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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Michael S. Ryan Inc
Latham,
New York
| US$ 147 mi | +US$ 3,39 mi | +2% | 0,68% | 63,3% | 49 | 10,2% | 1,1 |
|
| 6602 |
SFC
6602
Sprinkle Financial Consultants
Littleton,
Colorado
| US$ 147 mi | +US$ 6,92 mi | +5% | 0,36% | 64,1% | 71 | 4,23% | 0,9 |
|
| 6603 |
6603
ROI Financial Advisors
Beaverton,
Oregon
| US$ 147 mi | +US$ 2,03 mi | +1% | 5,08% | 165% | 67 | 11,94% | 0,9 |
|
| 6604 |
6604
Wealth Advisors Northwest
Portland,
Oregon
| US$ 147 mi | – | – | 0,49% | – | 55 | – | 0 |
|
| 6605 |
GWMI
6605
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 147 mi | +US$ 4,92 mi | +3% | 3,17% | 98,1% | 244 | 8,2% | 2,4 |
|
| 6606 |
6606
26North Partners
New York
| US$ 147 mi | +US$ 3,09 mi | +2% | 2,06% | 77,8% | 1 | 0% | 2 |
|
| 6607 |
6607
Strategic Financial Planning
Plano,
Texas
| US$ 147 mi | -US$ 4,52 mi | -3% | 4,22% | 47,5% | 37 | 0% | 3,8 |
|
| 6608 |
6608
CIBRA Capital
London,
United Kingdom
| US$ 147 mi | – | – | 6,41% | – | 24 | – | 0 |
|
| 6609 |
6609
Chou Associates Management
Toronto,
Ontario, Canada
| US$ 147 mi | -US$ 12,9 mi | -8% | 6,58% | 66,4% | 34 | 14,71% | 2,8 |
|
| 6610 |
6610
Millstone Evans Group
Boulder,
Colorado
| US$ 147 mi | – | – | 1,88% | – | 732 | – | 0 |
|
| 6611 |
6611
Attessa Capital
Tucson,
Arizona
| US$ 147 mi | – | – | 1,29% | – | 40 | – | 0 |
|
| 6612 |
6612
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 147 mi | +US$ 6,41 mi | +5% | 0,59% | 78% | 80 | 12,5% | 2 |
|
| 6613 |
6613
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$ 147 mi | +US$ 7,73 mi | +6% | 0,18% | – | 152 | 10,53% | 0,5 |
|
| 6614 |
6614
Penbrook Management
New York
| US$ 147 mi | -US$ 7,23 mi | -5% | 0,68% | 107% | 116 | 13,79% | 5,4 |
|
| 6615 |
6615
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 147 mi | +US$ 2,28 mi | +2% | 0,44% | 101% | 111 | 10,81% | 2,4 |
|
| 6616 |
6616
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 147 mi | -US$ 6,59 mi | -4% | 5,73% | 134% | 126 | 9,52% | 2,3 |
|
| 6617 |
6617
Lake Hills Wealth Management
Austin,
Texas
| US$ 146 mi | -US$ 2,99 mi | -2% | 2,73% | 83,7% | 67 | 29,85% | 0,8 |
|
| 6618 |
6618
Kingdom Financial Group
Peoria,
Arizona
| US$ 146 mi | +US$ 12,5 mi | +9% | 1,55% | 49,9% | 57 | 26,32% | 1,1 |
|
| 6619 |
6619
Vida Ventures Advisors
Boston,
Massachusetts
| US$ 146 mi | +US$ 7,73 mi | +6% | 13,4% | 154% | 6 | 0% | 2,8 |
|
| 6620 |
6620
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$ 146 mi | – | – | 1,45% | – | 314 | – | 0 |
|
| 6621 |
6621
First Bancorp
Damariscotta,
Maine
| US$ 146 mi | +US$ 2,35 mi | +2% | 1,22% | 80,3% | 122 | 4,1% | 2,9 |
|
| 6622 |
6622
Promethium Advisors
Bethesda,
Maryland
| US$ 146 mi | +US$ 4,6 mi | +3% | 3,77% | – | 140 | 14,29% | 0,2 |
|
| 6623 |
6623
Redwood Park Advisors
Redwood City,
California
| US$ 146 mi | – | – | 0,87% | – | 348 | – | 0 |
|
| 6624 |
TCM
6624
Thoma Capital Management
Towson,
Maryland
| US$ 146 mi | – | – | 1,82% | – | 63 | – | 0 |
|
| 6625 |
AWM
6625
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 146 mi | -US$ 6,08 mi | -4% | 1,83% | 73,1% | 172 | 6,98% | 3,8 |
|