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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 327 mi | +US$ 31,2 mi | +11% | 5,66% | 83,1% | 201 | 25,37% | 1,6 |
|
| 4752 |
4752
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 327 mi | +US$ 7,1 mi | +2% | 6,44% | – | 116 | 6,03% | 4,3 |
|
| 4753 |
4753
Somerset Trust
Somerset,
Pennsylvania
| US$ 327 mi | +US$ 2,97 mi | +0,9% | 2,06% | 80,5% | 186 | 6,45% | 5,4 |
|
| 4754 |
4754
Reston Wealth Management
Reston,
Virginia
| US$ 327 mi | +US$ 17,1 mi | +6% | 2,59% | 66,4% | 65 | 20% | 3,5 |
|
| 4755 |
4755
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$ 327 mi | -US$ 24 mi | -7% | 6,2% | 17,8% | 1 | 0% | 12,5 |
|
| 4756 |
4756
EdenTree Asset Management
London,
United Kingdom
| US$ 326 mi | -US$ 88,8 mi | -21% | 4,82% | 50,2% | 63 | 1,59% | 2,1 |
|
| 4757 |
4757
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$ 326 mi | +US$ 14,6 mi | +5% | 1,9% | – | 112 | 8,93% | 1,5 |
|
| 4758 |
4758
Uniting Wealth Partners
Mission,
Kansas
| US$ 326 mi | -US$ 97,5 mi | -23% | 4,51% | – | 210 | 32,38% | 0,6 |
|
| 4759 |
4759
Anchyra Partners
Atlanta,
Georgia
| US$ 326 mi | – | – | 3,05% | – | 259 | – | 0 |
|
| 4760 |
4760
Veery Capital
Wilmington,
Delaware
| US$ 326 mi | +US$ 9,07 mi | +3% | 2,19% | 63,4% | 99 | 10,1% | 3,1 |
|
| 4761 |
4761
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 326 mi | +US$ 20,6 mi | +7% | 2,44% | 104% | 227 | 8,81% | 2 |
|
| 4762 |
4762
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 325 mi | +US$ 28,2 mi | +10% | 2,34% | 57,4% | 77 | 3,9% | 2,2 |
|
| 4763 |
FNWM
4763
Financial Network Wealth Management
Draper,
Utah
| US$ 325 mi | +US$ 1,31 mi | +0,4% | 1,52% | – | 119 | 5,88% | 2,3 |
|
| 4764 |
4764
Knox Lane
San Francisco,
California
| US$ 325 mi | – | – | 15,8% | – | 1 | – | 0 |
|
| 4765 |
CIA
4765
Cape Investment Advisory
Mcdonough,
Georgia
| US$ 325 mi | +US$ 223 mi | +220% | 2,28% | 72,5% | 1.342 | 39,49% | 1,2 |
|
| 4766 |
4766
Centerpoint Advisors
Needham,
Massachusetts
| US$ 325 mi | +US$ 2,75 mi | +0,9% | 3,25% | 82,6% | 485 | 18,14% | 3,9 |
|
| 4767 |
4767
Tilson Financial Group
New Providence,
New Jersey
| US$ 325 mi | +US$ 20,7 mi | +7% | 1,71% | 39,3% | 83 | 7,23% | 1,6 |
|
| 4768 |
4768
Ferguson Shapiro
Decatur,
Georgia
| US$ 325 mi | +US$ 16,1 mi | +5% | 0,91% | 42,7% | 93 | 33,33% | 1,3 |
|
| 4769 |
PAM
4769
Pegasus Asset Management
Montebello,
New York
| US$ 325 mi | +US$ 13,2 mi | +4% | 4,22% | 101% | 72 | 9,72% | 5,2 |
|
| 4770 |
4770
Stiles Financial Services
Edina,
Minnesota
| US$ 325 mi | +US$ 7,68 mi | +2% | 4,18% | 144% | 179 | 5,59% | 2,9 |
|
| 4771 |
4771
Essential Partners
Rancho Santa Fe,
California
| US$ 325 mi | +US$ 21,6 mi | +7% | 6,42% | – | 2.947 | 15,44% | 0,4 |
|
| 4772 |
4772
Myriad Asset Management Advisors
West Palm Beach,
Florida
| US$ 325 mi | – | – | 5,66% | – | 48 | – | 0 |
|
| 4773 |
CM
4773
Cosmic Management
West Hollywood,
California
| US$ 325 mi | – | – | 16,6% | – | 4 | – | 0 |
|
| 4774 |
4774
Baron Wealth Management
Troy,
Michigan
| US$ 325 mi | +US$ 22,2 mi | +7% | 4,12% | 88,6% | 286 | 22,73% | 1,5 |
|
| 4775 |
4775
Financial Life Advisors
San Antonio,
Texas
| US$ 324 mi | +US$ 13 mi | +4% | 1,47% | 47% | 53 | 11,32% | 3,3 |
|