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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
North Berkeley Wealth Management
Berkeley,
California
| US$ 189 mi | +US$ 19,7 mi | +12% | 0,42% | – | 80 | 15% | 1 |
|
| 6352 |
6352
Fortitude Financial
Spokane,
Washington
| US$ 189 mi | +US$ 71,1 mi | +60% | 3,44% | – | 41 | 9,76% | 0,5 |
|
| 6353 |
6353
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 189 mi | -US$ 20,9 mi | -10% | 1,72% | 92,4% | 584 | 25,86% | 4,4 |
|
| 6354 |
6354
Gouws Capital LLC
Charlotte,
North Carolina
| US$ 189 mi | -US$ 339 mil | -0,2% | 2,2% | 114% | 59 | 8,47% | 2,9 |
|
| 6355 |
6355
Wasserstein Debt Opportunities Management
New York
| US$ 189 mi | +US$ 78,1 mi | +70% | 72,1% | – | 4 | 75% | 0,6 |
|
| 6356 |
6356
MPWM Advisory Solutions
Alpharetta,
Georgia
| US$ 189 mi | +US$ 9,23 mi | +5% | 2,57% | – | 606 | 16,01% | 1 |
|
| 6357 |
6357
Two West Capital Advisors
Overland Park,
Kansas
| US$ 189 mi | +US$ 16,7 mi | +10% | 1,22% | – | 105 | 17,14% | 1,3 |
|
| 6358 |
6358
PTM Wealth Management
North Wales,
United States
| US$ 189 mi | +US$ 11,5 mi | +6% | 0,54% | – | 61 | 16,39% | 0,8 |
|
| 6359 |
6359
First City Capital Management
Savannah,
Georgia
| US$ 189 mi | -US$ 597 mil | -0,3% | 1,7% | 86,4% | 162 | 4,94% | 6,6 |
|
| 6360 |
6360
CoreFirst Bank & Trust
Topeka,
Kansas
| US$ 189 mi | +US$ 3,66 mi | +2% | 3,56% | 61,4% | 302 | 4,64% | 2,2 |
|
| 6361 |
6361
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| US$ 189 mi | +US$ 8,61 mi | +5% | 2,38% | – | 78 | 14,1% | 0,2 |
|
| 6362 |
6362
Strive Financial Group
Carmel,
Indiana
| US$ 189 mi | -US$ 484 mil | -0,3% | 3,87% | – | 881 | 31,44% | 0,2 |
|
| 6363 |
6363
Grant Private Wealth Management
Pleasanton,
California
| US$ 188 mi | +US$ 22,9 mi | +14% | 6,05% | – | 163 | 22,7% | 0,6 |
|
| 6364 |
6364
Thor Investment Management
Cincinnati,
Ohio
| US$ 188 mi | +US$ 13,8 mi | +8% | 10,8% | 122% | 51 | 9,8% | 1,7 |
|
| 6365 |
JKA
6365
Jones Kertz & Associates
Blaine,
Minnesota
| US$ 188 mi | -US$ 6,21 mi | -3% | 0,67% | – | 67 | 7,46% | 0,2 |
|
| 6366 |
6366
Beckerman Institutional
Ocean Grove,
New Jersey
| US$ 188 mi | +US$ 10,1 mi | +6% | 0,28% | – | 122 | 6,56% | 1,3 |
|
| 6367 |
AAA
6367
American Alpha Advisors
New York
| US$ 188 mi | +US$ 19 mi | +11% | 2,42% | – | 105 | 25,71% | 0,8 |
|
| 6368 |
6368
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 188 mi | +US$ 7,04 mi | +4% | 0,21% | – | 176 | 6,82% | 1 |
|
| 6369 |
6369
Sylvest Advisors
Dallas,
Texas
| US$ 188 mi | +US$ 595 mil | +0,3% | 1,08% | – | 77 | 19,48% | 1 |
|
| 6370 |
6370
Keynote Financial Services
Vernon,
Connecticut
| US$ 188 mi | +US$ 9,19 mi | +5% | 6,73% | – | 177 | 6,78% | 1,6 |
|
| 6371 |
6371
Everstar Asset Management
Mooresville,
North Carolina
| US$ 188 mi | +US$ 1,36 mi | +0,7% | 1,21% | – | 212 | 24,06% | 1,1 |
|
| 6372 |
6372
Clearfield Capital Management
New York
| US$ 188 mi | -US$ 35,1 mi | -16% | 7,4% | 421% | 20 | 20% | 0,8 |
|
| 6373 |
6373
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 188 mi | -US$ 13 mi | -6% | 8,62% | 16,2% | 7 | 28,57% | 1,4 |
|
| 6374 |
6374
Winthrop Partners - WNY
Buffalo,
New York
| US$ 188 mi | +US$ 1,99 mi | +1% | 1,56% | – | 88 | 5,68% | 5,8 |
|
| 6375 |
6375
Destiny Capital
Golden,
Colorado
| US$ 188 mi | -US$ 6,65 mi | -3% | 3,32% | 60,5% | 56 | 8,93% | 2,5 |
|