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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Echo45 Advisors
Walnut Creek,
California
| US$ 171 mi | +US$ 12 mi | +8% | 6,35% | 53,6% | 61 | 19,67% | 2,3 |
|
| 6477 |
6477
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 171 mi | +US$ 12,3 mi | +8% | 6,59% | 42,9% | 207 | 9,18% | 2,1 |
|
| 6478 |
6478
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 171 mi | +US$ 12,5 mi | +8% | 6,89% | 51,9% | 39 | 12,82% | 3 |
|
| 6479 |
SMP
6479
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 170 mi | -US$ 1,06 mi | -0,6% | 0,22% | 102% | 13 | 0% | 5,6 |
|
| 6480 |
6480
RF&L Wealth Management
Acton,
Massachusetts
| US$ 170 mi | +US$ 15,2 mi | +10% | 7,39% | 73,8% | 61 | 4,92% | 2,4 |
|
| 6481 |
6481
Insight Inv LLC
El Segundo,
California
| US$ 170 mi | +US$ 21,2 mi | +14% | 10,2% | 139% | 121 | 11,57% | 2,8 |
|
| 6482 |
HIA
6482
Harvest Investment Advisors
Tallahassee,
Florida
| US$ 170 mi | +US$ 14,8 mi | +10% | 7,94% | 78,3% | 59 | 1,69% | 2,1 |
|
| 6483 |
6483
4J Wealth Management
Alexandria,
Virginia
| US$ 170 mi | +US$ 22,2 mi | +15% | 7,7% | 74,7% | 98 | 8,16% | 3 |
|
| 6484 |
6484
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$ 170 mi | +US$ 3,64 mi | +2% | 4,29% | – | 311 | 2,89% | 0,7 |
|
| 6485 |
6485
Binnacle Investments
Urbandale,
Iowa
| US$ 170 mi | +US$ 16,2 mi | +11% | 5,99% | – | 957 | 21,11% | 0,4 |
|
| 6486 |
6486
Forest Hill Capital
Little Rock,
Arkansas
| US$ 170 mi | +US$ 29 mi | +21% | 21,2% | 112% | 37 | 2,7% | 3,8 |
|
| 6487 |
6487
Beckerman Institutional
Ocean Grove,
New Jersey
| US$ 170 mi | +US$ 19,3 mi | +13% | 6,4% | – | 118 | 11,02% | 0,8 |
|
| 6488 |
6488
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 170 mi | +US$ 11 mi | +7% | 7,17% | 68,6% | 54 | 16,67% | 1,4 |
|
| 6489 |
6489
Birch Financial Group
Keene,
New Hampshire
| US$ 170 mi | +US$ 44,7 mi | +36% | 7,96% | – | 136 | 19,12% | 0,5 |
|
| 6490 |
6490
BankPlus Wealth Management
Jackson,
Mississippi
| US$ 170 mi | +US$ 19,1 mi | +13% | 6,29% | – | 109 | 8,26% | 0,7 |
|
| 6491 |
6491
CNA Financial
Chicago,
Illinois
| US$ 170 mi | -US$ 25,1 mi | -13% | 1,71% | 48,6% | 15 | 26,67% | 1,4 |
|
| 6492 |
6492
Hara Capital
Bellevue,
Washington
| US$ 170 mi | +US$ 8,35 mi | +5% | 12,2% | 65,4% | 341 | 17,3% | 1,2 |
|
| 6493 |
6493
Attessa Capital
Tucson,
Arizona
| US$ 170 mi | +US$ 13,4 mi | +9% | 6,66% | – | 39 | 20,51% | 0,6 |
|
| 6494 |
6494
Ategra Capital Management
Vienna,
Virginia
| US$ 170 mi | +US$ 43,2 mi | +34% | 7,41% | 114% | 27 | 25,93% | 2 |
|
| 6495 |
6495
Beacon Financial Strategies
Raleigh,
North Carolina
| US$ 169 mi | +US$ 10,3 mi | +6% | 5,56% | 54,2% | 42 | 11,9% | 3,2 |
|
| 6496 |
6496
Camelot Portfolios
Maumee,
Ohio
| US$ 169 mi | +US$ 2,11 mi | +1% | 7,06% | 41,3% | 221 | 14,48% | 3,1 |
|
| 6497 |
6497
Rockbridge Capital Management
Alexandria,
Virginia
| US$ 169 mi | -US$ 6,26 mi | -4% | 3,59% | – | 29 | 6,9% | 0,6 |
|
| 6498 |
6498
Vienna Insurance Group
Warsaw,
Poland
| US$ 169 mi | +US$ 10,3 mi | +6% | 14,1% | 188% | 93 | 77,42% | 2,1 |
|
| 6499 |
6499
Central Asset Investments & Management Holdings
Hong Kong
| US$ 169 mi | +US$ 26,3 mi | +18% | 35,6% | 3.210% | 67 | 47,76% | 0,8 |
|
| 6500 |
6500
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$ 169 mi | +US$ 7,74 mi | +5% | 5,81% | 55,1% | 124 | 12,1% | 2,1 |
|