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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Menard Financial Group
Houston,
Texas
| US$ 184 mi | +US$ 40,6 mi | +28% | 28,3% | 141% | 95 | 29,47% | 2,4 |
|
| 6827 |
6827
Kestrel Investment Management
San Mateo,
California
| US$ 184 mi | +US$ 16,2 mi | +10% | 14% | 89,2% | 42 | 11,9% | 1,9 |
|
| 6828 |
RPGNY
6828
Retirement Planning Group (New York)
Malta,
New York
| US$ 184 mi | +US$ 28,4 mi | +18% | 15,6% | – | 111 | 18,02% | 1 |
|
| 6829 |
6829
LeConte Wealth Management
Maryville,
Tennessee
| US$ 184 mi | +US$ 28,8 mi | +19% | 20% | – | 188 | 23,94% | 0,7 |
|
| 6830 |
6830
Herbst Group
Westport,
Connecticut
| US$ 183 mi | +US$ 21,5 mi | +13% | 23% | 142% | 73 | 30,14% | 1,7 |
|
| 6831 |
6831
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 183 mi | +US$ 21 mi | +13% | 16,6% | 134% | 148 | 17,57% | 2,8 |
|
| 6832 |
6832
Alpha Wealth Funds
Park City,
Utah
| US$ 183 mi | +US$ 34,2 mi | +23% | 4,86% | – | 78 | 66,67% | 0,5 |
|
| 6833 |
BWM
6833
BCO Wealth Management
Carlsbad,
New Mexico
| US$ 183 mi | +US$ 16,9 mi | +10% | 8,43% | – | 46 | 10,87% | 1,2 |
|
| 6834 |
6834
McGuire Capital Advisors
Bethany,
Oklahoma
| US$ 183 mi | +US$ 27,1 mi | +17% | 31% | – | 994 | 21,03% | 0,4 |
|
| 6835 |
6835
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 183 mi | +US$ 14,4 mi | +9% | 14,4% | 71,4% | 121 | 10,74% | 4,6 |
|
| 6836 |
6836
Caitlin John
Brighton,
Michigan
| US$ 183 mi | +US$ 16,5 mi | +10% | 15,3% | – | 1.074 | 19,83% | 0,8 |
|
| 6837 |
6837
Crew Capital Management
Cincinnati,
Ohio
| US$ 183 mi | +US$ 32,3 mi | +21% | 26,6% | 111% | 127 | 25,98% | 2,6 |
|
| 6838 |
OIM
6838
Opus Investment Management
Worcester,
Massachusetts
| US$ 183 mi | +US$ 15,4 mi | +9% | 7,28% | 52,8% | 32 | 9,38% | 9,6 |
|
| 6839 |
6839
BNB Wealth Management
Silver Spring,
Maryland
| US$ 183 mi | +US$ 27,2 mi | +17% | 24,2% | – | 100 | 16% | 0,4 |
|
| 6840 |
6840
Tevis Investment Management
Plano,
Texas
| US$ 183 mi | +US$ 7,18 mi | +4% | 7,8% | 58,7% | 110 | 15,45% | 2,5 |
|
| 6841 |
6841
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 183 mi | +US$ 34,9 mi | +24% | 11,6% | – | 101 | 17,82% | 1,3 |
|
| 6842 |
6842
TB Capital Gestao de Recursos
Rio De Janeiro,
| US$ 183 mi | +US$ 19,2 mi | +12% | 2,61% | – | 21 | 28,57% | 0,7 |
|
| 6843 |
6843
XP Advisory US
Miami,
Florida
| US$ 183 mi | – | – | 15,9% | – | 81 | – | 0 |
|
| 6844 |
6844
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 183 mi | +US$ 24,9 mi | +16% | 13,7% | 67,5% | 115 | 12,17% | 4,8 |
|
| 6845 |
6845
Certior Financial Group
King Of Prussia,
Pennsylvania
| US$ 183 mi | +US$ 25,5 mi | +16% | 9,89% | – | 156 | 23,08% | 1 |
|
| 6846 |
6846
BluePath Capital Management
Atlanta,
Georgia
| US$ 182 mi | +US$ 37,6 mi | +26% | 30,4% | 106% | 129 | 15,5% | 1,3 |
|
| 6847 |
6847
Members Wealth
Media,
Pennsylvania
| US$ 182 mi | +US$ 15 mi | +9% | 10,5% | – | 126 | 15,08% | 1,4 |
|
| 6848 |
DRC
6848
Darwins River Capital
New York
| US$ 182 mi | -US$ 4,46 mi | -2% | 3,67% | – | 55 | 83,64% | 0,1 |
|
| 6849 |
6849
Sterling Investment Management
Tucson,
Arizona
| US$ 182 mi | +US$ 15,6 mi | +9% | 2,23% | 45,3% | 72 | 18,06% | 3,9 |
|
| 6850 |
6850
Lakewood Asset Management
Naperville,
Illinois
| US$ 182 mi | +US$ 25,8 mi | +17% | 10% | 69,3% | 111 | 7,21% | 2,8 |
|