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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$ 406 mi | -US$ 2,15 mi | -0,5% | 0,47% | 45,6% | 66 | 9,09% | 4,9 |
|
| 3502 |
3502
GenWealth Group
Maplewood,
New Jersey
| US$ 406 mi | +US$ 9,27 mi | +2% | 2,32% | 73,9% | 68 | 8,82% | 4,5 |
|
| 3503 |
3503
America First Investment Advisors
Omaha,
Nebraska
| US$ 406 mi | -US$ 5,09 mi | -1% | 0,91% | 78,2% | 86 | 8,14% | 6,4 |
|
| 3504 |
3504
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$ 406 mi | -US$ 9,45 mi | -2% | 0,54% | 57,2% | 60 | 11,67% | 5,4 |
|
| 3505 |
AIS
3505
AM Investment Strategies
Chattanooga,
Tennessee
| US$ 406 mi | +US$ 11,6 mi | +3% | 6,54% | 121% | 114 | 12,28% | 2,3 |
|
| 3506 |
3506
RB Capital Management
Reno,
Nevada
| US$ 406 mi | +US$ 24,9 mi | +7% | 6,35% | 79,4% | 183 | 4,92% | 4,5 |
|
| 3507 |
3507
Bulltick Wealth Management
Miami,
Florida
| US$ 406 mi | -US$ 179 mi | -31% | 1,19% | 58,2% | 122 | 37,7% | 1,7 |
|
| 3508 |
CWM
3508
Compass Wealth Management
Guilford,
Connecticut
| US$ 405 mi | +US$ 5,72 mi | +1% | 2,12% | 103% | 413 | 9,93% | 1,3 |
|
| 3509 |
3509
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 405 mi | +US$ 33,1 mi | +9% | 7,84% | 97,4% | 406 | 9,11% | 2,1 |
|
| 3510 |
3510
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$ 405 mi | +US$ 7,31 mi | +2% | 0,98% | 57,7% | 359 | 7,8% | 3 |
|
| 3511 |
3511
True Wealth Design
Akron,
Ohio
| US$ 405 mi | +US$ 3,41 mi | +0,8% | 0,11% | 57% | 834 | 12,11% | 1,3 |
|
| 3512 |
3512
SMI Advisory Services
Columbus,
Indiana
| US$ 404 mi | +US$ 48,2 mi | +14% | 1,75% | 80,7% | 74 | 47,3% | 0,7 |
|
| 3513 |
DI
3513
Diligent Investors
Redlands,
California
| US$ 404 mi | +US$ 5,12 mi | +1% | 1,69% | 82,2% | 353 | 10,76% | 4 |
|
| 3514 |
3514
Pacific Sage Partners
Edmonds,
Washington
| US$ 403 mi | +US$ 17,2 mi | +4% | 2,66% | 58,9% | 104 | 7,69% | 1,2 |
|
| 3515 |
3515
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 403 mi | -US$ 1,43 mi | -0,4% | 3,38% | 75,5% | 219 | 6,39% | 5,4 |
|
| 3516 |
3516
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 403 mi | +US$ 23,2 mi | +6% | 2,53% | 64,7% | 137 | 8,03% | 1,2 |
|
| 3517 |
WHGC
3517
Wealth High Governance Capital
Sao Paulo,
Brazil
| US$ 403 mi | -US$ 44,1 mi | -10% | 12,2% | 622% | 85 | 80% | 0,1 |
|
| 3518 |
3518
Sierra Summit Advisors
Incline Village,
Nevada
| US$ 403 mi | +US$ 35,6 mi | +10% | 5,7% | – | 166 | 27,11% | 0,4 |
|
| 3519 |
3519
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 403 mi | +US$ 46,2 mi | +13% | 2,08% | 63,3% | 53 | 18,87% | 1,5 |
|
| 3520 |
3520
Knightsbridge Asset Management
Newport Beach,
California
| US$ 403 mi | +US$ 49,3 mi | +14% | 2,32% | 150% | 140 | 35% | 2,5 |
|
| 3521 |
3521
Westwind Capital
Las Cruces,
New Mexico
| US$ 403 mi | +US$ 7,97 mi | +2% | 2,65% | 87,6% | 41 | 9,76% | 3 |
|
| 3522 |
3522
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 403 mi | -US$ 31,9 mi | -7% | 1,96% | 88,1% | 188 | 15,43% | 4,2 |
|
| 3523 |
3523
Abacus FCF Advisors
Orlando,
Florida
| US$ 402 mi | +US$ 2,64 mi | +0,7% | 2,19% | 197% | 187 | 41,71% | 1,1 |
|
| 3524 |
3524
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$ 402 mi | +US$ 18,9 mi | +5% | 1,35% | 13,1% | 113 | 15,04% | 3 |
|
| 3525 |
3525
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$ 402 mi | +US$ 26,9 mi | +7% | 3,94% | 84,8% | 125 | 20% | 2,7 |
|