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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
MSFP
6726
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 188 mi | -US$ 526 mil | -0,3% | 9,4% | 92,4% | 551 | 14,34% | 4,6 |
|
| 6727 |
LWA
6727
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$ 188 mi | +US$ 10,7 mi | +6% | 9,38% | 42,8% | 81 | 14,81% | 2 |
|
| 6728 |
ICM
6728
Isabella Capital Management
London,
| US$ 188 mi | +US$ 53,4 mi | +40% | 0,05% | – | 9 | 33,33% | 0,3 |
|
| 6729 |
TFP
6729
Traction Financial Partners
Encampment,
Wyoming
| US$ 188 mi | +US$ 25,8 mi | +16% | 14% | – | 61 | 6,56% | 1,9 |
|
| 6730 |
AWP
6730
Astra Wealth Partners
Jersey City,
New Jersey
| US$ 188 mi | +US$ 20,5 mi | +12% | 15% | – | 112 | 22,32% | 1 |
|
| 6731 |
RMSCM
6731
R.M. Sincerbeaux Capital Management
New York
| US$ 188 mi | +US$ 16,5 mi | +10% | 11% | 76,4% | 39 | 2,56% | 10,2 |
|
| 6732 |
IJWM
6732
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$ 188 mi | +US$ 16,8 mi | +10% | 9,78% | – | 92 | 10,87% | 1,3 |
|
| 6733 |
PR
6733
PSP Research
Newtown Square,
Pennsylvania
| US$ 188 mi | +US$ 46,6 mi | +33% | 15,6% | – | 89 | 26,97% | 0,4 |
|
| 6734 |
TCPG
6734
Trivant Custom Portfolio Group
San Diego,
California
| US$ 188 mi | +US$ 5,39 mi | +3% | 15,3% | 86,1% | 91 | 19,78% | 1,9 |
|
| 6735 |
KCPT
6735
Kingstone Capital Partners Texas
Frisco,
Texas
| US$ 188 mi | +US$ 25,4 mi | +16% | 17,9% | – | 66 | 22,73% | 1,1 |
|
| 6736 |
DWS
6736
Dynamic Wealth Strategies
Granite Bay,
California
| US$ 188 mi | +US$ 14,9 mi | +9% | 10,7% | 52,2% | 295 | 3,73% | 1,3 |
|
| 6737 |
AIMA
6737
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$ 188 mi | +US$ 19,5 mi | +12% | 13,3% | 116% | 63 | 7,94% | 2 |
|
| 6738 |
NCPF
6738
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| US$ 188 mi | -US$ 12,5 mi | -6% | 0,22% | – | 1 | 0% | 1,5 |
|
| 6739 |
CFP
6739
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$ 188 mi | +US$ 43,2 mi | +30% | 36,3% | – | 444 | 16,67% | 1,1 |
|
| 6740 |
SLFPAM
6740
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 188 mi | +US$ 11,1 mi | +6% | 36,9% | 139% | 45 | 60% | 0,7 |
|
| 6741 |
TCM
6741
Thoma Capital Management
Towson,
Maryland
| US$ 188 mi | +US$ 18,4 mi | +11% | 14,4% | – | 59 | 16,95% | 1,3 |
|
| 6742 |
ASM
6742
AI-Squared Management
Hong Kong
| US$ 187 mi | +US$ 50,1 mi | +36% | 47,9% | – | 27 | 59,26% | 0,4 |
|
| 6743 |
IC
6743
Innealta Capital
Austin,
Texas
| US$ 187 mi | +US$ 26,4 mi | +16% | 12,2% | 63,7% | 102 | 37,25% | 2,1 |
|
| 6744 |
FF
6744
Farrow Financial
Randolph,
Vermont
| US$ 187 mi | +US$ 11,2 mi | +6% | 10,3% | – | 56 | 7,14% | 2 |
|
| 6745 |
CVSC
6745
C.V. Starr & Co
New York
| US$ 187 mi | -US$ 4,47 mi | -2% | 1,12% | – | 5 | 0% | 1,8 |
|
| 6746 |
PFP
6746
Paragon Financial Partners
Woodland Hills,
California
| US$ 187 mi | +US$ 10,7 mi | +6% | 13,9% | 90,6% | 80 | 3,75% | 3,6 |
|
| 6747 |
MAG
6747
Meadowbrook Advisors Group
Bedminster,
New Jersey
| US$ 187 mi | +US$ 18,9 mi | +11% | 16,4% | – | 180 | 30,56% | 0,4 |
|
| 6748 |
JIM
6748
JCP Investment Management
Houston,
Texas
| US$ 187 mi | +US$ 36,8 mi | +24% | 23,1% | 94,7% | 32 | 43,75% | 0,9 |
|
| 6749 |
MSA
6749
McAlister Sweet & Associates
Houston,
Texas
| US$ 187 mi | +US$ 26,5 mi | +17% | 15,2% | 83,6% | 44 | 34,09% | 1,5 |
|
| 6750 |
WSFG
6750
Wall Street Financial Group
Carlinville,
Illinois
| US$ 187 mi | +US$ 18,2 mi | +11% | 33,2% | – | 670 | 82,69% | 1 |
|