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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$ 126 mi | +US$ 11,7 mi | +10% | 7,53% | 64,9% | 88 | 12,5% | 2,6 |
|
| 7152 |
7152
Legacy Advisory Services
Exton,
Pennsylvania
| US$ 126 mi | +US$ 7,7 mi | +7% | 5,21% | 59,4% | 54 | 24,07% | 1,1 |
|
| 7153 |
7153
Emmett Investment Management
New York
| US$ 126 mi | +US$ 16,6 mi | +15% | 12,1% | – | 30 | 43,33% | 0,3 |
|
| 7154 |
7154
CVFG LLC
Shelbyville,
Indiana
| US$ 126 mi | +US$ 16,1 mi | +15% | 9,34% | – | 98 | 8,16% | 0,4 |
|
| 7155 |
DRP
7155
Decade Renewable Partners
Houston,
Texas
| US$ 126 mi | -US$ 4,92 mi | -4% | 12,3% | – | 36 | 52,78% | 0,5 |
|
| 7156 |
7156
Koa Wealth Management
Encinitas,
California
| US$ 126 mi | +US$ 2,09 mi | +2% | 1,97% | 74,8% | 55 | 12,73% | 1,2 |
|
| 7157 |
7157
Instrumental Wealth
Tampa,
Florida
| US$ 126 mi | +US$ 15,4 mi | +14% | 9,48% | 38,2% | 62 | 14,52% | 1,4 |
|
| 7158 |
7158
Illumine Investment Management
Poulsbo,
Washington
| US$ 126 mi | +US$ 3,6 mi | +3% | 11,6% | – | 95 | 13,68% | 0,5 |
|
| 7159 |
7159
Wallace Hart
Lexington,
Kentucky
| US$ 126 mi | +US$ 85,9 mi | +216% | 18,2% | – | 61 | 75,41% | 0,4 |
|
| 7160 |
7160
Acuitas Investments
Seattle,
Washington
| US$ 126 mi | +US$ 8,29 mi | +7% | 20,3% | 145% | 78 | 47,44% | 1,5 |
|
| 7161 |
7161
EJF Capital
Arlington,
Virginia
| US$ 126 mi | -US$ 32 mi | -20% | 7,19% | 127% | 81 | 17,28% | 2,1 |
|
| 7162 |
7162
Life Planning Partners
Jacksonville,
Florida
| US$ 126 mi | +US$ 15,2 mi | +14% | 8,08% | – | 67 | 11,94% | 2,8 |
|
| 7163 |
7163
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$ 126 mi | +US$ 7,88 mi | +7% | 7,52% | – | 76 | 18,42% | 1,2 |
|
| 7164 |
7164
Coastwise Capital Group
La Jolla,
California
| US$ 126 mi | +US$ 6,76 mi | +6% | 7,68% | 88,8% | 129 | 9,3% | 2,4 |
|
| 7165 |
7165
J2 Capital Management
Troy,
Michigan
| US$ 125 mi | +US$ 16,7 mi | +15% | 5,02% | – | 131 | 32,06% | 1,5 |
|
| 7166 |
7166
Elevate Capital Advisors
Eagle,
Colorado
| US$ 125 mi | +US$ 17,3 mi | +16% | 8,38% | – | 74 | 31,08% | 0,4 |
|
| 7167 |
CAM
7167
Crown Advisors Management
Larkspur,
California
| US$ 125 mi | +US$ 11,9 mi | +10% | 17,7% | 284% | 45 | 31,11% | 2,5 |
|
| 7168 |
7168
denkapparat Operations
Berlin,
Germany
| US$ 125 mi | +US$ 30,8 mi | +33% | 9,56% | – | 272 | 32,35% | 0,3 |
|
| 7169 |
7169
Sequent Asset Management
Houston,
Texas
| US$ 125 mi | -US$ 54,3 mi | -30% | 10,6% | 51,3% | 84 | 23,81% | 3,9 |
|
| 7170 |
MCM
7170
Magnolia Capital Management
Cold Spring,
New York
| US$ 125 mi | +US$ 8,56 mi | +7% | 9,55% | 85,9% | 76 | 6,58% | 3,8 |
|
| 7171 |
7171
Centricity Wealth Management
Westerville,
Ohio
| US$ 125 mi | +US$ 15 mi | +14% | 7,97% | – | 457 | 7,66% | 0,5 |
|
| 7172 |
7172
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 125 mi | +US$ 5,66 mi | +5% | 6,64% | 62,6% | 96 | 16,67% | 1,2 |
|
| 7173 |
7173
PUREfi Wealth
Boston,
Massachusetts
| US$ 125 mi | +US$ 25,1 mi | +25% | 10,3% | – | 166 | 23,49% | 0,4 |
|
| 7174 |
7174
Birch Financial Group
Keene,
New Hampshire
| US$ 125 mi | +US$ 12,8 mi | +11% | 6,54% | – | 124 | 20,97% | 0,4 |
|
| 7175 |
7175
White & Co Financial Planning
Sunnyside,
Washington
| US$ 125 mi | +US$ 8,99 mi | +8% | 6,96% | – | 19 | 0% | 0,5 |
|