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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Gould Capital
Tacoma,
Washington
| US$ 143 mi | – | – | 5,14% | 60,1% | 210 | – | 0 |
|
| 5777 |
5777
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 143 mi | +US$ 8,03 mi | +6% | 5,64% | 38,1% | 23 | 8,7% | 0,9 |
|
| 5778 |
5778
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$ 143 mi | +US$ 9,39 mi | +7% | 6,61% | 55,1% | 88 | 20,45% | 0,8 |
|
| 5779 |
CWM
5779
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 143 mi | +US$ 13,3 mi | +10% | 5,76% | 51,3% | 39 | 10,26% | 2,1 |
|
| 5780 |
5780
Doheny Asset Management
Los Angeles,
California
| US$ 143 mi | +US$ 2,81 mi | +2% | 15,9% | 135% | 100 | 12% | 4,8 |
|
| 5781 |
5781
BetterWealth
San Jose,
California
| US$ 143 mi | – | – | 11% | 63,3% | 42 | – | 0 |
|
| 5782 |
5782
Cruiser Capital Advisors
Stamford,
Connecticut
| US$ 143 mi | +US$ 20,6 mi | +17% | 15,8% | 192% | 92 | 44,57% | 0,7 |
|
| 5783 |
5783
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 142 mi | – | – | 6,66% | 72,4% | 78 | – | 0 |
|
| 5784 |
5784
IFS Advisors
Overland Park,
Kansas
| US$ 142 mi | -US$ 13,7 mi | -9% | 5,18% | 54,2% | 140 | 80,71% | 0,2 |
|
| 5785 |
5785
Invesco Senior Secured Management
New York
| US$ 142 mi | -US$ 50,1 mi | -26% | 2,11% | 18,1% | 18 | 38,89% | 2 |
|
| 5786 |
SCM
5786
Springhouse Capital Management
Westport,
Connecticut
| US$ 142 mi | +US$ 36,2 mi | +34% | 0,85% | 52% | 37 | 40,54% | 1 |
|
| 5787 |
5787
Ivy Lane Capital Management
Winter Park,
Florida
| US$ 142 mi | -US$ 1,1 mi | -0,8% | 4,08% | 101% | 10 | 20% | 0,8 |
|
| 5788 |
5788
Yost Capital Management
Houston,
Texas
| US$ 142 mi | +US$ 43 mi | +43% | 6,82% | 125% | 13 | 38,46% | 0,6 |
|
| 5789 |
5789
Powers Advisory Group
Highland,
Illinois
| US$ 142 mi | – | – | 6,43% | 49,8% | 91 | – | 0 |
|
| 5790 |
RCA
5790
Reitz Capital Advisors
Freeland,
Michigan
| US$ 142 mi | +US$ 8,18 mi | +6% | 5,38% | 11% | 52 | 15,38% | 1,7 |
|
| 5791 |
KL
5791
KCK Ltd
Hamilton,
Bermuda
| US$ 142 mi | – | – | 28% | – | 4 | – | 0 |
|
| 5792 |
5792
Newton One Investments
Newark,
Delaware
| US$ 142 mi | +US$ 7,44 mi | +6% | 4,2% | 42% | 137 | 8,03% | 0,7 |
|
| 5793 |
5793
Lake Hills Wealth Management
Austin,
Texas
| US$ 141 mi | – | – | 7,84% | 83,7% | 56 | – | 0 |
|
| 5794 |
5794
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 141 mi | +US$ 10,5 mi | +8% | 5,53% | 61,2% | 101 | 16,83% | 0,8 |
|
| 5795 |
5795
Objective Capital Management
Pepper Pike,
Ohio
| US$ 141 mi | – | – | 8,22% | – | 121 | – | 0 |
|
| 5796 |
5796
Innova Wealth Partners
Newtown,
Pennsylvania
| US$ 141 mi | +US$ 15,2 mi | +12% | 6,73% | 72,5% | 75 | 14,67% | 0,8 |
|
| 5797 |
5797
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 141 mi | +US$ 5,94 mi | +4% | 6,87% | – | 24 | 12,5% | 0,5 |
|
| 5798 |
5798
LifeSteps Financial
Claremont,
California
| US$ 141 mi | +US$ 10,6 mi | +8% | 9,57% | 98,4% | 85 | 11,76% | 1,7 |
|
| 5799 |
5799
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$ 141 mi | – | – | 11,7% | 62,7% | 103 | – | 0 |
|
| 5800 |
5800
swisspartners
Vaduz,
Liechtenstein
| US$ 141 mi | +US$ 12,2 mi | +9% | 7,61% | – | 86 | 18,6% | 0,7 |
|