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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Journey Beyond Wealth
Roswell,
Georgia
| US$ 119 mi | +US$ 11,6 mi | +11% | 10,3% | – | 30 | 10% | 0,5 |
|
| 7302 |
7302
WPG Advisers
Baltimore,
Maryland
| US$ 119 mi | +US$ 11,3 mi | +11% | 11,7% | – | 1.514 | 11,43% | 0,5 |
|
| 7303 |
7303
Copia Wealth Management
Bend,
Oregon
| US$ 119 mi | +US$ 10,4 mi | +10% | 9,93% | – | 496 | 15,12% | 0,4 |
|
| 7304 |
7304
Mittelman Wealth Management
Andover,
Massachusetts
| US$ 118 mi | +US$ 7,62 mi | +7% | 6,57% | – | 40 | 22,5% | 0,8 |
|
| 7305 |
7305
Innovative Advisory Group
Lexington,
Massachusetts
| US$ 118 mi | +US$ 13,1 mi | +12% | 10,2% | – | 265 | 12,45% | 0,4 |
|
| 7306 |
BG
7306
BRX Global
New York
| US$ 118 mi | -US$ 16,3 mi | -12% | 15,6% | 65,8% | 4 | 25% | 3,6 |
|
| 7307 |
7307
Cushing Capital Partners
Delafield,
Wisconsin
| US$ 118 mi | +US$ 7,02 mi | +6% | 5,98% | – | 93 | 13,98% | 0,4 |
|
| 7308 |
FF
7308
Fox Financial
Wyomissing,
Pennsylvania
| US$ 118 mi | +US$ 12,1 mi | +11% | 10,9% | – | 13 | 0% | 1,5 |
|
| 7309 |
7309
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 118 mi | +US$ 6,25 mi | +6% | 3,48% | 26,4% | 105 | 14,29% | 1,4 |
|
| 7310 |
7310
Pin Oak Investment Advisors
Houston,
Texas
| US$ 118 mi | -US$ 13 mi | -10% | 1,04% | 62,7% | 495 | 14,95% | 4,2 |
|
| 7311 |
7311
Fairway Financial
Casselberry,
Florida
| US$ 118 mi | +US$ 7,92 mi | +7% | 6,33% | – | 22 | 9,09% | 0,5 |
|
| 7312 |
7312
Principia Wealth Advisory
Dallas,
Texas
| US$ 118 mi | +US$ 13,7 mi | +13% | 9,39% | – | 1.025 | 24,59% | 0,4 |
|
| 7313 |
BPC
7313
Bryce Point Capital
Scarsdale,
New York
| US$ 118 mi | -US$ 14,8 mi | -11% | 14,6% | – | 284 | 75,7% | 0,2 |
|
| 7314 |
NMCM
7314
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$ 118 mi | +US$ 9,43 mi | +9% | 7,7% | – | 48 | 12,5% | 0,2 |
|
| 7315 |
7315
Somerset Group
Wayzata,
Minnesota
| US$ 118 mi | +US$ 8,22 mi | +7% | 8,9% | 84,6% | 63 | 6,35% | 7 |
|
| 7316 |
7316
Fortress Financial Group
Rochester,
Minnesota
| US$ 118 mi | +US$ 17,9 mi | +18% | 9,48% | – | 82 | 20,73% | 0,4 |
|
| 7317 |
7317
Family Legacy Financial Solutions
Cary,
North Carolina
| US$ 118 mi | – | – | 7,61% | – | 246 | – | 0 |
|
| 7318 |
PCC
7318
Park Circle Company
Baltimore,
Maryland
| US$ 118 mi | +US$ 4,11 mi | +4% | 3,06% | 70,5% | 122 | 13,93% | 3,9 |
|
| 7319 |
CFG
7319
Chapman Financial Group
Kailua,
Hawaii
| US$ 118 mi | – | – | 6,78% | – | 216 | – | 0,5 |
|
| 7320 |
7320
Longview Financial Advisors
Huntsville,
Alabama
| US$ 118 mi | +US$ 1,19 mi | +1% | 5,03% | 47,4% | 45 | 13,33% | 1,3 |
|
| 7321 |
7321
Entruity Wealth
Bakersfield,
California
| US$ 118 mi | +US$ 11,6 mi | +11% | 6,13% | – | 42 | 2,38% | 0,5 |
|
| 7322 |
7322
Cornerstone Financial Group
Omaha,
Nebraska
| US$ 118 mi | +US$ 6,41 mi | +6% | 6,62% | – | 67 | 1,49% | 0,5 |
|
| 7323 |
IFS
7323
Integrated Financial Solutions
Reston,
Virginia
| US$ 118 mi | – | – | 29,1% | – | 24 | – | 0 |
|
| 7324 |
7324
Williams & Novak
Westlake Village,
California
| US$ 118 mi | +US$ 15,4 mi | +15% | 8,43% | 61,6% | 152 | 28,29% | 0,9 |
|
| 7325 |
7325
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$ 118 mi | +US$ 8,91 mi | +8% | 11,6% | 111% | 86 | 19,77% | 2,1 |
|