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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
HMV Wealth Advisors
Shreveport,
Louisiana
| US$ 100 mi | – | – | 0,93% | – | 78 | – | 0 |
|
| 7627 |
7627
Eagle Harbor Asset Management
Seattle,
Washington
| US$ 100 mi | -US$ 989 mil | -1% | 1,82% | 76,2% | 132 | 12,12% | 2,1 |
|
| 7628 |
7628
Agincourt Capital Management
Richmond,
Virginia
| US$ 100 mi | -US$ 2,46 mi | -2% | 2,68% | 0,36% | 3 | 0% | 3 |
|
| 7629 |
7629
4Wealth Advisors
Burr Ridge,
Illinois
| US$ 100 mi | – | – | 0,05% | – | 143 | – | 0 |
|
| 7630 |
7630
LWM Advisors
El Dorado Hills,
California
| US$ 100 mi | – | – | 0,57% | – | 25 | – | 0 |
|
| 7631 |
7631
ArborFi Advisors
Ann Arbor,
Michigan
| US$ 100 mi | – | – | 0,32% | – | 45 | – | 0 |
|
| 7632 |
7632
Intrinsic Value Partners
Phoenix,
Arizona
| US$ 100 mi | -US$ 363 mil | -0,4% | 4,43% | 126% | 62 | 4,84% | 2,3 |
|
| 7633 |
7633
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$ 99,5 mi | – | – | 4,52% | – | 34 | – | 0 |
|
| 7634 |
7634
Acuta Capital Partners
Redwood City,
California
| US$ 99,4 mi | -US$ 24,1 mi | -19% | 81,8% | 7.269% | 49 | 36,73% | 0,8 |
|
| 7635 |
7635
Santa Clara Valley Transportation Authority
San Jose,
California
| US$ 99,4 mi | -US$ 5,05 mi | -5% | 4,73% | – | 4 | 0% | 0,3 |
|
| 7636 |
7636
Fiduciary Advisors Inc
St. Louis,
Missouri
| US$ 99,4 mi | – | – | 2,4% | – | 99 | – | 0 |
|
| 7637 |
7637
Kennebec Savings Bank
Augusta,
Maine
| US$ 99,3 mi | -US$ 1,8 mi | -2% | 1,83% | – | 280 | 15,71% | 0,2 |
|
| 7638 |
7638
BG Investment Services
Hagatna,
Guam
| US$ 99,3 mi | – | – | 1,14% | – | 29 | – | 1 |
|
| 7639 |
7639
Chung Wu Investment Group
Sugar Land,
Texas
| US$ 99,3 mi | – | – | 7,96% | – | 77 | – | 0 |
|
| 7640 |
7640
Macroview Investment Management
Bethesda,
Maryland
| US$ 99,3 mi | -US$ 3,05 mi | -3% | 0,52% | 76,6% | 586 | 86,35% | 5 |
|
| 7641 |
7641
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$ 99,3 mi | +US$ 296 mil | +0,3% | 1,49% | 58,1% | 51 | 5,88% | 2,1 |
|
| 7642 |
7642
Shade Tree Advisors
Saratoga Springs,
New York
| US$ 99,2 mi | – | – | 0,85% | – | 16 | – | 0 |
|
| 7643 |
MFC
7643
Miramar Fiduciary Corp
Reno,
Nevada
| US$ 99,1 mi | -US$ 19 mi | -16% | 7,46% | – | 5 | 0% | 3 |
|
| 7644 |
7644
NorthLanding Financial Partners
Rochester,
New York
| US$ 99,1 mi | -US$ 2,01 mi | -2% | 2,81% | 54,7% | 36 | 5,56% | 2,1 |
|
| 7645 |
7645
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$ 98,9 mi | – | – | 7,96% | – | 47 | – | 1,7 |
|
| 7646 |
7646
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$ 98,8 mi | +US$ 2,61 mi | +3% | 0,26% | 58,2% | 76 | 14,47% | 1,7 |
|
| 7647 |
7647
Nestegg Advisors
Hauppauge,
New York
| US$ 98,8 mi | – | – | 0,66% | – | 45 | – | 0 |
|
| 7648 |
7648
MKD Wealth Coaches
Troy,
Michigan
| US$ 98,8 mi | – | – | 0,14% | – | 29 | – | 3 |
|
| 7649 |
7649
Terra Alpha Investments
Washington,
District of Columbia
| US$ 98,8 mi | – | – | 2,01% | – | 32 | – | 0 |
|
| 7650 |
7650
Pitti Group Wealth Management
Victor,
New York
| US$ 98,7 mi | +US$ 6,74 mi | +7% | 2,1% | 65,3% | 78 | 29,49% | 2 |
|