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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sheridan Capital Management
San Rafael,
California
| US$ 145 mi | +US$ 7,76 mi | +6% | 8,13% | – | 31 | 22,58% | 1,1 |
|
| 6777 |
6777
Atala Financial
Calabasas,
California
| US$ 145 mi | +US$ 7,65 mi | +6% | 14,6% | – | 476 | 73,95% | 0,5 |
|
| 6778 |
6778
Pillar Financial Advisors
Louisville,
Kentucky
| US$ 145 mi | +US$ 10,6 mi | +8% | 6,14% | – | 111 | 1,8% | 0,5 |
|
| 6779 |
6779
Vannoy Advisory Group
Austin,
Texas
| US$ 145 mi | +US$ 9,8 mi | +7% | 6,95% | 52,5% | 27 | 3,7% | 1,4 |
|
| 6780 |
6780
Argosy-Lionbridge Management
New York
| US$ 145 mi | -US$ 5,23 mi | -3% | 4,59% | – | 13 | 15,38% | 0,4 |
|
| 6781 |
PWAM
6781
Pinnacle West Asset Management
Casper,
Wyoming
| US$ 145 mi | +US$ 6,2 mi | +4% | 7,94% | 100% | 113 | 0,88% | 2 |
|
| 6782 |
VFS
6782
Valpey Financial Services
Concord,
New Hampshire
| US$ 145 mi | – | – | 7,07% | – | 67 | – | 0 |
|
| 6783 |
6783
EntreWealth
Austin,
Texas
| US$ 145 mi | +US$ 14,5 mi | +11% | 6,51% | – | 68 | 16,18% | 0,4 |
|
| 6784 |
6784
Christian Investment Advisors
New Braunfels,
Texas
| US$ 145 mi | +US$ 744 mil | +0,5% | 5,59% | – | 14 | 28,57% | 0,4 |
|
| 6785 |
6785
Note Advisors
Buffalo,
New York
| US$ 145 mi | +US$ 23,5 mi | +19% | 5,72% | – | 78 | 10,26% | 0,5 |
|
| 6786 |
6786
Banco de Sabadell
Miami,
Florida
| US$ 145 mi | +US$ 13 mi | +10% | 9,07% | 75,1% | 65 | 13,85% | 5,2 |
|
| 6787 |
6787
M3 Advisory Group
Needham Heights,
Massachusetts
| US$ 145 mi | +US$ 18 mi | +14% | 11,6% | – | 151 | 11,26% | 1,2 |
|
| 6788 |
6788
SFI Advisors
Montclair,
New Jersey
| US$ 145 mi | +US$ 9,21 mi | +7% | 12,2% | 82,9% | 79 | 36,71% | 2 |
|
| 6789 |
6789
Coordinated Financial Services
Denver,
Colorado
| US$ 144 mi | +US$ 13,9 mi | +11% | 8,15% | – | 152 | 11,84% | 1 |
|
| 6790 |
6790
Bluegrass Capital Partners
Palm Beach,
Florida
| US$ 144 mi | +US$ 27,6 mi | +24% | 15,9% | 60,1% | 12 | 16,67% | 2,5 |
|
| 6791 |
6791
Challenger Wealth Management
Aliso Viejo,
California
| US$ 144 mi | +US$ 18 mi | +14% | 11,4% | – | 120 | 18,33% | 0,4 |
|
| 6792 |
ALS
6792
Andrew L. Share
| US$ 144 mi | +US$ 7,1 mi | +5% | 7,27% | 14,8% | 13 | 0% | 2 |
|
| 6793 |
6793
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 144 mi | +US$ 47,2 mi | +49% | 9,99% | – | 62 | 20,97% | 0,4 |
|
| 6794 |
6794
Dentgroup
Baton Rouge,
Louisiana
| US$ 144 mi | +US$ 10,8 mi | +8% | 7,81% | 53,6% | 95 | 18,95% | 2,2 |
|
| 6795 |
6795
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$ 144 mi | -US$ 16,6 mi | -10% | 9,4% | – | 156 | 8,97% | 1,3 |
|
| 6796 |
6796
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 144 mi | +US$ 7,59 mi | +6% | 4,17% | 59,7% | 62 | 3,23% | 2,2 |
|
| 6797 |
6797
Axon Enterprise
Scottsdale,
Arizona
| US$ 144 mi | -US$ 30,9 mi | -18% | 17,7% | – | 1 | 0% | 0,5 |
|
| 6798 |
6798
Wernau Asset Management
Gloucester,
Massachusetts
| US$ 144 mi | +US$ 15,9 mi | +12% | 5,19% | – | 49 | 6,12% | 0,5 |
|
| 6799 |
6799
Brucke Financial
Indianapolis,
Indiana
| US$ 144 mi | +US$ 28,7 mi | +25% | 10,6% | – | 148 | 6,76% | 0,5 |
|
| 6800 |
6800
Del-Sette Capital Management
Schenectady,
New York
| US$ 144 mi | +US$ 16,5 mi | +13% | 12,6% | 112% | 51 | 35,29% | 1,4 |
|