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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 171 mi | -US$ 18,3 mi | -10% | 3,41% | 121% | 102 | 19,61% | 4,3 |
|
| 6752 |
6752
LWM Advisory Services
Plantation,
Florida
| US$ 171 mi | -US$ 898 mil | -0,5% | 3,13% | 64,9% | 103 | 29,13% | 2,2 |
|
| 6753 |
6753
SFM LLC
Manchester,
New Hampshire
| US$ 171 mi | -US$ 1,31 mi | -0,8% | 2,29% | 67,5% | 64 | 10,94% | 1,6 |
|
| 6754 |
6754
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 171 mi | +US$ 5,52 mi | +3% | 3,96% | 75,6% | 119 | 22,69% | 1,4 |
|
| 6755 |
6755
Martin Capital Advisors
San Antonio,
Texas
| US$ 171 mi | +US$ 4,9 mi | +3% | 4,69% | 140% | 75 | 5,33% | 3,2 |
|
| 6756 |
6756
Ariston Services Group
San Diego,
California
| US$ 170 mi | +US$ 4,55 mi | +3% | 2,98% | 71,7% | 72 | 4,17% | 1,6 |
|
| 6757 |
6757
NEXTBio Capital Management
Menlo Park,
California
| US$ 170 mi | – | – | 76,5% | – | 23 | – | 0 |
|
| 6758 |
6758
Seros Financial
Tempe,
Arizona
| US$ 170 mi | +US$ 5,23 mi | +3% | 1,23% | – | 66 | 12,12% | 0,8 |
|
| 6759 |
6759
Windward Management
Miami Beach,
Florida
| US$ 170 mi | – | – | 18,5% | – | 12 | – | 0 |
|
| 6760 |
6760
Daviman Financial
Noblesville,
Indiana
| US$ 170 mi | – | – | 1,01% | – | 89 | – | 0 |
|
| 6761 |
6761
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 170 mi | -US$ 1,26 mi | -0,7% | 2,43% | 129% | 152 | 17,11% | 1,8 |
|
| 6762 |
6762
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 170 mi | -US$ 341 mil | -0,2% | 0,14% | – | 111 | 5,41% | 1,1 |
|
| 6763 |
GWMI
6763
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 170 mi | +US$ 1000 mil | +0,6% | 0,84% | 98,1% | 68 | 11,76% | 2,9 |
|
| 6764 |
6764
Connective Capital Management
Palo Alto,
California
| US$ 170 mi | +US$ 61,3 mi | +56% | 4,21% | 188% | 95 | 63,16% | 0,9 |
|
| 6765 |
6765
Lakewood Asset Management
Naperville,
Illinois
| US$ 170 mi | +US$ 4,84 mi | +3% | 0,58% | 69,3% | 111 | 11,71% | 2,5 |
|
| 6766 |
6766
Remedium Capital Partners
Fort Lauderdale,
Florida
| US$ 170 mi | – | – | 85,7% | – | 6 | – | 0 |
|
| 6767 |
6767
Taylor Financial Group
Roanoke,
Virginia
| US$ 170 mi | -US$ 3,63 mi | -2% | 0,24% | 79% | 105 | 2,86% | 1,7 |
|
| 6768 |
6768
Islay Capital Management
Lubbock,
Texas
| US$ 170 mi | -US$ 4,78 mi | -3% | 2,88% | 72% | 252 | 28,97% | 3,5 |
|
| 6769 |
6769
Astra Wealth Partners
Jersey City,
New Jersey
| US$ 170 mi | +US$ 19,8 mi | +13% | 2,75% | – | 108 | 17,59% | 0,7 |
|
| 6770 |
6770
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 170 mi | +US$ 4,97 mi | +3% | 3,23% | 79,1% | 118 | 6,78% | 4,4 |
|
| 6771 |
6771
Millstone Evans Group
Boulder,
Colorado
| US$ 170 mi | +US$ 12,6 mi | +8% | 2,76% | – | 877 | 7,18% | 0,9 |
|
| 6772 |
6772
Herbst Group
Westport,
Connecticut
| US$ 170 mi | +US$ 9,1 mi | +6% | 4,06% | 142% | 70 | 38,57% | 1,8 |
|
| 6773 |
6773
Klein Pavlis & Peasley Financial
Irvine,
California
| US$ 170 mi | +US$ 6,8 mi | +4% | 4,14% | 97,4% | 104 | 25% | 0,9 |
|
| 6774 |
6774
MQS Management
New York
| US$ 170 mi | -US$ 1,77 mi | -1% | 3,37% | 4,55% | 664 | 81,02% | 0,1 |
|
| 6775 |
6775
Farrell Financial
Orchard Park,
New York
| US$ 170 mi | +US$ 10,1 mi | +6% | 1,88% | 57,8% | 75 | 8% | 1,6 |
|