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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
HA
8076
Heffernan Advisory
Flagstaff,
Arizona
| US$ 120 mi | +US$ 11,7 mi | +11% | 9,52% | – | 43 | 44,19% | 0,3 |
|
| 8077 |
MFG
8077
Mann Financial Group
Detroit Lakes,
Minnesota
| US$ 120 mi | +US$ 13,3 mi | +13% | 10,8% | – | 35 | 14,29% | 0,7 |
|
| 8078 |
BIA
8078
Baer Investment Advisory
Corte Madera,
California
| US$ 119 mi | +US$ 19,4 mi | +19% | 15,5% | – | 43 | 11,63% | 0,9 |
|
| 8079 |
1CP
8079
1015 Capital Partners
Pottstown,
Pennsylvania
| US$ 119 mi | +US$ 16,5 mi | +16% | 20,8% | – | 630 | 8,57% | 0,5 |
|
| 8080 |
AW
8080
Ankerstar Wealth
Leander,
Texas
| US$ 119 mi | +US$ 24,5 mi | +26% | 9,27% | – | 1.068 | 17,88% | 0,4 |
|
| 8081 |
RMF
8081
Red Mountain Financial
Fort Collins,
Colorado
| US$ 119 mi | +US$ 13 mi | +12% | 7,21% | – | 88 | 17,05% | 1,8 |
|
| 8082 |
DFC
8082
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$ 119 mi | -US$ 12,9 mi | -10% | 12% | 58,1% | 61 | 11,48% | 3,1 |
|
| 8083 |
BCM
8083
Bannerstone Capital Management
Wayzata,
Minnesota
| US$ 119 mi | +US$ 11,5 mi | +11% | 36,5% | – | 127 | 34,65% | 0,3 |
|
| 8084 |
OAG
8084
Oakmont Advisory Group
Albuquerque,
New Mexico
| US$ 119 mi | +US$ 20,9 mi | +21% | 11,5% | – | 513 | 77,58% | 0,1 |
|
| 8085 |
FA
8085
Finhabits Advisors
New York
| US$ 119 mi | +US$ 10,6 mi | +10% | 6,41% | – | 15 | 0% | 0,5 |
|
| 8086 |
VIP
8086
Value Investment Professionals
New York
| US$ 119 mi | +US$ 9,8 mi | +9% | 12,8% | – | 120 | 68,33% | 0,2 |
|
| 8087 |
AA
8087
Auctus Advisors
Charlotte,
North Carolina
| US$ 119 mi | +US$ 13,5 mi | +13% | 13% | – | 35 | 20% | 0,4 |
|
| 8088 |
BAM
8088
Belleair Asset Management
Belleair Bluffs,
Florida
| US$ 119 mi | +US$ 9,16 mi | +8% | 7,93% | – | 84 | 8,33% | 0,4 |
|
| 8089 |
RI
8089
Ruggiero Investments
West Palm Beach,
Florida
| US$ 119 mi | +US$ 15,3 mi | +15% | 15% | – | 102 | 36,27% | 0,3 |
|
| 8090 |
FCM
8090
Fell Capital Management
Newport Beach,
California
| US$ 119 mi | +US$ 13,9 mi | +13% | 11,6% | – | 97 | 7,22% | 0,5 |
|
| 8091 |
PWM
8091
Peck Wealth Management
White Plains,
New York
| US$ 119 mi | +US$ 19 mi | +19% | 12,6% | – | 129 | 6,98% | 0,7 |
|
| 8092 |
YRHAM
8092
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 119 mi | -US$ 108 mi | -48% | 15,9% | 2.310% | 19 | 68,42% | 0,4 |
|
| 8093 |
HWA
8093
HighRoad Wealth Advisors
Coos Bay,
Oregon
| US$ 119 mi | +US$ 16,2 mi | +16% | 14,1% | – | 40 | 12,5% | 0,5 |
|
| 8094 |
BFS
8094
Boyer Financial Services
Newport Beach,
California
| US$ 118 mi | +US$ 24,1 mi | +26% | 12,1% | – | 60 | 31,67% | 0,4 |
|
| 8095 |
F8IS
8095
Figure 8 Investment Strategies
Boise,
Idaho
| US$ 118 mi | +US$ 15,9 mi | +16% | 26,3% | – | 58 | 6,9% | 1,3 |
|
| 8096 |
HWM
8096
Hobbs Wealth Management
Zionsville,
Indiana
| US$ 118 mi | +US$ 17,3 mi | +17% | 16,8% | – | 25 | 16% | 1 |
|
| 8097 |
DAM
8097
Directional Asset Management
Arlington Heights,
Illinois
| US$ 118 mi | +US$ 8,89 mi | +8% | 13,1% | – | 106 | 26,42% | 0,4 |
|
| 8098 |
PRAG
8098
Portfolio Resources Advisor Group
Coral Gables,
Florida
| US$ 118 mi | +US$ 17,6 mi | +17% | 13,9% | – | 184 | 38,04% | 0,4 |
|
| 8099 |
BWF
8099
Better Way Financial
Allentown,
Pennsylvania
| US$ 118 mi | – | – | 15,6% | – | 9 | – | 0 |
|
| 8100 |
KCIA
8100
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| US$ 118 mi | +US$ 11,8 mi | +11% | 19,1% | – | 130 | 20% | 1,6 |
|