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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
LW
4526
Libra Wealth
Los Gatos,
California
| US$ 391 mi | +US$ 36,4 mi | +10% | 11,2% | 58,2% | 72 | 11,11% | 2,9 |
|
| 4527 |
OFA
4527
Oak Family Advisors
Chicago,
Illinois
| US$ 391 mi | +US$ 35,8 mi | +10% | 12,6% | 83,5% | 130 | 25,38% | 2,5 |
|
| 4528 |
PWAC
4528
Private Wealth Advisors (California)
Fresno,
California
| US$ 391 mi | +US$ 35,3 mi | +10% | 8,03% | 63,6% | 111 | 28,83% | 3,4 |
|
| 4529 |
SHFA
4529
SS&H Financial Advisors
Troy,
Michigan
| US$ 391 mi | – | – | 30,6% | – | 130 | – | 3,3 |
|
| 4530 |
FWM
4530
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 391 mi | +US$ 38,4 mi | +11% | 9,9% | 44,6% | 82 | 15,85% | 3,2 |
|
| 4531 |
AIM
4531
Access Investment Management
Atlanta,
Georgia
| US$ 391 mi | +US$ 15 mi | +4% | 15,3% | – | 163 | 15,34% | 1,6 |
|
| 4532 |
LC
4532
Legacy CG
Plano,
Texas
| US$ 391 mi | +US$ 30,6 mi | +8% | 13,9% | 61,2% | 52 | 26,92% | 1,6 |
|
| 4533 |
DAL
4533
Delta Air Lines
Atlanta,
Georgia
| US$ 391 mi | +US$ 12,8 mi | +3% | 5,06% | 5,3% | 3 | 0% | 2,8 |
|
| 4534 |
FAFC
4534
First American Financial Corporation
Santa Ana,
California
| US$ 390 mi | +US$ 20,6 mi | +6% | 13% | – | 3 | 0% | 2,5 |
|
| 4535 |
WFA
4535
Websterrogers Financial Advisors
Florence,
South Carolina
| US$ 390 mi | +US$ 40,9 mi | +12% | 8,92% | 42,9% | 103 | 7,77% | 2,8 |
|
| 4536 |
QPW
4536
Quantum Private Wealth
Tampa,
Florida
| US$ 390 mi | +US$ 66,5 mi | +21% | 40,4% | 219% | 184 | 17,39% | 2,8 |
|
| 4537 |
FAL
4537
Focused Alpha LLC
Denver,
Colorado
| US$ 390 mi | +US$ 66,5 mi | +21% | 16,5% | – | 290 | 23,79% | 0,4 |
|
| 4538 |
HIA
4538
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 390 mi | +US$ 38,5 mi | +11% | 8,97% | 57,4% | 92 | 10,87% | 2,2 |
|
| 4539 |
CVA
4539
Central Valley Advisors
Sacramento,
California
| US$ 390 mi | +US$ 23,4 mi | +6% | 10,7% | – | 201 | 10,95% | 1,4 |
|
| 4540 |
AR
4540
Apeiron RIA
Dallas,
Texas
| US$ 390 mi | -US$ 41,6 mi | -10% | 11,2% | 68,5% | 216 | 30,56% | 2,6 |
|
| 4541 |
LWM
4541
LongView Wealth Management
Atlanta,
Georgia
| US$ 390 mi | -US$ 8,26 mi | -2% | 11,9% | – | 261 | 18,39% | 1,7 |
|
| 4542 |
CC
4542
Checkpoint Capital
San Francisco,
California
| US$ 390 mi | +US$ 111 mi | +40% | 39,9% | – | 8 | 25% | 1,5 |
|
| 4543 |
LWMM
4543
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 390 mi | +US$ 38,7 mi | +11% | 18,4% | 89,1% | 121 | 18,18% | 3,1 |
|
| 4544 |
SMG
4544
Smart Money Group
Eastland,
Texas
| US$ 390 mi | +US$ 45,8 mi | +13% | 12,6% | 58,9% | 88 | 6,82% | 3,2 |
|
| 4545 |
SACTSONJ
4545
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 389 mi | +US$ 34,6 mi | +10% | 28,4% | 147% | 309 | 7,44% | 4,2 |
|
| 4546 |
NFP
4546
Narus Financial Partners
Salt Lake City,
Utah
| US$ 389 mi | +US$ 7,72 mi | +2% | 4,57% | 88,9% | 185 | 16,76% | 3,8 |
|
| 4547 |
TCOO
4547
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 389 mi | +US$ 45,9 mi | +13% | 20,7% | 101% | 153 | 17,65% | 5,9 |
|
| 4548 |
TFA
4548
Trinity Financial Advisors
Columbus,
Ohio
| US$ 389 mi | +US$ 37,9 mi | +11% | 12% | 74,5% | 97 | 10,31% | 2,8 |
|
| 4549 |
CWM
4549
Cedar Wealth Management
Walnut Creek,
California
| US$ 389 mi | +US$ 45,4 mi | +13% | 14,4% | 68,1% | 103 | 24,27% | 4,5 |
|
| 4550 |
SCA
4550
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 389 mi | +US$ 12,9 mi | +3% | 13,3% | 77,5% | 83 | 7,23% | 3,8 |
|