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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Castle Wealth Management
West Palm Beach,
Florida
| US$ 296 mi | +US$ 20,9 mi | +8% | 6,55% | 53,6% | 133 | 11,28% | 2,3 |
|
| 4877 |
4877
Tranquility Partners
Brentwood,
Tennessee
| US$ 296 mi | +US$ 16,2 mi | +6% | 7,42% | 77,3% | 242 | 12,4% | 3,6 |
|
| 4878 |
4878
Team Hewins
Redwood City,
California
| US$ 296 mi | +US$ 18,8 mi | +7% | 7,57% | 60,5% | 39 | 12,82% | 1,5 |
|
| 4879 |
4879
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 296 mi | +US$ 36,9 mi | +14% | 5,87% | – | 719 | 15,99% | 1,2 |
|
| 4880 |
4880
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 296 mi | +US$ 44,5 mi | +18% | 5,61% | 50,5% | 91 | 10,99% | 1,3 |
|
| 4881 |
4881
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 296 mi | +US$ 18,4 mi | +7% | 9,13% | 83,1% | 183 | 21,86% | 1,7 |
|
| 4882 |
4882
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$ 296 mi | +US$ 27,6 mi | +10% | 11,4% | 122% | 136 | 5,88% | 1,8 |
|
| 4883 |
4883
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 296 mi | +US$ 32 mi | +12% | 6,04% | 63,9% | 92 | 9,78% | 3,3 |
|
| 4884 |
4884
Alpine Investment Management
Hong Kong
| US$ 295 mi | -US$ 36,1 mi | -11% | 18,2% | 33,7% | 10 | 70% | 0,4 |
|
| 4885 |
4885
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 295 mi | +US$ 23,4 mi | +9% | 8,11% | 97,3% | 125 | 10,4% | 2,3 |
|
| 4886 |
ISFAN
4886
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$ 295 mi | +US$ 25,9 mi | +10% | 7,13% | – | 243 | 12,35% | 0,6 |
|
| 4887 |
4887
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 295 mi | +US$ 26,6 mi | +10% | 7,79% | 105% | 263 | 11,03% | 2,9 |
|
| 4888 |
4888
Royal Harbor Partners
Houston,
Texas
| US$ 295 mi | +US$ 21,2 mi | +8% | 5,88% | 54,6% | 52 | 9,62% | 2,1 |
|
| 4889 |
4889
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 295 mi | +US$ 17,9 mi | +6% | 6,53% | 62,5% | 1.023 | 6,35% | 1,9 |
|
| 4890 |
4890
44 Wealth Management
Eugene,
Oregon
| US$ 295 mi | +US$ 12,3 mi | +4% | 5,52% | – | 219 | 22,37% | 2,4 |
|
| 4891 |
PWM
4891
Prosperity Wealth Management
San Ramon,
California
| US$ 295 mi | +US$ 24,8 mi | +9% | 10,7% | 175% | 292 | 37,33% | 1 |
|
| 4892 |
EL
4892
EQ LLC
Bellevue,
Washington
| US$ 295 mi | +US$ 37 mi | +14% | 8,11% | 72,9% | 76 | 7,89% | 2,3 |
|
| 4893 |
IP
4893
Indigo Partners
Phoenix,
Arizona
| US$ 294 mi | +US$ 76,8 mi | +35% | 37% | 2,56% | 2 | 0% | 4,3 |
|
| 4894 |
4894
Sensible Money
Scottsdale,
Arizona
| US$ 294 mi | +US$ 30,4 mi | +12% | 7,87% | 69,1% | 92 | 9,78% | 2,2 |
|
| 4895 |
4895
Ping Capital Management
New York
| US$ 294 mi | -US$ 117 mi | -28% | 12,1% | – | 80 | 18,75% | 0,9 |
|
| 4896 |
4896
Commonwealth Retirement Investments
Richmond,
Virginia
| US$ 294 mi | +US$ 31,2 mi | +12% | 8,24% | 96,7% | 122 | 11,48% | 1,6 |
|
| 4897 |
4897
Prevatt Capital
Nassau,
Bahamas
| US$ 294 mi | +US$ 2,66 mi | +0,9% | 4,91% | – | 11 | 18,18% | 1,7 |
|
| 4898 |
4898
NWK Group
San Francisco,
California
| US$ 294 mi | +US$ 9,28 mi | +3% | 11,9% | 268% | 77 | 24,68% | 3,2 |
|
| 4899 |
4899
TSA Wealth Management
Houston,
Texas
| US$ 294 mi | +US$ 20,2 mi | +7% | 6,57% | 62,4% | 91 | 8,79% | 1,1 |
|
| 4900 |
4900
Arch Capital Group
Pembroke,
Bermuda
| US$ 294 mi | +US$ 507 mil | +0,2% | 0,17% | 3,08% | 4 | 0% | 3,1 |
|