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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 133 mi | -US$ 1,47 mi | -1% | 4,29% | 162% | 40 | 32,5% | 1,1 |
|
| 6402 |
6402
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$ 133 mi | +US$ 7,61 mi | +6% | 1,04% | – | 378 | 8,99% | 0,4 |
|
| 6403 |
6403
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 133 mi | +US$ 5,8 mi | +5% | 3,29% | 59,7% | 59 | 3,39% | 1,4 |
|
| 6404 |
6404
Redwood Wealth Management Group
Medford,
New Jersey
| US$ 133 mi | +US$ 38,4 mi | +41% | 3,1% | 74,1% | 1.199 | 90,41% | 0,1 |
|
| 6405 |
6405
SFM LLC
Manchester,
New Hampshire
| US$ 133 mi | +US$ 1,89 mi | +1% | 2,82% | 67,5% | 57 | 7,02% | 0,5 |
|
| 6406 |
RCWM
6406
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 133 mi | +US$ 5,45 mi | +4% | 3,83% | 83,8% | 100 | 14% | 1,9 |
|
| 6407 |
6407
Ridgemont Partners Management
Charlotte,
North Carolina
| US$ 133 mi | +US$ 111 mi | +509% | 6,7% | 45,6% | 2 | 50% | 0,1 |
|
| 6408 |
6408
Marquette Associates
Chicago,
Illinois
| US$ 133 mi | -US$ 8,69 mi | -6% | 0,1% | – | 41 | 21,95% | 0,4 |
|
| 6409 |
6409
Echo Wealth Management
Plymouth,
Minnesota
| US$ 133 mi | +US$ 12,1 mi | +10% | 0,85% | 42,9% | 47 | 12,77% | 2 |
|
| 6410 |
6410
Catalys Pacific
Tokyo,
Japan
| US$ 132 mi | -US$ 15,6 mi | -11% | 9,5% | – | 3 | 0% | 0,5 |
|
| 6411 |
6411
Magnolia Wealth Management
Dothan,
Alabama
| US$ 132 mi | -US$ 112 mi | -46% | 1,39% | 48,7% | 21 | 52,38% | 1,6 |
|
| 6412 |
6412
Counterweight Ventures
Wilmington,
North Carolina
| US$ 132 mi | +US$ 8,23 mi | +7% | 5,08% | – | 64 | 1,56% | 0,5 |
|
| 6413 |
6413
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$ 132 mi | -US$ 5,63 mi | -4% | 1,3% | 91,4% | 310 | 28,39% | 1,9 |
|
| 6414 |
6414
Draper Asset Management
Smithtown,
New York
| US$ 132 mi | +US$ 17,3 mi | +15% | 18,7% | 187% | 31 | 22,58% | 1,9 |
|
| 6415 |
6415
Sanctuary Wealth Management
Pocatello,
Idaho
| US$ 132 mi | +US$ 9,25 mi | +8% | 0,92% | – | 319 | 32,29% | 1,4 |
|
| 6416 |
6416
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 132 mi | +US$ 9,5 mi | +8% | 7,56% | 100% | 36 | 33,33% | 3,2 |
|
| 6417 |
6417
Granite Group Advisors
Stamford,
Connecticut
| US$ 132 mi | -US$ 16,5 mi | -11% | 5,31% | 74% | 99 | 17,17% | 0,5 |
|
| 6418 |
6418
Michael S. Ryan Inc
Latham,
New York
| US$ 132 mi | +US$ 5,21 mi | +4% | 0,58% | 63,3% | 49 | 14,29% | 0,8 |
|
| 6419 |
6419
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| US$ 132 mi | -US$ 1,17 mi | -0,9% | 0,23% | 59,6% | 110 | 11,82% | 1,1 |
|
| 6420 |
6420
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 132 mi | +US$ 7,7 mi | +6% | 6,52% | 125% | 94 | 12,77% | 1,8 |
|
| 6421 |
6421
FCG Investment Company
Germantown,
Tennessee
| US$ 132 mi | +US$ 6,82 mi | +5% | 6,4% | – | 104 | 14,42% | 0,5 |
|
| 6422 |
6422
Alethea Capital Management
Mercer Island,
Washington
| US$ 132 mi | +US$ 8,68 mi | +7% | 9,1% | 275% | 52 | 78,85% | 1,3 |
|
| 6423 |
6423
Omni 360 Wealth
Plainsboro,
New Jersey
| US$ 132 mi | +US$ 10,7 mi | +9% | 1,77% | 59,9% | 110 | 8,18% | 0,4 |
|
| 6424 |
6424
Certus Wealth Management
Redwood City,
California
| US$ 132 mi | +US$ 6,03 mi | +5% | 3,31% | – | 54 | 11,11% | 0,8 |
|
| 6425 |
6425
North Ridge Wealth Advisors
Beaverton,
Oregon
| US$ 132 mi | +US$ 2,71 mi | +2% | 0,12% | 29,5% | 43 | 11,63% | 1,1 |
|