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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Guardian Investment Management
Tiburon,
California
| US$ 128 mi | +US$ 10,7 mi | +9% | 4,91% | 103% | 56 | 1,79% | 6,9 |
|
| 7677 |
B
7677
BennBridge
Edinburgh,
United Kingdom
| US$ 128 mi | -US$ 15 mi | -10% | 0,16% | – | 7 | 14,29% | 0,6 |
|
| 7678 |
7678
Capital Squared Financial
Rockville,
Maryland
| US$ 128 mi | +US$ 12,9 mi | +11% | 2,33% | – | 83 | 7,23% | 0,4 |
|
| 7679 |
7679
Momentum Wealth Planning
Estero,
Florida
| US$ 128 mi | -US$ 317 mil | -0,2% | 2,46% | – | 49 | 30,61% | 0,4 |
|
| 7680 |
7680
Richard Young Associates
Augusta,
Georgia
| US$ 128 mi | – | – | 3,03% | – | 25 | – | 0 |
|
| 7681 |
WA
7681
Wilmar Advisors
Juno Beach,
Florida
| US$ 128 mi | +US$ 6,2 mi | +5% | 7,25% | – | 28 | 21,43% | 0,6 |
|
| 7682 |
7682
SBI Holdings USA
Santa Clara,
California
| US$ 128 mi | – | – | 40,2% | – | 1 | – | 0 |
|
| 7683 |
PWM
7683
Positano Wealth Management
Hong Kong,
| US$ 128 mi | – | – | 11,2% | – | 21 | – | 0 |
|
| 7684 |
7684
Williamson Legacy Group
Carmel,
Indiana
| US$ 128 mi | -US$ 1,49 mi | -1% | 18,5% | – | 125 | 48,8% | 0,6 |
|
| 7685 |
7685
Makaira Partners
La Jolla,
California
| US$ 128 mi | -US$ 66,8 mi | -34% | 10,9% | 22% | 12 | 8,33% | 3,7 |
|
| 7686 |
7686
Harbour Wealth Management Group
Daniel Island,
South Carolina
| US$ 128 mi | – | – | 4,13% | – | 91 | – | 0 |
|
| 7687 |
7687
Benningfield Financial Advisors
San Francisco,
California
| US$ 128 mi | +US$ 1,02 mi | +0,8% | 1,1% | – | 19 | 10,53% | 0,8 |
|
| 7688 |
LC
7688
Lalia Capital
New York
| US$ 128 mi | – | – | 2,24% | – | 9 | – | 0 |
|
| 7689 |
7689
Mozayyx Management
Austin,
Texas
| US$ 127 mi | – | – | 54,4% | – | 11 | – | 0 |
|
| 7690 |
RIP
7690
Reliant Investment Partners
Pinehurst,
North Carolina
| US$ 127 mi | -US$ 201 mil | -0,2% | 2,24% | – | 115 | 11,3% | 0,9 |
|
| 7691 |
7691
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| US$ 127 mi | – | – | 2,22% | – | 101 | – | 0 |
|
| 7692 |
7692
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 127 mi | +US$ 5,76 mi | +5% | 0,49% | – | 22 | 18,18% | 1 |
|
| 7693 |
AF
7693
ASL Financial
Los Gatos,
California
| US$ 127 mi | – | – | 2,83% | – | 94 | – | 0 |
|
| 7694 |
OF
7694
Outfitter Financial
Brunswick,
Maine
| US$ 127 mi | +US$ 3,46 mi | +3% | 3,34% | 97,6% | 79 | 6,33% | 3,3 |
|
| 7695 |
7695
Orca Investment Management
Roseburg,
Oregon
| US$ 127 mi | +US$ 4,85 mi | +4% | 9,98% | 139% | 61 | 4,92% | 7,8 |
|
| 7696 |
7696
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$ 127 mi | – | – | 1,58% | – | 32 | – | 0 |
|
| 7697 |
7697
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$ 127 mi | +US$ 8,37 mi | +7% | 3,55% | – | 147 | 21,77% | 0,7 |
|
| 7698 |
7698
Redstone Wealth Management
Oklahoma City,
Oklahoma
| US$ 127 mi | – | – | 2,74% | – | 39 | – | 0 |
|
| 7699 |
7699
Graver Capital Management
Columbus,
Ohio
| US$ 127 mi | +US$ 7,9 mi | +7% | 2,8% | – | 26 | 7,69% | 1 |
|
| 7700 |
7700
JCP Investment Management
Houston,
Texas
| US$ 127 mi | -US$ 26 mi | -17% | 5,21% | 94,7% | 21 | 28,57% | 1,1 |
|