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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Greenhouse Wealth Management
Westport,
Connecticut
| US$ 155 mi | +US$ 21,4 mi | +16% | 10,4% | 87,2% | 60 | 16,67% | 3,4 |
|
| 6552 |
6552
RF&L Wealth Management
Acton,
Massachusetts
| US$ 155 mi | +US$ 15,4 mi | +11% | 9,04% | 73,8% | 60 | 5% | 2,2 |
|
| 6553 |
6553
Lakeside Advisors
Seattle,
Washington
| US$ 155 mi | +US$ 4,17 mi | +3% | 11,2% | 83,7% | 63 | 1,59% | 3,1 |
|
| 6554 |
6554
Islay Capital Management
Lubbock,
Texas
| US$ 155 mi | +US$ 6,99 mi | +5% | 5,9% | 72% | 215 | 20,93% | 3,4 |
|
| 6555 |
6555
Sharp Financial Services
Horsham,
Pennsylvania
| US$ 155 mi | +US$ 24,4 mi | +19% | 12,2% | – | 102 | 24,51% | 1,1 |
|
| 6556 |
6556
Channing Global Advisors
Miami,
Florida
| US$ 155 mi | +US$ 8,02 mi | +5% | 14,2% | 131% | 49 | 8,16% | 2,1 |
|
| 6557 |
6557
Swisher Financial Concepts
Westerville,
Ohio
| US$ 155 mi | +US$ 33,9 mi | +28% | 8,19% | – | 97 | 24,74% | 0,8 |
|
| 6558 |
6558
MSD Capital
New York
| US$ 155 mi | -US$ 22,8 mi | -13% | 10,2% | 11,5% | 3 | 0% | 4,6 |
|
| 6559 |
6559
Pring Turner Capital Group
Alamo,
California
| US$ 155 mi | -US$ 6,42 mi | -4% | 8,17% | 70,8% | 71 | 12,68% | 4,4 |
|
| 6560 |
6560
Momentous Wealth Management
Vancouver,
Washington
| US$ 155 mi | +US$ 13,5 mi | +10% | 7,18% | – | 50 | 10% | 0,4 |
|
| 6561 |
6561
Ames National Corp
Ames,
Iowa
| US$ 155 mi | +US$ 5,64 mi | +4% | 6,12% | – | 67 | 10,45% | 0,5 |
|
| 6562 |
SPAS
6562
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 155 mi | +US$ 34,5 mi | +29% | 8,42% | – | 98 | 37,76% | 1,2 |
|
| 6563 |
6563
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| US$ 155 mi | +US$ 25,6 mi | +20% | 28,9% | 61,6% | 6 | 16,67% | 2,6 |
|
| 6564 |
MF
6564
Meridian Financial
Holliston,
Massachusetts
| US$ 155 mi | +US$ 12 mi | +8% | 6,26% | 58,5% | 130 | 9,23% | 2,5 |
|
| 6565 |
KFO
6565
Kopp Family Office
Bloomington,
Minnesota
| US$ 155 mi | +US$ 9,9 mi | +7% | 4,93% | 47,9% | 28 | 3,57% | 2,7 |
|
| 6566 |
6566
Columbia River Financial Group
Vancouver,
Washington
| US$ 155 mi | +US$ 4,91 mi | +3% | 6,89% | – | 124 | 57,26% | 0,5 |
|
| 6567 |
6567
Omega Fund Management
Boston,
Massachusetts
| US$ 154 mi | -US$ 15 mi | -9% | 6,68% | 106% | 13 | 0% | 2,5 |
|
| 6568 |
6568
Sarissa Capital Management
Greenwich,
Connecticut
| US$ 154 mi | -US$ 321 mil | -0,2% | 11,7% | 80% | 7 | 0% | 4 |
|
| 6569 |
6569
Ehrlich Financial Group
Laguna Niguel,
California
| US$ 154 mi | +US$ 17,2 mi | +13% | 7,44% | 56,2% | 121 | 25,62% | 1 |
|
| 6570 |
6570
Harold Davidson & Associates
Los Angeles,
California
| US$ 154 mi | -US$ 28,9 mi | -16% | 10,6% | – | 65 | 13,85% | 0,5 |
|
| 6571 |
SWP
6571
Semus Wealth Partners
Boca Raton,
Florida
| US$ 154 mi | +US$ 10,7 mi | +7% | 10% | 107% | 120 | 10,83% | 1,9 |
|
| 6572 |
6572
Merrion Investment Management
Cranford,
New Jersey
| US$ 154 mi | +US$ 14,9 mi | +11% | 20,7% | 161% | 105 | 8,57% | 2,9 |
|
| 6573 |
6573
Promus Capital
Chicago,
Illinois
| US$ 154 mi | +US$ 22,2 mi | +17% | 9,73% | – | 339 | 18,88% | 0,4 |
|
| 6574 |
6574
Andrews Lucia Wealth Management
Danville,
California
| US$ 154 mi | +US$ 5,06 mi | +3% | 8,08% | 59,7% | 29 | 10,34% | 2,8 |
|
| 6575 |
6575
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$ 154 mi | +US$ 15,7 mi | +11% | 8,43% | – | 575 | 14,61% | 0,9 |
|