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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 247 mi | +US$ 19,9 mi | +9% | 5,8% | 56,9% | 35 | 0% | 3,2 |
|
| 4202 |
SWG
4202
Summit Wealth Group
White River Junction,
Vermont
| US$ 247 mi | +US$ 243 mi | +5.797% | 3,5% | 53% | 270 | 71,48% | 0,8 |
|
| 4203 |
4203
Hemington Wealth Management
Falls Church,
Virginia
| US$ 247 mi | -US$ 1,11 mi | -0,4% | 7,61% | 76,1% | 106 | 7,55% | 1,9 |
|
| 4204 |
IBOK
4204
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 247 mi | +US$ 16,7 mi | +7% | 5,81% | 94,3% | 529 | 22,5% | 3,1 |
|
| 4205 |
4205
True Wind Capital Management
San Francisco,
California
| US$ 247 mi | +US$ 46,5 mi | +23% | 25,4% | 59,6% | 3 | 0% | 1,5 |
|
| 4206 |
GWA
4206
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 247 mi | +US$ 71,5 mi | +41% | 5,3% | 25,9% | 142 | 58,45% | 0,7 |
|
| 4207 |
4207
Manchester Global Management
London,
United Kingdom
| US$ 247 mi | -US$ 32,3 mi | -12% | 8,03% | 156% | 21 | 23,81% | 0,4 |
|
| 4208 |
4208
Centerpoint Advisors
Needham,
Massachusetts
| US$ 246 mi | +US$ 16,7 mi | +7% | 7,67% | 74,2% | 632 | 6,96% | 1,9 |
|
| 4209 |
4209
Martin Capital Partners
Eugene,
Oregon
| US$ 246 mi | +US$ 5,85 mi | +2% | 1,1% | 42,3% | 76 | 13,16% | 3,4 |
|
| 4210 |
4210
Aristides Capital
Louisville,
Kentucky
| US$ 246 mi | +US$ 58,7 mi | +31% | 5,97% | 126% | 211 | 30,33% | 1,3 |
|
| 4211 |
4211
EnCap Flatrock Midstream Fund III
San Antonio,
Texas
| US$ 245 mi | – | – | 1,84% | – | 1 | – | 0 |
|
| 4212 |
4212
High Note Wealth
Deephaven,
Minnesota
| US$ 245 mi | +US$ 2,8 mi | +1% | 6,31% | 82,8% | 97 | 9,28% | 1,8 |
|
| 4213 |
4213
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 245 mi | +US$ 9,7 mi | +4% | 3,52% | 47,9% | 178 | 14,04% | 2,1 |
|
| 4214 |
4214
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 245 mi | +US$ 10,8 mi | +5% | 4,53% | 67,5% | 107 | 30,84% | 1,8 |
|
| 4215 |
4215
Triune Financial Partners
Overland Park,
Kansas
| US$ 245 mi | +US$ 19,3 mi | +9% | 4,16% | 61,6% | 32 | 12,5% | 1,3 |
|
| 4216 |
ACM
4216
AIGH Capital Management
Baltimore,
Maryland
| US$ 245 mi | -US$ 26,3 mi | -10% | 13,5% | 3.007% | 62 | 38,71% | 0,8 |
|
| 4217 |
RFG
4217
RFP Financial Group
Atlanta,
Georgia
| US$ 245 mi | +US$ 158 mi | +182% | 5,36% | 53,2% | 980 | 25,92% | 0,4 |
|
| 4218 |
4218
Private Wealth Advisors (California)
Fresno,
California
| US$ 245 mi | +US$ 6,99 mi | +3% | 2,39% | 63,6% | 86 | 13,95% | 2,6 |
|
| 4219 |
E
4219
ETFidea
Syracuse,
New York
| US$ 245 mi | +US$ 15,6 mi | +7% | 5,63% | 22,7% | 108 | 6,48% | 1,3 |
|
| 4220 |
4220
VisionPoint Advisory Group
Dallas,
Texas
| US$ 245 mi | +US$ 17,9 mi | +8% | 4,15% | 79,3% | 649 | 76,43% | 0,3 |
|
| 4221 |
4221
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 244 mi | – | – | 5,11% | 65,4% | 95 | – | 0 |
|
| 4222 |
4222
First Citizens Asset Management
Raleigh,
North Carolina
| US$ 244 mi | +US$ 3,73 mi | +2% | 3,73% | 44,2% | 36 | 8,33% | 0,6 |
|
| 4223 |
4223
FC Advisory
West Chester,
Pennsylvania
| US$ 244 mi | +US$ 18 mi | +8% | 4,27% | 46,6% | 94 | 7,45% | 3,9 |
|
| 4224 |
4224
Brown Shipley & Co
London,
United Kingdom
| US$ 244 mi | +US$ 89,1 mi | +57% | 12,7% | 125% | 144 | 31,25% | 0,2 |
|
| 4225 |
4225
Bordeaux Wealth Advisors
Menlo Park,
California
| US$ 244 mi | +US$ 49,9 mi | +26% | 13,8% | 141% | 113 | 22,12% | 1,4 |
|