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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Financial Planning Hawaii
Honolulu,
Hawaii
| US$ 186 mi | +US$ 16,9 mi | +10% | 11,4% | – | 137 | 12,41% | 0,4 |
|
| 6777 |
6777
Invera Wealth Advisors
Bend,
Oregon
| US$ 186 mi | +US$ 30,6 mi | +20% | 21% | 102% | 136 | 30,88% | 1 |
|
| 6778 |
6778
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$ 186 mi | +US$ 13,3 mi | +8% | 9,17% | 52,3% | 40 | 10% | 2,5 |
|
| 6779 |
6779
Brookmont Capital Management
Dallas,
Texas
| US$ 186 mi | +US$ 7,81 mi | +4% | 4,92% | 32,2% | 63 | 9,52% | 6,5 |
|
| 6780 |
6780
Affinity Wealth
Canton,
Ohio
| US$ 186 mi | +US$ 29,5 mi | +19% | 13,3% | – | 28 | 14,29% | 0,9 |
|
| 6781 |
6781
South Plains Financial
Lubbock,
Texas
| US$ 186 mi | +US$ 14,2 mi | +8% | 15% | – | 228 | 10,09% | 1,3 |
|
| 6782 |
6782
Optimus Capital Advisors
Coppel,
Texas
| US$ 186 mi | +US$ 17,1 mi | +10% | 7,92% | – | 43 | 23,26% | 0,4 |
|
| 6783 |
6783
Columbia River Financial Group
Vancouver,
Washington
| US$ 186 mi | +US$ 13,9 mi | +8% | 8,26% | – | 59 | 3,39% | 1,4 |
|
| 6784 |
MBWA
6784
Marin Bay Wealth Advisors
San Anselmo,
California
| US$ 186 mi | +US$ 19,8 mi | +12% | 18,6% | – | 141 | 18,44% | 0,4 |
|
| 6785 |
6785
Palliser Capital (UK)
London,
United Kingdom
| US$ 186 mi | +US$ 57,2 mi | +44% | 2,04% | 57% | 24 | 83,33% | 0,2 |
|
| 6786 |
6786
TI-Trust
Quincy,
Illinois
| US$ 186 mi | +US$ 17,8 mi | +11% | 21,3% | 88,8% | 134 | 5,97% | 4,7 |
|
| 6787 |
6787
General Partner Inc
Pittsburgh,
Pennsylvania
| US$ 186 mi | +US$ 21,7 mi | +13% | 13,2% | 83,1% | 169 | 3,55% | 2,9 |
|
| 6788 |
6788
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$ 186 mi | +US$ 14,6 mi | +9% | 8,82% | 55,1% | 150 | 22% | 2,3 |
|
| 6789 |
6789
Live Oak Investment Partners
Austin,
Texas
| US$ 186 mi | +US$ 16,4 mi | +10% | 8,83% | – | 99 | 12,12% | 2,1 |
|
| 6790 |
6790
Fingerlakes Wealth Management
Ithaca,
New York
| US$ 186 mi | +US$ 35 mi | +23% | 20,7% | 80,2% | 105 | 11,43% | 3,4 |
|
| 6791 |
6791
Omega Fund Management
Boston,
Massachusetts
| US$ 186 mi | +US$ 22,5 mi | +14% | 31,5% | 106% | 11 | 18,18% | 2,5 |
|
| 6792 |
6792
Leigh Baldwin & Co
Cazenovia,
New York
| US$ 186 mi | +US$ 31,2 mi | +20% | 23,9% | – | 184 | 12,5% | 1,1 |
|
| 6793 |
6793
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 186 mi | +US$ 13,1 mi | +8% | 9,36% | 61,1% | 139 | 8,63% | 6,5 |
|
| 6794 |
6794
Northland Capital Management
Virginia,
Minnesota
| US$ 186 mi | +US$ 2,64 mi | +1% | 6,9% | 37,5% | 32 | 9,38% | 3,2 |
|
| 6795 |
6795
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 185 mi | +US$ 11,3 mi | +7% | 10,1% | 42,9% | 202 | 6,44% | 2,6 |
|
| 6796 |
SMP
6796
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 185 mi | +US$ 6,25 mi | +3% | 8,25% | 102% | 13 | 0% | 6,3 |
|
| 6797 |
6797
Anchor Bay Capital
Carlsbad,
California
| US$ 185 mi | – | – | 9,21% | – | 341 | – | 0 |
|
| 6798 |
PVAMC
6798
PPS&V Asset Management Consultants
Portage,
Michigan
| US$ 185 mi | +US$ 21,5 mi | +13% | 16,9% | 80,7% | 43 | 13,95% | 3 |
|
| 6799 |
6799
WinCap Financial
Boston,
Massachusetts
| US$ 185 mi | +US$ 34,9 mi | +23% | 22,5% | – | 98 | 18,37% | 1,1 |
|
| 6800 |
IFS
6800
Integrated Financial Solutions
Reston,
Virginia
| US$ 185 mi | +US$ 41,1 mi | +29% | 46,5% | – | 39 | 25,64% | 0,7 |
|