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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 |
GWMI
6501
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 169 mi | +US$ 19 mi | +13% | 9,89% | 98,1% | 65 | 12,31% | 2,9 |
|
| 6502 |
6502
STAR Financial Bank
Fort Wayne,
Indiana
| US$ 169 mi | +US$ 11,4 mi | +7% | 5,85% | 53,4% | 126 | 19,84% | 1,6 |
|
| 6503 |
6503
Brown University
Providence,
Rhode Island
| US$ 169 mi | +US$ 27,1 mi | +19% | 1,22% | 37,9% | 10 | 30% | 2,7 |
|
| 6504 |
6504
Jones Road Capital Management
New York
| US$ 169 mi | -US$ 67,4 mi | -28% | 9,3% | 88,5% | 28 | 39,29% | 1,1 |
|
| 6505 |
6505
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$ 169 mi | +US$ 10,3 mi | +6% | 6,22% | 42,8% | 76 | 10,53% | 1,4 |
|
| 6506 |
BVC
6506
Bright Valley Capital
Hong Kong
| US$ 169 mi | +US$ 27,3 mi | +19% | 7,96% | – | 17 | 58,82% | 0,4 |
|
| 6507 |
6507
Anderson Financial Strategies
Dayton,
Ohio
| US$ 169 mi | +US$ 12,5 mi | +8% | 5,8% | – | 46 | 28,26% | 0,5 |
|
| 6508 |
6508
Bush Investment Group
Valdosta,
Georgia
| US$ 169 mi | +US$ 19,8 mi | +13% | 7,92% | – | 38 | 7,89% | 1,2 |
|
| 6509 |
6509
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$ 169 mi | +US$ 13,2 mi | +8% | 11,3% | – | 38 | 13,16% | 0,6 |
|
| 6510 |
6510
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$ 169 mi | +US$ 22,9 mi | +16% | 13,1% | – | 15 | 26,67% | 0,6 |
|
| 6511 |
6511
Conscious Wealth Investments
Coral Gables,
Florida
| US$ 169 mi | +US$ 12,1 mi | +8% | 6,62% | – | 58 | 6,9% | 1,3 |
|
| 6512 |
6512
Shearwater Capital
Denver,
Colorado
| US$ 169 mi | +US$ 9,5 mi | +6% | 6,62% | 74,4% | 50 | 0% | 2,9 |
|
| 6513 |
6513
Ehrlich Financial Group
Laguna Niguel,
California
| US$ 168 mi | +US$ 14,1 mi | +9% | 6,2% | 56,2% | 118 | 14,41% | 1,1 |
|
| 6514 |
6514
Foresight Global Investors
Purchase,
New York
| US$ 168 mi | +US$ 27,6 mi | +20% | 3,6% | 69,9% | 35 | 74,29% | 0,5 |
|
| 6515 |
6515
Ames National Corp
Ames,
Iowa
| US$ 168 mi | +US$ 13,8 mi | +9% | 6,48% | – | 69 | 5,8% | 0,7 |
|
| 6516 |
6516
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 168 mi | +US$ 8,49 mi | +5% | 7,15% | 69,1% | 122 | 25,41% | 1,3 |
|
| 6517 |
6517
Note Advisors
Buffalo,
New York
| US$ 168 mi | +US$ 23,6 mi | +16% | 5,38% | – | 83 | 10,84% | 0,6 |
|
| 6518 |
6518
MPWM Advisory Solutions
Alpharetta,
Georgia
| US$ 168 mi | +US$ 10,1 mi | +6% | 6,91% | – | 547 | 9,51% | 0,7 |
|
| 6519 |
6519
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 168 mi | +US$ 12,3 mi | +8% | 7,91% | 66,3% | 2 | 0% | 5,5 |
|
| 6520 |
6520
Optivise Advisory Services
Franklin,
Tennessee
| US$ 168 mi | -US$ 27,6 mi | -14% | 8,12% | – | 245 | 36,33% | 0,8 |
|
| 6521 |
6521
Archon Capital Management
Seattle,
Washington
| US$ 168 mi | +US$ 45,9 mi | +38% | 31,3% | 222% | 58 | 37,93% | 1,2 |
|
| 6522 |
6522
Vienna Asset Management
Saratoga,
California
| US$ 168 mi | +US$ 22,7 mi | +16% | 14,8% | – | 64 | 34,38% | 1,4 |
|
| 6523 |
6523
Objectivity Squared
Charleston,
South Carolina
| US$ 168 mi | +US$ 22,2 mi | +15% | 7,41% | – | 56 | 16,07% | 1,3 |
|
| 6524 |
6524
Michael S. Ryan Inc
Latham,
New York
| US$ 168 mi | +US$ 10,2 mi | +6% | 7% | 63,3% | 59 | 28,81% | 1,3 |
|
| 6525 |
6525
PTM Wealth Management
North Wales,
United States
| US$ 168 mi | +US$ 16,4 mi | +11% | 6,98% | – | 54 | 9,26% | 0,4 |
|