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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 158 mi | +US$ 20 mi | +15% | 1,97% | 59,6% | 19 | 21,05% | 1,2 |
|
| 7027 |
GA
7027
Gagnon Advisors
New York
| US$ 158 mi | -US$ 4,44 mi | -3% | 3,45% | 214% | 24 | 4,17% | 6 |
|
| 7028 |
7028
IMG Wealth Management
Jacksonville,
Florida
| US$ 157 mi | +US$ 9,6 mi | +7% | 2,74% | – | 659 | 27,31% | 0,6 |
|
| 7029 |
PIP
7029
PB Investment Partners
Burlingame,
California
| US$ 157 mi | +US$ 10,2 mi | +7% | 7,66% | 81,1% | 9 | 11,11% | 2,8 |
|
| 7030 |
HWMC
7030
Heritage Wealth Management (California)
San Diego,
California
| US$ 157 mi | +US$ 8,12 mi | +5% | 1,7% | 78,5% | 99 | 17,17% | 1,6 |
|
| 7031 |
7031
Fingerlakes Wealth Management
Ithaca,
New York
| US$ 157 mi | +US$ 3,97 mi | +3% | 2,77% | 92,1% | 100 | 5% | 3,1 |
|
| 7032 |
7032
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| US$ 157 mi | +US$ 1,72 mi | +1% | 0,13% | – | 139 | 7,91% | 0,7 |
|
| 7033 |
7033
McGuire Capital Advisors
Bethany,
Oklahoma
| US$ 157 mi | – | – | 0,82% | – | 942 | – | 0 |
|
| 7034 |
7034
Richmond Brothers
Jackson,
Michigan
| US$ 157 mi | -US$ 1,27 mi | -0,8% | 1,4% | 77,2% | 36 | 5,56% | 1,7 |
|
| 7035 |
7035
Innovative Advisory Group
Lexington,
Massachusetts
| US$ 157 mi | -US$ 5,4 mi | -3% | 5,39% | – | 271 | 14,02% | 0,9 |
|
| 7036 |
7036
Emory University
Atlanta,
Georgia
| US$ 157 mi | +US$ 10,8 mil | +0% | 1,52% | – | 7 | 0% | 2 |
|
| 7037 |
7037
FWG Investments
Lexington,
Kentucky
| US$ 157 mi | +US$ 11,2 mi | +8% | 1,99% | 67,5% | 118 | 17,8% | 0,8 |
|
| 7038 |
7038
Redwood Financial Network
Solon,
Ohio
| US$ 157 mi | -US$ 1,07 mi | -0,7% | 1,77% | 82,2% | 188 | 11,7% | 2,3 |
|
| 7039 |
7039
Parsonex Advisory Services
Englewood,
Colorado
| US$ 157 mi | +US$ 9,9 mi | +7% | 4,94% | – | 105 | 10,48% | 0,5 |
|
| 7040 |
7040
LFG Wealth Partners
Elizabethtown,
Kentucky
| US$ 157 mi | – | – | 5,22% | – | 81 | – | 0 |
|
| 7041 |
7041
RiverTree Advisors
Winter Park,
Florida
| US$ 157 mi | +US$ 851 mil | +0,5% | 0,46% | 25,4% | 66 | 24,24% | 1,4 |
|
| 7042 |
7042
Atala Financial
Calabasas,
California
| US$ 157 mi | -US$ 2,91 mi | -2% | 3,25% | – | 132 | 10,61% | 0,9 |
|
| 7043 |
7043
Archvest Wealth Advisors
Concord,
California
| US$ 157 mi | +US$ 43,8 mi | +39% | 1,95% | 53,1% | 71 | 21,13% | 2,1 |
|
| 7044 |
KFO
7044
Kopp Family Office
Bloomington,
Minnesota
| US$ 157 mi | +US$ 3,03 mi | +2% | 6,11% | 47,9% | 26 | 19,23% | 2,9 |
|
| 7045 |
7045
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$ 157 mi | +US$ 4,12 mi | +3% | 2,55% | 55,4% | 70 | 7,14% | 1,6 |
|
| 7046 |
VFS
7046
Valpey Financial Services
Concord,
New Hampshire
| US$ 157 mi | +US$ 3,85 mi | +3% | 1,26% | – | 73 | 2,74% | 0,5 |
|
| 7047 |
7047
Fidato Wealth
Middleburg Heights,
Ohio
| US$ 157 mi | +US$ 4,41 mi | +3% | 0,66% | 61,1% | 16 | 12,5% | 2 |
|
| 7048 |
7048
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$ 157 mi | -US$ 3,68 mi | -2% | 1,41% | 42,3% | 58 | 22,41% | 1 |
|
| 7049 |
BAS
7049
Breakthru Advisory Services
Muskego,
Wisconsin
| US$ 156 mi | +US$ 4,52 mi | +3% | 1,51% | – | 68 | 16,18% | 0,3 |
|
| 7050 |
7050
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 156 mi | +US$ 5,75 mi | +4% | 3,42% | 101% | 143 | 7,69% | 3,3 |
|