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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Yardley Wealth Management
Yardley,
Pennsylvania
| US$ 220 mi | +US$ 25 mi | +13% | 9,73% | – | 37 | 2,7% | 1,6 |
|
| 6252 |
6252
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$ 220 mi | +US$ 7,25 mi | +3% | 8,47% | 38,4% | 121 | 27,27% | 2 |
|
| 6253 |
6253
Lake Hills Wealth Management
Austin,
Texas
| US$ 220 mi | +US$ 41,2 mi | +23% | 15,8% | 83,7% | 86 | 55,81% | 0,9 |
|
| 6254 |
6254
W Advisors LLC
Germantown,
Tennessee
| US$ 220 mi | +US$ 24,9 mi | +13% | 14,7% | 88,7% | 157 | 12,74% | 2,8 |
|
| 6255 |
6255
Infusive Asset Management
New York
| US$ 220 mi | +US$ 13,2 mi | +6% | 4,29% | 33,8% | 38 | 36,84% | 1,8 |
|
| 6256 |
6256
Solano Wealth Investment Advisors
Fairfield,
California
| US$ 220 mi | +US$ 19,1 mi | +10% | 12,9% | – | 35 | 2,86% | 1,4 |
|
| 6257 |
6257
Exit Wealth Advisors
Atlanta,
Georgia
| US$ 220 mi | +US$ 25,1 mi | +13% | 14,8% | – | 181 | 44,75% | 0,4 |
|
| 6258 |
BWG
6258
Boomfish Wealth Group
Alpharetta,
Georgia
| US$ 220 mi | +US$ 32,2 mi | +17% | 17,9% | 86% | 96 | 10,42% | 1,8 |
|
| 6259 |
6259
Orion Resource Partners
New York
| US$ 219 mi | +US$ 577 mil | +0,3% | 5,72% | – | 32 | 62,5% | 0,5 |
|
| 6260 |
6260
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$ 219 mi | +US$ 76,5 mi | +54% | 44,5% | 206% | 135 | 36,3% | 1,9 |
|
| 6261 |
6261
William Marsh Rice University
Houston,
Texas
| US$ 219 mi | -US$ 1,42 mi | -0,6% | 6,8% | 1,81% | 2 | 0% | 5,5 |
|
| 6262 |
6262
Canerector Inc
Toronto,
Ontario, Canada
| US$ 219 mi | +US$ 8,12 mi | +4% | 19,2% | – | 9 | 0% | 1,5 |
|
| 6263 |
6263
Horizon Family Wealth
Chicago,
Illinois
| US$ 219 mi | +US$ 29,8 mi | +16% | 13,1% | 68,6% | 94 | 7,45% | 2,3 |
|
| 6264 |
6264
Bull Street Advisors
Savannah,
Georgia
| US$ 219 mi | +US$ 17,1 mi | +8% | 5,36% | 48,5% | 96 | 3,13% | 5,8 |
|
| 6265 |
6265
Values First Advisors
Gray,
Tennessee
| US$ 219 mi | +US$ 27 mi | +14% | 17% | 87,6% | 200 | 16,5% | 3 |
|
| 6266 |
6266
Pacific Point Advisors
Rancho Santa Fe,
California
| US$ 219 mi | +US$ 29,4 mi | +16% | 35,7% | – | 143 | 16,78% | 1,1 |
|
| 6267 |
6267
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 219 mi | +US$ 21,1 mi | +11% | 9,64% | 40,6% | 44 | 13,64% | 1,9 |
|
| 6268 |
6268
RiverPark Advisors
New York
| US$ 219 mi | -US$ 57,3 mi | -21% | 11,3% | 87,5% | 166 | 26,51% | 2,4 |
|
| 6269 |
SCM
6269
Sunbeam Capital Management
Atlanta,
Georgia
| US$ 219 mi | +US$ 44,1 mi | +25% | 16,6% | – | 129 | 17,05% | 1,1 |
|
| 6270 |
HCM
6270
Horrell Capital Management
Little Rock,
Arkansas
| US$ 219 mi | -US$ 681 mil | -0,3% | 7,29% | 55,6% | 203 | 7,88% | 7,2 |
|
| 6271 |
SIAIK
6271
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| US$ 219 mi | +US$ 21,8 mi | +11% | 14,2% | – | 106 | 12,26% | 0,5 |
|
| 6272 |
6272
7G Capital Management
New York
| US$ 219 mi | +US$ 50,4 mi | +30% | 17,6% | 137% | 12 | 25% | 2,2 |
|
| 6273 |
6273
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 218 mi | +US$ 43,7 mi | +25% | 15,2% | – | 162 | 35,19% | 0,6 |
|
| 6274 |
6274
Perry Creek Capital
New York
| US$ 218 mi | +US$ 58 mi | +36% | 23,3% | 51,2% | 14 | 35,71% | 2,3 |
|
| 6275 |
6275
MPWM Advisory Solutions
Alpharetta,
Georgia
| US$ 218 mi | +US$ 29,6 mi | +16% | 14,9% | – | 609 | 11,49% | 1,2 |
|