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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 103 mi | +US$ 11,3 mi | +12% | 7,28% | 72% | 111 | 18,92% | 1,7 |
|
| 6177 |
6177
Castleview Partners
Dallas,
Texas
| US$ 103 mi | -US$ 1,98 mi | -2% | 6,55% | 61,3% | 723 | 24,48% | 1,3 |
|
| 6178 |
6178
LCM Capital Management
Chicago,
Illinois
| US$ 103 mi | +US$ 8,01 mi | +8% | 9,01% | 128% | 91 | 13,19% | 1,6 |
|
| 6179 |
AC
6179
AIFG Consultants
Halfmoon,
New York
| US$ 103 mi | – | – | 6,86% | 49,8% | 36 | – | 0 |
|
| 6180 |
6180
APEIRON Capital Ltd
Hong Kong
| US$ 103 mi | -US$ 47,4 mi | -32% | 5,59% | 487% | 12 | 50% | 0,8 |
|
| 6181 |
6181
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 103 mi | +US$ 32,7 mi | +47% | 5,33% | 65,5% | 43 | 34,88% | 1,3 |
|
| 6182 |
MCM
6182
Magnolia Capital Management
Cold Spring,
New York
| US$ 103 mi | +US$ 5,46 mi | +6% | 7,88% | 85,9% | 149 | 24,83% | 1,4 |
|
| 6183 |
NED
6183
Nancy E. Dempze
| US$ 103 mi | +US$ 8,59 mi | +9% | 9,44% | 83,1% | 68 | 13,24% | 4,5 |
|
| 6184 |
6184
Millington Financial Advisors
Naperville,
Illinois
| US$ 102 mi | – | – | 9,42% | 77,5% | 70 | – | 0 |
|
| 6185 |
6185
NVP Associates
Menlo Park,
California
| US$ 102 mi | – | – | 23,1% | 953% | 8 | – | 0 |
|
| 6186 |
6186
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 102 mi | +US$ 18,4 mi | +22% | 5,73% | 38,4% | 9 | 22,22% | 2,5 |
|
| 6187 |
6187
Capital Impact Advisors
Boston,
Massachusetts
| US$ 102 mi | +US$ 1,94 mi | +2% | 5,79% | – | 237 | 0,42% | 1,3 |
|
| 6188 |
SLFPAM
6188
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 102 mi | – | – | 3,6% | 139% | 18 | – | 0 |
|
| 6189 |
6189
Optimas Capital
Central,
Hong Kong
| US$ 102 mi | -US$ 16,5 mi | -14% | 13,8% | 355% | 44 | 65,91% | 0,2 |
|
| 6190 |
6190
American Securities
New York
| US$ 102 mi | +US$ 22,5 mi | +28% | 28,3% | – | 1 | 0% | 6 |
|
| 6191 |
6191
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 102 mi | – | – | 5,98% | 63,6% | 36 | – | 0,9 |
|
| 6192 |
6192
VERITY Wealth Advisors
Sausalito,
United States
| US$ 102 mi | +US$ 4,43 mi | +5% | 7,31% | 59,9% | 74 | 9,46% | 2,6 |
|
| 6193 |
6193
TRB Advisors
New York
| US$ 102 mi | +US$ 95 mil | +0,1% | 1,17% | 64% | 4 | 0% | 5,3 |
|
| 6194 |
ABP
6194
Arthur B. Page
| US$ 102 mi | +US$ 6,06 mi | +6% | 10,4% | 40,4% | 50 | 6% | 6,4 |
|
| 6195 |
6195
Silvia McColl Wealth Management
San Diego,
California
| US$ 102 mi | – | – | 9,01% | 82,7% | 105 | – | 0 |
|
| 6196 |
6196
Campion Asset Management
Falls Church,
Virginia
| US$ 102 mi | +US$ 7,18 mi | +8% | 11% | 70,2% | 94 | 13,83% | 1,5 |
|
| 6197 |
6197
Oppenheimer & Close
New York
| US$ 102 mi | +US$ 9,41 mi | +10% | 18,9% | 149% | 63 | 4,76% | 4,1 |
|
| 6198 |
LFGH
6198
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 102 mi | -US$ 22,6 mi | -18% | 8,62% | 12,9% | 35 | 17,14% | 1,9 |
|
| 6199 |
6199
EDMP Inc
Lutz,
Florida
| US$ 102 mi | +US$ 7,84 mi | +8% | 14,2% | 78% | 60 | 11,67% | 4,2 |
|
| 6200 |
GWMI
6200
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 102 mi | +US$ 13,2 mi | +15% | 14,2% | 103% | 272 | 17,65% | 0,8 |
|