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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Rezny Wealth Management
Fort Myers,
Florida
| US$ 464 mi | -US$ 31,6 mi | -6% | 5,12% | 99,6% | 46 | 34,78% | 1,9 |
|
| 3777 |
3777
RWC Asset Advisors
Miami,
Florida
| US$ 464 mi | -US$ 63,5 mi | -12% | 16,2% | 267% | 15 | 20% | 2,1 |
|
| 3778 |
3778
Cypress Point Wealth Management
Dallas,
Texas
| US$ 464 mi | +US$ 6,11 mi | +1% | 5,48% | 255% | 132 | 38,64% | 1,5 |
|
| 3779 |
DI
3779
DDFG Inc
Thousand Oaks,
California
| US$ 464 mi | +US$ 7,2 mi | +2% | 0,21% | 56,3% | 90 | 7,78% | 2,5 |
|
| 3780 |
3780
Curtis Advisory Group
Santa Barbara,
California
| US$ 464 mi | -US$ 12,8 mi | -3% | 3,69% | 79,8% | 122 | 8,2% | 3,3 |
|
| 3781 |
3781
DecisionPoint Financial
Mesa,
Arizona
| US$ 464 mi | +US$ 9,4 mi | +2% | 0,29% | 48% | 741 | 10,53% | 1,3 |
|
| 3782 |
3782
Wiser Wealth Management
Marietta,
Georgia
| US$ 464 mi | +US$ 14 mi | +3% | 2,21% | 53% | 61 | 14,75% | 2,5 |
|
| 3783 |
3783
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 464 mi | -US$ 81,9 mi | -15% | 1,35% | 55,7% | 148 | 10,14% | 8,6 |
|
| 3784 |
FNBOMD
3784
First National Bank of Mount Dora
Mount Dora,
Florida
| US$ 463 mi | +US$ 5,25 mi | +1% | 0,22% | 96,2% | 134 | 11,94% | 6,1 |
|
| 3785 |
CWWM
3785
Clear Wave Wealth Management
Red Bank,
New Jersey
| US$ 463 mi | – | – | 1,3% | – | 176 | – | 0 |
|
| 3786 |
3786
Richard P. Slaughter Associates
Austin,
Texas
| US$ 463 mi | -US$ 14,4 mi | -3% | 1,12% | 55,7% | 114 | 17,54% | 2,8 |
|
| 3787 |
3787
Hussman Strategic Advisors
Ellicott City,
Maryland
| US$ 463 mi | +US$ 48,8 mi | +12% | 0,56% | 43,1% | 349 | 51% | 1,7 |
|
| 3788 |
3788
Coalescence Partners Investment Management
New York
| US$ 463 mi | +US$ 38,1 mi | +9% | 10% | – | 16 | 50% | 1 |
|
| 3789 |
3789
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 462 mi | +US$ 17,8 mi | +4% | 0,62% | 43,8% | 103 | 25,24% | 4,8 |
|
| 3790 |
3790
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 462 mi | -US$ 5,25 mi | -1% | 2,86% | 61,1% | 53 | 3,77% | 3,8 |
|
| 3791 |
3791
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$ 462 mi | +US$ 600 mil | +0,1% | 0,97% | 70,7% | 267 | 21,72% | 2 |
|
| 3792 |
3792
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 462 mi | +US$ 32,7 mi | +8% | 2,48% | 207% | 46 | 19,57% | 2,4 |
|
| 3793 |
3793
ParaFi Capital
New York
| US$ 462 mi | +US$ 104 mi | +29% | 18,9% | – | 26 | 53,85% | 0,4 |
|
| 3794 |
3794
Aristides Capital
Louisville,
Kentucky
| US$ 462 mi | -US$ 103 mi | -18% | 0,92% | 126% | 308 | 56,49% | 1,8 |
|
| 3795 |
3795
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 462 mi | -US$ 611 mil | -0,1% | 1,58% | 115% | 274 | 9,12% | 3,2 |
|
| 3796 |
3796
Trinity Legacy Partners
Houston,
Texas
| US$ 462 mi | +US$ 25,9 mi | +6% | 1,63% | 63,3% | 109 | 13,76% | 3,4 |
|
| 3797 |
3797
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$ 462 mi | +US$ 6,26 mi | +1% | 4,97% | 149% | 144 | 9,03% | 5,6 |
|
| 3798 |
3798
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$ 462 mi | +US$ 67,4 mi | +17% | 6,19% | 240% | 106 | 53,77% | 2,1 |
|
| 3799 |
DI
3799
DAGCO Inc
Westlake,
Ohio
| US$ 461 mi | +US$ 28,4 mi | +7% | 1,49% | 75% | 391 | 12,53% | 1,5 |
|
| 3800 |
3800
Weaver Capital Management
Suwanee,
Georgia
| US$ 461 mi | -US$ 12,7 mi | -3% | 1,94% | 79,4% | 190 | 11,05% | 1,7 |
|