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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
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 114 mi | -US$ 5,1 mi | -4% | 2,38% | 83,8% | 136 | 11,76% | 2,6 |
|
| 6052 |
6052
Brogan Financial
Knoxville,
Tennessee
| US$ 114 mi | -US$ 4,19 mi | -4% | 3,88% | 46,4% | 36 | 0% | 0,7 |
|
| 6053 |
6053
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 114 mi | -US$ 236 mil | -0,2% | 4,06% | 91,5% | 75 | 9,33% | 1,3 |
|
| 6054 |
6054
Presidio Capital Management
San Diego,
California
| US$ 114 mi | -US$ 11 mi | -9% | 2,09% | 56,1% | 44 | 22,73% | 1,1 |
|
| 6055 |
6055
Cypress Point Wealth Management
Dallas,
Texas
| US$ 114 mi | +US$ 20 mi | +21% | 1,41% | 226% | 55 | 29,09% | 1 |
|
| 6056 |
6056
RiverGlades Family Offices
Naples,
Florida
| US$ 114 mi | +US$ 1,58 mi | +1% | 2,93% | – | 79 | 8,86% | 3,3 |
|
| 6057 |
6057
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$ 114 mi | +US$ 1,91 mi | +2% | 2,72% | 51,4% | 138 | 21,74% | 0,8 |
|
| 6058 |
ASI
6058
Advisory Services & Investments
Bend,
Oregon
| US$ 114 mi | -US$ 7,36 mi | -6% | 4,02% | 19,9% | 39 | 25,64% | 1,5 |
|
| 6059 |
6059
swisspartners Advisors
Zurich,
Switzerland
| US$ 114 mi | -US$ 10,1 mi | -8% | 3,11% | 73,2% | 28 | 3,57% | 2,6 |
|
| 6060 |
6060
Gunn & Company Investment Management
Jacksonville,
Florida
| US$ 114 mi | – | – | 3,44% | – | 55 | – | 0 |
|
| 6061 |
6061
InTrack Investment Management
South Burlington,
Vermont
| US$ 114 mi | -US$ 8,8 mi | -7% | 4,14% | 99,2% | 145 | 24,14% | 1,5 |
|
| 6062 |
6062
KilterHowling LLC
Boulder,
Colorado
| US$ 114 mi | -US$ 3,22 mi | -3% | 2,23% | 51,3% | 55 | 14,55% | 1,4 |
|
| 6063 |
6063
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 114 mi | -US$ 6,62 mi | -6% | 4,43% | 95,3% | 82 | 9,76% | 2,4 |
|
| 6064 |
6064
Better Money Decisions
Santa Fe,
New Mexico
| US$ 114 mi | -US$ 9,09 mi | -7% | 3,23% | 32,7% | 63 | 7,94% | 2 |
|
| 6065 |
6065
Athyrium Capital Management
New York
| US$ 114 mi | -US$ 40,6 mi | -26% | 11,1% | 25,1% | 6 | 0% | 1,8 |
|
| 6066 |
6066
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 114 mi | -US$ 7,23 mi | -6% | 4,08% | 62,7% | 76 | 7,89% | 2,3 |
|
| 6067 |
6067
Syntax Advisors
New York
| US$ 114 mi | -US$ 10,6 mi | -9% | 3,7% | – | 220 | 14,55% | 1,6 |
|
| 6068 |
6068
Global Assets Advisory
Orlando,
Florida
| US$ 113 mi | +US$ 4,09 mi | +4% | 2,58% | 85,9% | 143 | 24,48% | 0,7 |
|
| 6069 |
6069
Cosner Financial Group
Windsor,
Colorado
| US$ 113 mi | -US$ 7,84 mi | -6% | 4,16% | 49,7% | 24 | 12,5% | 0,2 |
|
| 6070 |
6070
PFS Partners
Mine Hill,
New Jersey
| US$ 113 mi | -US$ 6,02 mi | -5% | 2,13% | 65,2% | 490 | 7,55% | 1,3 |
|
| 6071 |
6071
Essex Woodlands Management
The Woodlands,
Texas
| US$ 113 mi | -US$ 18,7 mi | -14% | 5,57% | 55% | 6 | 0% | 5,9 |
|
| 6072 |
6072
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$ 113 mi | -US$ 5,11 mi | -4% | 4,31% | 48,1% | 6 | 0% | 0,8 |
|
| 6073 |
6073
Axim Planning & Wealth
Springboro,
Ohio
| US$ 113 mi | +US$ 1,88 mi | +2% | 9,76% | 3,66% | 28 | 14,29% | 0,9 |
|
| 6074 |
ICMP
6074
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 113 mi | +US$ 1,2 mi | +1% | 2,35% | 39,7% | 82 | 10,98% | 1,8 |
|
| 6075 |
6075
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 113 mi | -US$ 47,9 mi | -30% | 2,13% | 58,3% | 13 | 7,69% | 6,6 |
|