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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Wallace Hart
Lexington,
Kentucky
| US$ 129 mi | +US$ 8,87 mi | +7% | 6,78% | – | 35 | 42,86% | 0,2 |
|
| 6502 |
6502
Financial Symmetry
Raleigh,
North Carolina
| US$ 129 mi | +US$ 14,3 mi | +13% | 1,6% | 68,4% | 42 | 16,67% | 0,4 |
|
| 6503 |
6503
Farrell Financial
Orchard Park,
New York
| US$ 128 mi | +US$ 6,24 mi | +5% | 1,89% | 57,8% | 72 | 9,72% | 0,5 |
|
| 6504 |
6504
Paragon Financial Partners
Woodland Hills,
California
| US$ 128 mi | +US$ 6,87 mi | +6% | 6,26% | 90,6% | 86 | 8,14% | 2,1 |
|
| 6505 |
6505
Landmark Wealth Management (New York)
Melville,
New York
| US$ 128 mi | -US$ 87,6 mi | -41% | 0,99% | 37,9% | 75 | 38,67% | 1,7 |
|
| 6506 |
6506
Secured Retirement Advisors
St Louis Park,
Minnesota
| US$ 128 mi | +US$ 10,3 mi | +9% | 2,09% | – | 119 | 11,76% | 0,4 |
|
| 6507 |
6507
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 128 mi | +US$ 3,13 mi | +3% | 3,19% | 106% | 121 | 9,92% | 2,8 |
|
| 6508 |
6508
Paladin Advisory Group
Clive,
Iowa
| US$ 128 mi | +US$ 1,81 mi | +1% | 2,39% | 71,9% | 230 | 3,91% | 1,2 |
|
| 6509 |
6509
Tenon Financial
Metuchen,
New Jersey
| US$ 128 mi | +US$ 9,7 mi | +8% | 1,08% | – | 43 | 16,28% | 0,2 |
|
| 6510 |
PBK
6510
Peoples Bank (Kansas)
Pratt,
Kansas
| US$ 128 mi | +US$ 260 mil | +0,2% | 1,16% | 74,5% | 276 | 2,9% | 0,7 |
|
| 6511 |
CIG
6511
Cascade Investment Group
Colorado Springs,
Colorado
| US$ 128 mi | -US$ 5,52 mi | -4% | 3,48% | 93,2% | 149 | 18,12% | 1,2 |
|
| 6512 |
6512
Bancreek Capital Management
Santa Monica,
California
| US$ 128 mi | -US$ 6,08 mi | -5% | 3,82% | 33,6% | 20 | 10% | 1,6 |
|
| 6513 |
6513
Clio Asset Management
Charlottesville,
Virginia
| US$ 128 mi | -US$ 10,3 mi | -7% | 6,53% | 60,6% | 12 | 0% | 0,9 |
|
| 6514 |
6514
Wealth Forward LLC
Fargo,
North Dakota
| US$ 128 mi | +US$ 965 mil | +0,8% | 0,05% | 48,8% | 32 | 3,13% | 0,5 |
|
| 6515 |
6515
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 128 mi | +US$ 1,86 mi | +1% | 1,51% | 79% | 124 | 13,71% | 1,8 |
|
| 6516 |
AI
6516
Arrien Investments
Boise,
Idaho
| US$ 128 mi | +US$ 1,29 mi | +1% | 0,81% | 42,7% | 41 | 4,88% | 1 |
|
| 6517 |
6517
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 128 mi | -US$ 17,4 mi | -12% | 0,07% | 0,04% | 22 | 27,27% | 0,6 |
|
| 6518 |
BCM
6518
Beaumont Capital Management
Boston,
Massachusetts
| US$ 128 mi | -US$ 7,99 mi | -6% | 0,34% | 45,4% | 54 | 27,78% | 1 |
|
| 6519 |
6519
Walker Financial Services
Bowling Green,
Kentucky
| US$ 128 mi | +US$ 6,19 mi | +5% | 0,45% | 18,9% | 28 | 10,71% | 1,5 |
|
| 6520 |
6520
Hein Park Capital Management
New York
| US$ 128 mi | -US$ 14,5 mi | -10% | 5,26% | 122% | 3 | 0% | 1,3 |
|
| 6521 |
6521
BayBridge Capital Group
Pleasanton,
California
| US$ 128 mi | +US$ 13,1 mi | +11% | 1,56% | 78,5% | 83 | 1,2% | 0,4 |
|
| 6522 |
6522
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 128 mi | +US$ 4,55 mi | +4% | 1,56% | 101% | 99 | 4,04% | 2,2 |
|
| 6523 |
6523
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 128 mi | +US$ 2,97 mi | +2% | 0,38% | 31,9% | 20 | 0% | 2,5 |
|
| 6524 |
6524
WESPAC Advisors
Orinda,
California
| US$ 128 mi | -US$ 44 mi | -26% | 5,18% | 112% | 188 | 35,64% | 1 |
|
| 6525 |
6525
Windham Capital Management
Boston,
Massachusetts
| US$ 128 mi | +US$ 683 mil | +0,5% | 1,16% | 8,3% | 44 | 0% | 4 |
|