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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 103 mi | -US$ 14,8 mi | -13% | 16,1% | 58,3% | 33 | 18,18% | 1,9 |
|
| 5902 |
5902
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 103 mi | -US$ 23,9 mi | -19% | 14% | 107% | 132 | 18,94% | 0,5 |
|
| 5903 |
5903
CEDRUS
Littleton,
Colorado
| US$ 103 mi | -US$ 8,32 mi | -8% | 13,9% | 19,8% | 172 | 39,53% | 0,4 |
|
| 5904 |
LAI
5904
Legal Advantage Investments
Los Altos Hills,
California
| US$ 103 mi | -US$ 30,4 mi | -23% | 17,4% | 116% | 89 | 32,58% | 1,1 |
|
| 5905 |
LFGH
5905
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 103 mi | -US$ 44,2 mi | -30% | 11% | 12,9% | 41 | 26,83% | 1,5 |
|
| 5906 |
5906
Penobscot Wealth Management
Portland,
Maine
| US$ 103 mi | -US$ 8,71 mi | -8% | 14,5% | 56,7% | 70 | 20% | 0,7 |
|
| 5907 |
5907
Lakehouse Capital
Sydney NSW,
Australia
| US$ 103 mi | -US$ 51,5 mi | -33% | 23,9% | 87,4% | 14 | 0% | 1,8 |
|
| 5908 |
5908
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$ 103 mi | -US$ 34,7 mi | -25% | 21,8% | 91,4% | 229 | 11,79% | 0,5 |
|
| 5909 |
5909
Future Financial Wealth Management
Cincinnati,
Ohio
| US$ 102 mi | -US$ 18,2 mi | -15% | 13,1% | 65,2% | 540 | 75,56% | 1,2 |
|
| 5910 |
5910
Unison Asset Management
North Miami Beach,
Florida
| US$ 102 mi | -US$ 14,1 mi | -12% | 14,2% | 81,4% | 25 | 0% | 1,5 |
|
| 5911 |
5911
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 102 mi | -US$ 17,7 mi | -15% | 11,3% | 48,5% | 58 | 17,24% | 1,2 |
|
| 5912 |
5912
EDMP Inc
Lutz,
Florida
| US$ 102 mi | -US$ 4,09 mi | -4% | 7,51% | 78% | 61 | 6,56% | 3,8 |
|
| 5913 |
5913
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 102 mi | -US$ 21,6 mi | -17% | 14,9% | 134% | 104 | 14,42% | 0,5 |
|
| 5914 |
MCM
5914
Magnolia Capital Management
Cold Spring,
New York
| US$ 102 mi | -US$ 18,4 mi | -15% | 13,6% | 85,9% | 124 | 4,03% | 1,1 |
|
| 5915 |
5915
Safir Wealth Advisors
Greenland,
New Hampshire
| US$ 102 mi | -US$ 17,6 mi | -15% | 11,1% | 52,1% | 17 | 17,65% | 1,3 |
|
| 5916 |
5916
Buttonwood Financial Group
Kansas City,
Missouri
| US$ 102 mi | -US$ 32,4 mi | -24% | 14,3% | 77,9% | 23 | 30,43% | 0,2 |
|
| 5917 |
5917
Integrity Advisory
Overland Park,
Kansas
| US$ 102 mi | +US$ 235 mil | +0,2% | 13,2% | – | 87 | 24,14% | 0,2 |
|
| 5918 |
5918
Straight Path Wealth Management
Jenison,
Michigan
| US$ 102 mi | -US$ 16 mi | -14% | 18,1% | 70,4% | 78 | 17,95% | 0,4 |
|
| 5919 |
5919
Cynosure Group
Salt Lake City,
Utah
| US$ 102 mi | -US$ 22,3 mi | -18% | 17,4% | 56,8% | 45 | 48,89% | 1,2 |
|
| 5920 |
5920
Fortis Capital Management
Bellevue,
Washington
| US$ 102 mi | -US$ 94,1 mi | -48% | 16% | 82% | 102 | 38,24% | 1,3 |
|
| 5921 |
5921
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 102 mi | -US$ 60,1 mi | -37% | 6,84% | 401% | 80 | 41,25% | 2,3 |
|
| 5922 |
5922
Empirical Capital Management
Hendersonville,
Tennessee
| US$ 102 mi | -US$ 3,88 mi | -4% | 17,4% | – | 28 | 25% | 1,7 |
|
| 5923 |
5923
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 102 mi | -US$ 24,2 mi | -19% | 17,3% | 72% | 118 | 15,25% | 1,5 |
|
| 5924 |
5924
LCM Capital Management
Chicago,
Illinois
| US$ 102 mi | -US$ 22,4 mi | -18% | 15,1% | 128% | 96 | 11,46% | 1,3 |
|
| 5925 |
5925
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 101 mi | +US$ 4,69 mi | +5% | 13,8% | 60,1% | 120 | 33,33% | 1 |
|