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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
Darden Wealth Group
Ann Arbor,
Michigan
| US$ 191 mi | +US$ 25,5 mi | +15% | 15,4% | – | 149 | 21,48% | 1,1 |
|
| 6127 |
6127
Resolute Capital Asset Partners
Denver,
Colorado
| US$ 191 mi | -US$ 219 mil | -0,1% | 41,8% | 657% | 70 | 75,71% | 0,3 |
|
| 6128 |
6128
Signature Wealth Management Partners
Montvale,
New Jersey
| US$ 191 mi | +US$ 16,1 mi | +9% | 8,62% | 97,9% | 116 | 7,76% | 3,1 |
|
| 6129 |
6129
Brown Financial Advisory
Fairhope,
Alabama
| US$ 191 mi | +US$ 9,8 mi | +5% | 6,93% | 66,3% | 56 | 3,57% | 2,1 |
|
| 6130 |
6130
Bullseye Asset Management
Denver,
Colorado
| US$ 191 mi | -US$ 9,6 mi | -5% | 1,73% | 81% | 68 | 13,24% | 3,4 |
|
| 6131 |
6131
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 191 mi | +US$ 10,2 mi | +6% | 6,68% | 61,6% | 104 | 14,42% | 5,8 |
|
| 6132 |
6132
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 191 mi | +US$ 1,28 mi | +0,7% | 2,86% | 31,7% | 122 | 25,41% | 1,3 |
|
| 6133 |
6133
Cadence Wealth Management
Westborough,
Massachusetts
| US$ 191 mi | +US$ 39,7 mi | +26% | 11,4% | 56,4% | 59 | 15,25% | 2,1 |
|
| 6134 |
6134
Evergreen Wealth Management
Williamston,
Michigan
| US$ 191 mi | +US$ 12,5 mi | +7% | 4,77% | 62,1% | 56 | 19,64% | 2,1 |
|
| 6135 |
6135
NavPoint Financial
Prior Lake,
Minnesota
| US$ 191 mi | +US$ 25,2 mi | +15% | 6,86% | 58,5% | 66 | 10,61% | 1,2 |
|
| 6136 |
6136
Mendel Capital Management
Little Rock,
Arkansas
| US$ 191 mi | +US$ 15,3 mi | +9% | 7,15% | – | 96 | 3,13% | 2,8 |
|
| 6137 |
6137
Sage Advisory Services
Austin,
Texas
| US$ 191 mi | +US$ 7,08 mi | +4% | 4,4% | 37,8% | 46 | 10,87% | 3,4 |
|
| 6138 |
6138
Smith Thornton Advisors
Huntsville,
Alabama
| US$ 191 mi | +US$ 16,7 mi | +10% | 7% | – | 139 | 10,07% | 1,1 |
|
| 6139 |
6139
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$ 191 mi | +US$ 57,3 mi | +43% | 6,56% | 120% | 130 | 22,31% | 2 |
|
| 6140 |
GWM
6140
Global Wealth Management
Kingston,
New Jersey
| US$ 190 mi | +US$ 8,14 mi | +4% | 5,22% | – | 35 | 8,57% | 0,8 |
|
| 6141 |
6141
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$ 190 mi | +US$ 13,7 mi | +8% | 4,44% | 31,7% | 42 | 11,9% | 2,5 |
|
| 6142 |
6142
Foundry Financial Group
Laconia,
New Hampshire
| US$ 190 mi | +US$ 14,7 mi | +8% | 5,99% | 57,4% | 66 | 6,06% | 1,3 |
|
| 6143 |
6143
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$ 190 mi | +US$ 46 mi | +32% | 7,46% | – | 170 | 18,24% | 1,4 |
|
| 6144 |
6144
Orser Capital Management
Southlake,
Texas
| US$ 190 mi | +US$ 49,8 mi | +35% | 8,57% | 128% | 74 | 41,89% | 2,9 |
|
| 6145 |
6145
Blue Door Asset Management
Stamford,
Connecticut
| US$ 190 mi | -US$ 3,12 mi | -2% | 5,63% | 127% | 29 | 44,83% | 1 |
|
| 6146 |
6146
Level Wealth Management
Greensboro,
North Carolina
| US$ 190 mi | +US$ 18 mi | +10% | 5,46% | – | 64 | 9,38% | 0,6 |
|
| 6147 |
XC
6147
XY Capital
Central,
Hong Kong
| US$ 190 mi | +US$ 44,6 mi | +31% | 14,4% | 52,8% | 169 | 83,43% | 0,1 |
|
| 6148 |
6148
W Advisors LLC
Germantown,
Tennessee
| US$ 190 mi | +US$ 15,5 mi | +9% | 8,64% | 88,7% | 139 | 10,07% | 2,4 |
|
| 6149 |
6149
Cloud Capital Management
Seattle,
Washington
| US$ 190 mi | +US$ 29,4 mi | +18% | 8,22% | – | 1.588 | 95,09% | 0 |
|
| 6150 |
6150
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 190 mi | +US$ 20,9 mi | +12% | 5,87% | 51,3% | 257 | 15,56% | 2,1 |
|