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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 143 mi | +US$ 10,9 mi | +8% | 5,26% | 36,4% | 18 | 11,11% | 1,7 |
|
| 6202 |
6202
KilterHowling LLC
Boulder,
Colorado
| US$ 142 mi | +US$ 8,98 mi | +7% | 6,43% | 51,3% | 46 | 0% | 1,8 |
|
| 6203 |
6203
Hein Park Capital Management
New York
| US$ 142 mi | -US$ 264 mi | -65% | 17,3% | 122% | 6 | 33,33% | 1,3 |
|
| 6204 |
6204
Lantern Wealth Advisors
Melville,
New York
| US$ 142 mi | +US$ 14,8 mi | +12% | 7,33% | – | 130 | 13,08% | 0,2 |
|
| 6205 |
HCM
6205
Helios Capital Management
Singapore
| US$ 142 mi | +US$ 16 mi | +13% | 16,3% | 124% | 49 | 0% | 1,5 |
|
| 6206 |
6206
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 142 mi | +US$ 8 mi | +6% | 8,38% | 67,4% | 73 | 15,07% | 5,5 |
|
| 6207 |
6207
Kingdom Financial Group
Peoria,
Arizona
| US$ 142 mi | +US$ 27,5 mi | +24% | 4,45% | 49,9% | 92 | 52,17% | 0,5 |
|
| 6208 |
6208
Apricus Wealth
Beaufort,
South Carolina
| US$ 142 mi | +US$ 10,9 mi | +8% | 7,4% | 80,6% | 95 | 11,58% | 1,6 |
|
| 6209 |
6209
Carson Advisory
Athens,
Georgia
| US$ 142 mi | +US$ 13,6 mi | +11% | 8,41% | 70,9% | 176 | 10,8% | 1,5 |
|
| 6210 |
6210
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 142 mi | +US$ 18,5 mi | +15% | 12,8% | 234% | 169 | 20,12% | 2,7 |
|
| 6211 |
6211
FSC Wealth Advisors
Fishkill,
New York
| US$ 142 mi | +US$ 5,52 mi | +4% | 6,18% | 66,4% | 312 | 26,6% | 1,3 |
|
| 6212 |
6212
Aufman Associates
Sewickley,
Pennsylvania
| US$ 142 mi | +US$ 9,5 mi | +7% | 7,32% | 141% | 46 | 6,52% | 3 |
|
| 6213 |
6213
FFG Retirement Advisors
Centennial,
Colorado
| US$ 142 mi | +US$ 12,5 mi | +10% | 4,71% | 43,4% | 48 | 16,67% | 0,8 |
|
| 6214 |
6214
True Vision MN
Woodbury,
Minnesota
| US$ 142 mi | +US$ 17,5 mi | +14% | 5,68% | – | 107 | 34,58% | 0,2 |
|
| 6215 |
6215
Refined Wealth Management
Salt Lake City,
Utah
| US$ 142 mi | +US$ 13,7 mi | +11% | 11,5% | 99,4% | 29 | 10,34% | 1,9 |
|
| 6216 |
6216
Gould Capital
Tacoma,
Washington
| US$ 142 mi | +US$ 5,2 mi | +4% | 4,67% | 60,1% | 204 | 9,31% | 2 |
|
| 6217 |
6217
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 142 mi | +US$ 18 mi | +15% | 10,4% | 110% | 91 | 3,3% | 1,1 |
|
| 6218 |
6218
Richardson Financial Services
Medway,
Massachusetts
| US$ 142 mi | +US$ 27,7 mi | +24% | 6,98% | 77,4% | 646 | 45,05% | 0,1 |
|
| 6219 |
6219
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 142 mi | +US$ 9,37 mi | +7% | 9,35% | 61% | 91 | 1,1% | 6,1 |
|
| 6220 |
6220
Palo Alto Wealth Advisors
Palo Alto,
California
| US$ 142 mi | +US$ 9,6 mi | +7% | 7,66% | 108% | 43 | 13,95% | 1 |
|
| 6221 |
6221
Sterling Investment Management
Tucson,
Arizona
| US$ 142 mi | +US$ 5,49 mi | +4% | 6,37% | 45,3% | 65 | 6,15% | 4,6 |
|
| 6222 |
6222
Tenret Company
Tampa,
Florida
| US$ 142 mi | +US$ 15,1 mi | +12% | 5,1% | – | 30 | 3,33% | 2,3 |
|
| 6223 |
6223
Capital Square
Chattanooga,
Tennessee
| US$ 142 mi | +US$ 53,2 mi | +60% | 5,75% | 62,5% | 161 | 34,16% | 1,8 |
|
| 6224 |
6224
Long Island Wealth Management
Melville,
New York
| US$ 142 mi | +US$ 1,4 mi | +1% | 7,33% | 58,2% | 433 | 83,14% | 0,3 |
|
| 6225 |
LI
6225
LHM Inc
Sandy,
Utah
| US$ 142 mi | +US$ 21 mi | +17% | 9,12% | – | 15 | 46,67% | 0,1 |
|