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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Founders Capital Management (Texas)
Houston,
Texas
| US$ 231 mi | +US$ 26,3 mi | +13% | 24,1% | 131% | 427 | 10,3% | 4,4 |
|
| 6102 |
LWA
6102
Legacy Wealth Advisors
Miami,
Florida
| US$ 231 mi | +US$ 35,1 mi | +18% | 12,8% | – | 155 | 34,19% | 0,3 |
|
| 6103 |
6103
PFG Private Wealth Management
Lutz,
Florida
| US$ 231 mi | -US$ 5,05 mi | -2% | 9,55% | 52,6% | 86 | 26,74% | 1,6 |
|
| 6104 |
6104
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 231 mi | +US$ 28,4 mi | +14% | 11,9% | 51,7% | 75 | 13,33% | 3,8 |
|
| 6105 |
6105
AGP Franklin
Franklin,
Tennessee
| US$ 231 mi | +US$ 30,4 mi | +15% | 24,1% | – | 107 | 26,17% | 1 |
|
| 6106 |
6106
Cooper Capital Advisors
Encinitas,
California
| US$ 231 mi | +US$ 87,7 mi | +61% | 17,1% | – | 44 | 27,27% | 0,9 |
|
| 6107 |
6107
Harold Davidson & Associates
Los Angeles,
California
| US$ 231 mi | +US$ 24,7 mi | +12% | 22,7% | – | 66 | 19,7% | 1,3 |
|
| 6108 |
BWM
6108
Bullock Wealth Management
Bloomington,
Indiana
| US$ 231 mi | +US$ 31,2 mi | +16% | 18% | 101% | 650 | 10,92% | 3,3 |
|
| 6109 |
6109
Note Advisors
Buffalo,
New York
| US$ 231 mi | +US$ 30,5 mi | +15% | 7,96% | – | 88 | 5,68% | 1,3 |
|
| 6110 |
6110
Burrus Financial Services
Salt Lake City,
Utah
| US$ 230 mi | +US$ 11,9 mi | +5% | 6,76% | 31,3% | 11 | 0% | 2,3 |
|
| 6111 |
6111
Kensington Investment Counsel
Long Beach,
California
| US$ 230 mi | +US$ 22,5 mi | +11% | 21,1% | 81,9% | 93 | 19,35% | 3,3 |
|
| 6112 |
6112
Strive Financial Group
Carmel,
Indiana
| US$ 230 mi | +US$ 41,6 mi | +22% | 16,3% | – | 944 | 29,34% | 0,4 |
|
| 6113 |
6113
Banyan Capital Management
Atlanta,
Georgia
| US$ 230 mi | -US$ 1,96 mi | -0,8% | 4,14% | 42,5% | 55 | 0% | 2,2 |
|
| 6114 |
6114
LCM Capital Management
Chicago,
Illinois
| US$ 230 mi | +US$ 30,7 mi | +15% | 19% | 128% | 132 | 18,94% | 3,2 |
|
| 6115 |
6115
BDFS Capital
Rehoboth Beach,
Delaware
| US$ 230 mi | +US$ 22,2 mi | +11% | 6,77% | – | 149 | 30,2% | 0,4 |
|
| 6116 |
6116
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$ 230 mi | +US$ 34,8 mi | +18% | 9,68% | 48,1% | 6 | 0% | 2,6 |
|
| 6117 |
6117
Matrix Private Capital Group
New York
| US$ 230 mi | +US$ 22,5 mi | +11% | 9,57% | 62,5% | 148 | 8,11% | 4,3 |
|
| 6118 |
6118
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 230 mi | +US$ 6,68 mi | +3% | 9,32% | 58,2% | 25 | 12% | 2,5 |
|
| 6119 |
6119
Integrity Investment Advisors
Fort Collins,
Colorado
| US$ 230 mi | +US$ 45,4 mi | +25% | 16,9% | – | 79 | 15,19% | 0,9 |
|
| 6120 |
LS
6120
LCW Services
Virginia Beach,
Virginia
| US$ 230 mi | +US$ 28,4 mi | +14% | 11,7% | – | 40 | 2,5% | 0,5 |
|
| 6121 |
AIFS
6121
A&I Financial Services
Lone Tree,
Colorado
| US$ 230 mi | +US$ 18,5 mi | +9% | 11,4% | – | 86 | 25,58% | 1,8 |
|
| 6122 |
6122
Catalys Pacific
Tokyo,
Japan
| US$ 229 mi | -US$ 1,26 mi | -0,5% | 0,54% | 189% | 2 | 0% | 2,5 |
|
| 6123 |
6123
Highland Investment Advisors
Ponte Vedra,
Florida
| US$ 229 mi | – | – | 9,85% | – | 734 | – | 0 |
|
| 6124 |
6124
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 229 mi | +US$ 12,6 mi | +6% | 9,94% | 67,7% | 189 | 10,58% | 3,8 |
|
| 6125 |
6125
Catherine Avery Investment Management
Longboat Key,
Florida
| US$ 229 mi | +US$ 5,55 mi | +2% | 15% | – | 173 | 41,04% | 0,9 |
|