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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$ 111 mi | +US$ 10,9 mi | +11% | 8,19% | 58,1% | 54 | 9,26% | 2,5 |
|
| 7452 |
7452
Candelo Capital Management
New York
| US$ 110 mi | -US$ 5,63 mi | -5% | 28,8% | – | 41 | 73,17% | 0,3 |
|
| 7453 |
7453
C2C Wealth Management
Scottsdale,
Arizona
| US$ 110 mi | +US$ 3,92 mi | +4% | 7,53% | 77,2% | 88 | 7,95% | 3,2 |
|
| 7454 |
7454
Phillips Wealth Planners
Starkville,
Mississippi
| US$ 110 mi | +US$ 15,7 mi | +17% | 7,95% | 82% | 198 | 17,68% | 1,6 |
|
| 7455 |
7455
Investment Management Corporation
Roanoke,
Virginia
| US$ 110 mi | -US$ 688 mil | -0,6% | 7,73% | – | 193 | 13,99% | 0,5 |
|
| 7456 |
7456
James Reed Financial Services
Cleveland,
Ohio
| US$ 110 mi | +US$ 20,5 mi | +23% | 8,7% | – | 19 | 21,05% | 1,7 |
|
| 7457 |
7457
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$ 110 mi | – | – | 0,28% | – | 26 | – | 0 |
|
| 7458 |
7458
Broyhill Asset Management
Charlotte,
North Carolina
| US$ 110 mi | -US$ 12,9 mi | -10% | 3,76% | – | 82 | 13,41% | 0,5 |
|
| 7459 |
7459
Seven Six Capital Management
New York
| US$ 110 mi | -US$ 1,4 mi | -1% | 0,39% | – | 28 | 21,43% | 0,4 |
|
| 7460 |
7460
Frisco Financial Planning
Frisco,
Texas
| US$ 110 mi | +US$ 6,77 mi | +7% | 5,3% | – | 20 | 0% | 0,5 |
|
| 7461 |
7461
Crowley Wealth Management
Wilmington,
Delaware
| US$ 110 mi | +US$ 4,91 mi | +5% | 8,38% | – | 429 | 8,86% | 0,5 |
|
| 7462 |
7462
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 110 mi | -US$ 88,5 mi | -45% | 6,49% | 70,5% | 111 | 42,34% | 1,3 |
|
| 7463 |
CM
7463
CM Management
Gulf Breeze,
Florida
| US$ 110 mi | +US$ 10,3 mi | +10% | 5,23% | 110% | 76 | 40,79% | 2 |
|
| 7464 |
7464
Caitlin John
Brighton,
Michigan
| US$ 110 mi | +US$ 7,79 mi | +8% | 9,14% | – | 172 | 48,26% | 0,9 |
|
| 7465 |
7465
Red Crane Wealth Management
San Francisco,
California
| US$ 110 mi | +US$ 5,28 mi | +5% | 7,33% | – | 70 | 18,57% | 0,4 |
|
| 7466 |
7466
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$ 110 mi | +US$ 20,7 mi | +23% | 27% | 146% | 102 | 6,86% | 2,3 |
|
| 7467 |
7467
13D Management
New York
| US$ 110 mi | -US$ 3,8 mi | -3% | 8,69% | 157% | 22 | 13,64% | 1,6 |
|
| 7468 |
7468
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$ 110 mi | +US$ 9,6 mi | +10% | 6,46% | 58,2% | 76 | 17,11% | 2 |
|
| 7469 |
7469
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 110 mi | +US$ 12,2 mi | +12% | 8,89% | 70,8% | 115 | 13,04% | 1,7 |
|
| 7470 |
7470
Petros Family Wealth
Bloomington,
Minnesota
| US$ 109 mi | +US$ 19,1 mi | +21% | 12,9% | – | 143 | 21,68% | 0,4 |
|
| 7471 |
7471
New Dimensions Wealth Management
Allen,
Texas
| US$ 109 mi | +US$ 9,44 mi | +9% | 6,61% | – | 20 | 10% | 0,2 |
|
| 7472 |
7472
Outbound Financial Inc
Boulder,
Colorado
| US$ 109 mi | – | – | 8,26% | – | 42 | – | 0 |
|
| 7473 |
7473
Axim Planning & Wealth
Springboro,
Ohio
| US$ 109 mi | -US$ 3,4 mi | -3% | 8,21% | 3,66% | 79 | 53,16% | 0,7 |
|
| 7474 |
TF
7474
Telligent Fund
Hong Kong
| US$ 109 mi | +US$ 19,3 mi | +21% | 39,6% | – | 41 | 51,22% | 0,3 |
|
| 7475 |
7475
Rahlfs Capital
Lake Kiowa,
Texas
| US$ 109 mi | +US$ 9,34 mi | +9% | 8,28% | – | 90 | 16,67% | 0,4 |
|