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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Upper Left Wealth Management
Tampa,
Florida
| US$ 180 mi | +US$ 11,1 mi | +7% | 2,9% | 52,7% | 73 | 6,85% | 3 |
|
| 6902 |
6902
Redwood Financial Network
Solon,
Ohio
| US$ 180 mi | +US$ 27,8 mi | +18% | 19,2% | 82,2% | 201 | 19,9% | 2,3 |
|
| 6903 |
CWD
6903
Clarity Wealth Development
Corvallis,
Oregon
| US$ 180 mi | +US$ 57,6 mi | +47% | 9,04% | – | 62 | 33,87% | 1 |
|
| 6904 |
6904
Washington Growth Strategies
Washington,
District of Columbia
| US$ 180 mi | +US$ 27,1 mi | +18% | 18,9% | – | 64 | 14,06% | 1,2 |
|
| 6905 |
PCR
6905
Potrero Capital Research
San Francisco,
California
| US$ 180 mi | +US$ 17 mi | +10% | 48,5% | 226% | 53 | 54,72% | 0,4 |
|
| 6906 |
6906
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 180 mi | +US$ 17,9 mi | +11% | 14,6% | 86,1% | 177 | 10,17% | 1,9 |
|
| 6907 |
6907
Haveli Investment Management
Austin,
Texas
| US$ 180 mi | +US$ 161 mi | +875% | 19,1% | – | 4 | 75% | 0,1 |
|
| 6908 |
6908
Stillwater Wealth Management Group
Juno Beach,
Florida
| US$ 180 mi | US$ 0 | 0% | 10,3% | – | 73 | 0% | 1,2 |
|
| 6909 |
6909
URS Advisory
Jupiter,
Florida
| US$ 180 mi | +US$ 42,9 mi | +31% | 16,9% | – | 61 | 16,39% | 0,4 |
|
| 6910 |
6910
Cox Capital Management
Andover,
Massachusetts
| US$ 180 mi | +US$ 29,1 mi | +19% | 22,4% | 106% | 83 | 14,46% | 2,8 |
|
| 6911 |
6911
Watchtower Advisors
Old Greenwich,
Connecticut
| US$ 180 mi | +US$ 38,6 mi | +27% | 46,6% | 384% | 14 | 35,71% | 0,6 |
|
| 6912 |
6912
IMG Wealth Management
Jacksonville,
Florida
| US$ 180 mi | +US$ 22,6 mi | +14% | 11,6% | – | 632 | 23,1% | 0,9 |
|
| 6913 |
BRWM
6913
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$ 179 mi | +US$ 22,3 mi | +14% | 16,5% | – | 119 | 19,33% | 1,1 |
|
| 6914 |
6914
Gould Capital
Tacoma,
Washington
| US$ 179 mi | +US$ 14,2 mi | +9% | 9,58% | 60,1% | 221 | 9,5% | 3 |
|
| 6915 |
6915
Guerra Pan Advisors
Montclair,
New Jersey
| US$ 179 mi | +US$ 17,5 mi | +11% | 26,2% | 149% | 128 | 13,28% | 3,1 |
|
| 6916 |
6916
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$ 179 mi | +US$ 19,5 mi | +12% | 12,1% | 64,5% | 142 | 16,2% | 2,1 |
|
| 6917 |
6917
Sanchez Gaunt Capital Management
Reno,
Nevada
| US$ 179 mi | +US$ 18,9 mi | +12% | 15,3% | – | 201 | 14,43% | 0,2 |
|
| 6918 |
6918
Vista Finance
Clayton,
Missouri
| US$ 179 mi | +US$ 53 mi | +42% | 7,18% | 50,7% | 80 | 45% | 1 |
|
| 6919 |
6919
Langdon Equity Partners
Toronto,
| US$ 179 mi | +US$ 45,3 mi | +34% | 10,7% | – | 13 | 46,15% | 0,4 |
|
| 6920 |
6920
Thryve Wealth Management
Irving,
Texas
| US$ 179 mi | +US$ 29,2 mi | +20% | 19,7% | – | 47 | 27,66% | 0,4 |
|
| 6921 |
6921
Rareview Capital
Las Vegas,
Nevada
| US$ 179 mi | +US$ 8,27 mi | +5% | 9,09% | 28,6% | 55 | 12,73% | 1,2 |
|
| 6922 |
6922
Immersion
Aventura,
Florida
| US$ 179 mi | +US$ 34 mi | +24% | 36,3% | – | 10 | 40% | 1 |
|
| 6923 |
6923
DecisionMap Wealth Management
Great Falls,
Virginia
| US$ 179 mi | +US$ 24,1 mi | +16% | 13% | – | 150 | 17,33% | 1,1 |
|
| 6924 |
KSCM
6924
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 179 mi | -US$ 4,41 mi | -2% | 5,4% | 7,47% | 32 | 34,38% | 1,2 |
|
| 6925 |
PWP
6925
Pursue Wealth Partners
Clayton,
California
| US$ 179 mi | +US$ 11,2 mi | +7% | 22,8% | 108% | 114 | 31,58% | 2,4 |
|