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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 128 mi | – | – | 9,77% | – | 605 | – | 0 |
|
| 6277 |
6277
Planning Capital Management Corporation
Paoli,
Pennsylvania
| US$ 128 mi | – | – | 8,6% | – | 650 | – | 0 |
|
| 6278 |
6278
Strategic Financial Planning
Plano,
Texas
| US$ 128 mi | +US$ 19,3 mi | +18% | 10,1% | 47,5% | 35 | 17,14% | 3,1 |
|
| 6279 |
6279
Valley Financial Group
Ambler,
Pennsylvania
| US$ 128 mi | – | – | 7,22% | – | 56 | – | 0 |
|
| 6280 |
SWG
6280
Summit Wealth Group
White River Junction,
Vermont
| US$ 128 mi | +US$ 15,8 mi | +14% | 9,27% | 53% | 46 | 23,91% | 1,5 |
|
| 6281 |
6281
Vawter Financial
Columbus,
Ohio
| US$ 128 mi | +US$ 16,5 mi | +15% | 9,49% | 48% | 78 | 10,26% | 0,8 |
|
| 6282 |
6282
Birchview Capital
Burlington,
Vermont
| US$ 128 mi | +US$ 10,1 mi | +9% | 14,5% | 327% | 59 | 15,25% | 3,2 |
|
| 6283 |
6283
Invus Financial Advisors
New York
| US$ 128 mi | -US$ 31,8 mi | -20% | 6,73% | 29,5% | 8 | 12,5% | 2,8 |
|
| 6284 |
6284
HealthInvest Partners
Stockholm,
Sweden
| US$ 128 mi | – | – | 13,6% | – | 45 | – | 0,9 |
|
| 6285 |
6285
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 128 mi | +US$ 12 mi | +10% | 8,81% | 74,3% | 36 | 16,67% | 0,7 |
|
| 6286 |
6286
Israel Discount Bank of New York
New York
| US$ 128 mi | +US$ 7,28 mi | +6% | 8,94% | 40,8% | 88 | 3,41% | 4,7 |
|
| 6287 |
6287
Wallace Advisory Group
Lafayette,
California
| US$ 128 mi | -US$ 11,6 mi | -8% | 7,05% | 50,9% | 182 | 14,84% | 0,8 |
|
| 6288 |
6288
Forthright Family Wealth Advisory
Houston,
Texas
| US$ 128 mi | – | – | 9,04% | 60,2% | 53 | – | 0 |
|
| 6289 |
6289
Broadwater Capital
Boston,
Massachusetts
| US$ 128 mi | – | – | 9,62% | – | 223 | – | 0 |
|
| 6290 |
6290
Candelo Capital Management
New York
| US$ 128 mi | – | – | 17,4% | – | 29 | – | 0 |
|
| 6291 |
6291
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 128 mi | +US$ 16,5 mi | +15% | 11,2% | 131% | 102 | 15,69% | 0,8 |
|
| 6292 |
6292
Lantern Wealth Advisors
Melville,
New York
| US$ 128 mi | – | – | 11,2% | – | 115 | – | 0 |
|
| 6293 |
6293
Spring Capital Management
Amarillo,
Texas
| US$ 127 mi | +US$ 8,59 mi | +7% | 7,58% | 73,6% | 29 | 3,45% | 1,8 |
|
| 6294 |
6294
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 127 mi | +US$ 16,7 mi | +15% | 11,4% | 81,1% | 124 | 17,74% | 4,7 |
|
| 6295 |
6295
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$ 127 mi | -US$ 8,39 mi | -6% | 16,6% | 116% | 11 | 9,09% | 1,6 |
|
| 6296 |
6296
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 127 mi | +US$ 6,99 mi | +6% | 10,7% | 56,4% | 48 | 29,17% | 1,4 |
|
| 6297 |
6297
Merrion Investment Management
Cranford,
New Jersey
| US$ 127 mi | +US$ 11,7 mi | +10% | 7,89% | 161% | 96 | 8,33% | 2,1 |
|
| 6298 |
6298
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 127 mi | +US$ 10,5 mi | +9% | 8,09% | 51,3% | 207 | 31,4% | 1,8 |
|
| 6299 |
6299
Cladis Investment Advisory
Billings,
Montana
| US$ 127 mi | +US$ 13,1 mi | +11% | 12,3% | 131% | 147 | 11,56% | 1,6 |
|
| 6300 |
MF
6300
Meridian Financial
Holliston,
Massachusetts
| US$ 127 mi | +US$ 19,8 mi | +18% | 11,1% | 58,5% | 115 | 19,13% | 1,4 |
|