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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
DC
6326
Destiny Capital
Golden,
Colorado
| US$ 215 mi | +US$ 27,4 mi | +15% | 15,2% | – | 60 | 15% | 2,4 |
|
| 6327 |
BWM
6327
Base Wealth Management
Lakewood Ranch,
Florida
| US$ 215 mi | +US$ 36,3 mi | +20% | 11,8% | – | 66 | 9,09% | 1 |
|
| 6328 |
GCL
6328
Gouws Capital LLC
Charlotte,
North Carolina
| US$ 215 mi | +US$ 26,1 mi | +14% | 20,2% | 114% | 59 | 8,47% | 3,2 |
|
| 6329 |
KWA
6329
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 215 mi | +US$ 30,3 mi | +16% | 12,6% | 76,3% | 98 | 20,41% | 2,1 |
|
| 6330 |
KCM
6330
KRS Capital Management
Bloomfield,
Michigan
| US$ 215 mi | +US$ 51,7 mi | +32% | 49,1% | 272% | 129 | 14,73% | 2,8 |
|
| 6331 |
GP
6331
GLR Partners
Columbia,
Maryland
| US$ 215 mi | +US$ 31,5 mi | +17% | 15,5% | – | 118 | 20,34% | 0,2 |
|
| 6332 |
COA
6332
Crown Oak Advisors
Piedmont,
California
| US$ 215 mi | +US$ 15,4 mi | +8% | 6,67% | 53,3% | 24 | 8,33% | 2,3 |
|
| 6333 |
PWM
6333
Peterson Wealth Management
Sparks,
Nevada
| US$ 215 mi | +US$ 42,1 mi | +24% | 11,5% | 78% | 202 | 26,24% | 0,8 |
|
| 6334 |
RWM
6334
Riverchase Wealth Management
Flower Mound,
Texas
| US$ 215 mi | +US$ 22,7 mi | +12% | 8,42% | – | 81 | 12,35% | 1,1 |
|
| 6335 |
NC
6335
Nipun Capital
Foster City,
California
| US$ 215 mi | +US$ 12,4 mi | +6% | 5,89% | 30,2% | 10 | 40% | 1,6 |
|
| 6336 |
LF
6336
LifeSteps Financial
Claremont,
California
| US$ 215 mi | +US$ 56,6 mi | +36% | 17,5% | 98,4% | 793 | 87,77% | 0,5 |
|
| 6337 |
SFG
6337
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 215 mi | +US$ 12,7 mi | +6% | 9,53% | 77,7% | 31 | 9,68% | 3,6 |
|
| 6338 |
SWMP
6338
Signature Wealth Management Partners
Montvale,
New Jersey
| US$ 214 mi | +US$ 15,1 mi | +8% | 16,1% | 80,4% | 128 | 14,06% | 3,3 |
|
| 6339 |
PIMC
6339
Praesidium Investment Management Company
New York
| US$ 214 mi | -US$ 204 mi | -49% | 22,2% | 79% | 12 | 0% | 3,1 |
|
| 6340 |
VCS
6340
Vaughan & Co Securities
Ridgewood,
New Jersey
| US$ 214 mi | +US$ 21,8 mi | +11% | 15,3% | 65,6% | 63 | 11,11% | 4,3 |
|
| 6341 |
PWMG
6341
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 214 mi | +US$ 10,6 mi | +5% | 6,93% | 64,3% | 130 | 9,23% | 2,5 |
|
| 6342 |
KCM
6342
Knoll Capital Management
Miami,
Florida
| US$ 214 mi | +US$ 34,1 mi | +19% | 2,82% | 258% | 38 | 5,26% | 2,4 |
|
| 6343 |
BCA
6343
Bayshore Capital Advisors
Tampa,
Florida
| US$ 214 mi | -US$ 22,8 mi | -10% | 17,7% | – | 47 | 23,4% | 0,4 |
|
| 6344 |
KA
6344
Kearns & Associates
Palos Verdes Estates,
California
| US$ 214 mi | +US$ 28,3 mi | +15% | 14,3% | 78,7% | 42 | 7,14% | 3,2 |
|
| 6345 |
HIW
6345
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$ 214 mi | +US$ 16,5 mi | +8% | 7,4% | – | 424 | 13,92% | 1,2 |
|
| 6346 |
FVIM
6346
Fort Vancouver Investment Management
Vancouver,
Washington
| US$ 214 mi | +US$ 17,2 mi | +9% | 10% | – | 62 | 4,84% | 1,4 |
|
| 6347 |
SCGM
6347
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 214 mi | +US$ 26,3 mi | +14% | 14,2% | 16,2% | 6 | 0% | 1,6 |
|
| 6348 |
SP
6348
Successful Portfolios
Clearwater,
Florida
| US$ 214 mi | +US$ 32,7 mi | +18% | 22,8% | 110% | 200 | 6,5% | 4,8 |
|
| 6349 |
BWS
6349
Broadway Wealth Solutions
San Antonio,
Texas
| US$ 214 mi | +US$ 20,7 mi | +11% | 9,62% | – | 105 | 21,9% | 1,2 |
|
| 6350 |
MSWM
6350
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 214 mi | -US$ 2,01 mi | -0,9% | 0,06% | 53,1% | 21 | 4,76% | 3,2 |
|