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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Keystone Wealth Services
Palm Desert,
California
| US$ 268 mi | +US$ 23,2 mi | +9% | 7,05% | 80,1% | 212 | 14,62% | 1,1 |
|
| 4052 |
4052
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| US$ 267 mi | +US$ 15,9 mi | +6% | 4,45% | 53,8% | 104 | 24,04% | 0,8 |
|
| 4053 |
4053
Knuff & Co
Foster City,
California
| US$ 267 mi | +US$ 14,3 mi | +6% | 8,37% | 85,8% | 132 | 8,33% | 3,4 |
|
| 4054 |
4054
Washington University
St Louis,
Missouri
| US$ 267 mi | -US$ 113 mi | -30% | 29,4% | 44% | 12 | 58,33% | 1,3 |
|
| 4055 |
4055
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 266 mi | +US$ 18,7 mi | +8% | 8,51% | 80% | 78 | 7,69% | 4,1 |
|
| 4056 |
4056
Prudent Man Advisors
Naperville,
Illinois
| US$ 266 mi | +US$ 10,2 mi | +4% | 4,83% | 82,8% | 216 | 12,5% | 1,8 |
|
| 4057 |
4057
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| US$ 266 mi | – | – | 1,84% | – | 1 | – | 0 |
|
| 4058 |
CWM
4058
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 266 mi | +US$ 187 mi | +239% | 7,56% | 108% | 169 | 79,88% | 0,1 |
|
| 4059 |
4059
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 266 mi | +US$ 5,55 mi | +2% | 2,26% | 46,1% | 43 | 9,3% | 1,9 |
|
| 4060 |
4060
Flagstar Advisors
New York
| US$ 266 mi | -US$ 9,34 mi | -3% | 4,27% | 81,9% | 165 | 12,73% | 1,5 |
|
| 4061 |
4061
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$ 266 mi | -US$ 3,61 mi | -1% | 1,34% | 0,86% | 1 | 0% | 0,5 |
|
| 4062 |
4062
Ballast Advisors
Woodbury,
Minnesota
| US$ 266 mi | +US$ 14,8 mi | +6% | 7,55% | 66,7% | 194 | 11,86% | 2,9 |
|
| 4063 |
4063
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 266 mi | +US$ 9,09 mi | +4% | 4,18% | 60,4% | 73 | 12,33% | 3,1 |
|
| 4064 |
4064
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 266 mi | +US$ 15,3 mi | +6% | 5,13% | 83,4% | 71 | 9,86% | 1,8 |
|
| 4065 |
4065
Compton Financial Group
Towson,
Maryland
| US$ 265 mi | +US$ 12 mi | +5% | 2,38% | 37,7% | 34 | 2,94% | 1,8 |
|
| 4066 |
4066
L.M. Kohn & Company
Cincinnati,
Ohio
| US$ 265 mi | +US$ 23,7 mi | +10% | 8,32% | 97,9% | 251 | 17,53% | 1 |
|
| 4067 |
4067
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 265 mi | +US$ 38 mi | +17% | 4,95% | 63,3% | 78 | 26,92% | 1,8 |
|
| 4068 |
4068
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 265 mi | +US$ 21,8 mi | +9% | 9,94% | 103% | 511 | 11,55% | 4,7 |
|
| 4069 |
4069
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 265 mi | +US$ 12,6 mi | +5% | 2,34% | 43,7% | 41 | 21,95% | 2,2 |
|
| 4070 |
4070
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 265 mi | +US$ 8,31 mi | +3% | 6,69% | 73,3% | 101 | 5,94% | 5,7 |
|
| 4071 |
4071
Ribbit Capital GP II
Palo Alto,
California
| US$ 265 mi | +US$ 7,21 mi | +3% | 2,78% | – | 1 | 0% | 1,5 |
|
| 4072 |
4072
Arctis Global
San Juan,
Puerto Rico
| US$ 265 mi | -US$ 287 mi | -52% | 5,07% | 69,5% | 30 | 90% | 0,4 |
|
| 4073 |
4073
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 264 mi | +US$ 39,6 mi | +18% | 5,23% | 76% | 221 | 29,86% | 1,5 |
|
| 4074 |
4074
Baker Hughes Holdings
Houston,
Texas
| US$ 264 mi | +US$ 32,1 mi | +14% | 15,2% | 38,6% | 2 | 50% | 1,3 |
|
| 4075 |
4075
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 264 mi | +US$ 10,2 mi | +4% | 4,69% | 57,3% | 182 | 15,93% | 3,4 |
|