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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
CVS Health
Woonsocket,
Rhode Island
| US$ 212 mi | +US$ 18 mi | +9% | 9,48% | 50% | 6 | 0% | 2 |
|
| 5102 |
5102
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 212 mi | +US$ 11,4 mi | +6% | 6,15% | 52% | 115 | 27,83% | 0,9 |
|
| 5103 |
5103
Kercheville Advisors
San Antonio,
Texas
| US$ 212 mi | +US$ 33,7 mi | +19% | 15,5% | 261% | 95 | 24,21% | 1,9 |
|
| 5104 |
5104
Wela Strategies
Atlanta,
Georgia
| US$ 212 mi | +US$ 25,4 mi | +14% | 4,36% | 51,3% | 54 | 16,67% | 3 |
|
| 5105 |
5105
Richmond Hill Investments
New York
| US$ 212 mi | +US$ 9,11 mi | +4% | 5,15% | 55,2% | 4 | 0% | 6,1 |
|
| 5106 |
5106
IMA Advisory Services
Denver,
Colorado
| US$ 211 mi | +US$ 11,7 mi | +6% | 7,87% | 74,5% | 74 | 10,81% | 3,4 |
|
| 5107 |
5107
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 211 mi | +US$ 28 mi | +15% | 16,5% | 203% | 111 | 23,42% | 2 |
|
| 5108 |
5108
Evernest Financial Advisors
Carmel,
Indiana
| US$ 211 mi | +US$ 14,2 mi | +7% | 11,9% | – | 134 | 15,67% | 2 |
|
| 5109 |
5109
1776 Wealth
Atlanta,
Georgia
| US$ 211 mi | +US$ 9,6 mi | +5% | 6,23% | 90,4% | 138 | 5,8% | 2,3 |
|
| 5110 |
5110
Barrett & Company
Providence,
Rhode Island
| US$ 211 mi | +US$ 26,6 mi | +14% | 11,3% | 83,6% | 640 | 7,66% | 1,4 |
|
| 5111 |
FNWM
5111
Financial Network Wealth Management
Draper,
Utah
| US$ 211 mi | -US$ 19,8 mi | -9% | 10,5% | – | 111 | 63,96% | 2,3 |
|
| 5112 |
5112
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 211 mi | -US$ 52,1 mi | -20% | 0,87% | 89,7% | 52 | 15,38% | 2,6 |
|
| 5113 |
SFMG
5113
Sage Financial Management Group
Mclean,
Virginia
| US$ 211 mi | +US$ 24,8 mi | +13% | 6,11% | 51,6% | 53 | 15,09% | 0,6 |
|
| 5114 |
LAM
5114
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$ 211 mi | +US$ 27,9 mi | +15% | 16,2% | 124% | 46 | 2,17% | 2,5 |
|
| 5115 |
PWM
5115
Prosperity Wealth Management
San Ramon,
California
| US$ 211 mi | +US$ 57,2 mi | +37% | 13,5% | 175% | 212 | 52,36% | 0,5 |
|
| 5116 |
5116
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 211 mi | +US$ 29,8 mi | +16% | 14,9% | 158% | 183 | 31,69% | 2,5 |
|
| 5117 |
CAGAS
5117
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 211 mi | +US$ 24,3 mi | +13% | 10,2% | 54,8% | 146 | 2,74% | 2 |
|
| 5118 |
5118
Sachetta
Lynnfield,
Massachusetts
| US$ 211 mi | +US$ 6,06 mil | +0% | 7,13% | – | 1.151 | 0,17% | 0,2 |
|
| 5119 |
5119
Sterling Financial Group
Pasadena,
California
| US$ 211 mi | +US$ 42,1 mi | +25% | 4,8% | 49,6% | 68 | 14,71% | 0,9 |
|
| 5120 |
5120
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 210 mi | +US$ 11,4 mi | +6% | 5,8% | 86,2% | 86 | 12,79% | 3,5 |
|
| 5121 |
5121
Montis Financial
Waltham,
Massachusetts
| US$ 210 mi | +US$ 42,3 mi | +25% | 5,31% | 53,8% | 84 | 14,29% | 1,8 |
|
| 5122 |
5122
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$ 210 mi | -US$ 430 mil | -0,2% | 7,95% | 28,2% | 104 | 0,96% | 3,5 |
|
| 5123 |
5123
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$ 210 mi | +US$ 18,7 mi | +10% | 6,16% | 69,5% | 130 | 9,23% | 0,2 |
|
| 5124 |
5124
PCG Wealth Advisors
Overland Park,
Kansas
| US$ 210 mi | +US$ 31,3 mi | +17% | 8,46% | 87% | 119 | 18,49% | 1,4 |
|
| 5125 |
5125
Magnitude Capital
New York
| US$ 210 mi | -US$ 15,4 mi | -7% | 6,82% | – | 1 | 0% | 0,3 |
|