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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
NWK Group
San Francisco,
California
| US$ 171 mi | +US$ 16,8 mi | +11% | 18,2% | 268% | 75 | 21,33% | 2,3 |
|
| 5127 |
5127
Crestmont Private Wealth
Houston,
Texas
| US$ 171 mi | +US$ 17,6 mi | +12% | 4,72% | 54,8% | 52 | 13,46% | 0,8 |
|
| 5128 |
5128
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 171 mi | +US$ 31 mi | +22% | 5,5% | 173% | 53 | 50,94% | 0,8 |
|
| 5129 |
5129
Fortis Capital Advisors
Prairie Village,
Kansas
| US$ 171 mi | -US$ 16,4 mi | -9% | 11,9% | 127% | 660 | 85% | 0,5 |
|
| 5130 |
5130
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 170 mi | +US$ 11,1 mi | +7% | 3,21% | 62,1% | 43 | 9,3% | 2,1 |
|
| 5131 |
5131
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 170 mi | +US$ 11,8 mi | +7% | 8,77% | 120% | 142 | 10,56% | 1,9 |
|
| 5132 |
5132
Provence Wealth Management Group
Irvine,
California
| US$ 170 mi | +US$ 20,1 mi | +13% | 11,5% | – | 160 | 24,38% | 0,6 |
|
| 5133 |
5133
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 170 mi | +US$ 4,77 mi | +3% | 4,85% | 59% | 40 | 5% | 4,4 |
|
| 5134 |
5134
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$ 170 mi | +US$ 34,5 mi | +25% | 5,17% | 62,6% | 72 | 11,11% | 0,5 |
|
| 5135 |
5135
Ruedi Wealth Management
Champaign,
Illinois
| US$ 170 mi | +US$ 14,5 mi | +9% | 4,34% | 44,9% | 266 | 18,05% | 0,5 |
|
| 5136 |
5136
CNB Bank
Clearfield,
Pennsylvania
| US$ 170 mi | +US$ 5,7 mi | +3% | 6,59% | 91,6% | 494 | 13,16% | 3,6 |
|
| 5137 |
5137
Heritage Wealth Partners
Dublin,
Ohio
| US$ 170 mi | +US$ 43,5 mi | +34% | 2,23% | – | 69 | 43,48% | 0,1 |
|
| 5138 |
5138
Peninsula Asset Management
Bradenton,
Florida
| US$ 170 mi | +US$ 10,1 mi | +6% | 7,64% | 44,1% | 42 | 2,38% | 7,5 |
|
| 5139 |
5139
Tradewinds LLC
Raleigh,
North Carolina
| US$ 170 mi | +US$ 4,7 mi | +3% | 7,38% | – | 128 | 25% | 0,3 |
|
| 5140 |
5140
Center Lake Capital Management
West Palm Beach,
Florida
| US$ 169 mi | +US$ 14,8 mi | +10% | 21,4% | 98,3% | 12 | 41,67% | 1,1 |
|
| 5141 |
5141
PFG Private Wealth Management
Lutz,
Florida
| US$ 169 mi | +US$ 12,1 mi | +8% | 3,65% | 52,6% | 297 | 8,42% | 1,6 |
|
| 5142 |
5142
First City Capital Management
Savannah,
Georgia
| US$ 169 mi | -US$ 1,61 mi | -0,9% | 5,16% | 76,5% | 180 | 11,67% | 5,4 |
|
| 5143 |
5143
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 169 mi | +US$ 640 mil | +0,4% | 4,72% | 58,7% | 48 | 2,08% | 3,6 |
|
| 5144 |
5144
Tikehau Investment Management
Paris,
France
| US$ 169 mi | -US$ 24,1 mi | -12% | 6% | 102% | 17 | 11,76% | 2,1 |
|
| 5145 |
5145
Planned Solutions
Folsom,
California
| US$ 169 mi | +US$ 11,4 mi | +7% | 5,39% | 68,3% | 82 | 7,32% | 1,9 |
|
| 5146 |
5146
Wick Capital Partners
Wayne,
Pennsylvania
| US$ 169 mi | -US$ 5,42 mi | -3% | 6,26% | 60% | 70 | 35,71% | 1 |
|
| 5147 |
5147
Varde Management
Minneapolis,
Minnesota
| US$ 169 mi | +US$ 31,2 mi | +23% | 1,55% | 149% | 9 | 44,44% | 1,2 |
|
| 5148 |
5148
Virtus ETF Advisers
New York
| US$ 169 mi | -US$ 13 mi | -7% | 5,59% | 177% | 495 | 23,23% | 2,1 |
|
| 5149 |
FFG
5149
Fortem Financial Group
Palm Desert,
California
| US$ 169 mi | +US$ 15,2 mi | +10% | 8,95% | 183% | 174 | 25,86% | 1,8 |
|
| 5150 |
5150
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 169 mi | +US$ 5,75 mi | +4% | 2,83% | 60% | 264 | 16,67% | 1,2 |
|