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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 |
HP
6301
Hyperion Partners
Berwyn,
Pennsylvania
| US$ 137 mi | +US$ 10,3 mi | +8% | 5,67% | – | 72 | 11,11% | 1,1 |
|
| 6302 |
6302
Cladis Investment Advisory
Billings,
Montana
| US$ 136 mi | +US$ 9,02 mi | +7% | 12,3% | 131% | 153 | 16,34% | 1,7 |
|
| 6303 |
6303
Mills Wealth Advisors
Southlake,
Texas
| US$ 136 mi | +US$ 5,01 mi | +4% | 5,19% | 37,9% | 58 | 18,97% | 0,9 |
|
| 6304 |
6304
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$ 136 mi | +US$ 10,5 mi | +8% | 9,35% | 85,9% | 68 | 10,29% | 1,8 |
|
| 6305 |
6305
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 136 mi | +US$ 16,4 mi | +14% | 17,9% | 129% | 129 | 14,73% | 0,8 |
|
| 6306 |
FFA
6306
Florida Financial Advisors
Tampa,
Florida
| US$ 136 mi | +US$ 28,1 mi | +26% | 10,8% | – | 136 | 30,15% | 0,2 |
|
| 6307 |
HB
6307
Hauser Brothers
Freiburg Im Breisgau,
Germany
| US$ 136 mi | +US$ 17 mi | +14% | 15% | – | 12 | 41,67% | 0,2 |
|
| 6308 |
6308
TI-Trust
Quincy,
Illinois
| US$ 136 mi | +US$ 22,8 mi | +20% | 7,05% | 88,8% | 133 | 22,56% | 2,8 |
|
| 6309 |
6309
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 136 mi | +US$ 9,25 mi | +7% | 10,3% | 112% | 212 | 19,34% | 1,4 |
|
| 6310 |
CE
6310
Cornerstone Enterprises
Appleton,
Wisconsin
| US$ 136 mi | +US$ 23,9 mi | +21% | 10,2% | 85,7% | 37 | 37,84% | 0,2 |
|
| 6311 |
6311
Aurora Investment Managers
Naples,
Florida
| US$ 136 mi | +US$ 4,55 mi | +3% | 0,15% | 74,4% | 54 | 12,96% | 2,1 |
|
| 6312 |
6312
Quarry Hill Advisors
St Paul,
Minnesota
| US$ 136 mi | +US$ 12,7 mi | +10% | 5,85% | 65% | 46 | 8,7% | 1,1 |
|
| 6313 |
BCM
6313
Beaumont Capital Management
Boston,
Massachusetts
| US$ 136 mi | +US$ 4,12 mi | +3% | 4,34% | 49,6% | 51 | 19,61% | 1 |
|
| 6314 |
6314
Axiom Advisory
San Diego,
California
| US$ 136 mi | +US$ 11,6 mi | +9% | 6,2% | 16,4% | 37 | 2,7% | 1,7 |
|
| 6315 |
SP
6315
SIH Partners
Wilmington,
Delaware
| US$ 136 mi | +US$ 10,6 mi | +8% | 4,47% | – | 18 | 27,78% | 0,2 |
|
| 6316 |
CMAI
6316
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 136 mi | -US$ 34 mi | -20% | 6,98% | 75,6% | 96 | 26,04% | 0,2 |
|
| 6317 |
PVAMC
6317
PPS&V Asset Management Consultants
Portage,
Michigan
| US$ 136 mi | +US$ 5,07 mi | +4% | 8,7% | 80,7% | 42 | 16,67% | 1,2 |
|
| 6318 |
6318
Chapman Investment Management
San Anselmo,
California
| US$ 136 mi | +US$ 4,43 mi | +3% | 9,7% | 57,3% | 39 | 25,64% | 2,6 |
|
| 6319 |
6319
Shearwater Capital
Denver,
Colorado
| US$ 136 mi | +US$ 9,8 mi | +8% | 6,96% | 74,4% | 43 | 2,33% | 1,8 |
|
| 6320 |
6320
Panoramic Investment Advisors
Denver,
Colorado
| US$ 136 mi | +US$ 20 mi | +17% | 11,2% | – | 117 | 15,38% | 0,9 |
|
| 6321 |
6321
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 136 mi | +US$ 10,4 mi | +8% | 8,94% | – | 260 | 9,23% | 1,3 |
|
| 6322 |
6322
Advantage Trust Company
Salina,
Kansas
| US$ 136 mi | +US$ 8,68 mi | +7% | 8,87% | 77,6% | 179 | 5,03% | 0,2 |
|
| 6323 |
6323
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 136 mi | +US$ 11,4 mi | +9% | 6,93% | 65,6% | 46 | 8,7% | 0,2 |
|
| 6324 |
6324
Fort Henry Capital
Wheeling,
West Virginia
| US$ 136 mi | +US$ 6,24 mi | +5% | 3,47% | 39,3% | 15 | 6,67% | 2,7 |
|
| 6325 |
6325
WealthCollab
Bellevue,
Washington
| US$ 136 mi | +US$ 7,38 mi | +6% | 3,01% | – | 962 | 20,17% | 0,2 |
|