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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Better Money Decisions
Santa Fe,
New Mexico
| US$ 115 mi | +US$ 12,6 mi | +12% | 6,01% | 32,7% | 69 | 18,84% | 1,3 |
|
| 5902 |
WF
5902
Williams Financial
North Bennington,
Vermont
| US$ 115 mi | -US$ 2,87 mi | -2% | 4,64% | 33,1% | 36 | 58,33% | 0,7 |
|
| 5903 |
5903
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 115 mi | +US$ 23,5 mi | +26% | 6,54% | 83,8% | 127 | 11,02% | 2,4 |
|
| 5904 |
5904
Alpha Financial Advisors
Charlotte,
North Carolina
| US$ 115 mi | – | – | 7,55% | 41,6% | 43 | – | 0 |
|
| 5905 |
5905
Walker Asset Management
Verona,
Missouri
| US$ 115 mi | +US$ 3,97 mi | +4% | 4,75% | 87,6% | 90 | 6,67% | 0,9 |
|
| 5906 |
5906
Penobscot Wealth Management
Portland,
Maine
| US$ 115 mi | +US$ 11,7 mi | +11% | 9,12% | 56,7% | 63 | 7,94% | 1,2 |
|
| 5907 |
SCM
5907
Soros Capital Management
New York
| US$ 115 mi | -US$ 31,2 mi | -21% | 27,7% | 732% | 38 | 36,84% | 1,3 |
|
| 5908 |
5908
Twin Securities
New York
| US$ 115 mi | -US$ 100 mi | -47% | 26,9% | 506% | 32 | 81,25% | 0,2 |
|
| 5909 |
5909
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 115 mi | +US$ 9,47 mi | +9% | 8,25% | 53,7% | 54 | 11,11% | 1,4 |
|
| 5910 |
5910
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 115 mi | +US$ 8,71 mi | +8% | 7,46% | 26% | 201 | 18,91% | 0,8 |
|
| 5911 |
FSI
5911
Flow State Investments
Chicago,
Illinois
| US$ 115 mi | – | – | 16,1% | – | 171 | – | 0 |
|
| 5912 |
MFG
5912
MTM Financial Group
Bethlehem,
Pennsylvania
| US$ 115 mi | +US$ 4,18 mi | +4% | 7,65% | 36,5% | 49 | 6,12% | 0,7 |
|
| 5913 |
5913
Cresta Advisors
Laredo,
Texas
| US$ 115 mi | +US$ 33,6 mi | +41% | 6,37% | 66,8% | 37 | 21,62% | 0,2 |
|
| 5914 |
5914
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 115 mi | -US$ 11,2 mi | -9% | 2,89% | 203% | 86 | 10,47% | 1,7 |
|
| 5915 |
5915
Mudita Advisors
London,
United Kingdom
| US$ 115 mi | +US$ 6,84 mi | +6% | 14,9% | 143% | 21 | 19,05% | 0,9 |
|
| 5916 |
5916
Creative Capital Management Investments
San Diego,
California
| US$ 115 mi | – | – | 7,91% | 53,6% | 233 | – | 0 |
|
| 5917 |
5917
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 114 mi | +US$ 7,99 mi | +8% | 8,98% | 117% | 257 | 14,79% | 0,4 |
|
| 5918 |
5918
Salesforce Inc
San Francisco,
California
| US$ 114 mi | -US$ 11,9 mi | -9% | 6,94% | 33,9% | 2 | 0% | 1,9 |
|
| 5919 |
SC
5919
Settian Capital
New York
| US$ 114 mi | +US$ 23,1 mi | +25% | 7,35% | 62,5% | 38 | 23,68% | 0,5 |
|
| 5920 |
5920
Kinsale Capital Group
Richmond,
Virginia
| US$ 114 mi | +US$ 19,4 mi | +20% | 10,1% | 70,9% | 26 | 92,31% | 0,1 |
|
| 5921 |
5921
Refined Wealth Management
Salt Lake City,
Utah
| US$ 114 mi | +US$ 3,45 mi | +3% | 3,21% | 99,4% | 26 | 3,85% | 1,2 |
|
| 5922 |
5922
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 114 mi | +US$ 6,58 mi | +6% | 8,04% | 51,7% | 376 | 13,56% | 0,9 |
|
| 5923 |
5923
Signify Wealth
Saint Louis,
Missouri
| US$ 114 mi | +US$ 20,2 mi | +21% | 1,43% | 36,7% | 35 | 42,86% | 0,7 |
|
| 5924 |
PIP
5924
PB Investment Partners
Burlingame,
California
| US$ 114 mi | +US$ 12,5 mi | +12% | 14% | 81,1% | 11 | 9,09% | 0,8 |
|
| 5925 |
SM
5925
Sabby Management
Miami Beach,
Florida
| US$ 114 mi | +US$ 34,8 mi | +44% | 26,1% | 95,5% | 142 | 39,44% | 0,7 |
|