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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$ 199 mi | +US$ 14,8 mi | +8% | 5,12% | 46,6% | 180 | 10,56% | 2,3 |
|
| 5252 |
5252
Altus Wealth Group
Colorado Springs,
Colorado
| US$ 199 mi | +US$ 19 mi | +11% | 8,12% | 76,7% | 161 | 26,09% | 2 |
|
| 5253 |
5253
Leisure Capital Management
Costa Mesa,
California
| US$ 199 mi | +US$ 14,3 mi | +8% | 8,52% | 111% | 144 | 18,06% | 5 |
|
| 5254 |
5254
Ardent Capital Management
Cincinnati,
Ohio
| US$ 199 mi | +US$ 8,36 mi | +4% | 10,5% | 87,2% | 47 | 6,38% | 1,2 |
|
| 5255 |
5255
FIDELIS iM
Medford,
Oregon
| US$ 199 mi | +US$ 13,4 mi | +7% | 4,56% | 44,8% | 18 | 11,11% | 2,2 |
|
| 5256 |
5256
Towerpoint Wealth
Sacramento,
California
| US$ 199 mi | +US$ 15,6 mi | +9% | 7,17% | 67,7% | 86 | 11,63% | 3,5 |
|
| 5257 |
5257
WorthPointe
La Jolla,
California
| US$ 199 mi | +US$ 2,06 mi | +1% | 7,76% | 59,7% | 88 | 42,05% | 1,1 |
|
| 5258 |
5258
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 199 mi | +US$ 9,34 mi | +5% | 2,22% | 35,4% | 45 | 13,33% | 1,5 |
|
| 5259 |
5259
Sittner & Nelson
Eugene,
Oregon
| US$ 199 mi | +US$ 11,4 mi | +6% | 9,2% | 88,1% | 514 | 15,18% | 2,4 |
|
| 5260 |
5260
Act Wealth Management
Plano,
Texas
| US$ 198 mi | +US$ 13 mi | +7% | 6,69% | 70% | 50 | 22% | 2 |
|
| 5261 |
CNBT
5261
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 198 mi | +US$ 11,6 mi | +6% | 3,92% | 38,5% | 62 | 4,84% | 3,4 |
|
| 5262 |
5262
Claris Advisors
St. Louis,
Missouri
| US$ 198 mi | +US$ 17,6 mi | +10% | 7,08% | 65,7% | 59 | 15,25% | 1,4 |
|
| 5263 |
5263
Acuitas Investments
Seattle,
Washington
| US$ 198 mi | +US$ 6,73 mi | +4% | 12,2% | 120% | 139 | 27,34% | 0,7 |
|
| 5264 |
5264
Luken Investment Analytics
Brentwood,
Tennessee
| US$ 198 mi | +US$ 12,8 mi | +7% | 4,41% | 51% | 136 | 8,09% | 2,4 |
|
| 5265 |
5265
Boothe Investment Group
Dover,
Delaware
| US$ 198 mi | -US$ 23,3 mi | -11% | 5,38% | 75,6% | 38 | 13,16% | 2 |
|
| 5266 |
5266
Silphium Asset Management
London,
United Kingdom
| US$ 198 mi | +US$ 10,2 mi | +5% | 14,6% | 118% | 55 | 43,64% | 0,7 |
|
| 5267 |
5267
Weitzel Financial Services
Dubuque,
Iowa
| US$ 198 mi | +US$ 11,6 mi | +6% | 4,9% | 46,3% | 43 | 13,95% | 2,2 |
|
| 5268 |
5268
Foresite Capital Management IV
Larkspur,
California
| US$ 198 mi | +US$ 40,5 mil | +0% | 5,39% | 151% | 5 | 0% | 3 |
|
| 5269 |
5269
APEIRON Capital Ltd
Hong Kong
| US$ 198 mi | +US$ 130 mi | +191% | 44,4% | 362% | 14 | 57,14% | 0,8 |
|
| 5270 |
5270
Old West Investment Management
Los Angeles,
California
| US$ 198 mi | +US$ 3,25 mi | +2% | 3,29% | 242% | 55 | 32,73% | 2,6 |
|
| 5271 |
5271
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 198 mi | +US$ 14,9 mi | +8% | 7,87% | 64,8% | 81 | 12,35% | 3,1 |
|
| 5272 |
5272
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 198 mi | +US$ 53,5 mi | +37% | 13,7% | 81% | 36 | 36,11% | 1,2 |
|
| 5273 |
5273
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 198 mi | +US$ 23 mi | +13% | 12,6% | – | 486 | 19,55% | 0,7 |
|
| 5274 |
LFP
5274
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 198 mi | +US$ 17,6 mi | +10% | 7,82% | 65,4% | 69 | 11,59% | 0,4 |
|
| 5275 |
5275
Plum Street Advisors
New Orleans,
Louisiana
| US$ 197 mi | +US$ 47,3 mi | +32% | 5,44% | – | 85 | 31,76% | 0,2 |
|