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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Peak Financial Advisors
Denver,
Colorado
| US$ 192 mi | -US$ 2,19 mi | -1% | 1,91% | 39,1% | 88 | 31,82% | 1,2 |
|
| 5802 |
5802
Finley Financial
Las Vegas,
Nevada
| US$ 192 mi | – | – | 0,48% | – | 122 | – | 0 |
|
| 5803 |
5803
Moser Wealth Advisors
Bellevue,
Washington
| US$ 192 mi | -US$ 708 mil | -0,4% | 1,49% | – | 143 | 6,99% | 3,6 |
|
| 5804 |
5804
Gordian Capital (Singapore)
Singapore
| US$ 192 mi | -US$ 71,9 mi | -27% | 9,3% | 321% | 220 | 41,36% | 1,5 |
|
| 5805 |
CSA
5805
Cottage Street Advisors
Marion,
Massachusetts
| US$ 192 mi | +US$ 8,43 mi | +5% | 4,1% | 95,8% | 117 | 11,97% | 2,6 |
|
| 5806 |
5806
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$ 192 mi | – | – | 1,14% | – | 118 | – | 0 |
|
| 5807 |
5807
Proactive Wealth Strategies
Marietta,
Georgia
| US$ 192 mi | +US$ 11,9 mi | +7% | 3,26% | – | 136 | 14,71% | 0,2 |
|
| 5808 |
VM
5808
VPR Management
Houston,
Texas
| US$ 192 mi | -US$ 95,1 mi | -33% | 8,58% | 54,5% | 56 | 1,79% | 3,5 |
|
| 5809 |
5809
Legacy Bridge
West Des Moines,
Iowa
| US$ 192 mi | +US$ 6,11 mi | +3% | 6,36% | 236% | 306 | 6,86% | 4 |
|
| 5810 |
5810
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 192 mi | +US$ 14,6 mi | +8% | 4,67% | – | 206 | 26,7% | 1,9 |
|
| 5811 |
5811
Alternative Investment Advisors
Maitland,
Florida
| US$ 192 mi | +US$ 1,48 mi | +0,8% | 0,59% | 78,6% | 58 | 18,97% | 0,9 |
|
| 5812 |
5812
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$ 192 mi | – | – | 2,94% | – | 628 | – | 0 |
|
| 5813 |
5813
Melia Wealth
Tulsa,
Oklahoma
| US$ 192 mi | -US$ 1,7 mi | -0,9% | 2,17% | – | 21 | 14,29% | 0,8 |
|
| 5814 |
5814
Adalta Capital Management
New York
| US$ 192 mi | -US$ 2,34 mi | -1% | 0,84% | 80,4% | 101 | 7,92% | 3,8 |
|
| 5815 |
5815
Richards, Merrill & Peterson
Spokane,
Washington
| US$ 191 mi | – | – | 3,31% | – | 502 | – | 0 |
|
| 5816 |
5816
Rings Capital Management
Chicago,
Illinois
| US$ 191 mi | -US$ 392 mil | -0,2% | 0,92% | 40,9% | 8 | 0% | 2,2 |
|
| 5817 |
5817
Owen LaRue
Elizabethtown,
Kentucky
| US$ 191 mi | +US$ 3,07 mi | +2% | 7,1% | 126% | 104 | 22,12% | 1,2 |
|
| 5818 |
5818
O'Connor Financial Group
Quincy,
Illinois
| US$ 191 mi | +US$ 1,02 mi | +0,5% | 1,4% | 48,4% | 58 | 10,34% | 1,3 |
|
| 5819 |
5819
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 191 mi | -US$ 6,3 mi | -3% | 0,82% | 70,5% | 108 | 7,41% | 0,9 |
|
| 5820 |
GWA
5820
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 191 mi | -US$ 40,8 mi | -18% | 0,89% | 25,9% | 165 | 26,06% | 1,7 |
|
| 5821 |
5821
Element Wealth
Ridgeland,
Mississippi
| US$ 191 mi | +US$ 2,47 mi | +1% | 0,32% | 59,6% | 302 | 8,94% | 2,8 |
|
| 5822 |
5822
Cresta Advisors
Laredo,
Texas
| US$ 191 mi | US$ 0 | 0% | 0,03% | 66,8% | 50 | 0% | 1,6 |
|
| 5823 |
GPC
5823
Guardian Point Capital
Charlottesville,
Virginia
| US$ 191 mi | -US$ 148 mi | -44% | 14,7% | 142% | 12 | 50% | 2,8 |
|
| 5824 |
5824
Breed's Hill Capital
Charlestown,
Massachusetts
| US$ 191 mi | +US$ 69,2 mi | +57% | 2,8% | – | 139 | 30,94% | 0,6 |
|
| 5825 |
5825
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 191 mi | +US$ 19,2 mi | +11% | 0,89% | 53,7% | 86 | 23,26% | 2 |
|