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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Summit Investment Advisors
Hunt Valley,
Maryland
| US$ 121 mi | +US$ 8,92 mi | +8% | 4,85% | – | 56 | 3,57% | 0,5 |
|
| 7252 |
7252
Shorepath Capital Management
Park City,
Utah
| US$ 121 mi | -US$ 11,2 mi | -8% | 10,9% | – | 24 | 8,33% | 1,4 |
|
| 7253 |
7253
AGH Wealth Advisors
Wichita,
Kansas
| US$ 121 mi | +US$ 17,7 mi | +17% | 12,4% | – | 134 | 16,42% | 0,4 |
|
| 7254 |
7254
PMG Wealth Management
Hawthorn Woods,
Illinois
| US$ 121 mi | +US$ 27 mi | +29% | 7,34% | – | 54 | 24,07% | 0,4 |
|
| 7255 |
7255
Lauer Wealth
Valparaiso,
Indiana
| US$ 121 mi | -US$ 8,81 mi | -7% | 13,6% | 89,4% | 73 | 50,68% | 0,7 |
|
| 7256 |
7256
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$ 121 mi | +US$ 16,9 mi | +16% | 11,5% | – | 167 | 32,34% | 0,4 |
|
| 7257 |
7257
Galaxy Digital Capital Management
New York
| US$ 121 mi | +US$ 32,9 mi | +37% | 68,4% | – | 57 | 59,65% | 0,3 |
|
| 7258 |
7258
Boreal Capital Management
Miami,
Florida
| US$ 121 mi | – | – | 9,67% | – | 488 | – | 0 |
|
| 7259 |
7259
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 121 mi | +US$ 7,95 mi | +7% | 6,48% | – | 89 | 8,99% | 0,4 |
|
| 7260 |
7260
Eagle Bay Advisors
New York
| US$ 121 mi | +US$ 2,99 mi | +3% | 9,08% | 85% | 119 | 10,08% | 3,3 |
|
| 7261 |
7261
Hickory Asset Management
Concord,
Ohio
| US$ 121 mi | +US$ 8,38 mi | +7% | 9,66% | – | 94 | 8,51% | 0,5 |
|
| 7262 |
7262
Persium Advisors
Atlanta,
Georgia
| US$ 121 mi | +US$ 15,3 mi | +15% | 9,04% | – | 65 | 16,92% | 0,4 |
|
| 7263 |
7263
Anchor Capital Management Company
Raleigh,
North Carolina
| US$ 121 mi | +US$ 20,7 mi | +21% | 11,6% | – | 11 | 27,27% | 0,8 |
|
| 7264 |
7264
LifePlan Financial
Mankato,
Minnesota
| US$ 121 mi | +US$ 6 mi | +5% | 5,66% | 69,9% | 95 | 12,63% | 1,2 |
|
| 7265 |
7265
Gilbert Capital Group
North Yarmouth,
Maine
| US$ 121 mi | – | – | 8,78% | – | 48 | – | 0 |
|
| 7266 |
7266
Innovative Wealth Building
California,
Maryland
| US$ 121 mi | +US$ 12,1 mi | +11% | 8,64% | – | 55 | 16,36% | 0,4 |
|
| 7267 |
DQRIM
7267
Dale Q Rice Investment Management
Vancouver,
Washington
| US$ 121 mi | -US$ 73 mi | -38% | 23,6% | – | 95 | 31,58% | 0,5 |
|
| 7268 |
7268
Rexford Capital
Bellaire,
Texas
| US$ 121 mi | – | – | 7,49% | – | 280 | – | 0 |
|
| 7269 |
7269
WealthGarden F.S.
El Segundo,
California
| US$ 120 mi | +US$ 16,5 mi | +16% | 10,8% | – | 142 | 17,61% | 0,8 |
|
| 7270 |
7270
Elm3 Financial Group
Alpharetta,
Georgia
| US$ 120 mi | +US$ 6,48 mi | +6% | 16,3% | – | 117 | 21,37% | 0,4 |
|
| 7271 |
7271
Ally Bridge Group
New York
| US$ 120 mi | +US$ 9,25 mi | +8% | 17,4% | 844% | 37 | 59,46% | 0,6 |
|
| 7272 |
7272
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 120 mi | +US$ 13,9 mi | +13% | 4,24% | 64% | 34 | 32,35% | 1,8 |
|
| 7273 |
7273
Hartmann Taylor Wealth Management
Dallas,
Texas
| US$ 120 mi | +US$ 8,5 mi | +8% | 9,32% | – | 57 | 19,3% | 0,2 |
|
| 7274 |
7274
Womack Financial
Dallas,
Texas
| US$ 120 mi | +US$ 10,8 mi | +10% | 8,38% | – | 66 | 3,03% | 0,5 |
|
| 7275 |
7275
Parsonex Advisory Services
Englewood,
Colorado
| US$ 120 mi | – | – | 17% | – | 96 | – | 0 |
|