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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Gateway Wealth Partners
Appleton,
Wisconsin
| US$ 363 mi | +US$ 32 mi | +10% | 5,8% | 58,9% | 294 | 17,69% | 1 |
|
| 3877 |
3877
RR Advisors
Dallas,
Texas
| US$ 362 mi | -US$ 10,6 mi | -3% | 1,86% | 115% | 26 | 30,77% | 3,8 |
|
| 3878 |
3878
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 362 mi | +US$ 28,1 mi | +8% | 6,13% | – | 17 | 5,88% | 3,5 |
|
| 3879 |
3879
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 362 mi | +US$ 38,7 mi | +12% | 5,55% | 133% | 184 | 21,74% | 1,5 |
|
| 3880 |
CA
3880
Crumly & Associates
Springfield,
Illinois
| US$ 362 mi | +US$ 14,5 mi | +4% | 5,56% | 58,1% | 157 | 18,47% | 2 |
|
| 3881 |
3881
Winch Advisory Services
Appleton,
Wisconsin
| US$ 362 mi | +US$ 11,9 mi | +3% | 3,83% | 92,4% | 498 | 13,45% | 4,8 |
|
| 3882 |
3882
Monument Capital Management
Alexandria,
Virginia
| US$ 362 mi | +US$ 21,7 mi | +6% | 9,96% | 170% | 214 | 26,17% | 2 |
|
| 3883 |
3883
Keystone Wealth Services
Palm Desert,
California
| US$ 362 mi | +US$ 40,2 mi | +12% | 4,71% | 91,1% | 262 | 15,27% | 1,7 |
|
| 3884 |
3884
P/E Global LLC
Boston,
Massachusetts
| US$ 361 mi | -US$ 6,72 mi | -2% | 5,57% | 49% | 3 | 0% | 1,2 |
|
| 3885 |
EGA
3885
E&G Advisors
Houston,
Texas
| US$ 361 mi | +US$ 21,2 mi | +6% | 5,15% | 97,7% | 222 | 9,01% | 2,4 |
|
| 3886 |
3886
Meteora Capital
Boca Raton,
Florida
| US$ 361 mi | -US$ 186 mi | -34% | 1,97% | 56,9% | 304 | 47,37% | 0,9 |
|
| 3887 |
3887
Old Port Advisors
Portland,
Maine
| US$ 360 mi | +US$ 25,1 mi | +8% | 7,5% | 114% | 241 | 7,88% | 3,9 |
|
| 3888 |
3888
Addison Advisors
Middlebury,
Vermont
| US$ 360 mi | +US$ 50,1 mi | +16% | 5,88% | 54,5% | 867 | 14,3% | 2,2 |
|
| 3889 |
3889
Madrona Financial Services
Everett,
Washington
| US$ 360 mi | +US$ 34,3 mi | +11% | 4,47% | 85,1% | 115 | 14,78% | 2,5 |
|
| 3890 |
3890
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 360 mi | +US$ 25,6 mi | +8% | 5,11% | 46,1% | 50 | 4% | 2,7 |
|
| 3891 |
3891
WR Wealth Planners
Columbia,
Missouri
| US$ 360 mi | +US$ 31,7 mi | +10% | 6,09% | 22,1% | 1.223 | 13,16% | 0,7 |
|
| 3892 |
3892
ClearAlpha Technologies
Greenwich,
Connecticut
| US$ 359 mi | +US$ 57,3 mi | +19% | 6,5% | – | 336 | 70,24% | 0,2 |
|
| 3893 |
3893
Founders Financial Alliance
Raleigh,
North Carolina
| US$ 359 mi | +US$ 22 mi | +7% | 6,38% | 84,9% | 600 | 8,67% | 2,6 |
|
| 3894 |
3894
Landaas & Company
Milwaukee,
Wisconsin
| US$ 359 mi | +US$ 31 mi | +9% | 5,99% | 68,3% | 92 | 13,04% | 3,4 |
|
| 3895 |
3895
Hourglass Capital
Houston,
Texas
| US$ 359 mi | +US$ 22,7 mi | +7% | 8,55% | 94,4% | 108 | 6,48% | 5,5 |
|
| 3896 |
3896
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 359 mi | +US$ 74,5 mi | +26% | 5,78% | 45,3% | 161 | 36,02% | 1,1 |
|
| 3897 |
3897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 359 mi | +US$ 54,1 mi | +18% | 9,21% | 155% | 107 | 15,89% | 2 |
|
| 3898 |
3898
SimplyRich
Carlsbad,
California
| US$ 359 mi | +US$ 42,7 mi | +14% | 6,75% | 105% | 229 | 25,76% | 2,8 |
|
| 3899 |
3899
Rothschild Capital Partners
New York
| US$ 359 mi | +US$ 8,54 mi | +2% | 4,26% | 90,8% | 49 | 4,08% | 3,6 |
|
| 3900 |
3900
Zeno Equity Partners
London,
United Kingdom
| US$ 359 mi | -US$ 17,3 mi | -5% | 4,67% | – | 17 | 23,53% | 0,6 |
|