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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
SPFA
6126
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 228 mi | +US$ 20,1 mi | +10% | 11% | 95,2% | 116 | 13,79% | 3,2 |
|
| 6127 |
BIA
6127
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 228 mi | +US$ 56 mi | +33% | 56,3% | – | 79 | 15,19% | 2,9 |
|
| 6128 |
MA
6128
Menlo Advisors
Menlo Park,
California
| US$ 228 mi | +US$ 5,34 mi | +2% | 8,2% | 108% | 33 | 18,18% | 6,2 |
|
| 6129 |
ACM
6129
Adalta Capital Management
New York
| US$ 228 mi | +US$ 18,7 mi | +9% | 16% | 80,4% | 108 | 14,81% | 4,2 |
|
| 6130 |
MHFA
6130
Mission Hills Financial Advisory
San Diego,
California
| US$ 228 mi | +US$ 32,3 mi | +17% | 7,52% | – | 89 | 39,33% | 0,7 |
|
| 6131 |
CS
6131
Capital Square
Chattanooga,
Tennessee
| US$ 228 mi | +US$ 10,6 mi | +5% | 10,5% | 53,1% | 252 | 14,68% | 2,3 |
|
| 6132 |
CP
6132
Castleview Partners
Dallas,
Texas
| US$ 228 mi | +US$ 32,4 mi | +17% | 8,05% | 61,3% | 251 | 31,47% | 2,4 |
|
| 6133 |
BCM
6133
Beartown Capital Management
Huntington Woods,
Michigan
| US$ 227 mi | +US$ 18,8 mi | +9% | 63,1% | – | 56 | 51,79% | 0,3 |
|
| 6134 |
TVWM
6134
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 227 mi | +US$ 32,6 mi | +17% | 26% | 132% | 220 | 14,09% | 3,6 |
|
| 6135 |
SIAG
6135
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 227 mi | +US$ 9,06 mi | +4% | 6,12% | 59,6% | 73 | 5,48% | 5,4 |
|
| 6136 |
KWM
6136
KRM Wealth Management
Reno,
Nevada
| US$ 227 mi | +US$ 35,3 mi | +18% | 9,98% | – | 47 | 10,64% | 0,4 |
|
| 6137 |
NLWP
6137
Next Level Wealth Planning
Meridian,
Idaho
| US$ 227 mi | +US$ 32,5 mi | +17% | 17,2% | – | 76 | 6,58% | 1,1 |
|
| 6138 |
FCC
6138
Flower City Capital
Pittsford,
New York
| US$ 227 mi | +US$ 27,8 mi | +14% | 13,4% | 69,5% | 49 | 6,12% | 2,5 |
|
| 6139 |
WWA
6139
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$ 227 mi | +US$ 39,9 mi | +21% | 9,86% | – | 132 | 12,12% | 1,1 |
|
| 6140 |
TA
6140
TFB Advisors
Overland Park,
Kansas
| US$ 227 mi | +US$ 36 mi | +19% | 18% | 80,4% | 199 | 14,07% | 1,9 |
|
| 6141 |
STA
6141
Smith Thornton Advisors
Huntsville,
Alabama
| US$ 227 mi | +US$ 28,4 mi | +14% | 11,4% | – | 146 | 15,07% | 1,6 |
|
| 6142 |
C
6142
Croban
Fremont,
Ohio
| US$ 227 mi | +US$ 14,3 mi | +7% | 6,36% | – | 86 | 20,93% | 1,7 |
|
| 6143 |
SCA
6143
Sassicaia Capital Advisers
Jericho,
New York
| US$ 227 mi | +US$ 138 mi | +156% | 195% | 4.519% | 57 | 84,21% | 0,2 |
|
| 6144 |
CIG
6144
Cairn Investment Group
Vancouver,
Washington
| US$ 227 mi | +US$ 25,6 mi | +13% | 7,28% | 61,3% | 66 | 6,06% | 4,2 |
|
| 6145 |
WF
6145
Wallace Foundation
New York
| US$ 227 mi | +US$ 30 mi | +15% | 14,9% | – | 1 | 0% | 0,5 |
|
| 6146 |
WDC
6146
Woodward Diversified Capital
Bakersfield,
California
| US$ 227 mi | +US$ 6,92 mi | +3% | 20,1% | 107% | 193 | 12,44% | 2,8 |
|
| 6147 |
RCM
6147
Ridgepath Capital Management
Knoxville,
Tennessee
| US$ 227 mi | +US$ 25,4 mi | +13% | 11,6% | – | 61 | 27,87% | 1,6 |
|
| 6148 |
FCM
6148
FirstWave Capital Management
Miami,
Florida
| US$ 227 mi | +US$ 132 mi | +141% | 72% | – | 69 | 69,57% | 0,2 |
|
| 6149 |
MBAM
6149
Mink Brook Asset Management
West Palm Beach,
Florida
| US$ 227 mi | +US$ 47,3 mi | +26% | 32,9% | – | 64 | 34,38% | 0,8 |
|
| 6150 |
OBWA
6150
Oak Barrel Wealth Advisory
Reston,
Virginia
| US$ 226 mi | – | – | 17,1% | – | 86 | – | 0,4 |
|