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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Audent Global Asset Management
West Hollywood,
California
| US$ 138 mi | -US$ 2,59 mi | -2% | 8,21% | 112% | 57 | 19,3% | 2,7 |
|
| 7102 |
7102
Moulton Wealth Management
Spokane,
Washington
| US$ 137 mi | +US$ 5,23 mi | +4% | 7,97% | 47,8% | 45 | 17,78% | 1,2 |
|
| 7103 |
TL
7103
TowerView LLC
New York
| US$ 137 mi | -US$ 2,85 mi | -2% | 0,51% | 17,9% | 21 | 23,81% | 5 |
|
| 7104 |
7104
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 137 mi | +US$ 10,8 mi | +9% | 5,72% | – | 85 | 18,82% | 1 |
|
| 7105 |
HFAS
7105
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 137 mi | +US$ 4,19 mi | +3% | 4,28% | 71,8% | 119 | 8,4% | 3,9 |
|
| 7106 |
7106
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 137 mi | -US$ 11,6 mi | -8% | 6,5% | 79% | 132 | 34,85% | 3,2 |
|
| 7107 |
LI
7107
Latash Investments
Anchorage,
Alaska
| US$ 137 mi | +US$ 7,77 mi | +6% | 6,74% | 110% | 18 | 5,56% | 4,8 |
|
| 7108 |
7108
Littlejohn Financial Services
Roseburg,
Oregon
| US$ 137 mi | +US$ 7,76 mi | +6% | 4,6% | – | 77 | 40,26% | 0,5 |
|
| 7109 |
MSK
7109
Melissa S. Kampmann
| US$ 137 mi | +US$ 3,98 mi | +3% | 5,87% | 82,1% | 40 | 0% | 1,8 |
|
| 7110 |
7110
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 137 mi | +US$ 18,7 mi | +16% | 3,47% | 27,1% | 112 | 18,75% | 1,4 |
|
| 7111 |
7111
Life Planning Partners
Jacksonville,
Florida
| US$ 137 mi | +US$ 11,3 mi | +9% | 6,06% | 50,3% | 71 | 9,86% | 2,7 |
|
| 7112 |
7112
Clayton Financial Group
St. Louis,
Missouri
| US$ 137 mi | +US$ 52,8 mi | +63% | 6,81% | 69,8% | 278 | 89,57% | 0,2 |
|
| 7113 |
7113
Aspire Growth Partners
Miromar Lakes,
Florida
| US$ 137 mi | +US$ 14,8 mi | +12% | 8,55% | – | 120 | 6,67% | 0,7 |
|
| 7114 |
7114
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$ 137 mi | +US$ 9,34 mi | +7% | 4,51% | – | 97 | 2,06% | 1,4 |
|
| 7115 |
7115
Alpha Wealth Funds
Park City,
Utah
| US$ 137 mi | +US$ 17,8 mi | +15% | 3,04% | – | 63 | 49,21% | 0,4 |
|
| 7116 |
7116
Rik Saylor Financial
Fairfield,
Ohio
| US$ 137 mi | +US$ 6,87 mi | +5% | 6,39% | – | 84 | 2,38% | 0,7 |
|
| 7117 |
7117
BluePath Capital Management
Atlanta,
Georgia
| US$ 137 mi | +US$ 23 mi | +20% | 11,8% | 106% | 88 | 7,95% | 1,4 |
|
| 7118 |
7118
Stage Harbor Financial
Westwood,
Massachusetts
| US$ 137 mi | +US$ 13,6 mi | +11% | 6,62% | – | 60 | 13,33% | 1,2 |
|
| 7119 |
7119
GK Wealth Management
Reno,
Nevada
| US$ 137 mi | +US$ 25,8 mi | +23% | 19,2% | – | 195 | 30,77% | 0,5 |
|
| 7120 |
7120
Enhancing Capital
Harrisburg,
Pennsylvania
| US$ 137 mi | +US$ 5,55 mi | +4% | 8,65% | – | 94 | 9,57% | 2,8 |
|
| 7121 |
7121
Broadwater Capital
Boston,
Massachusetts
| US$ 137 mi | +US$ 8,06 mi | +6% | 8,71% | – | 220 | 1,36% | 1,7 |
|
| 7122 |
7122
AGH Wealth Advisors
Wichita,
Kansas
| US$ 136 mi | +US$ 15,1 mi | +12% | 8,75% | – | 134 | 12,69% | 0,6 |
|
| 7123 |
7123
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 136 mi | +US$ 11,7 mi | +9% | 8,21% | 60,9% | 130 | 4,62% | 2,6 |
|
| 7124 |
7124
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$ 136 mi | +US$ 7,36 mi | +6% | 7,41% | – | 115 | 15,65% | 0,6 |
|
| 7125 |
7125
Forefront Wealth Management
Malvern,
Pennsylvania
| US$ 136 mi | +US$ 11,6 mi | +9% | 10,7% | – | 72 | 18,06% | 1,5 |
|