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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
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 139 mi | +US$ 3,09 mi | +2% | 1,51% | – | 45 | 0% | 0,5 |
|
| 6302 |
6302
Strategic Financial Planning
Plano,
Texas
| US$ 139 mi | +US$ 5,02 mi | +4% | 0,11% | 47,5% | 36 | 5,56% | 3,6 |
|
| 6303 |
MFFIA
6303
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$ 139 mi | +US$ 947 mil | +0,7% | 0,34% | 136% | 67 | 2,99% | 1,3 |
|
| 6304 |
SIA
6304
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 138 mi | +US$ 14 mi | +11% | 7,28% | 241% | 81 | 2,47% | 1,3 |
|
| 6305 |
6305
CRCM LP
San Francisco,
California
| US$ 138 mi | +US$ 5,35 mi | +4% | 6,91% | – | 7 | 28,57% | 0,2 |
|
| 6306 |
6306
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 138 mi | -US$ 5,68 mi | -4% | 4,59% | 92,7% | 90 | 7,78% | 5,5 |
|
| 6307 |
6307
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 138 mi | +US$ 11,4 mi | +9% | 13,3% | – | 98 | 17,35% | 1,6 |
|
| 6308 |
6308
SeaTown Holdings
Singapore
| US$ 138 mi | -US$ 19,9 mi | -13% | 9% | 220% | 22 | 63,64% | 1,6 |
|
| 6309 |
MF
6309
Meridian Financial
Holliston,
Massachusetts
| US$ 138 mi | +US$ 4,07 mi | +3% | 0,13% | 58,5% | 125 | 7,2% | 1,8 |
|
| 6310 |
6310
VitalStone Financial
Shavano Park,
Texas
| US$ 138 mi | +US$ 7,06 mi | +5% | 3,71% | – | 606 | 31,35% | 0,9 |
|
| 6311 |
6311
Lantern Wealth Advisors
Melville,
New York
| US$ 138 mi | -US$ 4,41 mi | -3% | 2,11% | – | 139 | 14,39% | 0,4 |
|
| 6312 |
6312
Cladis Investment Advisory
Billings,
Montana
| US$ 138 mi | +US$ 1,6 mi | +1% | 4,76% | 131% | 147 | 13,61% | 1,9 |
|
| 6313 |
6313
ROI Financial Advisors
Beaverton,
Oregon
| US$ 138 mi | +US$ 10,6 mi | +8% | 10,5% | 165% | 66 | 7,58% | 0,5 |
|
| 6314 |
6314
Kerusso Capital Management
Winston Salem,
North Carolina
| US$ 138 mi | – | – | 1,79% | – | 54 | – | 0 |
|
| 6315 |
6315
KPCB DGF II Associates
Menlo Park,
California
| US$ 138 mi | -US$ 21,4 mi | -13% | 13,4% | 2,08% | 2 | 0% | 0,8 |
|
| 6316 |
BWIA
6316
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 137 mi | -US$ 32 mi | -19% | 2,75% | 66,3% | 48 | 16,67% | 2,1 |
|
| 6317 |
6317
McDonough Capital Management
Orlando,
Florida
| US$ 137 mi | +US$ 10,7 mi | +8% | 8,83% | 98,1% | 46 | 8,7% | 2,2 |
|
| 6318 |
6318
Traction Financial Partners
Encampment,
Wyoming
| US$ 137 mi | +US$ 9,3 mi | +7% | 0,39% | – | 57 | 7,02% | 0,5 |
|
| 6319 |
6319
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 137 mi | -US$ 22,3 mil | -0% | 0,2% | 52,4% | 41 | 4,88% | 5 |
|
| 6320 |
6320
Endowment Wealth Management
Appleton,
Wisconsin
| US$ 137 mi | +US$ 3,71 mi | +3% | 0,41% | 66,3% | 136 | 7,35% | 1,8 |
|
| 6321 |
6321
Lowery Thomas LLC
Pebble Beach,
California
| US$ 137 mi | +US$ 6,43 mi | +5% | 3,74% | 74,7% | 47 | 4,26% | 1,9 |
|
| 6322 |
6322
13D Management
New York
| US$ 137 mi | -US$ 26,7 mi | -16% | 6,45% | 157% | 31 | 41,94% | 1,6 |
|
| 6323 |
6323
Greenhouse Wealth Management
Westport,
Connecticut
| US$ 137 mi | +US$ 3,54 mi | +3% | 2,98% | 87,2% | 60 | 6,67% | 2,9 |
|
| 6324 |
6324
WealthTrust Asset Management
Destin,
Florida
| US$ 137 mi | +US$ 5,62 mi | +4% | 6,01% | 102% | 99 | 25,25% | 1,4 |
|
| 6325 |
MSK
6325
Melissa S. Kampmann
| US$ 137 mi | -US$ 2,17 mi | -2% | 0,43% | 70,4% | 40 | 2,5% | 0,7 |
|