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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$ 389 mi | +US$ 37,6 mi | +11% | 9,1% | 83,8% | 163 | 11,04% | 3,1 |
|
| 4127 |
4127
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 388 mi | +US$ 35 mi | +10% | 8,42% | 91,5% | 205 | 7,32% | 2,5 |
|
| 4128 |
PA
4128
PSI Advisors
Tampa,
Florida
| US$ 388 mi | +US$ 185 mi | +91% | 6,29% | 58,2% | 147 | 28,57% | 3 |
|
| 4129 |
NTCM
4129
Nine Ten Capital Management
Chicago,
Illinois
| US$ 388 mi | +US$ 51,9 mi | +15% | 21,2% | 166% | 9 | 0% | 4,4 |
|
| 4130 |
4130
Three Bridge Wealth Advisors
Los Altos,
California
| US$ 388 mi | +US$ 8,43 mi | +2% | 8,64% | 169% | 127 | 34,65% | 2,6 |
|
| 4131 |
IAA
4131
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 388 mi | +US$ 43 mi | +12% | 8,69% | 49,3% | 76 | 17,11% | 3,2 |
|
| 4132 |
4132
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 388 mi | +US$ 68,4 mi | +21% | 5,97% | 65,3% | 183 | 14,21% | 0,8 |
|
| 4133 |
4133
Rialto Wealth Management
Syracuse,
New York
| US$ 388 mi | +US$ 29,6 mi | +8% | 5,86% | – | 1.801 | 10,83% | 0,4 |
|
| 4134 |
4134
RFG Holdings
Argyle,
Texas
| US$ 388 mi | +US$ 42,4 mi | +12% | 6,94% | 74,2% | 66 | 18,18% | 1,6 |
|
| 4135 |
4135
Sherborne Investors Management
New York
| US$ 387 mi | -US$ 28 mi | -7% | 6,74% | 54,2% | 1 | 0% | 2,8 |
|
| 4136 |
4136
Westmount Partners
Los Angeles,
California
| US$ 387 mi | +US$ 23,1 mi | +6% | 10,5% | 101% | 258 | 10,08% | 2 |
|
| 4137 |
PA
4137
Paragon Advisors
College Station,
Texas
| US$ 387 mi | +US$ 4,01 mi | +1% | 8,65% | 109% | 87 | 18,39% | 2,2 |
|
| 4138 |
4138
Doliver Advisors
Houston,
Texas
| US$ 387 mi | +US$ 21,5 mi | +6% | 6,07% | 92,3% | 181 | 11,6% | 3,7 |
|
| 4139 |
4139
Elite Wealth Management
Kirkland,
Washington
| US$ 386 mi | +US$ 82,4 mi | +27% | 9,96% | 142% | 53 | 49,06% | 2,7 |
|
| 4140 |
4140
Tillman Hartley LLC
Denver,
Colorado
| US$ 386 mi | +US$ 32,6 mi | +9% | 5,72% | 46,6% | 96 | 13,54% | 2,2 |
|
| 4141 |
4141
Detalus Advisors
St. Louis,
Missouri
| US$ 386 mi | +US$ 41,3 mi | +12% | 7,5% | 75,7% | 182 | 9,34% | 2,9 |
|
| 4142 |
4142
Colony Family Offices
Charlotte,
North Carolina
| US$ 386 mi | -US$ 549 mil | -0,1% | 6,87% | 53,9% | 68 | 4,41% | 2,6 |
|
| 4143 |
4143
Kelly Financial Services
Braintree,
Massachusetts
| US$ 386 mi | +US$ 46,7 mi | +14% | 7,03% | 64,3% | 124 | 14,52% | 3,4 |
|
| 4144 |
4144
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 386 mi | +US$ 32,1 mi | +9% | 6,33% | 60,7% | 132 | 13,64% | 4,3 |
|
| 4145 |
4145
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 386 mi | +US$ 19 mi | +5% | 6,82% | 67,5% | 362 | 71,27% | 3 |
|
| 4146 |
IFS
4146
Ifrah Financial Services
Little Rock,
Arkansas
| US$ 386 mi | +US$ 19,5 mi | +5% | 6,61% | 64,1% | 208 | 6,73% | 5,4 |
|
| 4147 |
4147
Golden Reserve Retirement
Dublin,
Ohio
| US$ 385 mi | +US$ 73,7 mi | +24% | 8,04% | – | 28 | 64,29% | 0,2 |
|
| 4148 |
4148
Leverty Financial Group
Hudson,
Wisconsin
| US$ 385 mi | +US$ 50,3 mi | +15% | 6,13% | 57,3% | 47 | 12,77% | 1,9 |
|
| 4149 |
4149
tru Independence
Portland,
Oregon
| US$ 385 mi | +US$ 39,1 mi | +11% | 7,83% | 67,4% | 127 | 7,09% | 3 |
|
| 4150 |
4150
Xcel Wealth Management
Holly Hill,
Florida
| US$ 385 mi | +US$ 33,4 mi | +9% | 9,18% | 98,8% | 142 | 11,97% | 3,7 |
|