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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
WPG Advisers
Baltimore,
Maryland
| US$ 129 mi | +US$ 10,4 mi | +9% | 9,35% | – | 1.492 | 7,57% | 0,7 |
|
| 7252 |
7252
Brian Low Financial Group
Baton Rouge,
Louisiana
| US$ 129 mi | +US$ 22,1 mi | +21% | 9,2% | – | 115 | 19,13% | 0,2 |
|
| 7253 |
7253
Kennon-Green & Company
New Albany,
Ohio
| US$ 129 mi | +US$ 3,81 mi | +3% | 4,73% | 58,4% | 43 | 11,63% | 2,6 |
|
| 7254 |
7254
Entruity Wealth
Bakersfield,
California
| US$ 129 mi | +US$ 11,2 mi | +10% | 6,81% | – | 42 | 2,38% | 0,7 |
|
| 7255 |
7255
Grizzlyrock Capital
Chicago,
Illinois
| US$ 129 mi | -US$ 18 mi | -12% | 0,29% | – | 26 | 26,92% | 0,8 |
|
| 7256 |
7256
Farnam Financial
Phoenix,
Arizona
| US$ 129 mi | +US$ 17,5 mi | +16% | 6,33% | – | 52 | 9,62% | 0,9 |
|
| 7257 |
7257
Clear Point Advisors
Melville,
New York
| US$ 129 mi | +US$ 10 mi | +8% | 5,87% | 56,7% | 114 | 5,26% | 1,6 |
|
| 7258 |
BC
7258
Bulwark Capital
Fernandina Beach,
Florida
| US$ 129 mi | +US$ 9,8 mi | +8% | 4,33% | – | 101 | 5,94% | 0,2 |
|
| 7259 |
7259
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 129 mi | +US$ 4,2 mi | +3% | 14,6% | 269% | 57 | 29,82% | 1,3 |
|
| 7260 |
7260
Momentum Wealth Planning
Estero,
Florida
| US$ 129 mi | +US$ 11,1 mi | +9% | 10,9% | – | 49 | 34,69% | 0,2 |
|
| 7261 |
7261
Centerpoint Advisory Group
Overland Park,
Kansas
| US$ 128 mi | +US$ 13,2 mi | +11% | 8,06% | – | 111 | 12,61% | 0,6 |
|
| 7262 |
7262
Michels Family Financial
Fort Worth,
Texas
| US$ 128 mi | +US$ 11,1 mi | +9% | 7,58% | – | 142 | 16,9% | 0,6 |
|
| 7263 |
7263
Clifford Group
Wayland,
Massachusetts
| US$ 128 mi | +US$ 6,67 mi | +5% | 8,29% | 67,9% | 85 | 7,06% | 2,1 |
|
| 7264 |
7264
Innovative Wealth Building
California,
Maryland
| US$ 128 mi | +US$ 7,68 mi | +6% | 6,72% | – | 55 | 7,27% | 0,6 |
|
| 7265 |
7265
Paladin Advisory Group
Clive,
Iowa
| US$ 128 mi | -US$ 2,69 mi | -2% | 7,87% | 71,9% | 258 | 10,47% | 2,1 |
|
| 7266 |
7266
Twin City Private Wealth
Winston-Salem,
North Carolina
| US$ 128 mi | +US$ 5,72 mi | +5% | 4,22% | – | 106 | 9,43% | 1,3 |
|
| 7267 |
7267
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 128 mi | +US$ 8,32 mi | +7% | 9,96% | 96,8% | 372 | 6,99% | 3,8 |
|
| 7268 |
7268
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$ 128 mi | +US$ 11,3 mi | +10% | 9,46% | – | 88 | 27,27% | 1,4 |
|
| 7269 |
7269
Flywheel Private Wealth
Los Altos,
California
| US$ 128 mi | +US$ 3,41 mi | +3% | 7,18% | – | 88 | 11,36% | 0,7 |
|
| 7270 |
7270
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| US$ 128 mi | – | – | 7,6% | – | 144 | – | 0,9 |
|
| 7271 |
7271
Challenger Wealth Management
Aliso Viejo,
California
| US$ 128 mi | -US$ 16,3 mi | -11% | 8,58% | – | 111 | 44,14% | 0,7 |
|
| 7272 |
7272
Delta Wealth Advisors
Indianapolis,
Indiana
| US$ 128 mi | +US$ 8,4 mi | +7% | 5,27% | – | 46 | 2,17% | 1,1 |
|
| 7273 |
7273
Winnow Wealth
Waco,
Texas
| US$ 128 mi | -US$ 6,52 mi | -5% | 6,18% | – | 663 | 87,93% | 0,1 |
|
| 7274 |
7274
Pollock Investment Advisors
Ann Arbor,
Michigan
| US$ 128 mi | +US$ 4,98 mi | +4% | 4,35% | – | 41 | 2,44% | 0,7 |
|
| 7275 |
7275
Cushing Capital Partners
Delafield,
Wisconsin
| US$ 128 mi | +US$ 9,32 mi | +8% | 5,81% | – | 90 | 13,33% | 0,6 |
|