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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 |
7126
Strong Retirement Solutions
Silverdale,
Washington
| US$ 167 mi | +US$ 24,1 mi | +17% | 18,8% | – | 89 | 11,24% | 0,5 |
|
| 7127 |
MFFIA
7127
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$ 167 mi | -US$ 9,6 mi | -5% | 34% | 136% | 87 | 10,34% | 2,2 |
|
| 7128 |
AAM
7128
Ackerman Asset Management
Rockville,
Maryland
| US$ 167 mi | +US$ 23,3 mi | +16% | 14,5% | – | 38 | 7,89% | 0,9 |
|
| 7129 |
EWP
7129
Evergreen Wealth Partners
Kalispell,
Montana
| US$ 167 mi | +US$ 35,7 mi | +27% | 8,83% | – | 97 | 21,65% | 0,4 |
|
| 7130 |
7130
Orca Wealth Management
New Port Richey,
Florida
| US$ 167 mi | +US$ 26,1 mi | +19% | 34,3% | – | 86 | 25,58% | 1 |
|
| 7131 |
7131
Lauer Wealth
Valparaiso,
Indiana
| US$ 167 mi | +US$ 41 mi | +33% | 12,7% | 89,4% | 101 | 59,41% | 0,8 |
|
| 7132 |
7132
Grand Alliance Asset Management
Central,
Hong Kong
| US$ 167 mi | +US$ 1,38 mi | +0,8% | 116% | – | 18 | 44,44% | 0,5 |
|
| 7133 |
7133
Wright Wealth
Atlanta,
Georgia
| US$ 167 mi | +US$ 17 mi | +11% | 9,09% | – | 54 | 5,56% | 0,5 |
|
| 7134 |
IR
7134
IAT Reinsurance
New York
| US$ 167 mi | -US$ 143 mi | -46% | 27,4% | 60,2% | 80 | 20% | 3,9 |
|
| 7135 |
7135
Copia Wealth Management
Bend,
Oregon
| US$ 166 mi | +US$ 21 mi | +14% | 11,1% | – | 583 | 10,98% | 1,2 |
|
| 7136 |
7136
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$ 166 mi | +US$ 17,8 mi | +12% | 12,1% | – | 62 | 8,06% | 1,2 |
|
| 7137 |
7137
Harber Asset Management
Asheville,
North Carolina
| US$ 166 mi | +US$ 10 mi | +6% | 29,5% | 63,6% | 50 | 40% | 1 |
|
| 7138 |
7138
SeaTown Holdings
Singapore
| US$ 166 mi | +US$ 13,7 mi | +9% | 35,9% | 220% | 19 | 31,58% | 1,4 |
|
| 7139 |
7139
Silvia McColl Wealth Management
San Diego,
California
| US$ 166 mi | +US$ 14,4 mi | +9% | 13,7% | 82,7% | 124 | 5,65% | 2,7 |
|
| 7140 |
7140
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 166 mi | -US$ 32 mi | -16% | 8,62% | 44,8% | 286 | 26,57% | 2,2 |
|
| 7141 |
7141
Mainstream Capital Management
Los Angeles,
California
| US$ 166 mi | +US$ 17 mi | +11% | 17,7% | – | 92 | 6,52% | 1,4 |
|
| 7142 |
7142
Bitterroot Capital Advisors
Bozeman,
Montana
| US$ 166 mi | +US$ 1,29 mi | +0,8% | 8,63% | – | 62 | 17,74% | 0,5 |
|
| 7143 |
7143
Kurv Investment Management
San Francisco,
California
| US$ 166 mi | -US$ 7,03 mi | -4% | 52,3% | – | 76 | 48,68% | 0,3 |
|
| 7144 |
7144
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| US$ 166 mi | +US$ 3,42 mi | +2% | 16,1% | – | 139 | 23,02% | 1,1 |
|
| 7145 |
7145
Shum Financial Group
Alameda,
California
| US$ 166 mi | +US$ 24,5 mi | +17% | 15% | – | 110 | 19,09% | 1,4 |
|
| 7146 |
7146
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 166 mi | +US$ 24,1 mi | +17% | 18,6% | 79% | 90 | 6,67% | 3,7 |
|
| 7147 |
7147
Zeit Capital
Greenwood Village,
Colorado
| US$ 166 mi | +US$ 16,5 mi | +11% | 10,6% | 56,5% | 52 | 0% | 2,6 |
|
| 7148 |
7148
Refined Wealth Management
Salt Lake City,
Utah
| US$ 166 mi | +US$ 7,27 mi | +5% | 6,38% | 99,4% | 52 | 9,62% | 2,3 |
|
| 7149 |
7149
Westco Advisory Services
Lynbrook,
New York
| US$ 166 mi | +US$ 10,2 mi | +7% | 20,4% | – | 107 | 10,28% | 0,4 |
|
| 7150 |
7150
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 166 mi | +US$ 17,6 mi | +12% | 8,66% | 42,7% | 29 | 13,79% | 4 |
|