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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
SM
6501
Salzhauer Michael
| US$ 118 mi | +US$ 23,7 mi | +25% | 27,3% | 98% | 93 | 21,51% | 3,9 |
|
| 6502 |
ASFA
6502
All Season Financial Advisors
Denver,
Colorado
| US$ 118 mi | +US$ 18,8 mi | +19% | 8,78% | 33,8% | 115 | 40,87% | 0,9 |
|
| 6503 |
6503
Thompson Davis & Co
Richmond,
Virginia
| US$ 118 mi | +US$ 36,7 mi | +45% | 60,7% | 188% | 143 | 46,15% | 2,5 |
|
| 6504 |
6504
Wrenne Financial Planning
Lexington,
Kentucky
| US$ 117 mi | – | – | 10,8% | 54,3% | 26 | – | 0 |
|
| 6505 |
6505
BluePath Capital Management
Atlanta,
Georgia
| US$ 117 mi | +US$ 8,61 mi | +8% | 7,29% | 106% | 342 | 71,05% | 0,2 |
|
| 6506 |
LFGH
6506
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 117 mi | +US$ 8,48 mi | +8% | 8,05% | 12,9% | 32 | 12,5% | 1,9 |
|
| 6507 |
6507
Mayfair Advisory Group
Birmingham,
Alabama
| US$ 117 mi | +US$ 13,8 mi | +13% | 8,33% | 71,5% | 140 | 17,86% | 1,9 |
|
| 6508 |
6508
Plustick Management
Charlottesville,
Virginia
| US$ 117 mi | -US$ 9,8 mi | -8% | 8,93% | 1.667% | 23 | 30,43% | 1,1 |
|
| 6509 |
6509
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$ 117 mi | +US$ 11,3 mi | +11% | 10,8% | 111% | 101 | 11,88% | 0,8 |
|
| 6510 |
6510
Briaud Financial Planning
College Station,
Texas
| US$ 117 mi | -US$ 6,16 mi | -5% | 10,4% | 113% | 178 | 94,94% | 2,3 |
|
| 6511 |
6511
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 117 mi | – | – | 10,6% | 68,6% | 43 | – | 0 |
|
| 6512 |
KA
6512
Kearns & Associates
Palos Verdes Estates,
California
| US$ 117 mi | +US$ 11,2 mi | +11% | 11,2% | 78,7% | 45 | 11,11% | 1,2 |
|
| 6513 |
6513
Abel Hall LLC
Baton Rouge,
Louisiana
| US$ 117 mi | – | – | 10,8% | 133% | 122 | – | 0 |
|
| 6514 |
6514
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 117 mi | +US$ 8,89 mi | +8% | 12,5% | 59,6% | 15 | 40% | 1,1 |
|
| 6515 |
6515
SFI Advisors
Montclair,
New Jersey
| US$ 117 mi | +US$ 14,8 mi | +14% | 12,4% | 95,9% | 110 | 42,73% | 1,1 |
|
| 6516 |
6516
Perkins Capital Management
Wayzata,
Minnesota
| US$ 117 mi | +US$ 16,2 mi | +16% | 19,7% | 389% | 101 | 11,88% | 4,8 |
|
| 6517 |
6517
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 117 mi | +US$ 17,9 mi | +18% | 9,78% | 70,9% | 115 | 11,3% | 1,5 |
|
| 6518 |
6518
Washington Capital Management
Seattle,
Washington
| US$ 117 mi | +US$ 7,99 mi | +7% | 11,2% | 81,8% | 117 | 23,93% | 2,9 |
|
| 6519 |
MSK
6519
Melissa S. Kampmann
| US$ 117 mi | +US$ 13,1 mi | +13% | 13,6% | 82,1% | 40 | 2,5% | 0,2 |
|
| 6520 |
6520
Magnolia Wealth Management
Dothan,
Alabama
| US$ 117 mi | +US$ 9,2 mi | +9% | 9,78% | 48,7% | 12 | 16,67% | 1,6 |
|
| 6521 |
PWAM
6521
Pinnacle West Asset Management
Casper,
Wyoming
| US$ 117 mi | +US$ 14,6 mi | +14% | 10,6% | 100% | 100 | 3% | 0,7 |
|
| 6522 |
6522
Zeit Capital
Greenwood Village,
Colorado
| US$ 117 mi | +US$ 8,77 mi | +8% | 9,4% | 56,5% | 30 | 0% | 2,7 |
|
| 6523 |
6523
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$ 117 mi | – | – | 10,9% | 85,6% | 24 | – | 0 |
|
| 6524 |
6524
Lowery Thomas LLC
Pebble Beach,
California
| US$ 116 mi | +US$ 11,9 mi | +11% | 10,9% | 74,7% | 49 | 8,16% | 1,5 |
|
| 6525 |
6525
VERITY Wealth Advisors
Sausalito,
United States
| US$ 116 mi | +US$ 10,1 mi | +9% | 10% | 59,9% | 73 | 12,33% | 3,3 |
|