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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
Transcendent Capital Group
Edmond,
Oklahoma
| US$ 257 mi | +US$ 37,7 mi | +17% | 16,5% | 82,3% | 138 | 26,09% | 1,5 |
|
| 5752 |
5752
Untitled Investments
New York
| US$ 257 mi | -US$ 11,6 mi | -4% | 22,3% | 79,6% | 19 | 21,05% | 1,6 |
|
| 5753 |
NERM
5753
New England Research & Management
Chicago,
Illinois
| US$ 257 mi | +US$ 20,3 mi | +9% | 13,5% | 65% | 167 | 34,13% | 4,5 |
|
| 5754 |
5754
Guardian Financial Partners
Orange,
California
| US$ 257 mi | +US$ 20,1 mi | +8% | 11,9% | 50,2% | 74 | 16,22% | 2,1 |
|
| 5755 |
5755
HMV Wealth Advisors
Shreveport,
Louisiana
| US$ 257 mi | +US$ 44 mi | +21% | 11,8% | – | 89 | 8,99% | 1,2 |
|
| 5756 |
5756
Leslie Global Wealth
Itasca,
Illinois
| US$ 257 mi | +US$ 67 mi | +35% | 13,9% | – | 92 | 21,74% | 1,3 |
|
| 5757 |
5757
626 Financial
Portage,
Michigan
| US$ 257 mi | +US$ 32,4 mi | +14% | 13,4% | 71,3% | 133 | 13,53% | 3,3 |
|
| 5758 |
5758
Miller Capital Partners
Troy,
Michigan
| US$ 257 mi | +US$ 48,6 mi | +23% | 34,4% | – | 266 | 4,51% | 0,5 |
|
| 5759 |
5759
Birchcreek Wealth Management
Miami Township,
Ohio
| US$ 257 mi | +US$ 49 mi | +24% | 23,7% | 80,7% | 138 | 15,94% | 3,2 |
|
| 5760 |
5760
Daily Journal Corp
Los Angeles,
California
| US$ 257 mi | +US$ 16 mi | +7% | 7,97% | 109% | 4 | 0% | 10,7 |
|
| 5761 |
5761
CNB Bank
Clearfield,
Pennsylvania
| US$ 257 mi | +US$ 18,9 mi | +8% | 14% | 91,6% | 534 | 5,24% | 4,7 |
|
| 5762 |
5762
NBZ Investment Advisors
Knoxville,
Tennessee
| US$ 256 mi | +US$ 27,4 mi | +12% | 12,3% | – | 87 | 17,24% | 1 |
|
| 5763 |
5763
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 256 mi | +US$ 26,1 mi | +11% | 15,9% | 81,9% | 185 | 10,81% | 3,3 |
|
| 5764 |
5764
Davidson Trust Company
Seattle,
Washington
| US$ 256 mi | +US$ 24,4 mi | +11% | 11,8% | 77% | 193 | 10,36% | 3,5 |
|
| 5765 |
5765
Kiker Wealth Management
Jasper,
Georgia
| US$ 256 mi | +US$ 46,8 mi | +22% | 1,88% | – | 189 | 44,97% | 0,2 |
|
| 5766 |
5766
My Personal CFO LLC
Vancouver,
Washington
| US$ 256 mi | +US$ 27,8 mi | +12% | 16,9% | 83,4% | 92 | 5,43% | 1,4 |
|
| 5767 |
SCM
5767
Sage Capital Management
Stockton,
New Jersey
| US$ 256 mi | +US$ 43,3 mi | +20% | 22,1% | 94,3% | 178 | 14,61% | 2 |
|
| 5768 |
5768
Byrne Financial Freedom
Franklin,
Massachusetts
| US$ 256 mi | +US$ 47,2 mi | +23% | 37,2% | – | 124 | 20,97% | 1 |
|
| 5769 |
5769
Meritas Wealth Management
Larkspur,
California
| US$ 256 mi | +US$ 34,9 mi | +16% | 10,8% | 69,4% | 67 | 16,42% | 2,5 |
|
| 5770 |
5770
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$ 256 mi | +US$ 43,2 mi | +20% | 10,5% | – | 112 | 11,61% | 1,5 |
|
| 5771 |
5771
Punch Card Management
Winter Park,
Florida
| US$ 256 mi | -US$ 14,7 mi | -5% | 10,5% | 41% | 5 | 0% | 3,6 |
|
| 5772 |
WMS
5772
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| US$ 256 mi | +US$ 34,9 mi | +16% | 10,9% | – | 46 | 15,22% | 1,2 |
|
| 5773 |
5773
Yoder Wealth Management
Walnut Creek,
California
| US$ 256 mi | +US$ 36,5 mi | +17% | 15,3% | 69,3% | 133 | 9,77% | 2,3 |
|
| 5774 |
5774
Causey Wealth LLC
Greenwood Village,
Colorado
| US$ 256 mi | +US$ 20,3 mi | +9% | 9,13% | – | 87 | 11,49% | 1,1 |
|
| 5775 |
5775
1248 Management
Kansas City,
Missouri
| US$ 256 mi | +US$ 40,1 mi | +19% | 20,8% | – | 162 | 17,9% | 1 |
|