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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 185 mi | +US$ 17 mi | +10% | 8,96% | 46,6% | 176 | 11,36% | 2,2 |
|
| 5252 |
5252
NKCFO LLC
Geneva,
Illinois
| US$ 185 mi | +US$ 4,43 mi | +2% | 11,5% | 237% | 92 | 39,13% | 1,6 |
|
| 5253 |
5253
Ausbil Investment Management
Sydney,
Australia
| US$ 185 mi | +US$ 23 mi | +14% | 12,6% | 115% | 62 | 24,19% | 0,6 |
|
| 5254 |
HWMA
5254
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| US$ 185 mi | – | – | 8,94% | – | 168 | – | 2,4 |
|
| 5255 |
5255
Napa Wealth Management
Napa,
California
| US$ 184 mi | – | – | 8,13% | – | 109 | – | 0 |
|
| 5256 |
5256
Lipe & Dalton
Syracuse,
New York
| US$ 184 mi | +US$ 18,1 mi | +11% | 13,1% | 101% | 107 | 9,35% | 5,1 |
|
| 5257 |
DA
5257
DCF Advisers
Greenwich,
Connecticut
| US$ 184 mi | +US$ 701 mil | +0,4% | 12,4% | 379% | 107 | 34,58% | 1,7 |
|
| 5258 |
5258
Grand Wealth Management
Grand Rapids,
Michigan
| US$ 184 mi | +US$ 20,9 mi | +13% | 9,65% | 54,1% | 78 | 16,67% | 1,3 |
|
| 5259 |
5259
Trellis Wealth Advisors
San Luis Obispo,
California
| US$ 184 mi | +US$ 25,2 mi | +16% | 10,9% | 62,2% | 38 | 15,79% | 0,8 |
|
| 5260 |
5260
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 184 mi | +US$ 16,9 mi | +10% | 7,58% | 47,9% | 109 | 23,85% | 2,3 |
|
| 5261 |
5261
Chartist Inc
Seal Beach,
California
| US$ 184 mi | +US$ 15,3 mi | +9% | 14,4% | – | 28 | 10,71% | 5,3 |
|
| 5262 |
AW
5262
Atlas Wealth
Cincinnati,
Ohio
| US$ 184 mi | -US$ 351 mi | -66% | 5,92% | 43,5% | 223 | 65,02% | 0,9 |
|
| 5263 |
5263
OnyxPoint Global Management
New York
| US$ 184 mi | -US$ 71 mi | -28% | 3,78% | 162% | 14 | 35,71% | 0,8 |
|
| 5264 |
5264
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 183 mi | +US$ 25,6 mi | +16% | 10,4% | 73,4% | 103 | 7,77% | 1,4 |
|
| 5265 |
5265
Towerpoint Wealth
Sacramento,
California
| US$ 183 mi | +US$ 15 mi | +9% | 9,77% | 67,7% | 84 | 15,48% | 3,5 |
|
| 5266 |
5266
Fortress Wealth Management
Culver City,
California
| US$ 183 mi | +US$ 28,8 mi | +19% | 7,89% | 52,1% | 72 | 27,78% | 1,3 |
|
| 5267 |
I2I
5267
Insight 2811 Inc
Chicago,
Illinois
| US$ 183 mi | +US$ 7,28 mi | +4% | 5,38% | 31,3% | 85 | 11,76% | 4,2 |
|
| 5268 |
5268
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 183 mi | +US$ 21,2 mi | +13% | 11,8% | 203% | 97 | 17,53% | 2,1 |
|
| 5269 |
5269
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 183 mi | +US$ 4,15 mi | +2% | 6,71% | 73,4% | 70 | 34,29% | 2,9 |
|
| 5270 |
5270
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| US$ 183 mi | +US$ 20,3 mi | +12% | 9,57% | – | 73 | 12,33% | 1,6 |
|
| 5271 |
SM
5271
Sciencast Management
Princeton,
New Jersey
| US$ 183 mi | -US$ 37,2 mi | -17% | 10,2% | 72,5% | 470 | 86,6% | 0,1 |
|
| 5272 |
LAM
5272
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$ 183 mi | +US$ 4,13 mi | +2% | 11,3% | 124% | 46 | 6,52% | 2,3 |
|
| 5273 |
5273
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 183 mi | +US$ 18,8 mi | +11% | 8,96% | 67,6% | 134 | 13,43% | 1,4 |
|
| 5274 |
5274
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 183 mi | +US$ 14,6 mi | +9% | 10% | 60% | 259 | 15,83% | 1,6 |
|
| 5275 |
AIC
5275
Anthracite Investment Company
Fort Worth,
Texas
| US$ 183 mi | – | – | 9,81% | – | 79 | – | 0 |
|