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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
GBFP
7751
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$ 136 mi | +US$ 10,6 mi | +8% | 4,92% | – | 41 | 9,76% | 1,3 |
|
| 7752 |
RIA
7752
Rhodes Investment Advisors
Fort Worth,
Texas
| US$ 136 mi | +US$ 19,9 mi | +17% | 19,2% | – | 137 | 22,63% | 0,4 |
|
| 7753 |
RCWM
7753
Red Crane Wealth Management
San Francisco,
California
| US$ 136 mi | +US$ 14,4 mi | +12% | 10,9% | – | 80 | 11,25% | 1,2 |
|
| 7754 |
HMS
7754
Hanseatic Management Services
Albuquerque,
New Mexico
| US$ 136 mi | +US$ 31,5 mi | +30% | 53,5% | – | 96 | 30,21% | 0,8 |
|
| 7755 |
CWM
7755
Challenger Wealth Management
Aliso Viejo,
California
| US$ 136 mi | +US$ 10,7 mi | +9% | 13% | – | 65 | 10,77% | 1,3 |
|
| 7756 |
PWP
7756
Phillips Wealth Planners
Starkville,
Mississippi
| US$ 136 mi | +US$ 2,85 mi | +2% | 12% | 82% | 228 | 12,72% | 1,9 |
|
| 7757 |
CWAI
7757
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$ 136 mi | +US$ 5,65 mi | +4% | 11,9% | – | 37 | 16,22% | 0,4 |
|
| 7758 |
DFP
7758
Donalies Financial Planning
Washington,
District of Columbia
| US$ 136 mi | +US$ 18,4 mi | +16% | 14,9% | – | 80 | 10% | 0,5 |
|
| 7759 |
TF
7759
Telligent Fund
Hong Kong
| US$ 136 mi | +US$ 42,1 mi | +45% | 88,5% | – | 28 | 32,14% | 0,7 |
|
| 7760 |
VA
7760
Valor Advisors
Miami,
Florida
| US$ 136 mi | +US$ 16,8 mi | +14% | 13,4% | – | 37 | 18,92% | 0,5 |
|
| 7761 |
MCI
7761
MRP Capital Investments
Alpharetta,
Georgia
| US$ 136 mi | +US$ 20,9 mi | +18% | 37,4% | 222% | 240 | 19,58% | 1,5 |
|
| 7762 |
UIA
7762
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 136 mi | +US$ 19 mi | +16% | 20,5% | 161% | 234 | 11,97% | 2,9 |
|
| 7763 |
TFS
7763
Targeted Financial Services
Seminole,
Florida
| US$ 136 mi | +US$ 13,6 mi | +11% | 4,34% | – | 67 | 25,37% | 0,4 |
|
| 7764 |
TC
7764
Tsai Capital
New York
| US$ 135 mi | +US$ 912 mil | +0,7% | 5% | 29,2% | 20 | 20% | 2,8 |
|
| 7765 |
1GI
7765
180 GPS Investments
St Peter Port,
| US$ 135 mi | – | – | 30,6% | – | 23 | – | 0,4 |
|
| 7766 |
IFO
7766
Intrepid Family Office
Sarasota,
Florida
| US$ 135 mi | +US$ 11,6 mi | +9% | 7,3% | – | 46 | 39,13% | 1,6 |
|
| 7767 |
RLH
7767
RD Lewis Holdings
Maitland,
Florida
| US$ 135 mi | +US$ 19,7 mi | +17% | 17,8% | – | 91 | 7,69% | 1,3 |
|
| 7768 |
GIPW
7768
Granite Islands Private Wealth
Guilford,
Connecticut
| US$ 135 mi | +US$ 26,7 mi | +25% | 21,2% | – | 82 | 19,51% | 0,4 |
|
| 7769 |
LCG
7769
Lakeshore Capital Group
Rolling Meadows,
Illinois
| US$ 135 mi | +US$ 12,6 mi | +10% | 13,3% | – | 79 | 10,13% | 1,3 |
|
| 7770 |
BC
7770
Barnett & Company
Chattanooga,
Tennessee
| US$ 135 mi | +US$ 6,39 mi | +5% | 14,2% | 65,9% | 95 | 16,84% | 3,9 |
|
| 7771 |
TIM
7771
Titan Investment Management
Indianapolis,
Indiana
| US$ 135 mi | +US$ 21,7 mi | +19% | 30,8% | – | 41 | 17,07% | 0,4 |
|
| 7772 |
BWS
7772
BFI Wealth Solutions
Dallas,
Texas
| US$ 135 mi | +US$ 30,8 mi | +30% | 7,68% | – | 83 | 10,84% | 0,4 |
|
| 7773 |
BFA
7773
Benningfield Financial Advisors
San Francisco,
California
| US$ 135 mi | +US$ 8,28 mi | +7% | 6,51% | – | 19 | 5,26% | 1,2 |
|
| 7774 |
PCMU
7774
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 135 mi | +US$ 16,9 mi | +14% | 27,6% | 72,3% | 90 | 33,33% | 1,6 |
|
| 7775 |
WRCM
7775
Western Reserve Capital Management
Hudson,
Ohio
| US$ 135 mi | +US$ 13,1 mi | +11% | 9,61% | – | 56 | 16,07% | 0,4 |
|