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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
CAG
7901
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 129 mi | -US$ 2,06 mi | -2% | 2,88% | – | 83 | 12,05% | 1,1 |
|
| 7902 |
SHFG
7902
S Harris Financial Group
San Antonio,
Texas
| US$ 129 mi | +US$ 19,4 mi | +18% | 12,3% | – | 129 | 20,93% | 0,4 |
|
| 7903 |
CIM
7903
CenturyLink Investment Management
Denver,
Colorado
| US$ 129 mi | -US$ 45,9 mi | -26% | 3,15% | – | 3 | 0% | 1,7 |
|
| 7904 |
SAM
7904
Sherman Asset Management
Ventura,
California
| US$ 129 mi | +US$ 20,2 mi | +19% | 16,7% | – | 157 | 15,29% | 1,3 |
|
| 7905 |
CW
7905
CrossGen Wealth
Greenville,
North Carolina
| US$ 129 mi | +US$ 14,9 mi | +13% | 10,7% | – | 223 | 14,35% | 0,4 |
|
| 7906 |
KIA
7906
Koenig Investment Advisory
Ashland,
Oregon
| US$ 129 mi | +US$ 11 mi | +9% | 6,88% | – | 38 | 7,89% | 0,5 |
|
| 7907 |
Q1WB
7907
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$ 129 mi | +US$ 14,6 mi | +13% | 13,6% | – | 833 | 15,49% | 1,2 |
|
| 7908 |
LRI
7908
Linden Rose Investment
Sugar Land,
Texas
| US$ 129 mi | +US$ 52,5 mi | +69% | 122% | – | 8 | 25% | 0,8 |
|
| 7909 |
PFS
7909
Professional Financial Solutions
Falls Chruch,
Virginia
| US$ 129 mi | +US$ 16,3 mi | +14% | 11,1% | – | 41 | 7,32% | 0,5 |
|
| 7910 |
JF
7910
JMN Financial
New Albany,
Ohio
| US$ 129 mi | +US$ 26,8 mi | +26% | 24,5% | – | 266 | 42,86% | 0,3 |
|
| 7911 |
WHCFA
7911
William Howard & Co Financial Advisors
Memphis,
Tennessee
| US$ 129 mi | +US$ 12,8 mi | +11% | 12,5% | – | 55 | 3,64% | 2 |
|
| 7912 |
RCG
7912
Ridge Creek Global
Strongsville,
Ohio
| US$ 129 mi | +US$ 10,6 mi | +9% | 14,5% | – | 95 | 11,58% | 0,4 |
|
| 7913 |
AFS
7913
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 128 mi | -US$ 42,6 mi | -25% | 14,4% | 61,9% | 93 | 35,48% | 2,8 |
|
| 7914 |
TP
7914
TenCore Partners
New York
| US$ 128 mi | -US$ 302 mil | -0,2% | 8,09% | 50,4% | 16 | 18,75% | 3,2 |
|
| 7915 |
SHF
7915
Safe Harbor Fiduciary
Pensacola,
Florida
| US$ 128 mi | +US$ 23,4 mi | +22% | 23,5% | – | 68 | 27,94% | 1,1 |
|
| 7916 |
TCM
7916
TT Capital Management
Coto De Caza,
California
| US$ 128 mi | +US$ 7,08 mi | +6% | 2,71% | – | 82 | 17,07% | 1 |
|
| 7917 |
JRPIM
7917
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| US$ 128 mi | +US$ 14,8 mi | +13% | 12,7% | – | 160 | 20,63% | 0,4 |
|
| 7918 |
KGC
7918
Kennon-Green & Company
New Albany,
Ohio
| US$ 128 mi | +US$ 6,26 mi | +5% | 3,9% | 58,4% | 41 | 4,88% | 2,8 |
|
| 7919 |
ML
7919
MILFAM LLC
Stuart,
Florida
| US$ 128 mi | +US$ 25,9 mi | +25% | 4,33% | – | 13 | 46,15% | 0,1 |
|
| 7920 |
JBW
7920
Journey Beyond Wealth
Roswell,
Georgia
| US$ 128 mi | +US$ 11,6 mi | +10% | 15,4% | – | 31 | 9,68% | 1,3 |
|
| 7921 |
CH
7921
CDKV Holdings
Denver,
Colorado
| US$ 128 mi | +US$ 14,1 mi | +12% | 12,3% | – | 282 | 4,61% | 0,5 |
|
| 7922 |
BFM
7922
Brooklands Fund Management
London,
United Kingdom
| US$ 128 mi | +US$ 39 mi | +44% | 13,3% | – | 77 | 70,13% | 0,2 |
|
| 7923 |
LRWM
7923
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$ 128 mi | +US$ 13,8 mi | +12% | 11,7% | – | 51 | 5,88% | 1,3 |
|
| 7924 |
FFG
7924
Fortune Financial Group
Naples,
Florida
| US$ 128 mi | +US$ 16,6 mi | +15% | 13,2% | – | 125 | 37,6% | 0,3 |
|
| 7925 |
SIA
7925
SkyView Investment Advisors
Shrewsbury,
New Jersey
| US$ 128 mi | -US$ 616 mi | -83% | 10,5% | 70,3% | 489 | 78,12% | 0,9 |
|