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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
AWM
6651
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 150 mi | +US$ 5,46 mi | +4% | 6,13% | 73,1% | 172 | 11,63% | 4 |
|
| 6652 |
6652
Golden Road Advisors
Tampa,
Florida
| US$ 150 mi | +US$ 22,3 mi | +17% | 11,4% | – | 42 | 11,9% | 1,3 |
|
| 6653 |
RCWM
6653
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 150 mi | +US$ 7,66 mi | +5% | 8,92% | 83,8% | 90 | 6,67% | 2,8 |
|
| 6654 |
GWMI
6654
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 150 mi | +US$ 423 mil | +0,3% | 10,5% | 103% | 226 | 73,45% | 2,9 |
|
| 6655 |
RHDIC
6655
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 150 mi | +US$ 3,47 mi | +2% | 8,7% | 55,9% | 42 | 0% | 9,4 |
|
| 6656 |
6656
Millennium Capital Advisors
Little Rock,
Arkansas
| US$ 150 mi | +US$ 14,5 mi | +11% | 13,7% | 134% | 123 | 8,94% | 2,6 |
|
| 6657 |
6657
Envision Financial
Brookfield,
Wisconsin
| US$ 150 mi | +US$ 17,3 mi | +13% | 6,28% | – | 45 | 11,11% | 0,4 |
|
| 6658 |
6658
Sterling Manor Financial
Saratoga Springs,
New York
| US$ 150 mi | +US$ 10 mi | +7% | 7,6% | – | 31 | 12,9% | 1,7 |
|
| 6659 |
HWMC
6659
Heritage Wealth Management (California)
San Diego,
California
| US$ 150 mi | +US$ 17 mi | +13% | 11,7% | – | 89 | 8,99% | 1,3 |
|
| 6660 |
6660
Upper Left Wealth Management
Tampa,
Florida
| US$ 150 mi | +US$ 10,4 mi | +7% | 7,91% | 52,7% | 66 | 7,58% | 2,4 |
|
| 6661 |
6661
Klein Pavlis & Peasley Financial
Irvine,
California
| US$ 150 mi | +US$ 11 mi | +8% | 9,75% | 97,4% | 84 | 22,62% | 1,1 |
|
| 6662 |
AIM
6662
AHL Investment Management
Winter Park,
Florida
| US$ 150 mi | +US$ 4,72 mi | +3% | 4,55% | 57,7% | 72 | 8,33% | 2,7 |
|
| 6663 |
6663
Renasant Bank
Tupelo,
Mississippi
| US$ 150 mi | -US$ 1,16 mi | -0,8% | 7,98% | 65% | 164 | 14,63% | 2,7 |
|
| 6664 |
AC
6664
ASB Consultores
Aventura,
Florida
| US$ 150 mi | -US$ 4,07 mi | -3% | 12,7% | 84,6% | 163 | 36,2% | 1,3 |
|
| 6665 |
6665
Sapience Investments
Newport Beach,
California
| US$ 150 mi | +US$ 9,8 mi | +7% | 11,3% | 54,9% | 93 | 9,68% | 3,2 |
|
| 6666 |
6666
Lakewood Asset Management
Naperville,
Illinois
| US$ 150 mi | +US$ 1,52 mi | +1% | 4,18% | 69,3% | 104 | 5,77% | 2,2 |
|
| 6667 |
6667
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$ 150 mi | +US$ 21,1 mi | +16% | 11,1% | 79,7% | 114 | 16,67% | 2,3 |
|
| 6668 |
6668
Gould Capital
Tacoma,
Washington
| US$ 150 mi | +US$ 6,53 mi | +5% | 6,08% | 60,1% | 227 | 11,89% | 2,6 |
|
| 6669 |
6669
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| US$ 150 mi | +US$ 7,89 mi | +6% | 10,1% | – | 94 | 64,89% | 0,2 |
|
| 6670 |
6670
LAM Group
Lake Oswego,
Oregon
| US$ 150 mi | +US$ 13,7 mi | +10% | 9% | 61,8% | 74 | 2,7% | 2,3 |
|
| 6671 |
MG
6671
McHugh Group
Bratenahl,
Ohio
| US$ 150 mi | +US$ 17,4 mi | +13% | 15% | – | 72 | 9,72% | 0,4 |
|
| 6672 |
KCM
6672
KRS Capital Management
Bloomfield,
Michigan
| US$ 150 mi | +US$ 23,9 mi | +19% | 23,1% | 272% | 111 | 11,71% | 2,5 |
|
| 6673 |
6673
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$ 150 mi | +US$ 11,3 mi | +8% | 6,31% | – | 46 | 2,17% | 1,4 |
|
| 6674 |
6674
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$ 149 mi | +US$ 13,9 mi | +10% | 8,86% | 55,7% | 257 | 26,46% | 1,2 |
|
| 6675 |
6675
ACAS LLC
Rancho Santa Fe,
California
| US$ 149 mi | +US$ 17,8 mi | +14% | 8,07% | – | 94 | 10,64% | 2,7 |
|