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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 |
SVG
6301
Sun Valley Gold
Sun Valley,
Idaho
| US$ 101 mi | -US$ 55,4 mi | -35% | 10,5% | 160% | 11 | 9,09% | 3,3 |
|
| 6302 |
6302
Envision Financial Planning
Memphis,
Tennessee
| US$ 101 mi | – | – | 3,5% | 32,1% | 24 | – | 0 |
|
| 6303 |
6303
Morling Financial Advisors
Fremont,
California
| US$ 101 mi | -US$ 3,15 mi | -3% | 3,59% | 91,2% | 75 | 2,67% | 1,4 |
|
| 6304 |
6304
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$ 101 mi | -US$ 11,5 mi | -10% | 4,4% | 146% | 86 | 0% | 1,9 |
|
| 6305 |
6305
Perkins Capital Management
Wayzata,
Minnesota
| US$ 101 mi | -US$ 13,9 mi | -12% | 6,56% | 303% | 102 | 8,82% | 4,4 |
|
| 6306 |
6306
Kennon-Green & Company
New Albany,
Ohio
| US$ 101 mi | -US$ 6,74 mi | -6% | 5,16% | 58,4% | 45 | 4,44% | 0,7 |
|
| 6307 |
6307
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 101 mi | -US$ 4,38 mi | -4% | 2,71% | 125% | 81 | 7,41% | 1,4 |
|
| 6308 |
6308
Kolinsky Wealth Management
Ramsey,
New Jersey
| US$ 101 mi | -US$ 4,68 mi | -4% | 2,56% | 44,6% | 144 | 13,19% | 1,3 |
|
| 6309 |
6309
Applied Capital LLC
Hollywood,
Florida
| US$ 101 mi | -US$ 5,18 mi | -5% | 2,71% | 78,3% | 78 | 1,28% | 0,7 |
|
| 6310 |
6310
MY Wealth Management
Germantown,
Maryland
| US$ 101 mi | -US$ 8,98 mi | -8% | 4,58% | 41,2% | 29 | 0% | 1,3 |
|
| 6311 |
6311
4J Wealth Management
Alexandria,
Virginia
| US$ 100 mi | -US$ 2,6 mi | -3% | 1,88% | 68,2% | 88 | 6,82% | 1,8 |
|
| 6312 |
6312
Widmann Financial Services
Bowie,
Maryland
| US$ 100 mi | -US$ 4,17 mi | -4% | 4,55% | 75,2% | 88 | 5,68% | 1,6 |
|
| 6313 |
CMS
6313
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$ 100 mi | -US$ 7,77 mi | -7% | 2,24% | 120% | 150 | 9,33% | 0,7 |
|
| 6314 |
6314
Oppenheimer & Close
New York
| US$ 100 mi | +US$ 3,94 mi | +4% | 1,52% | 149% | 56 | 8,93% | 4,3 |
|
| 6315 |
6315
Center For Asset Management
Palm Beach Gardens,
Florida
| US$ 100 mi | -US$ 5,71 mi | -5% | 3,13% | 66,6% | 106 | 16,98% | 1,5 |
|
| 6316 |
6316
Clearfield Capital Management
New York
| US$ 100 mi | -US$ 23,1 mi | -19% | 6,91% | 421% | 10 | 80% | 0,8 |
|
| 6317 |
6317
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$ 100 mi | -US$ 2,44 mi | -2% | 3,4% | 74,9% | 40 | 5% | 0,7 |
|
| 6318 |
6318
Silvia McColl Wealth Management
San Diego,
California
| US$ 100 mi | -US$ 7,75 mi | -7% | 1,94% | 82,7% | 108 | 10,19% | 0,7 |
|
| 6319 |
6319
Rip Road Capital Partners
Boston,
Massachusetts
| US$ 100 mi | +US$ 16,2 mi | +19% | 2,79% | 121% | 15 | 40% | 1,5 |
|
| 6320 |
6320
Brewster Financial Planning
Brooklyn,
New York
| US$ 100 mi | -US$ 3,64 mi | -4% | 4,21% | 44,3% | 15 | 0% | 1,5 |
|
| 6321 |
6321
Fortune 45 LLC
Gonzales,
Louisiana
| US$ 100 mi | +US$ 1,76 mi | +2% | 2,62% | 85,2% | 32 | 21,88% | 1,3 |
|
| 6322 |
6322
Oaktree Fund Advisors
Los Angles,
California
| US$ 100 mi | -US$ 18,3 mi | -15% | 6,28% | 132% | 47 | 4,26% | 0,9 |
|
| 6323 |
6323
Indie Asset Partners
Carmel,
Indiana
| US$ 99,2 mi | +US$ 7,28 mi | +8% | 4,61% | 119% | 85 | 10,59% | 2,5 |
|
| 6324 |
6324
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 99,1 mi | -US$ 70,5 mil | -0,1% | 2,71% | 70,9% | 109 | 9,17% | 1,3 |
|
| 6325 |
6325
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$ 99 mi | +US$ 686 mil | +0,7% | 2,66% | 55,7% | 125 | 24,8% | 0,7 |
|