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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Lake Hills Wealth Management
Austin,
Texas
| US$ 145 mi | -US$ 1,61 mi | -1% | 1,15% | 83,7% | 76 | 61,84% | 1 |
|
| 6527 |
6527
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$ 145 mi | -US$ 5,07 mi | -3% | 1,37% | 58,2% | 125 | 17,6% | 1,8 |
|
| 6528 |
KFO
6528
Kopp Family Office
Bloomington,
Minnesota
| US$ 145 mi | -US$ 13,2 mi | -8% | 9,36% | 47,9% | 29 | 31,03% | 2,4 |
|
| 6529 |
6529
Cascade Wealth Advisors
Wenatchee,
Washington
| US$ 145 mi | -US$ 3,16 mi | -2% | 2,63% | – | 50 | 22% | 1 |
|
| 6530 |
MIM
6530
Meixler Investment Management
Show Low,
Arizona
| US$ 145 mi | +US$ 9,37 mi | +7% | 5,45% | 60,8% | 125 | 17,6% | 1,6 |
|
| 6531 |
6531
Archer Investment Management
Austin,
Texas
| US$ 145 mi | -US$ 17,9 mi | -11% | 0,19% | – | 65 | 23,08% | 0,2 |
|
| 6532 |
6532
Wallace Advisory Group
Lafayette,
California
| US$ 144 mi | -US$ 195 mil | -0,1% | 1,6% | 50,9% | 201 | 16,42% | 1,6 |
|
| 6533 |
6533
L.K. Benson & Company
Baltimore,
Maryland
| US$ 144 mi | +US$ 2,52 mi | +2% | 3,45% | – | 100 | 7% | 0,2 |
|
| 6534 |
6534
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 144 mi | -US$ 1,13 mi | -0,8% | 2,9% | 76,3% | 78 | 14,1% | 1,9 |
|
| 6535 |
6535
Clark Financial Services Group
Chesterfield,
Missouri
| US$ 144 mi | +US$ 13,6 mi | +10% | 3,93% | 116% | 103 | 29,13% | 1,8 |
|
| 6536 |
6536
Amitell Capital
Singapore
| US$ 144 mi | +US$ 21,1 mi | +17% | 4,12% | 188% | 57 | 47,37% | 0,8 |
|
| 6537 |
6537
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 144 mi | +US$ 3,01 mi | +2% | 1,09% | 68,6% | 54 | 14,81% | 1 |
|
| 6538 |
6538
MWA Asset Management
Lexington,
Massachusetts
| US$ 144 mi | -US$ 6,18 mi | -4% | 3,71% | 174% | 129 | 11,63% | 1,3 |
|
| 6539 |
6539
Granite Group Advisors
Stamford,
Connecticut
| US$ 144 mi | -US$ 12,8 mi | -8% | 5,41% | 74% | 84 | 15,48% | 1,1 |
|
| 6540 |
6540
Mission Hills Financial Advisory
San Diego,
California
| US$ 144 mi | +US$ 15,2 mi | +12% | 0,73% | – | 38 | 13,16% | 0,4 |
|
| 6541 |
6541
LWM Advisory Services
Plantation,
Florida
| US$ 144 mi | +US$ 167 mil | +0,1% | 0,76% | 64,9% | 101 | 10,89% | 1,9 |
|
| 6542 |
6542
Lummis Asset Management
Fort Worth,
Texas
| US$ 144 mi | +US$ 65,1 mi | +82% | 0,67% | – | 174 | 22,41% | 1 |
|
| 6543 |
6543
Conscious Wealth Investments
Coral Gables,
Florida
| US$ 144 mi | -US$ 3,51 mi | -2% | 5,73% | – | 60 | 30% | 0,9 |
|
| 6544 |
6544
Summit Rock Advisors
New York
| US$ 144 mi | -US$ 151 mi | -51% | 9,3% | – | 6 | 66,67% | 1,1 |
|
| 6545 |
6545
Strive Asset Management
Dublin,
Ohio
| US$ 144 mi | +US$ 10,5 mi | +8% | 3,59% | – | 125 | 17,6% | 0,2 |
|
| 6546 |
CCA
6546
Cypress Capital Advisors
Franklin,
Tennessee
| US$ 144 mi | +US$ 16,1 mi | +13% | 0,59% | – | 76 | 22,37% | 0,2 |
|
| 6547 |
6547
Christian Investment Advisors
New Braunfels,
Texas
| US$ 144 mi | +US$ 5,57 mi | +4% | 0,14% | – | 12 | 0% | 0,3 |
|
| 6548 |
6548
Disciplined Equity Management
Neptune Beach,
Florida
| US$ 144 mi | -US$ 10,5 mi | -7% | 2,04% | 72,3% | 61 | 8,2% | 2,3 |
|
| 6549 |
6549
Taylor Financial Group
Roanoke,
Virginia
| US$ 144 mi | -US$ 599 mil | -0,4% | 2% | 79% | 103 | 12,62% | 1,1 |
|
| 6550 |
6550
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 144 mi | +US$ 10 mi | +7% | 1,23% | 40,6% | 35 | 20% | 1,5 |
|