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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 |
6126
Paragon Financial Partners
Woodland Hills,
California
| US$ 115 mi | -US$ 7,05 mi | -6% | 3,37% | 90,6% | 88 | 6,82% | 0,2 |
|
| 6127 |
6127
Asset Planning Corporation
Knoxville,
Tennessee
| US$ 115 mi | -US$ 2,35 mi | -2% | 3,13% | 44,5% | 37 | 13,51% | 1,1 |
|
| 6128 |
6128
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 115 mi | +US$ 6,44 mi | +6% | 0,61% | 75,7% | 69 | 36,23% | 0,2 |
|
| 6129 |
6129
Aristotle Pacific Capital
Newport Beach,
California
| US$ 114 mi | -US$ 26 mi | -18% | 5,93% | 1,84% | 19 | 42,11% | 1 |
|
| 6130 |
6130
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 114 mi | +US$ 2,99 mi | +3% | 5,75% | 63,6% | 33 | 3,03% | 0,2 |
|
| 6131 |
6131
Wealthstream Advisors
New York
| US$ 114 mi | -US$ 2,94 mi | -3% | 5,37% | 88,2% | 74 | 14,86% | 0,2 |
|
| 6132 |
6132
Surience Private Wealth
Yakima,
Washington
| US$ 114 mi | -US$ 8,36 mi | -7% | 3,07% | 169% | 31 | 51,61% | 0,2 |
|
| 6133 |
HM
6133
Harvest Management
New York
| US$ 114 mi | -US$ 56,8 mi | -33% | 9,71% | 610% | 78 | 70,51% | 0,4 |
|
| 6134 |
6134
4J Wealth Management
Alexandria,
Virginia
| US$ 114 mi | -US$ 4,54 mi | -4% | 2,73% | 74,7% | 80 | 8,75% | 1,1 |
|
| 6135 |
6135
Maryland Capital Advisors
Chester,
Maryland
| US$ 114 mi | -US$ 7,08 mi | -6% | 3,8% | – | 197 | 5,08% | 0,2 |
|
| 6136 |
6136
Harrison & Co Wealth Management
Roanoke,
Virginia
| US$ 114 mi | -US$ 4,64 mi | -4% | 3,68% | – | 83 | 7,23% | 0,2 |
|
| 6137 |
6137
Rain Capital Management
Lake Oswego,
Oregon
| US$ 114 mi | -US$ 10,7 mi | -9% | 3,79% | 18,2% | 48 | 4,17% | 3,4 |
|
| 6138 |
6138
Defined Wealth Management
Beaverton,
Oregon
| US$ 114 mi | -US$ 8,57 mi | -7% | 3,95% | 78,1% | 102 | 15,69% | 1,1 |
|
| 6139 |
6139
Mayar Capital
London,
United Kingdom
| US$ 114 mi | +US$ 8,08 mi | +8% | 5,71% | 14,7% | 14 | 14,29% | 0,8 |
|
| 6140 |
6140
Hofer & Associates
Thousand Oaks,
California
| US$ 114 mi | +US$ 3,17 mi | +3% | 1,88% | 61,7% | 52 | 3,85% | 0,2 |
|
| 6141 |
6141
Pavadi Capital
New York
| US$ 113 mi | -US$ 18,3 mi | -14% | 6,6% | – | 27 | 25,93% | 0,2 |
|
| 6142 |
HPM
6142
Hudson Portfolio Management
Garrison,
New York
| US$ 113 mi | +US$ 316 mil | +0,3% | 1,12% | – | 110 | 9,09% | 0,8 |
|
| 6143 |
6143
Palladiem
Bryn Mawr,
Pennsylvania
| US$ 113 mi | -US$ 11,1 mi | -9% | 3,49% | – | 70 | 30% | 1,9 |
|
| 6144 |
6144
VERITY Wealth Advisors
Sausalito,
United States
| US$ 113 mi | -US$ 7,24 mi | -6% | 5,26% | 59,9% | 67 | 7,46% | 2,4 |
|
| 6145 |
6145
Alan B. Lancz & Associates
Toledo,
Ohio
| US$ 113 mi | -US$ 1,28 mi | -1% | 0,94% | – | 162 | 17,28% | 0,2 |
|
| 6146 |
6146
Kayak Investment Partners
San Francisco,
California
| US$ 113 mi | -US$ 135 mi | -54% | 18,5% | 27% | 25 | 28% | 1,8 |
|
| 6147 |
6147
Barrier Capital Management
San Francisco,
California
| US$ 113 mi | -US$ 4,88 mi | -4% | 12% | 216% | 15 | 20% | 0,2 |
|
| 6148 |
6148
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$ 113 mi | +US$ 8,09 mi | +8% | 5,93% | 116% | 14 | 28,57% | 0,2 |
|
| 6149 |
6149
Ciovacco Capital Management
Atlanta,
Georgia
| US$ 113 mi | -US$ 53 mi | -32% | 4,99% | 88,5% | 33 | 33,33% | 1 |
|
| 6150 |
MA
6150
McBroom & Associates
Las Vegas,
Nevada
| US$ 113 mi | -US$ 20 mi | -15% | 6,92% | 148% | 32 | 18,75% | 0,2 |
|