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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$ 344 mi | +US$ 30,3 mi | +10% | 6,68% | 56,7% | 327 | 8,56% | 2,5 |
|
| 4002 |
4002
Clarity Wealth Advisors
San Jose,
California
| US$ 344 mi | +US$ 34,9 mi | +11% | 5,86% | 94,1% | 95 | 9,47% | 2,8 |
|
| 4003 |
IAA
4003
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 344 mi | +US$ 43,3 mi | +14% | 12,5% | 49,3% | 80 | 27,5% | 2,7 |
|
| 4004 |
BC
4004
Bruce & Co
Chicago,
Illinois
| US$ 344 mi | +US$ 39,6 mi | +13% | 14,4% | 94,5% | 41 | 2,44% | 5,8 |
|
| 4005 |
4005
Covenant Partners
Nashville,
Tennessee
| US$ 344 mi | +US$ 14,6 mi | +4% | 6,85% | 70,3% | 196 | 18,88% | 3,1 |
|
| 4006 |
4006
The Wealth Group
Eden Prairie,
Minnesota
| US$ 344 mi | +US$ 12,5 mi | +4% | 5,66% | 71,9% | 67 | 11,94% | 0,7 |
|
| 4007 |
4007
Berkeley Inc
Boise,
Idaho
| US$ 343 mi | +US$ 182 mi | +112% | 7,48% | 49,4% | 67 | 8,96% | 2,7 |
|
| 4008 |
4008
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$ 343 mi | -US$ 12,8 mi | -4% | 5,51% | – | 1.356 | 18,95% | 1,3 |
|
| 4009 |
4009
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$ 343 mi | +US$ 186 mi | +118% | 12,6% | – | 56 | 46,43% | 1,6 |
|
| 4010 |
4010
Court Place Advisors
Ellicott City,
Maryland
| US$ 343 mi | +US$ 24,2 mi | +8% | 8,96% | 92% | 169 | 8,28% | 6,8 |
|
| 4011 |
4011
JSF Financial
Los Angeles,
California
| US$ 343 mi | +US$ 16,5 mi | +5% | 5,86% | 91% | 124 | 17,74% | 2,5 |
|
| 4012 |
XS
4012
XR Securities
Chicago,
Illinois
| US$ 343 mi | -US$ 205 mi | -37% | 12,1% | 17% | 247 | 31,17% | 2,4 |
|
| 4013 |
4013
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 342 mi | +US$ 22,2 mi | +7% | 5,61% | 71,8% | 88 | 10,23% | 3,4 |
|
| 4014 |
4014
VeraBank
Henderson,
Texas
| US$ 342 mi | +US$ 19,9 mi | +6% | 6,7% | 60,6% | 146 | 1,37% | 4,1 |
|
| 4015 |
4015
Xcel Wealth Management
Holly Hill,
Florida
| US$ 342 mi | +US$ 22,5 mi | +7% | 8,07% | 98,8% | 131 | 9,92% | 3,4 |
|
| 4016 |
4016
tru Independence
Portland,
Oregon
| US$ 342 mi | +US$ 10,4 mi | +3% | 5,12% | 67,4% | 112 | 8,93% | 2,6 |
|
| 4017 |
4017
Verum Partners
Charlotte,
North Carolina
| US$ 341 mi | +US$ 31,8 mi | +10% | 5,96% | 57,7% | 164 | 7,93% | 1,2 |
|
| 4018 |
4018
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$ 341 mi | +US$ 22,6 mi | +7% | 5,26% | 47,2% | 78 | 8,97% | 2,1 |
|
| 4019 |
PA
4019
PSI Advisors
Tampa,
Florida
| US$ 341 mi | +US$ 25,4 mi | +8% | 5% | 58,2% | 914 | 6,78% | 2,2 |
|
| 4020 |
4020
Astoria Strategic Wealth
Conroe,
Texas
| US$ 341 mi | +US$ 18,1 mi | +6% | 5,53% | 42,1% | 35 | 17,14% | 3,2 |
|
| 4021 |
MKC
4021
M. Kraus & Co
Shelburne,
Vermont
| US$ 341 mi | +US$ 15,1 mi | +5% | 6,92% | 65,9% | 82 | 4,88% | 5,7 |
|
| 4022 |
4022
Carr Financial Group
Worcester,
Massachusetts
| US$ 341 mi | +US$ 26,8 mi | +9% | 5,56% | 66,1% | 202 | 10,89% | 1,3 |
|
| 4023 |
4023
MilWealth Group
Milwaukee,
Wisconsin
| US$ 341 mi | +US$ 24 mi | +8% | 5,65% | 36,8% | 68 | 2,94% | 4 |
|
| 4024 |
4024
Peak Financial Management
Wellesley,
Massachusetts
| US$ 341 mi | +US$ 21,1 mi | +7% | 6,32% | 58,2% | 100 | 8% | 3,7 |
|
| 4025 |
4025
Vickerman Investment Advisors
Spokane,
Washington
| US$ 340 mi | +US$ 28,7 mi | +9% | 4,3% | 47,3% | 65 | 1,54% | 2,5 |
|