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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
TIAM2
6801
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 185 mi | +US$ 22,1 mi | +14% | 10,4% | – | 103 | 26,21% | 2 |
|
| 6802 |
HWP
6802
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$ 185 mi | -US$ 154 mi | -45% | 7,2% | 34,4% | 131 | 44,27% | 1,4 |
|
| 6803 |
IRM
6803
Income Research & Management
Boston,
Massachusetts
| US$ 184 mi | +US$ 15,9 mi | +9% | 0,1% | 0,7% | 31 | 19,35% | 1,4 |
|
| 6804 |
DWM
6804
Daner Wealth Management
Alpharetta,
Georgia
| US$ 184 mi | +US$ 14,3 mi | +8% | 13,2% | – | 96 | 8,33% | 1,1 |
|
| 6805 |
DQRIM
6805
Dale Q Rice Investment Management
Vancouver,
Washington
| US$ 184 mi | +US$ 52,5 mi | +40% | 56,1% | – | 75 | 18,67% | 1,3 |
|
| 6806 |
ZRP
6806
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$ 184 mi | +US$ 19,1 mi | +12% | 10% | – | 26 | 0% | 1,9 |
|
| 6807 |
SLG
6807
Sanchez Levi Garrett
| US$ 184 mi | +US$ 24,8 mi | +16% | 12,9% | – | 76 | 5,26% | 0,2 |
|
| 6808 |
SMC
6808
Sun Mountain Capital
Tortola,
| US$ 184 mi | +US$ 71 mi | +63% | 14,8% | – | 2 | 50% | 0,3 |
|
| 6809 |
TC
6809
Tacita Capital
Toronto,
Ontario, Canada
| US$ 184 mi | +US$ 15,3 mi | +9% | 10,8% | 72,3% | 247 | 17% | 3,8 |
|
| 6810 |
EIM
6810
Ervin Investment Management
Seattle,
Washington
| US$ 184 mi | +US$ 13,3 mi | +8% | 10,8% | 84,3% | 50 | 12% | 3,1 |
|
| 6811 |
CA
6811
Commerce Advisors
Memphis,
Tennessee
| US$ 184 mi | +US$ 65,1 mi | +55% | 11,3% | – | 137 | 18,25% | 0,2 |
|
| 6812 |
SWA
6812
Sterling Wealth Advisors
Plantation,
Florida
| US$ 184 mi | +US$ 8,63 mi | +5% | 9,8% | – | 20 | 0% | 1,4 |
|
| 6813 |
TC
6813
Triavera Capital
Larkspur,
California
| US$ 184 mi | +US$ 16,5 mi | +10% | 10,8% | – | 17 | 17,65% | 1,3 |
|
| 6814 |
BW
6814
BXM Wealth
Englewood,
Colorado
| US$ 184 mi | +US$ 53,9 mi | +41% | 22,2% | – | 171 | 28,07% | 0,9 |
|
| 6815 |
LCA
6815
Legend Capital Advisors
New York
| US$ 184 mi | +US$ 23,8 mi | +15% | 39% | – | 160 | 61,88% | 0,5 |
|
| 6816 |
NLA
6816
Northern Lights Advisors
Seattle,
Washington
| US$ 184 mi | +US$ 36,2 mi | +24% | 11,6% | – | 73 | 23,29% | 0,4 |
|
| 6817 |
MFG
6817
Menard Financial Group
Houston,
Texas
| US$ 184 mi | +US$ 40,6 mi | +28% | 28,3% | 141% | 95 | 29,47% | 2,4 |
|
| 6818 |
KIM
6818
Kestrel Investment Management
San Mateo,
California
| US$ 184 mi | +US$ 16,2 mi | +10% | 14% | 89,2% | 42 | 11,9% | 1,9 |
|
| 6819 |
RPGNY
6819
Retirement Planning Group (New York)
Malta,
New York
| US$ 184 mi | +US$ 28,4 mi | +18% | 15,6% | – | 111 | 18,02% | 1 |
|
| 6820 |
LWM
6820
LeConte Wealth Management
Maryville,
Tennessee
| US$ 184 mi | +US$ 28,8 mi | +19% | 20% | – | 188 | 23,94% | 0,7 |
|
| 6821 |
HG
6821
Herbst Group
Westport,
Connecticut
| US$ 183 mi | +US$ 21,5 mi | +13% | 23% | 139% | 73 | 30,14% | 1,7 |
|
| 6822 |
MCA
6822
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 183 mi | +US$ 21 mi | +13% | 16,6% | 134% | 148 | 17,57% | 2,8 |
|
| 6823 |
AWF
6823
Alpha Wealth Funds
Park City,
Utah
| US$ 183 mi | +US$ 34,2 mi | +23% | 4,86% | – | 78 | 66,67% | 0,5 |
|
| 6824 |
BWM
6824
BCO Wealth Management
Carlsbad,
New Mexico
| US$ 183 mi | +US$ 16,9 mi | +10% | 8,43% | – | 46 | 10,87% | 1,2 |
|
| 6825 |
MCA
6825
McGuire Capital Advisors
Bethany,
Oklahoma
| US$ 183 mi | +US$ 27,1 mi | +17% | 31% | – | 994 | 21,03% | 0,4 |
|