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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
WG
6276
Wealth Group
Raleigh,
North Carolina
| US$ 139 mi | +US$ 6,9 mi | +5% | 5,17% | – | 154 | 8,44% | 0,2 |
|
| 6277 |
6277
Barnett & Company
Chattanooga,
Tennessee
| US$ 139 mi | -US$ 6,79 mi | -5% | 2,59% | 65,9% | 84 | 8,33% | 4,1 |
|
| 6278 |
6278
Lake Hills Wealth Management
Austin,
Texas
| US$ 139 mi | +US$ 28,2 mi | +25% | 0,9% | 83,7% | 52 | 25% | 0,7 |
|
| 6279 |
6279
Advantage Trust Company
Salina,
Kansas
| US$ 139 mi | +US$ 3,65 mi | +3% | 2,36% | 77,6% | 177 | 7,34% | 0,5 |
|
| 6280 |
6280
Cove Street Capital
El Segundo,
California
| US$ 139 mi | -US$ 177 mi | -56% | 11,9% | 84,2% | 92 | 32,61% | 3 |
|
| 6281 |
HAM
6281
Hedges Asset Management
Reno,
Nevada
| US$ 139 mi | -US$ 3,44 mi | -2% | 2,01% | – | 118 | 10,17% | 1,9 |
|
| 6282 |
6282
Mosaic Financial Group
Chicago,
Illinois
| US$ 139 mi | +US$ 14,4 mi | +12% | 2,84% | – | 132 | 6,82% | 0,2 |
|
| 6283 |
6283
WealthCollab
Bellevue,
Washington
| US$ 139 mi | +US$ 3,71 mi | +3% | 1,57% | – | 917 | 13,3% | 0,4 |
|
| 6284 |
6284
McAlister Sweet & Associates
Houston,
Texas
| US$ 139 mi | +US$ 11,9 mi | +9% | 5,32% | 83,6% | 36 | 16,67% | 1,5 |
|
| 6285 |
6285
Blantyre Capital
London,
United Kingdom
| US$ 139 mi | -US$ 44,3 mi | -24% | 12,4% | – | 4 | 50% | 0,4 |
|
| 6286 |
6286
OEP Capital Advisors
New York
| US$ 139 mi | -US$ 136 mi | -49% | 13% | 23,2% | 2 | 0% | 3,5 |
|
| 6287 |
6287
Conscious Wealth Investments
Coral Gables,
Florida
| US$ 139 mi | +US$ 7,6 mi | +6% | 1,98% | – | 48 | 2,08% | 0,5 |
|
| 6288 |
6288
Islay Capital Management
Lubbock,
Texas
| US$ 139 mi | +US$ 4,74 mi | +4% | 1,93% | 72% | 216 | 17,59% | 3,1 |
|
| 6289 |
6289
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 139 mi | +US$ 2,82 mi | +2% | 3,76% | 129% | 133 | 12,78% | 1 |
|
| 6290 |
BM
6290
Bislett Management
Palo Alto,
California
| US$ 139 mi | -US$ 20,6 mi | -13% | 9,65% | 19,8% | 16 | 6,25% | 6,2 |
|
| 6291 |
6291
Stegner Investment Associates
Louisville,
Kentucky
| US$ 139 mi | +US$ 2,47 mi | +2% | 4,28% | 84,8% | 24 | 8,33% | 2,7 |
|
| 6292 |
6292
Caitlin John
Brighton,
Michigan
| US$ 139 mi | +US$ 5,06 mi | +4% | 1,25% | – | 963 | 18,17% | 0,4 |
|
| 6293 |
6293
Beacon Financial Strategies
Raleigh,
North Carolina
| US$ 139 mi | +US$ 182 mil | +0,1% | 0,44% | 54,2% | 36 | 13,89% | 2,6 |
|
| 6294 |
6294
Fort Henry Capital
Wheeling,
West Virginia
| US$ 139 mi | +US$ 3,35 mi | +2% | 0,49% | 39,3% | 15 | 0% | 3 |
|
| 6295 |
6295
Wallace Advisory Group
Lafayette,
California
| US$ 139 mi | +US$ 5,8 mi | +4% | 0,81% | 50,9% | 204 | 28,92% | 1,1 |
|
| 6296 |
6296
Charles Schwab Trust Bank
Henderson,
Nevada
| US$ 139 mi | -US$ 7,89 mi | -5% | 3,57% | – | 1 | 0% | 0,3 |
|
| 6297 |
6297
Richardson Financial Services
Medway,
Massachusetts
| US$ 139 mi | -US$ 3,03 mi | -2% | 2,57% | – | 655 | 15,88% | 0,4 |
|
| 6298 |
6298
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 139 mi | +US$ 13,3 mi | +11% | 1,54% | 60,9% | 86 | 8,14% | 0,7 |
|
| 6299 |
6299
Values Added Financial
Washington,
District of Columbia
| US$ 139 mi | +US$ 10,5 mi | +8% | 2,52% | 58,3% | 92 | 9,78% | 0,8 |
|
| 6300 |
6300
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 139 mi | -US$ 3,13 mi | -2% | 0,55% | 61% | 93 | 4,3% | 6,3 |
|