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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| US$ 113 mi | +US$ 12,7 mi | +13% | 6,14% | 64,9% | 28 | 3,57% | 0,9 |
|
| 6052 |
BWM
6052
Bullock Wealth Management
Bloomington,
Indiana
| US$ 113 mi | +US$ 11,9 mi | +12% | 6,15% | 101% | 616 | 13,47% | 1,2 |
|
| 6053 |
6053
RCS Financial Planning
Annapolis,
Maryland
| US$ 113 mi | +US$ 9,8 mi | +10% | 4,79% | 48,2% | 53 | 13,21% | 0,2 |
|
| 6054 |
6054
HF Advisory Group
Annapolis,
Maryland
| US$ 113 mi | +US$ 13,8 mi | +14% | 5,83% | 73,2% | 134 | 2,24% | 0,2 |
|
| 6055 |
6055
Tenret Company
Tampa,
Florida
| US$ 113 mi | +US$ 9,8 mi | +9% | 5,33% | – | 27 | 7,41% | 1,5 |
|
| 6056 |
6056
Evergreen Wealth Management
Williamston,
Michigan
| US$ 113 mi | +US$ 3,92 mi | +4% | 6,64% | 68,8% | 56 | 12,5% | 0,2 |
|
| 6057 |
6057
Carson Advisory
Athens,
Georgia
| US$ 113 mi | +US$ 8,25 mi | +8% | 2,9% | 70,9% | 159 | 18,24% | 0,9 |
|
| 6058 |
A
6058
Atomvest
Hong Kong
| US$ 112 mi | +US$ 31,5 mi | +39% | 18,7% | 90% | 5 | 40% | 1,2 |
|
| 6059 |
6059
Pioneer Wealth Management Group
Austin,
Texas
| US$ 112 mi | +US$ 6,24 mi | +6% | 3,85% | – | 33 | 6,06% | 0,3 |
|
| 6060 |
6060
Calixto Global Investors
Coral Gables,
Florida
| US$ 112 mi | +US$ 44,9 mi | +67% | 23,1% | 180% | 10 | 50% | 0,7 |
|
| 6061 |
HIA
6061
Harvest Investment Advisors
Tallahassee,
Florida
| US$ 112 mi | +US$ 5,88 mi | +6% | 5,76% | 78,3% | 57 | 14,04% | 0,2 |
|
| 6062 |
6062
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 112 mi | +US$ 13 mi | +13% | 4,77% | 85,1% | 131 | 83,21% | 0,1 |
|
| 6063 |
6063
Washington Capital Management
Seattle,
Washington
| US$ 112 mi | +US$ 3,7 mi | +3% | 3,1% | 81,8% | 116 | 20,69% | 2,8 |
|
| 6064 |
6064
Westwood Wealth Management
Los Angeles,
California
| US$ 112 mi | +US$ 29 mi | +35% | 37,9% | 495% | 47 | 12,77% | 1 |
|
| 6065 |
6065
Northwestern University
Evanston,
Illinois
| US$ 112 mi | +US$ 7,93 mi | +8% | 10,6% | 28,2% | 7 | 0% | 2,3 |
|
| 6066 |
LA
6066
Lane & Associates
Moorestown,
New Jersey
| US$ 112 mi | +US$ 6,62 mi | +6% | 5,98% | – | 108 | 25,93% | 0,2 |
|
| 6067 |
6067
Schubert & Co
Mckinney,
Texas
| US$ 112 mi | +US$ 2,51 mi | +2% | 12,4% | 47,3% | 1.700 | 5,53% | 1,1 |
|
| 6068 |
6068
Kraft Asset Management
Nashville,
Tennessee
| US$ 112 mi | +US$ 2,36 mi | +2% | 3,22% | 41% | 33 | 21,21% | 0,8 |
|
| 6069 |
6069
Long Walk Management
Greenwich,
Connecticut
| US$ 112 mi | +US$ 19,3 mi | +21% | 35,6% | 302% | 9 | 33,33% | 0,9 |
|
| 6070 |
KC
6070
Kenfarb & Co
Ashland,
Kentucky
| US$ 112 mi | -US$ 766 mil | -0,7% | 4,81% | – | 230 | 8,7% | 1 |
|
| 6071 |
6071
Von Berge Wealth Management Group
San Diego,
California
| US$ 112 mi | +US$ 791 mil | +0,7% | 7,65% | 60,5% | 65 | 7,69% | 1,1 |
|
| 6072 |
6072
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 112 mi | +US$ 4,92 mi | +5% | 6,53% | 70,2% | 75 | 5,33% | 1,9 |
|
| 6073 |
RWIA
6073
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 112 mi | +US$ 11,7 mi | +12% | 4,23% | 61,3% | 44 | 18,18% | 0,5 |
|
| 6074 |
6074
Gouws Capital LLC
Charlotte,
North Carolina
| US$ 112 mi | +US$ 5,58 mi | +5% | 6,66% | 114% | 48 | 6,25% | 1,1 |
|
| 6075 |
MA
6075
McBroom & Associates
Las Vegas,
Nevada
| US$ 112 mi | +US$ 19,7 mi | +21% | 15,9% | 148% | 37 | 8,11% | 1 |
|