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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Ryan Investment Management
Basalt,
Colorado
| US$ 180 mi | +US$ 23,4 mi | +15% | 6,46% | – | 53 | 66,04% | 0,2 |
|
| 6302 |
RWIA
6302
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 180 mi | +US$ 495 mil | +0,3% | 6,76% | 61,3% | 44 | 9,09% | 2,3 |
|
| 6303 |
6303
Brookmont Capital Management
Dallas,
Texas
| US$ 180 mi | +US$ 5,44 mi | +3% | 5,52% | 32,2% | 58 | 10,34% | 7,2 |
|
| 6304 |
6304
West Bancorporation
West Des Moines,
Iowa
| US$ 180 mi | +US$ 21,6 mi | +14% | 7,12% | 72,5% | 116 | 21,55% | 3 |
|
| 6305 |
6305
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$ 180 mi | +US$ 23,7 mi | +15% | 11,4% | 72,3% | 93 | 11,83% | 2,1 |
|
| 6306 |
WFG
6306
Wormser Freres Gestion
Paris,
France
| US$ 180 mi | +US$ 11,8 mi | +7% | 2,98% | 67,4% | 50 | 6% | 1,4 |
|
| 6307 |
6307
Kingsman Wealth Management
Pensacola,
Florida
| US$ 180 mi | +US$ 19,2 mi | +12% | 11,2% | – | 77 | 28,57% | 0,4 |
|
| 6308 |
6308
KilterHowling LLC
Boulder,
Colorado
| US$ 180 mi | +US$ 11,7 mi | +7% | 5,9% | 51,3% | 47 | 4,26% | 2,9 |
|
| 6309 |
6309
Davidson Kahn Capital Management
Sherman Oaks,
California
| US$ 179 mi | +US$ 23,5 mi | +15% | 9,31% | – | 60 | 3,33% | 0,7 |
|
| 6310 |
6310
Armor Advisors
New York
| US$ 179 mi | -US$ 11,4 mi | -6% | 21,6% | 78,5% | 19 | 21,05% | 1,9 |
|
| 6311 |
6311
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$ 179 mi | +US$ 32,8 mi | +22% | 3,82% | – | 136 | 17,65% | 0,7 |
|
| 6312 |
6312
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$ 179 mi | +US$ 7,67 mi | +4% | 4% | 32,6% | 45 | 8,89% | 2,3 |
|
| 6313 |
6313
Visionary Horizons
Knoxville,
Tennessee
| US$ 179 mi | +US$ 21,2 mi | +13% | 7,45% | 69,2% | 123 | 30,08% | 1 |
|
| 6314 |
6314
Ballew Advisors
Jackson,
Mississippi
| US$ 179 mi | +US$ 10,7 mi | +6% | 9,37% | 68% | 127 | 15,75% | 3,6 |
|
| 6315 |
SFC
6315
Sprinkle Financial Consultants
Littleton,
Colorado
| US$ 179 mi | +US$ 15,5 mi | +9% | 6,39% | 64,1% | 86 | 6,98% | 1,4 |
|
| 6316 |
6316
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$ 179 mi | +US$ 11,3 mi | +7% | 10,1% | – | 125 | 10,4% | 0,9 |
|
| 6317 |
6317
Yardley Wealth Management
Yardley,
Pennsylvania
| US$ 179 mi | -US$ 3,86 mi | -2% | 5,75% | – | 41 | 12,2% | 1 |
|
| 6318 |
6318
Washburn Capital Management
Vero Beach,
Florida
| US$ 179 mi | +US$ 8,41 mi | +5% | 8,92% | 123% | 58 | 13,79% | 2,5 |
|
| 6319 |
6319
Salvus Wealth Management
Red Bank,
New Jersey
| US$ 179 mi | +US$ 7,66 mi | +4% | 8,58% | 108% | 137 | 10,95% | 2,8 |
|
| 6320 |
6320
Cetera Trust Company
St. Paul,
Minnesota
| US$ 179 mi | +US$ 11,1 mi | +7% | 9,39% | – | 366 | 5,46% | 1,6 |
|
| 6321 |
6321
Washington University
St Louis,
Missouri
| US$ 179 mi | +US$ 57,1 mi | +47% | 19,1% | 44% | 5 | 60% | 2,5 |
|
| 6322 |
6322
Renaissance Capital
Stamford,
Connecticut
| US$ 178 mi | +US$ 35 mi | +24% | 9,59% | 392% | 33 | 21,21% | 1,1 |
|
| 6323 |
6323
Omni 360 Wealth
Plainsboro,
New Jersey
| US$ 178 mi | +US$ 17,3 mi | +11% | 6,72% | 59,9% | 122 | 7,38% | 1,4 |
|
| 6324 |
6324
Walker Asset Management
Verona,
Missouri
| US$ 178 mi | +US$ 5,07 mi | +3% | 5,18% | 87,6% | 152 | 15,79% | 2,4 |
|
| 6325 |
6325
William Allan Corp
Fort Collins,
Colorado
| US$ 178 mi | +US$ 6,7 mi | +4% | 5,47% | 94,2% | 51 | 5,88% | 2,8 |
|