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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
CWM
7826
Centrica Wealth Management
Miami,
Florida
| US$ 133 mi | – | – | 18,4% | – | 7 | – | 0 |
|
| 7827 |
NCTC
7827
New Covenant Trust Company
Jeffersonville,
Indiana
| US$ 133 mi | +US$ 20,6 mi | +18% | 18,2% | – | 108 | 12,04% | 1,6 |
|
| 7828 |
HFCIV
7828
H&F Corporate Investors VIII
San Francisco,
California
| US$ 133 mi | +US$ 69,1 mi | +109% | 109% | 33,8% | 1 | 0% | 5,5 |
|
| 7829 |
DG
7829
Daventry Group
New York
| US$ 133 mi | +US$ 44,7 mi | +51% | 42,6% | 26,2% | 13 | 53,85% | 0,3 |
|
| 7830 |
VCM
7830
Veradace Capital Management
Dallas,
Texas
| US$ 132 mi | +US$ 20 mi | +18% | 36,2% | – | 31 | 29,03% | 0,4 |
|
| 7831 |
DFG
7831
Dynamic Financial Group
Cedar Falls,
Iowa
| US$ 132 mi | +US$ 10,1 mi | +8% | 5,43% | – | 79 | 16,46% | 1,2 |
|
| 7832 |
NDWM
7832
New Dimensions Wealth Management
Allen,
Texas
| US$ 132 mi | +US$ 14,9 mi | +13% | 8,76% | – | 21 | 4,76% | 1,2 |
|
| 7833 |
NC
7833
North Capital
Salt Lake City,
Utah
| US$ 132 mi | +US$ 14,3 mi | +12% | 11,6% | – | 106 | 16,04% | 1 |
|
| 7834 |
MSK
7834
Melissa S. Kampmann
| US$ 132 mi | +US$ 7,75 mi | +6% | 10,5% | 70,4% | 45 | 6,67% | 2,2 |
|
| 7835 |
CW
7835
Cedarwood Wealth
Highlands Ranch,
Colorado
| US$ 132 mi | +US$ 33,3 mi | +34% | 25% | – | 101 | 24,75% | 0,4 |
|
| 7836 |
HPM
7836
Hudson Portfolio Management
Garrison,
New York
| US$ 132 mi | +US$ 13,5 mi | +11% | 8,8% | – | 122 | 13,11% | 3,5 |
|
| 7837 |
LGG
7837
Luts & Greenleigh Group
Bethesda,
Maryland
| US$ 132 mi | +US$ 5,91 mi | +5% | 8,91% | – | 108 | 20,37% | 2,1 |
|
| 7838 |
FPFC
7838
Financial Planning Fort Collins
Fort Collins,
Colorado
| US$ 132 mi | -US$ 1,37 mi | -1% | 11,2% | – | 34 | 5,88% | 0,5 |
|
| 7839 |
VFP
7839
Vilga Financial Planning
Fair Lawn,
New Jersey
| US$ 132 mi | +US$ 20,1 mi | +18% | 18,4% | – | 97 | 18,56% | 0,4 |
|
| 7840 |
TWML
7840
Todd Wealth Management, LLC
Venice,
Florida
| US$ 132 mi | +US$ 22 mi | +20% | 23% | – | 116 | 12,07% | 0,4 |
|
| 7841 |
GCM
7841
Goldstream Capital Management
Central,
Hong Kong
| US$ 132 mi | +US$ 11,5 mi | +10% | 98% | 686% | 47 | 40,43% | 1 |
|
| 7842 |
FGC
7842
First Growth Capital
Pikesville,
Maryland
| US$ 132 mi | +US$ 21 mi | +19% | 24% | – | 149 | 20,81% | 0,4 |
|
| 7843 |
MWM
7843
McCartney Wealth Management
Clayton,
Missouri
| US$ 132 mi | +US$ 13,1 mi | +11% | 10,5% | – | 66 | 3,03% | 0,5 |
|
| 7844 |
IAG
7844
Innovative Advisory Group
Lexington,
Massachusetts
| US$ 132 mi | +US$ 10,1 mi | +8% | 2,25% | – | 37 | 32,43% | 1,1 |
|
| 7845 |
QC
7845
Quantedge Capital
Singapore
| US$ 132 mi | -US$ 50,9 mi | -28% | 12,9% | 110% | 69 | 55,07% | 1,3 |
|
| 7846 |
FB
7846
Finward Bancorp
Munster,
Indiana
| US$ 132 mi | +US$ 6,76 mi | +5% | 12,6% | – | 112 | 11,61% | 1,3 |
|
| 7847 |
TWM
7847
Tortuga Wealth Management
Torrance,
California
| US$ 132 mi | +US$ 24,9 mi | +23% | 14,4% | – | 141 | 19,86% | 0,4 |
|
| 7848 |
KCWM
7848
Kane Co Wealth Management
Johnston,
Iowa
| US$ 132 mi | +US$ 13,2 mi | +11% | 8,93% | – | 54 | 7,41% | 0,5 |
|
| 7849 |
KF
7849
Kelsey Financial
Moorpark,
California
| US$ 132 mi | +US$ 17,4 mi | +15% | 14,2% | – | 68 | 11,76% | 0,4 |
|
| 7850 |
SGH
7850
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 132 mi | US$ 0 | 0% | 10,1% | 83,8% | 34 | 0% | 2,6 |
|