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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
WPA
6451
Wealth Preservation Advisors
Chattanooga,
Tennessee
| US$ 172 mi | +US$ 9,7 mi | +6% | 11,7% | – | 625 | 11,84% | 0,4 |
|
| 6452 |
6452
Hillman Capital Management
Bethesda,
Maryland
| US$ 172 mi | -US$ 11,4 mi | -6% | 3,59% | 20,2% | 55 | 12,73% | 3,1 |
|
| 6453 |
6453
Trademark Financial Management
Bloomington,
Minnesota
| US$ 172 mi | +US$ 8,26 mi | +5% | 6,24% | 67,5% | 96 | 10,42% | 1,2 |
|
| 6454 |
6454
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 172 mi | +US$ 18,9 mi | +12% | 13,5% | 150% | 296 | 69,26% | 1 |
|
| 6455 |
6455
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 172 mi | +US$ 14,1 mi | +9% | 9,4% | 129% | 148 | 10,14% | 1,7 |
|
| 6456 |
JCM
6456
JS Capital Management
New York
| US$ 172 mi | +US$ 62,6 mi | +57% | 57,4% | 52,4% | 1 | 0% | 6,3 |
|
| 6457 |
6457
LWM Advisory Services
Plantation,
Florida
| US$ 172 mi | +US$ 26,6 mi | +18% | 7,25% | 64,9% | 98 | 13,27% | 2,3 |
|
| 6458 |
6458
Pacific Point Advisors
Rancho Santa Fe,
California
| US$ 171 mi | -US$ 13 mi | -7% | 13,4% | – | 131 | 18,32% | 0,6 |
|
| 6459 |
6459
Fee-Only Financial Planning
Okatie,
South Carolina
| US$ 171 mi | +US$ 9,9 mi | +6% | 7,21% | 72,6% | 43 | 6,98% | 2,4 |
|
| 6460 |
6460
MQS Management
New York
| US$ 171 mi | -US$ 10 mi | -6% | 0,95% | 6,42% | 697 | 78,62% | 0,1 |
|
| 6461 |
6461
Successful Portfolios
Clearwater,
Florida
| US$ 171 mi | +US$ 8,69 mi | +5% | 7,78% | 110% | 181 | 9,94% | 4,9 |
|
| 6462 |
6462
Echo Wealth Management
Plymouth,
Minnesota
| US$ 171 mi | +US$ 8,18 mi | +5% | 5,09% | 42,9% | 46 | 2,17% | 2,9 |
|
| 6463 |
6463
Whalen Wealth Management
Las Vegas,
Nevada
| US$ 171 mi | +US$ 11,8 mi | +7% | 5,71% | 90,2% | 277 | 64,98% | 0,4 |
|
| 6464 |
6464
WESPAC Advisors
Orinda,
California
| US$ 171 mi | +US$ 28,1 mi | +20% | 7,77% | 126% | 208 | 32,69% | 1,2 |
|
| 6465 |
AGC
6465
Alden Global Capital
Brandon,
Florida
| US$ 171 mi | +US$ 8,56 mi | +5% | 15% | 99,8% | 21 | 42,86% | 1,1 |
|
| 6466 |
6466
Counterweight Ventures
Wilmington,
North Carolina
| US$ 171 mi | +US$ 17,9 mi | +12% | 10,6% | – | 81 | 14,81% | 1,4 |
|
| 6467 |
6467
Northland Capital Management
Virginia,
Minnesota
| US$ 171 mi | +US$ 8,56 mi | +5% | 4,99% | 37,5% | 31 | 3,23% | 2,6 |
|
| 6468 |
AI
6468
Arrien Investments
Boise,
Idaho
| US$ 171 mi | +US$ 12,7 mi | +8% | 4,91% | 46% | 41 | 4,88% | 1,8 |
|
| 6469 |
YC
6469
Yunqi Capital
Hong Kong
| US$ 171 mi | +US$ 30,8 mi | +22% | 33,6% | 71,4% | 7 | 42,86% | 1,5 |
|
| 6470 |
6470
IFS Advisors
Overland Park,
Kansas
| US$ 171 mi | +US$ 38,7 mi | +29% | 5% | 54,2% | 179 | 6,15% | 2,6 |
|
| 6471 |
6471
14B Capital Management
La Jolla,
California
| US$ 171 mi | -US$ 72,5 mi | -30% | 5,9% | – | 11 | 9,09% | 1,2 |
|
| 6472 |
6472
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 171 mi | +US$ 18,6 mi | +12% | 6,15% | – | 162 | 9,88% | 0,6 |
|
| 6473 |
6473
Brucke Financial
Indianapolis,
Indiana
| US$ 171 mi | +US$ 26,9 mi | +19% | 8,13% | – | 176 | 25% | 0,6 |
|
| 6474 |
6474
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 171 mi | +US$ 8,42 mi | +5% | 2,76% | – | 112 | 8,04% | 0,9 |
|
| 6475 |
6475
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 171 mi | -US$ 80,3 mi | -32% | 7,99% | 70,9% | 509 | 3,34% | 0,2 |
|