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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
Bucket List Wealth Management
The Villages,
Florida
| US$ 203 mi | +US$ 36,9 mi | +22% | 13,4% | – | 64 | 12,5% | 0,4 |
|
| 6527 |
6527
Financial Alternatives
La Jolla,
California
| US$ 203 mi | +US$ 17,4 mi | +9% | 9,26% | 50,2% | 85 | 8,24% | 2,9 |
|
| 6528 |
6528
Flywheel Private Wealth
Los Altos,
California
| US$ 203 mi | +US$ 27,4 mi | +16% | 13,9% | – | 110 | 6,36% | 1,1 |
|
| 6529 |
6529
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$ 203 mi | +US$ 27,6 mi | +16% | 14,6% | 85,9% | 91 | 15,38% | 2,7 |
|
| 6530 |
6530
Salus Financial Advisors
Colorado Springs,
Colorado
| US$ 203 mi | +US$ 31,4 mi | +18% | 11,4% | – | 39 | 12,82% | 1,2 |
|
| 6531 |
ECP
6531
Elwood Capital Partners
New York
| US$ 203 mi | +US$ 5,65 mi | +3% | 29,9% | – | 40 | 37,5% | 0,7 |
|
| 6532 |
6532
Valley Financial Group
Ambler,
Pennsylvania
| US$ 203 mi | +US$ 17,5 mi | +9% | 8,89% | – | 67 | 13,43% | 1,9 |
|
| 6533 |
6533
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 203 mi | +US$ 21,6 mi | +12% | 14% | 91% | 85 | 15,29% | 4,5 |
|
| 6534 |
6534
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 203 mi | +US$ 21,6 mi | +12% | 11,2% | 53,7% | 105 | 20,95% | 2,2 |
|
| 6535 |
6535
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 203 mi | +US$ 11,7 mi | +6% | 28,3% | 85,1% | 23 | 4,35% | 3,3 |
|
| 6536 |
6536
EVR Research
Richmond,
Virginia
| US$ 203 mi | -US$ 47,4 mi | -19% | 34,1% | 165% | 39 | 51,28% | 0,6 |
|
| 6537 |
LAMC
6537
Longview Asset Management (California)
San Rafael,
California
| US$ 202 mi | +US$ 18,3 mi | +10% | 6,06% | – | 165 | 13,94% | 1,2 |
|
| 6538 |
6538
Delphi Financial Group
Wilmington,
Delaware
| US$ 202 mi | -US$ 19,3 mi | -9% | 13,9% | 66,3% | 34 | 29,41% | 1,9 |
|
| 6539 |
6539
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 202 mi | +US$ 35,3 mi | +21% | 16,2% | 58,3% | 75 | 30,67% | 2,5 |
|
| 6540 |
6540
Winthrop Partners - WNY
Buffalo,
New York
| US$ 202 mi | +US$ 14,5 mi | +8% | 9,29% | – | 90 | 6,67% | 5,9 |
|
| 6541 |
6541
Brandywine Managers
Hockessin,
Delaware
| US$ 202 mi | +US$ 32,2 mi | +19% | 30,8% | 96,3% | 46 | 13,04% | 3,5 |
|
| 6542 |
OPL
6542
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| US$ 202 mi | -US$ 64,7 mi | -24% | 2,94% | 77,6% | 10 | 0% | 1,6 |
|
| 6543 |
6543
Farringdon Capital
London,
United Kingdom
| US$ 202 mi | -US$ 255 mi | -56% | 3,77% | – | 457 | 81,18% | 0,3 |
|
| 6544 |
6544
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$ 202 mi | +US$ 16 mi | +9% | 12,7% | 85,6% | 79 | 3,8% | 1,1 |
|
| 6545 |
6545
Meriwether Wealth & Planning
Minden,
Louisiana
| US$ 202 mi | +US$ 19,1 mi | +10% | 12,3% | – | 133 | 13,53% | 1,2 |
|
| 6546 |
6546
InTrack Investment Management
South Burlington,
Vermont
| US$ 202 mi | +US$ 26,2 mi | +15% | 17,1% | 99,2% | 116 | 12,07% | 2,6 |
|
| 6547 |
6547
Orser Capital Management
Southlake,
Texas
| US$ 202 mi | +US$ 48,6 mi | +32% | 18,5% | 128% | 69 | 39,13% | 3,1 |
|
| 6548 |
HIA
6548
Harvest Investment Advisors
Tallahassee,
Florida
| US$ 202 mi | +US$ 21,8 mi | +12% | 14,7% | 78,3% | 60 | 6,67% | 2,7 |
|
| 6549 |
6549
Align Financial
Hermantown,
Minnesota
| US$ 202 mi | +US$ 25,6 mi | +15% | 13,7% | – | 376 | 5,05% | 0,5 |
|
| 6550 |
6550
Scratch Capital
Boise,
Idaho
| US$ 201 mi | +US$ 26,9 mi | +15% | 11,5% | – | 46 | 6,52% | 1,2 |
|