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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 646 mi | +US$ 91,5 mi | +17% | 15,7% | 76,7% | 159 | 16,35% | 3,1 |
|
| 3352 |
3352
Advisors Preferred
Rockville,
Maryland
| US$ 646 mi | -US$ 33,3 mi | -5% | 16,7% | 102% | 320 | 64,06% | 0,7 |
|
| 3353 |
3353
Patient Square Capital
Menlo Park,
California
| US$ 646 mi | +US$ 81,9 mi | +15% | 24,9% | 329% | 35 | 51,43% | 0,8 |
|
| 3354 |
3354
Waterfront Wealth
Overland Park,
Kansas
| US$ 645 mi | +US$ 101 mi | +19% | 15,8% | 77,2% | 308 | 11,36% | 3,2 |
|
| 3355 |
3355
Mayport LLC
Newton,
Massachusetts
| US$ 645 mi | +US$ 107 mi | +20% | 12,2% | 57% | 142 | 14,08% | 2,1 |
|
| 3356 |
3356
Harfst & Associates
Sheridan,
Wyoming
| US$ 643 mi | +US$ 83,2 mi | +15% | 17,6% | 88,1% | 129 | 10,08% | 3,6 |
|
| 3357 |
3357
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$ 643 mi | +US$ 48,7 mi | +8% | 12,2% | 75,9% | 226 | 11,06% | 5,1 |
|
| 3358 |
3358
Patten Group
Chattanooga,
Tennessee
| US$ 643 mi | +US$ 68 mi | +12% | 17,6% | 99% | 342 | 18,42% | 5,1 |
|
| 3359 |
3359
Centric Wealth Management
Chicago,
Illinois
| US$ 643 mi | +US$ 142 mi | +28% | 11,8% | 44,4% | 209 | 2,87% | 2,9 |
|
| 3360 |
3360
Holistic Planning
Nacogdoches,
Texas
| US$ 643 mi | +US$ 141 mi | +28% | 11% | 61,9% | 349 | 19,48% | 1,2 |
|
| 3361 |
3361
Foresite Capital Management VI
Larkspur,
California
| US$ 643 mi | +US$ 182 mi | +40% | 21,6% | – | 25 | 40% | 0,5 |
|
| 3362 |
3362
GenWealth Group
Maplewood,
New Jersey
| US$ 642 mi | +US$ 57,4 mi | +10% | 11,8% | 73,9% | 98 | 22,45% | 4,6 |
|
| 3363 |
3363
Martin & Co
Knoxville,
Tennessee
| US$ 640 mi | +US$ 52,7 mi | +9% | 12,5% | 67,8% | 102 | 2,94% | 9,8 |
|
| 3364 |
AMCA
3364
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 640 mi | +US$ 77,5 mi | +14% | 18,8% | 129% | 140 | 10% | 5,1 |
|
| 3365 |
3365
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$ 639 mi | +US$ 14,1 mi | +2% | 18% | 45,5% | 42 | 4,76% | 5,5 |
|
| 3366 |
3366
Ironwood Financial
Tucson,
Arizona
| US$ 639 mi | +US$ 66 mi | +12% | 10,5% | 54,1% | 182 | 9,34% | 5,5 |
|
| 3367 |
3367
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 639 mi | +US$ 71,8 mi | +13% | 17,5% | 106% | 248 | 8,06% | 1,8 |
|
| 3368 |
3368
Scott Capital Advisors
Portland,
Oregon
| US$ 639 mi | +US$ 145 mi | +29% | 8,85% | 50,9% | 68 | 17,65% | 2,6 |
|
| 3369 |
MAM
3369
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$ 638 mi | +US$ 95,8 mi | +18% | 14,3% | 64,4% | 296 | 32,09% | 1,3 |
|
| 3370 |
3370
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 638 mi | +US$ 85,9 mi | +16% | 14,4% | 65,6% | 110 | 22,73% | 2,9 |
|
| 3371 |
3371
Adventist Health System West
Roseville,
California
| US$ 638 mi | +US$ 74,2 mi | +13% | 13,5% | 60,2% | 13 | 7,69% | 1,7 |
|
| 3372 |
3372
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 637 mi | +US$ 119 mi | +23% | 9,18% | 45,3% | 186 | 28,49% | 1,9 |
|
| 3373 |
3373
Sky Investment Group
Hartford,
Connecticut
| US$ 637 mi | +US$ 53,5 mi | +9% | 11,8% | 81,4% | 151 | 9,27% | 6,5 |
|
| 3374 |
3374
Sunriver Management
Greenwich,
Connecticut
| US$ 637 mi | +US$ 45,5 mi | +8% | 12,7% | 9,27% | 29 | 65,52% | 0,7 |
|
| 3375 |
3375
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 637 mi | +US$ 58,9 mi | +10% | 15,2% | 60,4% | 135 | 20% | 3,7 |
|