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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 135 mi | +US$ 9,8 mi | +8% | 6,63% | 112% | 87 | 14,94% | 4,2 |
|
| 6527 |
6527
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$ 135 mi | +US$ 2,37 mi | +2% | 5,44% | – | 394 | 14,72% | 0,6 |
|
| 6528 |
6528
Tevis Investment Management
Plano,
Texas
| US$ 135 mi | +US$ 10,7 mi | +9% | 7,72% | 58,7% | 93 | 10,75% | 2,1 |
|
| 6529 |
6529
Retireful LLC
Haslett,
Michigan
| US$ 135 mi | -US$ 77,5 mi | -36% | 7,74% | 437% | 132 | 79,55% | 0,3 |
|
| 6530 |
6530
WESPAC Advisors
Orinda,
California
| US$ 135 mi | +US$ 7,35 mi | +6% | 6,46% | 126% | 172 | 30,23% | 1,1 |
|
| 6531 |
6531
Wintrust Investments
Chicago,
Illinois
| US$ 135 mi | -US$ 1,09 bi | -89% | 6,77% | 27,5% | 520 | 15% | 2,1 |
|
| 6532 |
6532
LWM Advisory Services
Plantation,
Florida
| US$ 135 mi | +US$ 15,9 mi | +13% | 6,42% | 64,9% | 96 | 19,79% | 1,6 |
|
| 6533 |
6533
Mainsail Asset Management
Birmingham,
Alabama
| US$ 135 mi | +US$ 8,72 mi | +7% | 8,01% | 90,4% | 65 | 23,08% | 0,6 |
|
| 6534 |
6534
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 135 mi | +US$ 13,8 mi | +11% | 6,83% | 75,5% | 53 | 16,98% | 4,5 |
|
| 6535 |
6535
Heights Capital Management
San Francisco,
California
| US$ 135 mi | – | – | 18% | – | 138 | – | 0 |
|
| 6536 |
6536
Terra Nova Asset Management
New York
| US$ 135 mi | +US$ 7,99 mi | +6% | 10,7% | 172% | 87 | 9,2% | 3,1 |
|
| 6537 |
6537
Elevate Wealth Advisory
Athens,
Georgia
| US$ 135 mi | +US$ 11,5 mi | +9% | 6,77% | – | 121 | 8,26% | 0,6 |
|
| 6538 |
6538
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$ 135 mi | -US$ 1,28 mi | -0,9% | 9,75% | – | 245 | 17,55% | 1 |
|
| 6539 |
6539
Wayfinding Financial
Lynnwood,
Washington
| US$ 134 mi | -US$ 43,2 mi | -24% | 3,84% | 68,3% | 128 | 72,66% | 1,5 |
|
| 6540 |
6540
WealthTrust Asset Management
Destin,
Florida
| US$ 134 mi | -US$ 2,78 mi | -2% | 7% | 102% | 109 | 39,45% | 1,4 |
|
| 6541 |
6541
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$ 134 mi | +US$ 10,4 mi | +8% | 5,87% | – | 50 | 8% | 0,7 |
|
| 6542 |
SCH
6542
Shengqi Capital (HK)
Hong Kong
| US$ 134 mi | – | – | 17,7% | – | 3 | – | 0 |
|
| 6543 |
6543
Rareview Capital
Las Vegas,
Nevada
| US$ 134 mi | +US$ 29,4 mi | +28% | 5,6% | – | 55 | 29,09% | 0,5 |
|
| 6544 |
6544
CAP Partners LLC
Franklin,
Tennessee
| US$ 134 mi | +US$ 10,8 mi | +9% | 6,95% | 97% | 137 | 13,14% | 0,6 |
|
| 6545 |
6545
Dentgroup
Baton Rouge,
Louisiana
| US$ 134 mi | +US$ 9,7 mi | +8% | 5,86% | 53,6% | 89 | 16,85% | 1,9 |
|
| 6546 |
6546
Kingdom Financial Group
Peoria,
Arizona
| US$ 134 mi | -US$ 14 mi | -9% | 5,31% | 46,2% | 55 | 16,36% | 1 |
|
| 6547 |
6547
Silvia McColl Wealth Management
San Diego,
California
| US$ 134 mi | +US$ 12,7 mi | +11% | 6,33% | 82,7% | 120 | 18,33% | 1,5 |
|
| 6548 |
6548
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 134 mi | +US$ 12,8 mi | +11% | 11,8% | 269% | 58 | 29,31% | 1 |
|
| 6549 |
6549
Indie Asset Partners
Carmel,
Indiana
| US$ 134 mi | +US$ 7,92 mi | +6% | 3,14% | 119% | 119 | 17,65% | 2,2 |
|
| 6550 |
6550
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 133 mi | +US$ 23 mi | +21% | 8,71% | 75,6% | 172 | 60,47% | 0,8 |
|