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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Main Line Retirement Advisors
Whitefish,
Montana
| US$ 106 mi | – | – | 3,17% | 47,6% | 32 | – | 0 |
|
| 6302 |
6302
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 106 mi | -US$ 67,9 mi | -39% | 39% | 7,34% | 1 | 0% | 1,5 |
|
| 6303 |
RCWM
6303
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 106 mi | +US$ 6,84 mi | +7% | 7,08% | 83,8% | 102 | 11,76% | 1,3 |
|
| 6304 |
6304
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 106 mi | +US$ 7,21 mi | +7% | 2,71% | 43,5% | 77 | 38,96% | 0,2 |
|
| 6305 |
6305
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$ 106 mi | -US$ 12,9 mi | -11% | 8,18% | 172% | 7 | 28,57% | 1,2 |
|
| 6306 |
6306
Briaud Financial Planning
College Station,
Texas
| US$ 106 mi | +US$ 261 mil | +0,2% | 1,37% | 113% | 21 | 4,76% | 2,1 |
|
| 6307 |
6307
Center For Asset Management
Palm Beach Gardens,
Florida
| US$ 106 mi | +US$ 3,64 mi | +4% | 4,82% | 66,6% | 136 | 51,47% | 1,3 |
|
| 6308 |
6308
Applied Capital LLC
Hollywood,
Florida
| US$ 106 mi | +US$ 5,01 mi | +5% | 6% | 78,3% | 82 | 12,2% | 0,5 |
|
| 6309 |
6309
Paragon Financial Partners
Woodland Hills,
California
| US$ 106 mi | +US$ 10,3 mi | +11% | 7,94% | 90,6% | 85 | 3,53% | 1,3 |
|
| 6310 |
LJCM
6310
Lee Johnson Capital Management
Fort Worth,
Texas
| US$ 106 mi | +US$ 8,75 mi | +9% | 6,01% | 118% | 17 | 29,41% | 1,1 |
|
| 6311 |
6311
Kolinsky Wealth Management
Ramsey,
New Jersey
| US$ 105 mi | +US$ 11,2 mi | +12% | 10,5% | 44,6% | 149 | 20,13% | 1,1 |
|
| 6312 |
6312
Crescent Sterling
Metairie,
Louisiana
| US$ 105 mi | +US$ 2,47 mi | +2% | 3,82% | 68,6% | 80 | 10% | 0,4 |
|
| 6313 |
6313
Del-Sette Capital Management
Schenectady,
New York
| US$ 105 mi | +US$ 3,83 mi | +4% | 5,24% | 112% | 30 | 20% | 0,8 |
|
| 6314 |
6314
SFI Advisors
Montclair,
New Jersey
| US$ 105 mi | +US$ 5,68 mi | +6% | 5,94% | 82,9% | 81 | 11,11% | 1,1 |
|
| 6315 |
6315
Udine Wealth Management
Boca Raton,
Florida
| US$ 105 mi | +US$ 40,5 mi | +62% | 12,2% | 141% | 27 | 44,44% | 0,6 |
|
| 6316 |
ABP
6316
Arthur B. Page
| US$ 105 mi | -US$ 1,47 mi | -1% | 7,89% | 40,4% | 50 | 8% | 6,8 |
|
| 6317 |
6317
Stevard LLC
Chicago,
Illinois
| US$ 105 mi | -US$ 1,19 mi | -1% | 1,87% | – | 46 | 6,52% | 2,8 |
|
| 6318 |
6318
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 105 mi | +US$ 7,9 mi | +8% | 10,5% | 125% | 83 | 9,64% | 1,2 |
|
| 6319 |
6319
EDMP Inc
Lutz,
Florida
| US$ 105 mi | +US$ 5,1 mi | +5% | 4,08% | 78% | 66 | 10,61% | 3,8 |
|
| 6320 |
6320
Ellerson Group
Annapolis,
Maryland
| US$ 105 mi | +US$ 12,7 mi | +14% | 8,31% | 148% | 50 | 22% | 0,4 |
|
| 6321 |
6321
River Street Advisors
Aurora,
Illinois
| US$ 105 mi | +US$ 3,16 mi | +3% | 7,22% | 93,5% | 111 | 6,31% | 0,5 |
|
| 6322 |
6322
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$ 105 mi | +US$ 4,71 mi | +5% | 2,72% | 29,5% | 42 | 14,29% | 0,2 |
|
| 6323 |
6323
Widmann Financial Services
Bowie,
Maryland
| US$ 105 mi | +US$ 5,34 mi | +5% | 4,38% | 75,2% | 88 | 10,23% | 1,3 |
|
| 6324 |
6324
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 105 mi | +US$ 7,56 mi | +8% | 4,67% | 110% | 83 | 4,82% | 0,5 |
|
| 6325 |
6325
Horizon Family Wealth
Chicago,
Illinois
| US$ 105 mi | +US$ 10,1 mi | +11% | 7,24% | 68,6% | 66 | 15,15% | 1 |
|