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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Peak Retirement Planning
Columbus,
Ohio
| US$ 180 mi | +US$ 32,3 mi | +22% | 0,31% | – | 111 | 18,92% | 0,2 |
|
| 5877 |
MWA
5877
Miller Wealth Advisors
Ridgeway,
Colorado
| US$ 180 mi | -US$ 16 mi | -8% | 6,97% | 147% | 101 | 11,88% | 2 |
|
| 5878 |
5878
Peninsula Asset Management
Bradenton,
Florida
| US$ 180 mi | -US$ 8,12 mi | -4% | 0,8% | 44,1% | 46 | 8,7% | 8,1 |
|
| 5879 |
5879
Pacific Point Advisors
Rancho Santa Fe,
California
| US$ 180 mi | +US$ 15,6 mi | +9% | 1,85% | – | 130 | 20,77% | 0,2 |
|
| 5880 |
AV
5880
Aspiring Ventures
Cincinnati,
Ohio
| US$ 180 mi | +US$ 21,2 mi | +13% | 16,3% | – | 60 | 26,67% | 0,2 |
|
| 5881 |
GWA
5881
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 180 mi | -US$ 11,5 mi | -6% | 0,63% | 25,9% | 151 | 19,21% | 1,9 |
|
| 5882 |
5882
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 180 mi | +US$ 1,71 mi | +1% | 1,15% | 91,5% | 118 | 11,02% | 1,9 |
|
| 5883 |
5883
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 180 mi | -US$ 19,5 mi | -10% | 4,19% | 65% | 32 | 12,5% | 3,3 |
|
| 5884 |
5884
Lindenwold Advisors
Reading,
Pennsylvania
| US$ 180 mi | -US$ 7,7 mi | -4% | 0,79% | 75% | 122 | 20,49% | 2,3 |
|
| 5885 |
AIC
5885
Anthracite Investment Company
Fort Worth,
Texas
| US$ 180 mi | -US$ 106 mi | -37% | 3,71% | – | 102 | 49,02% | 0,8 |
|
| 5886 |
PK
5886
Pflug Koory
Omaha,
Nebraska
| US$ 180 mi | -US$ 18 mi | -9% | 1,07% | – | 397 | 1,26% | 6,2 |
|
| 5887 |
5887
Sequent Asset Management
Houston,
Texas
| US$ 180 mi | -US$ 23,6 mi | -12% | 1,86% | 51,3% | 89 | 10,11% | 3,1 |
|
| 5888 |
5888
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 180 mi | -US$ 16,6 mi | -8% | 2,52% | 148% | 86 | 2,33% | 6,7 |
|
| 5889 |
5889
Finley Financial
Las Vegas,
Nevada
| US$ 179 mi | -US$ 12,7 mi | -7% | 3,89% | – | 123 | 2,44% | 0,2 |
|
| 5890 |
5890
Howard Wealth Management
Madison,
Connecticut
| US$ 179 mi | -US$ 5,41 mi | -3% | 2,22% | 69,9% | 121 | 9,09% | 2,6 |
|
| 5891 |
5891
Horizon Financial Services
Winston Salem,
North Carolina
| US$ 179 mi | +US$ 1,59 mi | +0,9% | 0,56% | 42,6% | 357 | 46,78% | 0,9 |
|
| 5892 |
5892
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$ 179 mi | +US$ 12 mi | +7% | 0,36% | 73% | 84 | 17,86% | 1,4 |
|
| 5893 |
5893
Darrow Company
Needham,
Massachusetts
| US$ 179 mi | +US$ 6,87 mi | +4% | 1,3% | 44,5% | 50 | 4% | 1,9 |
|
| 5894 |
5894
Fortress Private Ledger
Raleigh,
North Carolina
| US$ 179 mi | +US$ 15,6 mi | +10% | 0,35% | – | 188 | 29,26% | 0,2 |
|
| 5895 |
5895
Battery Global Advisors
Boston,
Massachusetts
| US$ 179 mi | -US$ 7,82 mi | -4% | 4,57% | – | 143 | 9,79% | 0,6 |
|
| 5896 |
5896
Legacy Bridge
West Des Moines,
Iowa
| US$ 179 mi | -US$ 12,6 mi | -7% | 4,51% | 236% | 337 | 16,32% | 3,8 |
|
| 5897 |
5897
Resolute Wealth Strategies
Jackson,
Mississippi
| US$ 179 mi | -US$ 15,3 mi | -8% | 2,9% | 105% | 106 | 16,98% | 1,5 |
|
| 5898 |
5898
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$ 179 mi | -US$ 11,2 mi | -6% | 5,01% | 35,7% | 118 | 46,61% | 0,8 |
|
| 5899 |
5899
Atlantic Investment Management
New York
| US$ 179 mi | -US$ 28 mi | -14% | 11,6% | 28,8% | 12 | 41,67% | 0,8 |
|
| 5900 |
5900
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 179 mi | -US$ 7,84 mi | -4% | 0,54% | 128% | 117 | 7,69% | 3,1 |
|