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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
Defined Wealth Management
Beaverton,
Oregon
| US$ 144 mi | +US$ 4,56 mi | +3% | 2,06% | 78,1% | 109 | 7,34% | 2,5 |
|
| 6177 |
6177
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$ 144 mi | +US$ 30,2 mi | +27% | 0,4% | – | 68 | 8,82% | 0,4 |
|
| 6178 |
6178
Laurel Wealth Planning
Edina,
Minnesota
| US$ 144 mi | -US$ 6,84 mi | -5% | 0,92% | 53,1% | 54 | 7,41% | 2,8 |
|
| 6179 |
6179
Udine Wealth Management
Boca Raton,
Florida
| US$ 144 mi | -US$ 1,47 mi | -1% | 6,33% | 141% | 30 | 30% | 1,1 |
|
| 6180 |
6180
Robinson Value Management
San Antonio,
Texas
| US$ 144 mi | -US$ 5,46 mi | -4% | 0,54% | 79,3% | 73 | 5,48% | 3,1 |
|
| 6181 |
6181
Teca Partners
Austin,
Texas
| US$ 144 mi | -US$ 14 mi | -9% | 1,41% | 66% | 13 | 15,38% | 1,5 |
|
| 6182 |
6182
FFG Retirement Advisors
Centennial,
Colorado
| US$ 143 mi | +US$ 1,49 mi | +1% | 0,83% | 43,4% | 48 | 10,42% | 1 |
|
| 6183 |
6183
Lakewood Asset Management
Naperville,
Illinois
| US$ 143 mi | -US$ 3,66 mi | -2% | 1,02% | 65,3% | 121 | 9,09% | 1,3 |
|
| 6184 |
6184
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 143 mi | +US$ 1,16 mi | +0,8% | 0,84% | 63,9% | 71 | 8,45% | 5,7 |
|
| 6185 |
6185
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 143 mi | +US$ 8,19 mi | +6% | 1,78% | 72,4% | 89 | 23,6% | 1,6 |
|
| 6186 |
6186
DHK Financial Advisors
Portsmouth,
New Hampshire
| US$ 143 mi | +US$ 2,06 mi | +1% | 0,55% | 46,1% | 103 | 57,28% | 0,7 |
|
| 6187 |
6187
McClarren Financial Advisors
State College,
Pennsylvania
| US$ 143 mi | +US$ 3,99 mi | +3% | 1,88% | 63% | 385 | 15,06% | 1,6 |
|
| 6188 |
BFS
6188
Burr Financial Services
Pleasant Hill,
California
| US$ 143 mi | +US$ 15,1 mi | +12% | 20,9% | 478% | 34 | 17,65% | 0,5 |
|
| 6189 |
6189
Pring Turner Capital Group
Alamo,
California
| US$ 143 mi | +US$ 6,07 mi | +4% | 1,27% | 70,8% | 72 | 13,89% | 4 |
|
| 6190 |
6190
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| US$ 143 mi | +US$ 3,42 mi | +2% | 4,62% | – | 267 | 6,37% | 1,7 |
|
| 6191 |
6191
Successful Portfolios
Clearwater,
Florida
| US$ 143 mi | -US$ 3,44 mi | -2% | 4,77% | 110% | 172 | 8,72% | 4,5 |
|
| 6192 |
OM
6192
OV Management
Minneapolis,
Minnesota
| US$ 143 mi | +US$ 5,21 mi | +4% | 6,04% | – | 65 | 12,31% | 0,5 |
|
| 6193 |
6193
Andrews Lucia Wealth Management
Danville,
California
| US$ 143 mi | +US$ 2,68 mi | +2% | 0,57% | 59,7% | 27 | 0% | 2 |
|
| 6194 |
6194
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 143 mi | +US$ 4,55 mi | +3% | 2,27% | 42,9% | 202 | 4,95% | 1,1 |
|
| 6195 |
6195
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 143 mi | +US$ 45,8 mi | +47% | 4,32% | 56,4% | 50 | 22% | 1,4 |
|
| 6196 |
DIS
6196
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 143 mi | -US$ 5,54 mi | -4% | 0,13% | 86% | 51 | 7,84% | 4,4 |
|
| 6197 |
6197
Presidio Capital Management
San Diego,
California
| US$ 143 mi | +US$ 5,9 mi | +4% | 0,37% | 56,1% | 68 | 39,71% | 1 |
|
| 6198 |
6198
Northland Capital Management
Virginia,
Minnesota
| US$ 143 mi | -US$ 10,8 mil | -0% | 0,33% | 37,5% | 32 | 9,38% | 1,5 |
|
| 6199 |
6199
Lakehouse Capital
Sydney NSW,
Australia
| US$ 143 mi | +US$ 14,2 mi | +11% | 7,72% | 87,4% | 15 | 6,67% | 3,1 |
|
| 6200 |
CI
6200
Carroll Investors
Mt Pleasant,
South Carolina
| US$ 143 mi | +US$ 9,9 mi | +7% | 10,9% | 241% | 26 | 23,08% | 1,7 |
|