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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
Friedenthal Financial
Marlton,
New Jersey
| US$ 153 mi | +US$ 5,86 mi | +4% | 15,7% | 105% | 273 | 78,75% | 0,9 |
|
| 5777 |
WFA
5777
WMG Financial Advisors
Knoxville,
Tennessee
| US$ 153 mi | +US$ 35,6 mi | +30% | 11,1% | 73,8% | 132 | 30,3% | 1,2 |
|
| 5778 |
5778
Prairie Sky Financial Group
Lake Bluff,
Illinois
| US$ 153 mi | +US$ 11,2 mi | +8% | 9,83% | – | 81 | 9,88% | 0,5 |
|
| 5779 |
5779
Cox Capital Management
Andover,
Massachusetts
| US$ 153 mi | +US$ 11 mi | +8% | 10,4% | 106% | 107 | 36,45% | 3,2 |
|
| 5780 |
5780
Ampfield Management
New York
| US$ 153 mi | +US$ 41,4 mi | +37% | 29,5% | 56,9% | 5 | 40% | 1,7 |
|
| 5781 |
RCM
5781
Ratan Capital Management
Miami Beach,
Florida
| US$ 153 mi | +US$ 21,1 mi | +16% | 23,9% | 616% | 48 | 45,83% | 1,4 |
|
| 5782 |
5782
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 153 mi | +US$ 28,3 mi | +23% | 11,1% | 57,4% | 61 | 14,75% | 0,8 |
|
| 5783 |
5783
Maxwell Wealth Strategies
Pleasanton,
California
| US$ 153 mi | – | – | 10% | – | 91 | – | 0 |
|
| 5784 |
5784
TAGStone Capital
Charlotte,
North Carolina
| US$ 153 mi | +US$ 17 mi | +12% | 10,5% | 58,3% | 83 | 10,84% | 1,6 |
|
| 5785 |
5785
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 153 mi | +US$ 12,4 mi | +9% | 10,5% | 111% | 93 | 11,83% | 2,5 |
|
| 5786 |
5786
RCS Financial Planning
Annapolis,
Maryland
| US$ 153 mi | +US$ 22 mi | +17% | 8,57% | 48,2% | 66 | 13,64% | 0,7 |
|
| 5787 |
5787
Brendel Financial Advisors
Hanover,
New Hampshire
| US$ 153 mi | +US$ 85,4 mi | +127% | 9,24% | 126% | 97 | 60,82% | 0,9 |
|
| 5788 |
5788
Horizons Wealth Management
Asheville,
North Carolina
| US$ 153 mi | +US$ 15,5 mi | +11% | 7,85% | – | 192 | 8,33% | 1,3 |
|
| 5789 |
5789
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 153 mi | +US$ 22,1 mi | +17% | 10,2% | 75,1% | 153 | 24,84% | 1,6 |
|
| 5790 |
5790
Luminvest Wealth Management
Scottsdale,
Arizona
| US$ 153 mi | – | – | 8,81% | 47,7% | 21 | – | 0 |
|
| 5791 |
5791
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 153 mi | +US$ 13,8 mi | +10% | 8,72% | 90,8% | 78 | 8,97% | 2,6 |
|
| 5792 |
5792
Lexington Partners
New York
| US$ 152 mi | +US$ 16,5 mi | +12% | 10,2% | 24,5% | 9 | 55,56% | 1,4 |
|
| 5793 |
5793
Colorado Capital Management
Boulder,
Colorado
| US$ 152 mi | +US$ 20,4 mi | +15% | 9,51% | 60,4% | 82 | 7,32% | 5,5 |
|
| 5794 |
5794
Triton Wealth Management
Sun City,
Arizona
| US$ 152 mi | +US$ 3,68 mi | +2% | 13,2% | – | 80 | 15% | 2,6 |
|
| 5795 |
5795
CNA Financial
Chicago,
Illinois
| US$ 152 mi | -US$ 25,9 mi | -15% | 5,08% | 48,6% | 19 | 42,11% | 1,9 |
|
| 5796 |
5796
Western Asset Management Company
Pasadena,
California
| US$ 152 mi | -US$ 67,6 mi | -31% | 0,01% | 2,29% | 20 | 25% | 2,1 |
|
| 5797 |
5797
Robinson Value Management
San Antonio,
Texas
| US$ 152 mi | +US$ 17,8 mi | +13% | 12,4% | 79,3% | 85 | 17,65% | 3,1 |
|
| 5798 |
5798
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 152 mi | -US$ 4,83 mi | -3% | 7,35% | 41,2% | 51 | 21,57% | 1,8 |
|
| 5799 |
5799
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 152 mi | +US$ 16,8 mi | +12% | 9,19% | 55% | 53 | 18,87% | 1,4 |
|
| 5800 |
5800
ELCO Management
New York
| US$ 152 mi | +US$ 13,3 mi | +10% | 9,23% | 98,3% | 151 | 15,89% | 3,4 |
|