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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Magnolia Wealth Management
Dothan,
Alabama
| US$ 141 mi | +US$ 8,2 mi | +6% | 6,05% | 48,7% | 13 | 15,38% | 1,9 |
|
| 6427 |
6427
Hein Park Capital Management
New York
| US$ 141 mi | +US$ 12,7 mi | +10% | 15,5% | 122% | 3 | 0% | 1,5 |
|
| 6428 |
6428
Schubert & Co
Mckinney,
Texas
| US$ 141 mi | +US$ 23,2 mi | +20% | 14% | 47,3% | 67 | 53,73% | 1,1 |
|
| 6429 |
6429
Tenzing Global Management
San Francisco,
California
| US$ 141 mi | -US$ 15,7 mi | -10% | 12,7% | 273% | 24 | 45,83% | 0,9 |
|
| 6430 |
6430
MGO Private Wealth
Irvine,
California
| US$ 140 mi | -US$ 18,7 mi | -12% | 4,74% | 51,5% | 84 | 30,95% | 1,6 |
|
| 6431 |
6431
Martin Capital Advisors
San Antonio,
Texas
| US$ 140 mi | +US$ 7,04 mi | +5% | 6,24% | 140% | 67 | 1,49% | 2,4 |
|
| 6432 |
6432
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 140 mi | +US$ 2,23 mi | +2% | 2,54% | – | 93 | 11,83% | 1,9 |
|
| 6433 |
6433
Alpha Financial Partners
Lexington,
Kentucky
| US$ 140 mi | +US$ 24,7 mi | +21% | 4,92% | 61,8% | 159 | 86,16% | 0,3 |
|
| 6434 |
6434
Ehrlich Financial Group
Laguna Niguel,
California
| US$ 140 mi | +US$ 13,5 mi | +11% | 4,92% | 56,2% | 128 | 37,5% | 0,5 |
|
| 6435 |
6435
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 140 mi | +US$ 10,7 mi | +8% | 6,93% | 67,4% | 74 | 14,86% | 2 |
|
| 6436 |
6436
SFI Advisors
Montclair,
New Jersey
| US$ 140 mi | +US$ 10,3 mi | +8% | 6,8% | 82,9% | 88 | 28,41% | 1,7 |
|
| 6437 |
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$ 140 mi | +US$ 1,46 mi | +1% | 4,74% | 136% | 73 | 12,33% | 1,5 |
|
| 6438 |
6438
Horizon Family Wealth
Chicago,
Illinois
| US$ 140 mi | +US$ 8,83 mi | +7% | 5,62% | 68,6% | 84 | 15,48% | 1,6 |
|
| 6439 |
6439
Future Financial Wealth Management
Cincinnati,
Ohio
| US$ 140 mi | +US$ 26,3 mi | +23% | 5,71% | 65,2% | 470 | 73,83% | 0,6 |
|
| 6440 |
6440
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 140 mi | +US$ 16 mi | +13% | 5,45% | 76,3% | 77 | 19,48% | 1,6 |
|
| 6441 |
6441
Cascade Wealth Advisors
Wenatchee,
Washington
| US$ 140 mi | +US$ 4,73 mi | +3% | 4,15% | – | 52 | 7,69% | 0,5 |
|
| 6442 |
SFC
6442
Sprinkle Financial Consultants
Littleton,
Colorado
| US$ 140 mi | +US$ 13,1 mi | +10% | 7,46% | 64,1% | 71 | 5,63% | 0,6 |
|
| 6443 |
6443
Sanctuary Wealth Management
Pocatello,
Idaho
| US$ 140 mi | +US$ 7,79 mi | +6% | 4,86% | – | 292 | 17,12% | 1,5 |
|
| 6444 |
6444
Orser Capital Management
Southlake,
Texas
| US$ 140 mi | +US$ 6,93 mi | +5% | 5,89% | 128% | 41 | 2,44% | 4,8 |
|
| 6445 |
6445
Castle Creek Capital Partners VI
San Diego,
California
| US$ 140 mi | +US$ 19 mi | +16% | 31,3% | – | 4 | 25% | 0,8 |
|
| 6446 |
6446
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$ 140 mi | +US$ 16,7 mi | +14% | 5,11% | – | 36 | 25% | 0,6 |
|
| 6447 |
AIFAIM
6447
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 140 mi | +US$ 9,12 mi | +7% | 6% | 72,8% | 146 | 13,01% | 2,7 |
|
| 6448 |
6448
Lansing Management
New York
| US$ 140 mi | +US$ 38,8 mi | +38% | 12,5% | 76,9% | 7 | 28,57% | 2,8 |
|
| 6449 |
6449
RiverGlades Family Offices
Naples,
Florida
| US$ 140 mi | +US$ 11,1 mi | +9% | 6,07% | – | 86 | 11,63% | 3,8 |
|
| 6450 |
6450
RPS Advisory Solutions
Louisville,
Kentucky
| US$ 140 mi | +US$ 31,2 mi | +29% | 6,05% | – | 98 | 23,47% | 0,2 |
|