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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 109 mi | – | – | 0,83% | – | 77 | – | 0 |
|
| 7427 |
7427
AtlasMark Financial
Austin,
Texas
| US$ 109 mi | +US$ 1,23 mi | +1% | 0,02% | – | 40 | 2,5% | 3,9 |
|
| 7428 |
7428
DB Fitzpatrick & Co
Boise,
Idaho
| US$ 109 mi | -US$ 5,24 mi | -5% | 2,38% | 42,7% | 91 | 10,99% | 2,1 |
|
| 7429 |
7429
Foresite Capital Management IV
Larkspur,
California
| US$ 109 mi | -US$ 44,2 mi | -29% | 9,15% | 151% | 5 | 20% | 3,1 |
|
| 7430 |
7430
Flywheel Private Wealth
Los Altos,
California
| US$ 109 mi | – | – | 1,41% | – | 82 | – | 0 |
|
| 7431 |
7431
Cooksen Wealth
The Woodlands,
Texas
| US$ 109 mi | +US$ 1,76 mi | +2% | 0,57% | 70,7% | 45 | 2,22% | 1 |
|
| 7432 |
CAG
7432
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 109 mi | – | – | 0,89% | – | 60 | – | 0 |
|
| 7433 |
7433
Coign Capital Advisors
Draper,
Utah
| US$ 109 mi | – | – | 0,62% | – | 74 | – | 0 |
|
| 7434 |
7434
Forefront Wealth Management
Malvern,
Pennsylvania
| US$ 109 mi | – | – | 1,88% | – | 49 | – | 1,4 |
|
| 7435 |
7435
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 109 mi | – | – | 4,36% | – | 686 | – | 0 |
|
| 7436 |
7436
Davidson Kahn Capital Management
Sherman Oaks,
California
| US$ 109 mi | – | – | 4,07% | – | 54 | – | 0 |
|
| 7437 |
RL
7437
RPO LLC
Stamford,
Connecticut
| US$ 108 mi | -US$ 16,3 mi | -13% | 17,9% | 66,2% | 87 | 64,37% | 0,3 |
|
| 7438 |
7438
Revisor Wealth Management
Akron,
Ohio
| US$ 108 mi | -US$ 51,6 mi | -32% | 0,21% | 72% | 182 | 36,26% | 1,4 |
|
| 7439 |
7439
Carbahal Olsen Financial Services Group
Davis,
California
| US$ 108 mi | – | – | 0,58% | – | 34 | – | 0 |
|
| 7440 |
DCM
7440
Dilation Capital Management
New York
| US$ 108 mi | – | – | 8,08% | – | 20 | – | 0 |
|
| 7441 |
7441
Amara Financial
San Francisco,
California
| US$ 108 mi | +US$ 3,85 mi | +4% | 0,36% | – | 47 | 10,64% | 0,2 |
|
| 7442 |
7442
EntreWealth
Austin,
Texas
| US$ 108 mi | – | – | 2,24% | – | 58 | – | 0 |
|
| 7443 |
7443
Kintayl Capital
New York
| US$ 108 mi | – | – | 2,37% | – | 22 | – | 0 |
|
| 7444 |
7444
Stephen J. Garry & Associates
Garden City,
New York
| US$ 108 mi | +US$ 3,09 mi | +3% | 1,51% | 67,2% | 45 | 13,33% | 0,8 |
|
| 7445 |
7445
Bolthouse Investments
Bakersfield,
California
| US$ 108 mi | – | – | 4,78% | – | 79 | – | 0 |
|
| 7446 |
7446
Life Planning Partners
Jacksonville,
Florida
| US$ 108 mi | -US$ 3,86 mi | -3% | 1,95% | 50,3% | 61 | 4,92% | 2,6 |
|
| 7447 |
WA
7447
Wilmar Advisors
Juno Beach,
Florida
| US$ 108 mi | – | – | 5,4% | – | 16 | – | 0 |
|
| 7448 |
7448
Rik Saylor Financial
Fairfield,
Ohio
| US$ 108 mi | – | – | 1,26% | – | 79 | – | 0 |
|
| 7449 |
7449
IMG Wealth Management
Jacksonville,
Florida
| US$ 108 mi | – | – | 1,18% | – | 258 | – | 0 |
|
| 7450 |
7450
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$ 108 mi | +US$ 8,37 mi | +8% | 6,83% | 80,2% | 43 | 11,63% | 3,4 |
|