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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
WA
7376
Wilmar Advisors
Juno Beach,
Florida
| US$ 122 mi | +US$ 16,7 mi | +16% | 14,2% | – | 25 | 24% | 0,5 |
|
| 7377 |
UAML
7377
US Asset Management LLC
Pittsburgh,
Pennsylvania
| US$ 122 mi | +US$ 6,36 mi | +6% | 10,4% | – | 124 | 8,06% | 3,5 |
|
| 7378 |
7378
Tandem Investment Partners
Bordentown,
New Jersey
| US$ 122 mi | +US$ 7,05 mi | +6% | 7,09% | – | 73 | 10,96% | 0,7 |
|
| 7379 |
7379
swisspartners Advisors
Zurich,
Switzerland
| US$ 122 mi | +US$ 15,6 mi | +15% | 11,9% | 73,2% | 25 | 8% | 3,1 |
|
| 7380 |
7380
Fortitude Financial
Spokane,
Washington
| US$ 122 mi | +US$ 9,03 mi | +8% | 0,59% | – | 34 | 14,71% | 0,4 |
|
| 7381 |
7381
Journey Beyond Wealth
Roswell,
Georgia
| US$ 122 mi | +US$ 2,99 mi | +3% | 7,18% | – | 31 | 12,9% | 0,7 |
|
| 7382 |
7382
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 122 mi | – | – | 1,95% | – | 19 | – | 0,9 |
|
| 7383 |
7383
WealthTrak Capital Management
Virginia Beach,
Virginia
| US$ 121 mi | +US$ 1,79 mi | +1% | 7,76% | – | 938 | 92,32% | 0,7 |
|
| 7384 |
7384
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 121 mi | +US$ 11,7 mi | +11% | 7,61% | 70,5% | 79 | 11,39% | 1,4 |
|
| 7385 |
7385
Alterna Wealth Management
Houston,
Texas
| US$ 121 mi | -US$ 3,41 mi | -3% | 5,63% | 52,9% | 116 | 25,86% | 2,6 |
|
| 7386 |
7386
Runnymede Capital Advisors
Dublin,
Ohio
| US$ 121 mi | +US$ 12,9 mi | +12% | 14,2% | – | 74 | 14,86% | 0,7 |
|
| 7387 |
UFA
7387
Uptown Financial Advisors
Dallas,
Texas
| US$ 121 mi | +US$ 4,62 mi | +4% | 6,24% | – | 80 | 13,75% | 0,7 |
|
| 7388 |
7388
Alexander Randolph Advisory
Mclean,
Virginia
| US$ 121 mi | +US$ 9,7 mi | +9% | 7,99% | – | 53 | 0% | 1,7 |
|
| 7389 |
7389
Virtue Asset Management
Barrington,
Illinois
| US$ 121 mi | – | – | 7,69% | – | 96 | – | 0 |
|
| 7390 |
7390
Allium Financial Advisors
Lake Oswego,
Oregon
| US$ 121 mi | +US$ 6,07 mi | +5% | 7,8% | – | 94 | 20,21% | 0,4 |
|
| 7391 |
7391
Ibex Investors
Denver,
Colorado
| US$ 121 mi | +US$ 23 mi | +24% | 16,4% | 16,6% | 16 | 68,75% | 1 |
|
| 7392 |
7392
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$ 121 mi | +US$ 11,2 mi | +10% | 7,79% | 70,8% | 118 | 8,47% | 1,9 |
|
| 7393 |
7393
Defined Financial Planning
San Rafael,
California
| US$ 121 mi | +US$ 7,99 mi | +7% | 6,99% | – | 76 | 25% | 0,5 |
|
| 7394 |
7394
AG Asset Advisory
Los Angeles,
California
| US$ 121 mi | +US$ 5,47 mi | +5% | 2,69% | – | 26 | 19,23% | 0,6 |
|
| 7395 |
7395
Phillips Wealth Planners
Starkville,
Mississippi
| US$ 120 mi | +US$ 10,1 mi | +9% | 6,47% | 82% | 215 | 19,07% | 1,7 |
|
| 7396 |
7396
Lane Generational
Dover,
Massachusetts
| US$ 120 mi | +US$ 13,2 mi | +12% | 32,7% | 148% | 35 | 20% | 2,1 |
|
| 7397 |
7397
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 120 mi | +US$ 15,1 mi | +14% | 6,85% | – | 74 | 17,57% | 0,6 |
|
| 7398 |
7398
Barden Capital Management
Austin,
Texas
| US$ 120 mi | +US$ 6,18 mi | +5% | 5,18% | 80,1% | 62 | 14,52% | 2,6 |
|
| 7399 |
OP
7399
Orvieto Partners
Boston,
Massachusetts
| US$ 120 mi | +US$ 7,76 mi | +7% | 6,62% | – | 46 | 26,09% | 0,6 |
|
| 7400 |
KCM
7400
Kempner Capital Management
Galveston,
Texas
| US$ 120 mi | -US$ 66,6 mi | -36% | 9,78% | 60,9% | 50 | 10% | 4,4 |
|