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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Signature Wealth Management Partners
Montvale,
New Jersey
| US$ 202 mi | +US$ 11,2 mi | +6% | 2,87% | 97,9% | 124 | 12,1% | 3,1 |
|
| 6202 |
6202
Thryve Wealth Management
Irving,
Texas
| US$ 202 mi | – | – | 0,29% | – | 94 | – | 0 |
|
| 6203 |
6203
4Thought Financial Group
Syosset,
New York
| US$ 202 mi | +US$ 4,12 mi | +2% | 0,97% | 40,8% | 97 | 16,49% | 3,8 |
|
| 6204 |
6204
Castleview Partners
Dallas,
Texas
| US$ 202 mi | +US$ 17,7 mi | +10% | 1,98% | 61,3% | 210 | 22,38% | 2,6 |
|
| 6205 |
6205
Solano Wealth Investment Advisors
Fairfield,
California
| US$ 202 mi | -US$ 5,52 mi | -3% | 2,02% | – | 36 | 8,33% | 0,9 |
|
| 6206 |
6206
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 202 mi | -US$ 2,94 mi | -1% | 2,24% | 62,6% | 162 | 9,88% | 5,6 |
|
| 6207 |
6207
Curry Webb Wealth Management
Indianapolis,
Indiana
| US$ 202 mi | – | – | 3,68% | – | 67 | – | 0 |
|
| 6208 |
6208
Chou Associates Management
Toronto,
Ontario, Canada
| US$ 202 mi | -US$ 6,19 mi | -3% | 6,17% | 66,4% | 31 | 9,68% | 3,8 |
|
| 6209 |
6209
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 202 mi | +US$ 9,21 mi | +5% | 1,95% | 51,7% | 71 | 8,45% | 3,7 |
|
| 6210 |
6210
Wealth Intelligence
Columbus,
Georgia
| US$ 202 mi | – | – | 0,59% | – | 55 | – | 0 |
|
| 6211 |
6211
Financial Freedom LLC
Cincinnati,
Ohio
| US$ 201 mi | +US$ 729 mil | +0,4% | 1,81% | 76,9% | 365 | 9,04% | 2,6 |
|
| 6212 |
CC
6212
CF Capital
Cohasset,
Massachusetts
| US$ 201 mi | +US$ 38,4 mi | +24% | 2,71% | – | 57 | 31,58% | 0,6 |
|
| 6213 |
6213
Rings Capital Management
Chicago,
Illinois
| US$ 201 mi | -US$ 11,8 mi | -6% | 1,88% | 40,9% | 8 | 25% | 3,3 |
|
| 6214 |
6214
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 201 mi | -US$ 11,1 mi | -5% | 1,72% | 131% | 139 | 16,55% | 2 |
|
| 6215 |
6215
Decker Retirement Planning
Levi,
Utah
| US$ 201 mi | +US$ 19,3 mi | +11% | 6,49% | – | 272 | 34,93% | 0,6 |
|
| 6216 |
JWM
6216
Johnson Wealth Management
Grand Forks,
North Dakota
| US$ 201 mi | +US$ 19,4 mi | +11% | 2,17% | – | 50 | 6% | 0,2 |
|
| 6217 |
6217
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 201 mi | +US$ 24,4 mi | +14% | 1,6% | 16,2% | 7 | 14,29% | 1,4 |
|
| 6218 |
6218
American Financial & Tax Strategies
New York
| US$ 201 mi | +US$ 331 mil | +0,2% | 0,83% | 46,9% | 97 | 4,12% | 1,8 |
|
| 6219 |
6219
Birchbrook
Bangor,
Maine
| US$ 201 mi | +US$ 7,21 mi | +4% | 2,05% | 49,1% | 308 | 15,58% | 1,6 |
|
| 6220 |
6220
Landing Point Financial Group
Avon,
Ohio
| US$ 201 mi | +US$ 8,72 mi | +5% | 2,24% | – | 91 | 14,29% | 0,8 |
|
| 6221 |
6221
Fire Capital Management
San Francisco,
California
| US$ 201 mi | +US$ 26,4 mi | +15% | 2,12% | – | 119 | 19,33% | 0,8 |
|
| 6222 |
6222
Birch Capital Management
Dallas,
Texas
| US$ 200 mi | +US$ 4,52 mi | +2% | 5,67% | 62% | 77 | 1,3% | 4,7 |
|
| 6223 |
SAM
6223
Stenahm Asset Management
Guernsey
| US$ 200 mi | +US$ 26,4 mi | +15% | 8,74% | – | 24 | 16,67% | 1,6 |
|
| 6224 |
6224
Delphi Financial Group
Wilmington,
Delaware
| US$ 200 mi | +US$ 22,5 mi | +13% | 1,16% | 66,3% | 28 | 17,86% | 1,8 |
|
| 6225 |
6225
Bayshore Capital Advisors
Tampa,
Florida
| US$ 200 mi | – | – | 17% | – | 34 | – | 0 |
|