |
CIA
5762
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 218 mi | +US$ 11,6 mi | +6% | 7,22% | 66,1% | 83 | 1,2% | 4,2 |
|
| 5763 |
5763
Burrus Financial Services
Salt Lake City,
Utah
| US$ 218 mi | +US$ 9,01 mi | +4% | 4,27% | 31,3% | 10 | 0% | 2,8 |
|
| 5764 |
5764
WealthCollab
Bellevue,
Washington
| US$ 218 mi | +US$ 39 mi | +22% | 15,5% | – | 998 | 7,52% | 1,3 |
|
| 5765 |
5765
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 218 mi | -US$ 58,6 mi | -21% | 10,1% | 112% | 57 | 70,18% | 0,5 |
|
| 5766 |
5766
Core Wealth Partners
Santa Rosa,
California
| US$ 218 mi | +US$ 20,8 mi | +11% | 7,56% | 75,7% | 191 | 12,04% | 1,7 |
|
| 5767 |
5767
Tribridge Partners Financial
Columbia,
Maryland
| US$ 218 mi | +US$ 47,3 mi | +28% | 5,36% | – | 74 | 22,97% | 0,2 |
|
| 5768 |
NERM
5768
New England Research & Management
Chicago,
Illinois
| US$ 218 mi | +US$ 7,19 mi | +3% | 7,9% | 65% | 178 | 35,39% | 4,1 |
|
| 5769 |
BCM
5769
Birmingham Capital Management
Birmingham,
Alabama
| US$ 218 mi | -US$ 8,53 mi | -4% | 7,93% | 103% | 99 | 8,08% | 9,6 |
|
| 5770 |
5770
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$ 218 mi | +US$ 18,7 mi | +9% | 5,94% | – | 151 | 7,28% | 0,6 |
|
| 5771 |
5771
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 218 mi | +US$ 4,5 mi | +2% | 7,46% | 235% | 35 | 62,86% | 1 |
|
| 5772 |
5772
Howard Wealth Management
Madison,
Connecticut
| US$ 218 mi | +US$ 19,7 mi | +10% | 6,74% | 69,9% | 134 | 11,94% | 2,6 |
|
| 5773 |
5773
INCA Investments
Miami,
Florida
| US$ 217 mi | -US$ 40,2 mi | -16% | 1,29% | 128% | 10 | 10% | 6 |
|
| 5774 |
5774
Bellevue Asset Management
Bellevue,
Washington
| US$ 217 mi | +US$ 11,8 mi | +6% | 6,51% | 56,7% | 504 | 9,72% | 4,1 |
|
| 5775 |
5775
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 217 mi | +US$ 8,92 mi | +4% | 3,38% | 114% | 86 | 26,74% | 1,1 |
|