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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 134 mi | +US$ 2,57 mi | +2% | 5,07% | 72,3% | 72 | 1,39% | 1,6 |
|
| 7177 |
7177
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$ 134 mi | +US$ 12,6 mi | +10% | 8,73% | – | 177 | 35,03% | 0,5 |
|
| 7178 |
7178
Axos Invest
Las Vegas,
Nevada
| US$ 134 mi | +US$ 1,05 mi | +0,8% | 5,8% | – | 25 | 24% | 0,9 |
|
| 7179 |
TF
7179
TME Financial
Huntington Beach,
California
| US$ 133 mi | +US$ 9,8 mi | +8% | 5,61% | – | 76 | 3,95% | 0,7 |
|
| 7180 |
7180
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 133 mi | +US$ 5,19 mi | +4% | 8,6% | – | 100 | 18% | 1,2 |
|
| 7181 |
AC
7181
Anson Capital
Tyrone,
Georgia
| US$ 133 mi | +US$ 9,26 mi | +7% | 5,87% | 50,5% | 83 | 9,64% | 1,9 |
|
| 7182 |
7182
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$ 133 mi | +US$ 11 mi | +9% | 8,67% | – | 32 | 12,5% | 1,2 |
|
| 7183 |
7183
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$ 133 mi | +US$ 17,6 mi | +15% | 8,65% | – | 16 | 0% | 0,6 |
|
| 7184 |
7184
Barington Capital Group
New York
| US$ 133 mi | +US$ 25,7 mi | +24% | 27,6% | 71,1% | 13 | 46,15% | 1,7 |
|
| 7185 |
7185
Ridgeline Wealth Planning
Centerville,
Ohio
| US$ 133 mi | +US$ 11,7 mi | +10% | 6,22% | – | 42 | 11,9% | 0,6 |
|
| 7186 |
AA
7186
Alpha Advisors
Richmond,
Virginia
| US$ 133 mi | +US$ 16,3 mi | +14% | 7,93% | – | 50 | 20% | 0,6 |
|
| 7187 |
7187
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$ 133 mi | +US$ 22,9 mi | +21% | 0,58% | – | 28 | 25% | 0,2 |
|
| 7188 |
7188
Collier Financial
Denver,
Colorado
| US$ 133 mi | – | – | 4,7% | – | 131 | – | 0,6 |
|
| 7189 |
7189
J2 Capital Management
Troy,
Michigan
| US$ 133 mi | +US$ 7,44 mi | +6% | 6,39% | – | 133 | 20,3% | 1,5 |
|
| 7190 |
7190
Fortune Financial Advisors
Overland Park,
Kansas
| US$ 133 mi | +US$ 8,6 mi | +7% | 6,79% | 76,8% | 99 | 9,09% | 1,9 |
|
| 7191 |
7191
Legacy Advisory Services
Exton,
Pennsylvania
| US$ 133 mi | +US$ 6,72 mi | +5% | 4,3% | 59,4% | 51 | 11,76% | 1,2 |
|
| 7192 |
7192
White & Co Financial Planning
Sunnyside,
Washington
| US$ 133 mi | +US$ 7,78 mi | +6% | 5,74% | – | 19 | 0% | 0,8 |
|
| 7193 |
7193
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 133 mi | +US$ 1,85 mi | +1% | 9,66% | 161% | 244 | 19,26% | 2,4 |
|
| 7194 |
7194
Avant Financial Advisors
Austin,
Texas
| US$ 133 mi | +US$ 11,4 mi | +9% | 6,45% | – | 65 | 1,54% | 0,7 |
|
| 7195 |
7195
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 133 mi | +US$ 11,5 mi | +10% | 8,13% | – | 93 | 8,6% | 0,7 |
|
| 7196 |
7196
Birchview Capital
Burlington,
Vermont
| US$ 132 mi | +US$ 31,8 mi | +32% | 34,9% | 327% | 79 | 22,78% | 2,9 |
|
| 7197 |
7197
MFG Wealth Management
Indianapolis,
Indiana
| US$ 132 mi | +US$ 13,7 mi | +12% | 11,8% | – | 69 | 39,13% | 0,4 |
|
| 7198 |
7198
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$ 132 mi | +US$ 6,11 mi | +5% | 8,03% | 64,9% | 90 | 12,22% | 2,7 |
|
| 7199 |
7199
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| US$ 132 mi | +US$ 24,5 mi | +23% | 20,8% | – | 14 | 42,86% | 0,5 |
|
| 7200 |
TCM
7200
Tao Capital Management
San Francisco,
California
| US$ 132 mi | -US$ 4,17 mi | -3% | 19,2% | 314% | 10 | 10% | 4,2 |
|