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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Prospera Capital Management
Gilbert,
Arizona
| US$ 181 mi | +US$ 25,6 mi | +16% | 9,72% | – | 43 | 13,95% | 0,3 |
|
| 6127 |
6127
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 181 mi | +US$ 11,3 mi | +7% | 9,79% | 65,6% | 53 | 16,98% | 1,1 |
|
| 6128 |
ASBI
6128
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 181 mi | +US$ 14,8 mi | +9% | 12,9% | 138% | 131 | 7,63% | 3,9 |
|
| 6129 |
6129
New Millennium Group
Sandy,
Utah
| US$ 181 mi | +US$ 28,2 mi | +19% | 20,2% | 176% | 501 | 20,36% | 1,1 |
|
| 6130 |
6130
Kathryn A. Hall
| US$ 180 mi | +US$ 13,4 mi | +8% | 8,57% | 95,2% | 19 | 5,26% | 4,1 |
|
| 6131 |
6131
BostonPremier Wealth
Hanover,
Massachusetts
| US$ 180 mi | +US$ 19,2 mi | +12% | 9,91% | – | 66 | 16,67% | 0,4 |
|
| 6132 |
6132
Bright Financial Advisors
Portage,
Michigan
| US$ 180 mi | +US$ 17,4 mi | +11% | 6,61% | – | 58 | 5,17% | 1 |
|
| 6133 |
6133
Olistico Wealth
Tulsa,
Oklahoma
| US$ 180 mi | +US$ 18,4 mi | +11% | 11,8% | 108% | 398 | 20,85% | 1,2 |
|
| 6134 |
6134
Prudent Man Investment Management
Louisville,
Colorado
| US$ 180 mi | -US$ 353 mil | -0,2% | 5,35% | – | 169 | 0% | 0,5 |
|
| 6135 |
6135
Purkiss Capital Advisors
Ridgefield,
Connecticut
| US$ 180 mi | +US$ 47,4 mi | +36% | 7,25% | – | 157 | 33,12% | 0,3 |
|
| 6136 |
6136
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$ 180 mi | +US$ 16,3 mi | +10% | 14,4% | 116% | 445 | 24,04% | 1,7 |
|
| 6137 |
6137
Western Standard LLC
Los Angeles,
California
| US$ 180 mi | +US$ 9,7 mi | +6% | 17,1% | 83,7% | 31 | 41,94% | 0,7 |
|
| 6138 |
6138
Cosner Financial Group
Windsor,
Colorado
| US$ 180 mi | +US$ 16,1 mi | +10% | 8,05% | 49,7% | 38 | 10,53% | 1,5 |
|
| 6139 |
6139
Heronetta Management
New York
| US$ 180 mi | -US$ 3,49 mi | -2% | 1,75% | 59,7% | 25 | 4% | 7,1 |
|
| 6140 |
6140
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$ 179 mi | +US$ 12,9 mi | +8% | 7,8% | 98,3% | 18 | 16,67% | 4,5 |
|
| 6141 |
RWIA
6141
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 179 mi | +US$ 8,5 mi | +5% | 8,9% | 61,3% | 47 | 17,02% | 2,1 |
|
| 6142 |
6142
Axiom Financial Strategies
New Albany,
Indiana
| US$ 179 mi | +US$ 10,6 mi | +6% | 9,36% | 54,5% | 57 | 45,61% | 2,4 |
|
| 6143 |
6143
Alcosta Capital Management
San Ramon,
California
| US$ 179 mi | +US$ 29,4 mi | +20% | 22,6% | 175% | 28 | 14,29% | 2,4 |
|
| 6144 |
6144
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 179 mi | +US$ 5,13 mi | +3% | 7,53% | 71,1% | 50 | 4% | 1,7 |
|
| 6145 |
GCM
6145
Granby Capital Management
Miami Beach,
Florida
| US$ 179 mi | -US$ 6,42 mi | -3% | 6,21% | 50% | 21 | 19,05% | 2,5 |
|
| 6146 |
6146
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 179 mi | +US$ 20,2 mi | +13% | 11,5% | 83,8% | 121 | 14,05% | 3,5 |
|
| 6147 |
6147
WealthCollab
Bellevue,
Washington
| US$ 179 mi | +US$ 17 mi | +10% | 9,3% | – | 1.027 | 18,7% | 1,1 |
|
| 6148 |
6148
MOKAN Wealth Management
Overland Park,
Kansas
| US$ 179 mi | +US$ 13 mi | +8% | 4,77% | – | 85 | 16,47% | 0,4 |
|
| 6149 |
AIM
6149
Athena Investment Management
Orinda,
California
| US$ 179 mi | +US$ 13,8 mi | +8% | 9,24% | 80,6% | 155 | 5,81% | 2,8 |
|
| 6150 |
6150
Harper Investing
Santa Clara,
California
| US$ 179 mi | +US$ 28 mi | +19% | 13,1% | 58,7% | 62 | 25,81% | 1,3 |
|