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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Financial Life Planners
Tempe,
Arizona
| US$ 123 mi | +US$ 20,2 mi | +20% | 22,7% | – | 86 | 40,7% | 0,5 |
|
| 7227 |
7227
Scratch Capital
Boise,
Idaho
| US$ 123 mi | +US$ 26 mi | +27% | 7,34% | – | 37 | 10,81% | 0,4 |
|
| 7228 |
7228
Pollock Investment Advisors
Ann Arbor,
Michigan
| US$ 123 mi | -US$ 975 mil | -0,8% | 2,36% | – | 43 | 6,98% | 0,5 |
|
| 7229 |
7229
Ridgeline Wealth
Mesa,
Arizona
| US$ 123 mi | +US$ 4,97 mi | +4% | 9,62% | – | 58 | 24,14% | 0,5 |
|
| 7230 |
7230
Trace Wealth Advisors
Los Angeles,
California
| US$ 122 mi | +US$ 10,2 mi | +9% | 8,22% | – | 60 | 10% | 0,5 |
|
| 7231 |
7231
Twin City Private Wealth
Winston-Salem,
North Carolina
| US$ 122 mi | +US$ 8,72 mi | +8% | 6,02% | – | 105 | 13,33% | 1,1 |
|
| 7232 |
7232
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 122 mi | +US$ 10,4 mi | +9% | 6,69% | – | 83 | 12,05% | 0,7 |
|
| 7233 |
7233
GEN Financial Management
Plymouth,
Minnesota
| US$ 122 mi | -US$ 25,3 mi | -17% | 6,19% | – | 52 | 17,31% | 0,4 |
|
| 7234 |
7234
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$ 122 mi | +US$ 12,5 mi | +11% | 6,19% | – | 29 | 6,9% | 1,1 |
|
| 7235 |
KSCM
7235
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 122 mi | -US$ 27 mi | -18% | 2,53% | 7,47% | 21 | 61,9% | 1,4 |
|
| 7236 |
IFO
7236
Intrepid Family Office
Sarasota,
Florida
| US$ 122 mi | +US$ 51 mi | +72% | 9,07% | – | 43 | 34,88% | 1,2 |
|
| 7237 |
7237
Aspire Growth Partners
Miromar Lakes,
Florida
| US$ 122 mi | +US$ 9,35 mi | +8% | 9,56% | – | 117 | 5,98% | 0,5 |
|
| 7238 |
7238
SwitchPoint Financial Planning
Lehi,
Utah
| US$ 122 mi | +US$ 16,6 mi | +16% | 9,02% | – | 64 | 28,13% | 0,4 |
|
| 7239 |
7239
Archon Capital Management
Seattle,
Washington
| US$ 122 mi | +US$ 27,1 mi | +29% | 35,8% | 222% | 60 | 45% | 1,2 |
|
| 7240 |
7240
Kids Capital Management
Los Angeles,
California
| US$ 122 mi | +US$ 23,5 mi | +24% | 24,8% | – | 14 | 28,57% | 1,3 |
|
| 7241 |
7241
Opulen Financial Group
Arlington,
Virginia
| US$ 122 mi | +US$ 11,8 mi | +11% | 7,06% | – | 100 | 10% | 0,4 |
|
| 7242 |
7242
Bonfire Financial
Colorado Springs,
Colorado
| US$ 122 mi | +US$ 13,4 mi | +12% | 7,99% | – | 53 | 7,55% | 0,5 |
|
| 7243 |
7243
Richwood Investment Advisors
Cincinnati,
Ohio
| US$ 122 mi | +US$ 4,13 mi | +4% | 5,18% | 66% | 102 | 6,86% | 3,2 |
|
| 7244 |
7244
Clifford Group
Wayland,
Massachusetts
| US$ 122 mi | +US$ 14,7 mi | +14% | 12,2% | 67,9% | 85 | 12,94% | 1,9 |
|
| 7245 |
7245
Palacios Wealth Management
Ormond Beach,
Florida
| US$ 122 mi | -US$ 13 mi | -10% | 26,7% | – | 77 | 24,68% | 0,4 |
|
| 7246 |
7246
Fairman Group
Chesterbrook,
Pennsylvania
| US$ 122 mi | +US$ 12,5 mi | +11% | 7,17% | – | 261 | 3,07% | 1,4 |
|
| 7247 |
7247
Ridgeline Wealth Planning
Centerville,
Ohio
| US$ 121 mi | +US$ 19,7 mi | +19% | 10,1% | – | 37 | 5,41% | 0,5 |
|
| 7248 |
7248
Washington University
St Louis,
Missouri
| US$ 121 mi | +US$ 10,5 mi | +10% | 30,2% | 44% | 4 | 50% | 1,8 |
|
| 7249 |
7249
Avant Financial Advisors
Austin,
Texas
| US$ 121 mi | +US$ 11,1 mi | +10% | 8,14% | – | 65 | 3,08% | 0,5 |
|
| 7250 |
7250
Argyle Capital Partners
Los Angeles,
California
| US$ 121 mi | +US$ 4,71 mi | +4% | 6,17% | – | 150 | 8% | 0,4 |
|