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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Wayfinding Financial
Lynnwood,
Washington
| US$ 107 mi | -US$ 6,7 mi | -6% | 5,58% | 68,3% | 94 | 27,66% | 0,6 |
|
| 5677 |
5677
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 107 mi | -US$ 77,6 mi | -42% | 5,83% | 60,9% | 63 | 25,4% | 1,4 |
|
| 5678 |
AIFAIM
5678
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 107 mi | -US$ 7,09 mi | -6% | 3,14% | 72,8% | 113 | 12,39% | 2,2 |
|
| 5679 |
5679
Walker Financial Services
Bowling Green,
Kentucky
| US$ 107 mi | +US$ 4,31 mi | +4% | 5,28% | 18,9% | 25 | 20% | 0,4 |
|
| 5680 |
5680
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 107 mi | -US$ 1,18 mi | -1% | 5,03% | 55% | 47 | 8,51% | 0,6 |
|
| 5681 |
5681
Asset Planning Corporation
Knoxville,
Tennessee
| US$ 107 mi | -US$ 8,24 mi | -7% | 5,62% | 44,5% | 36 | 11,11% | 1,5 |
|
| 5682 |
5682
Baker Hughes Holdings
Houston,
Texas
| US$ 107 mi | -US$ 51,2 mi | -32% | 31,5% | 38,6% | 1 | 0% | 1,8 |
|
| 5683 |
LAI
5683
Legal Advantage Investments
Los Altos Hills,
California
| US$ 107 mi | +US$ 4,14 mi | +4% | 4,42% | 116% | 83 | 19,28% | 1,2 |
|
| 5684 |
5684
Northland Capital Management
Virginia,
Minnesota
| US$ 107 mi | -US$ 2,1 mi | -2% | 6,96% | 37,5% | 30 | 50% | 0,3 |
|
| 5685 |
5685
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 106 mi | +US$ 10 mi | +10% | 8,52% | 56,4% | 38 | 31,58% | 1,2 |
|
| 5686 |
5686
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 106 mi | +US$ 9,6 mi | +10% | 3,72% | 117% | 236 | 88,14% | 0,2 |
|
| 5687 |
5687
PACK Private Wealth
Wayzata,
Minnesota
| US$ 106 mi | -US$ 3,26 mi | -3% | 5,78% | 52,8% | 35 | 0% | 0,7 |
|
| 5688 |
5688
Camelot Portfolios
Maumee,
Ohio
| US$ 106 mi | -US$ 60,1 mi | -36% | 6,28% | 41,3% | 220 | 29,09% | 3,7 |
|
| 5689 |
5689
Palmer Knight Company
Jacksonville,
Florida
| US$ 106 mi | +US$ 765 mil | +0,7% | 2,38% | 78,9% | 29 | 10,34% | 2,9 |
|
| 5690 |
5690
Stevard LLC
Chicago,
Illinois
| US$ 106 mi | – | – | 10,4% | – | 49 | – | 2 |
|
| 5691 |
5691
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 106 mi | -US$ 30,8 mi | -22% | 6,42% | 38,4% | 73 | 4,11% | 1,2 |
|
| 5692 |
5692
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 106 mi | -US$ 8,95 mi | -8% | 3,5% | 72,4% | 92 | 23,91% | 0,5 |
|
| 5693 |
5693
SWM Advisors
St. Petersburg,
Florida
| US$ 106 mi | -US$ 3,65 mi | -3% | 4,5% | – | 29 | 31,03% | 0,6 |
|
| 5694 |
5694
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 106 mi | -US$ 2,47 mi | -2% | 5,3% | 26% | 189 | 13,23% | 0,7 |
|
| 5695 |
5695
CEDRUS
Littleton,
Colorado
| US$ 106 mi | +US$ 3,45 mi | +3% | 4,48% | 19,8% | 139 | 14,39% | 0,6 |
|
| 5696 |
5696
Costello Asset Management
Feasterville,
Pennsylvania
| US$ 106 mi | -US$ 9,6 mi | -8% | 4,44% | 65,9% | 241 | 10,37% | 2 |
|
| 5697 |
5697
Morris Capital Advisors
Malvern,
Pennsylvania
| US$ 106 mi | -US$ 6,04 mi | -5% | 3,01% | 72,9% | 53 | 1,89% | 4,9 |
|
| 5698 |
BWIA
5698
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 106 mi | +US$ 46 mil | +0% | 4,96% | 66,3% | 41 | 14,63% | 0,6 |
|
| 5699 |
5699
Michael & Susan Dell Foundation
New York
| US$ 106 mi | -US$ 24,3 mi | -19% | 15,6% | 238% | 4 | 0% | 1,6 |
|
| 5700 |
5700
Insight Wealth Partners
Plano,
Texas
| US$ 106 mi | -US$ 27,1 mi | -20% | 1,78% | 63,2% | 61 | 8,2% | 1,9 |
|