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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
KFSN
7126
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$ 166 mi | +US$ 17,8 mi | +12% | 12,1% | – | 62 | 8,06% | 1,2 |
|
| 7127 |
HAM
7127
Harber Asset Management
Asheville,
North Carolina
| US$ 166 mi | +US$ 10 mi | +6% | 29,5% | 63,6% | 50 | 40% | 1 |
|
| 7128 |
SH
7128
SeaTown Holdings
Singapore
| US$ 166 mi | +US$ 13,7 mi | +9% | 35,9% | 220% | 19 | 31,58% | 1,4 |
|
| 7129 |
SMWM
7129
Silvia McColl Wealth Management
San Diego,
California
| US$ 166 mi | +US$ 14,4 mi | +9% | 13,7% | 82,7% | 124 | 5,65% | 2,7 |
|
| 7130 |
LFASL
7130
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 166 mi | -US$ 30,4 mi | -15% | 8,62% | 44,9% | 286 | 26,57% | 2,2 |
|
| 7131 |
MCM
7131
Mainstream Capital Management
Los Angeles,
California
| US$ 166 mi | +US$ 17 mi | +11% | 17,7% | – | 92 | 6,52% | 1,4 |
|
| 7132 |
BCA
7132
Bitterroot Capital Advisors
Bozeman,
Montana
| US$ 166 mi | +US$ 1,29 mi | +0,8% | 8,63% | – | 62 | 17,74% | 0,5 |
|
| 7133 |
KIM
7133
Kurv Investment Management
San Francisco,
California
| US$ 166 mi | -US$ 7,03 mi | -4% | 52,3% | – | 76 | 48,68% | 0,3 |
|
| 7134 |
CWMGO
7134
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| US$ 166 mi | +US$ 3,42 mi | +2% | 16,1% | – | 139 | 23,02% | 1,1 |
|
| 7135 |
SFG
7135
Shum Financial Group
Alameda,
California
| US$ 166 mi | +US$ 24,5 mi | +17% | 15% | – | 110 | 19,09% | 1,4 |
|
| 7136 |
CCA
7136
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 166 mi | +US$ 24,1 mi | +17% | 18,6% | 78,3% | 90 | 6,67% | 3,7 |
|
| 7137 |
ZC
7137
Zeit Capital
Greenwood Village,
Colorado
| US$ 166 mi | +US$ 16,5 mi | +11% | 10,6% | 51,6% | 52 | 0% | 2,6 |
|
| 7138 |
RWM
7138
Refined Wealth Management
Salt Lake City,
Utah
| US$ 166 mi | +US$ 7,27 mi | +5% | 6,38% | 99,6% | 52 | 9,62% | 2,3 |
|
| 7139 |
WAS
7139
Westco Advisory Services
Lynbrook,
New York
| US$ 166 mi | +US$ 10,2 mi | +7% | 20,4% | – | 107 | 10,28% | 0,4 |
|
| 7140 |
SRSA
7140
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 166 mi | +US$ 17,6 mi | +12% | 8,66% | 36,7% | 29 | 13,79% | 4 |
|
| 7141 |
GSWA
7141
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$ 166 mi | +US$ 10,1 mi | +6% | 7,49% | – | 75 | 14,67% | 1 |
|
| 7142 |
VWA
7142
VERITY Wealth Advisors
Sausalito,
United States
| US$ 166 mi | +US$ 15,8 mi | +11% | 13,8% | 59,9% | 85 | 9,41% | 4,6 |
|
| 7143 |
TWM
7143
TopTier Wealth Management
Muskego,
Wisconsin
| US$ 166 mi | +US$ 2,88 mi | +2% | 12% | – | 795 | 83,27% | 0,5 |
|
| 7144 |
RB
7144
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| US$ 166 mi | +US$ 5,15 mi | +3% | 5,73% | – | 3 | 0% | 1,1 |
|
| 7145 |
KOMWMG
7145
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$ 165 mi | +US$ 18,8 mi | +13% | 9,91% | 64,9% | 101 | 16,83% | 2,8 |
|
| 7146 |
OC
7146
OceanIQ Capital
Palo Alto,
California
| US$ 165 mi | – | – | 12% | – | 110 | – | 0 |
|
| 7147 |
LIM
7147
Lancaster Investment Management
London,
United Kingdom
| US$ 165 mi | -US$ 16,3 mi | -9% | 2,66% | 18% | 13 | 53,85% | 0,9 |
|
| 7148 |
GC
7148
Gratia Capital
Los Angeles,
California
| US$ 165 mi | -US$ 61,8 mi | -27% | 12,2% | 42,4% | 43 | 48,84% | 1 |
|
| 7149 |
CFG
7149
Copley Financial Group
San Diego,
California
| US$ 165 mi | -US$ 378 mil | -0,2% | 7,59% | – | 124 | 12,1% | 1,1 |
|
| 7150 |
ACA
7150
Anchorage Capital Advisors
New York
| US$ 165 mi | -US$ 213 mi | -56% | 5,06% | – | 7 | 42,86% | 1,1 |
|