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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Next Level Wealth Planning
Meridian,
Idaho
| US$ 188 mi | +US$ 10,8 mi | +6% | 2,47% | – | 67 | 10,45% | 0,7 |
|
| 6427 |
6427
David J. Yvars Group
University Park,
Florida
| US$ 188 mi | +US$ 1,19 mi | +0,6% | 1,14% | 143% | 103 | 18,45% | 2,6 |
|
| 6428 |
6428
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 188 mi | +US$ 10 mi | +6% | 8,45% | 178% | 110 | 21,82% | 4,9 |
|
| 6429 |
6429
Horizon Family Wealth
Chicago,
Illinois
| US$ 188 mi | +US$ 13,8 mi | +8% | 2,11% | 68,6% | 87 | 14,94% | 2,1 |
|
| 6430 |
LS
6430
LCW Services
Virginia Beach,
Virginia
| US$ 188 mi | – | – | 1,68% | – | 39 | – | 0 |
|
| 6431 |
GCM
6431
Granby Capital Management
Miami Beach,
Florida
| US$ 187 mi | -US$ 850 mil | -0,5% | 1,34% | 50% | 21 | 28,57% | 2,2 |
|
| 6432 |
6432
Granite FO LLC
Bedford,
New Hampshire
| US$ 187 mi | +US$ 3,35 mi | +2% | 6,35% | 112% | 192 | 9,38% | 1,7 |
|
| 6433 |
6433
Sylvest Advisors
Dallas,
Texas
| US$ 187 mi | +US$ 1,28 mi | +0,7% | 1,87% | – | 75 | 9,33% | 0,9 |
|
| 6434 |
6434
TritonPoint Partners
Chevy Chase,
Maryland
| US$ 187 mi | – | – | 2,95% | – | 152 | – | 0 |
|
| 6435 |
6435
Broadway Wealth Solutions
San Antonio,
Texas
| US$ 187 mi | +US$ 8,92 mi | +5% | 1,63% | – | 101 | 11,88% | 0,9 |
|
| 6436 |
6436
GuidedMoney
Black Earth,
Wisconsin
| US$ 187 mi | – | – | 1,31% | – | 30 | – | 0 |
|
| 6437 |
6437
Fort Vancouver Investment Management
Vancouver,
Washington
| US$ 187 mi | +US$ 7 mi | +4% | 2,1% | – | 51 | 5,88% | 1,2 |
|
| 6438 |
BWG
6438
Boomfish Wealth Group
Alpharetta,
Georgia
| US$ 187 mi | +US$ 1,69 mi | +0,9% | 1,34% | 86% | 90 | 8,89% | 1,7 |
|
| 6439 |
6439
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 187 mi | -US$ 6,9 mi | -4% | 1,27% | 91% | 82 | 7,32% | 4,7 |
|
| 6440 |
6440
Foresight Global Investors
Purchase,
New York
| US$ 187 mi | +US$ 18,5 mi | +11% | 5,06% | 69,9% | 34 | 23,53% | 0,8 |
|
| 6441 |
6441
Brown Shipley & Co
London,
United Kingdom
| US$ 187 mi | -US$ 2,46 mi | -1% | 5,42% | 125% | 78 | 17,95% | 2,3 |
|
| 6442 |
6442
Cetera Trust Company
St. Paul,
Minnesota
| US$ 187 mi | +US$ 8,36 mi | +5% | 7,58% | – | 361 | 3,05% | 1,9 |
|
| 6443 |
6443
1248 Management
Kansas City,
Missouri
| US$ 187 mi | +US$ 9,7 mi | +5% | 0,9% | – | 170 | 15,88% | 0,7 |
|
| 6444 |
6444
StepStone Group
La Jolla,
California
| US$ 187 mi | -US$ 25,8 mi | -12% | 1,78% | 107% | 25 | 44% | 1,1 |
|
| 6445 |
6445
Barnes Wealth Management Group
Bakersfield,
California
| US$ 187 mi | +US$ 5,25 mi | +3% | 1,78% | – | 181 | 7,18% | 0,8 |
|
| 6446 |
6446
KMT Wealth Management
El Segundo,
California
| US$ 187 mi | +US$ 1,14 mi | +0,6% | 2,2% | – | 17 | 11,76% | 0,9 |
|
| 6447 |
6447
Pacific Point Advisors
Rancho Santa Fe,
California
| US$ 187 mi | +US$ 15,4 mi | +9% | 3,19% | – | 143 | 22,38% | 0,8 |
|
| 6448 |
6448
Superstring Capital Management
New York
| US$ 187 mi | +US$ 85,3 mi | +84% | 102% | – | 64 | 75% | 0,3 |
|
| 6449 |
SIAIK
6449
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| US$ 187 mi | – | – | 2,9% | – | 97 | – | 0 |
|
| 6450 |
6450
Everstar Asset Management
Mooresville,
North Carolina
| US$ 187 mi | +US$ 10,2 mi | +6% | 0,69% | – | 214 | 23,83% | 0,9 |
|