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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
Fischer Investment Strategies
Westlake Village,
California
| US$ 210 mi | +US$ 38,2 mi | +22% | 15% | 81% | 52 | 19,23% | 1,1 |
|
| 6427 |
6427
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$ 210 mi | +US$ 24,8 mi | +13% | 13,3% | – | 61 | 14,75% | 1,2 |
|
| 6428 |
6428
Apricus Wealth
Beaufort,
South Carolina
| US$ 210 mi | +US$ 4,27 mi | +2% | 5,14% | 80,6% | 131 | 9,92% | 2,6 |
|
| 6429 |
6429
Shearwater Capital
Denver,
Colorado
| US$ 209 mi | +US$ 18,7 mi | +10% | 11% | 74,4% | 73 | 13,7% | 2,9 |
|
| 6430 |
6430
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 209 mi | +US$ 38,5 mi | +23% | 32,5% | 178% | 101 | 15,84% | 4,9 |
|
| 6431 |
IF
6431
Integrity Financial
Cheyenne,
Wyoming
| US$ 209 mi | +US$ 8,32 mi | +4% | 14,2% | 66,3% | 318 | 16,35% | 2,4 |
|
| 6432 |
6432
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$ 209 mi | +US$ 39,9 mi | +24% | 9,26% | 41,6% | 20 | 25% | 1,2 |
|
| 6433 |
6433
Sard Wealth Management Group
Atlanta,
Georgia
| US$ 209 mi | +US$ 25,2 mi | +14% | 11% | 51,3% | 64 | 10,94% | 1,8 |
|
| 6434 |
6434
Humankind Investments
New York
| US$ 209 mi | +US$ 34 mi | +19% | 18,2% | 62,5% | 24 | 25% | 1,3 |
|
| 6435 |
6435
Panoramic Investment Advisors
Denver,
Colorado
| US$ 209 mi | +US$ 24,1 mi | +13% | 12,9% | – | 145 | 13,1% | 2,2 |
|
| 6436 |
NED
6436
Nancy E. Dempze
| US$ 209 mi | +US$ 26,9 mi | +15% | 23,6% | 83,1% | 97 | 11,34% | 4,4 |
|
| 6437 |
6437
Peninsula Asset Management
Bradenton,
Florida
| US$ 209 mi | +US$ 13,1 mi | +7% | 9,36% | 44,1% | 56 | 8,93% | 7,1 |
|
| 6438 |
HFS
6438
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$ 209 mi | +US$ 22,1 mi | +12% | 12,4% | – | 87 | 21,84% | 1,5 |
|
| 6439 |
6439
IFS Advisors
Overland Park,
Kansas
| US$ 209 mi | +US$ 14,8 mi | +8% | 8,74% | 54,2% | 226 | 6,64% | 2,7 |
|
| 6440 |
6440
RLH Capital
Great Neck,
New York
| US$ 209 mi | +US$ 12 mi | +6% | 0,19% | – | 180 | 67,78% | 0,1 |
|
| 6441 |
6441
Pacific Financial Group
Bellevue,
Washington
| US$ 209 mi | +US$ 23 mi | +12% | 14,5% | 61,1% | 90 | 8,89% | 5,3 |
|
| 6442 |
FAG
6442
Financial Architects (Georgia)
Woodstock,
Georgia
| US$ 209 mi | +US$ 18,9 mi | +10% | 9,49% | 35,9% | 25 | 4% | 1,8 |
|
| 6443 |
6443
Oak Wealth Advisors
Northbrook,
Illinois
| US$ 208 mi | +US$ 26,5 mi | +15% | 12,4% | – | 68 | 16,18% | 1,2 |
|
| 6444 |
CCAM
6444
Capelight Capital Asset Management
New York
| US$ 208 mi | +US$ 74,4 mi | +55% | 96,8% | – | 50 | 58% | 0,2 |
|
| 6445 |
AWM
6445
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 208 mi | -US$ 11,1 mi | -5% | 15,8% | 73,1% | 436 | 61,01% | 1,8 |
|
| 6446 |
6446
Promethium Advisors
Bethesda,
Maryland
| US$ 208 mi | +US$ 15,2 mi | +8% | 9,08% | – | 130 | 20% | 1,4 |
|
| 6447 |
6447
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 208 mi | +US$ 20,2 mi | +11% | 9,99% | – | 197 | 18,78% | 1,2 |
|
| 6448 |
6448
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$ 208 mi | +US$ 28,1 mi | +16% | 12,5% | 68,6% | 44 | 2,27% | 2 |
|
| 6449 |
MF
6449
Meridian Financial
Holliston,
Massachusetts
| US$ 208 mi | +US$ 25,2 mi | +14% | 12,5% | 58,5% | 152 | 11,18% | 2,9 |
|
| 6450 |
6450
Andrews Advisory Associates
Honolulu,
Hawaii
| US$ 208 mi | +US$ 18,2 mi | +10% | 9,1% | – | 89 | 11,24% | 0,4 |
|