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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
KCS Wealth Advisory
Los Angeles,
California
| US$ 225 mi | +US$ 8,66 mi | +4% | 12,6% | 45,3% | 174 | 24,14% | 2,8 |
|
| 4102 |
4102
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 225 mi | -US$ 27,1 mi | -11% | 11,3% | 56,7% | 103 | 3,88% | 1,3 |
|
| 4103 |
4103
Physicians Financial Services
Raleigh,
North Carolina
| US$ 225 mi | -US$ 37,2 mi | -14% | 14,4% | 100% | 123 | 11,38% | 4,7 |
|
| 4104 |
4104
OpenView Management
Boston,
Massachusetts
| US$ 225 mi | -US$ 49,6 mi | -18% | 9,81% | – | 3 | 0% | 0,5 |
|
| 4105 |
4105
Lumature Wealth Partners
Alpharetta,
Georgia
| US$ 224 mi | -US$ 24,7 mi | -10% | 10,1% | – | 449 | 13,81% | 1,1 |
|
| 4106 |
UID
4106
Union Investments & Development
Tel Aviv,
Israel
| US$ 224 mi | -US$ 54 mi | -19% | 19,1% | 17% | 55 | 5,45% | 0,4 |
|
| 4107 |
4107
Herold Advisors
New York
| US$ 224 mi | -US$ 56,8 mi | -20% | 12,4% | 90,2% | 727 | 73,87% | 0,7 |
|
| 4108 |
4108
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 224 mi | +US$ 10,3 mi | +5% | 16,4% | 89,7% | 80 | 22,5% | 1,2 |
|
| 4109 |
4109
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$ 224 mi | -US$ 39,2 mi | -15% | 10,7% | 74,6% | 192 | 29,69% | 0,9 |
|
| 4110 |
4110
Goodman Advisory Group
Needham,
Massachusetts
| US$ 224 mi | -US$ 64,8 mi | -22% | 6,45% | 88,8% | 189 | 75,13% | 0,1 |
|
| 4111 |
4111
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$ 224 mi | -US$ 32,8 mi | -13% | 11,4% | 97% | 173 | 9,25% | 3,2 |
|
| 4112 |
4112
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| US$ 224 mi | -US$ 24,2 mi | -10% | 13,4% | – | 213 | 21,13% | 0,4 |
|
| 4113 |
4113
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$ 224 mi | -US$ 64,7 mi | -22% | 19,2% | 116% | 19 | 5,26% | 5,8 |
|
| 4114 |
4114
Brave Asset Management
Summit,
New Jersey
| US$ 224 mi | -US$ 66,9 mi | -23% | 10,5% | 76,3% | 167 | 17,96% | 3,8 |
|
| 4115 |
CP
4115
CPV Partners
Stamford,
Connecticut
| US$ 224 mi | -US$ 14,9 mi | -6% | 1,63% | 105% | 6 | 0% | 1,5 |
|
| 4116 |
4116
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 224 mi | -US$ 19,9 mi | -8% | 10,5% | 31,1% | 55 | 1,82% | 3,4 |
|
| 4117 |
4117
Keystone Wealth Services
Palm Desert,
California
| US$ 224 mi | -US$ 28,6 mi | -11% | 12% | 80,1% | 190 | 16,84% | 0,4 |
|
| 4118 |
IBOK
4118
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$ 223 mi | -US$ 29,3 mi | -12% | 12,7% | 94,3% | 427 | 5,62% | 3,1 |
|
| 4119 |
WC
4119
Walthausen & Co
Malta,
New York
| US$ 223 mi | -US$ 131 mi | -37% | 11,5% | 63,3% | 146 | 8,22% | 2,2 |
|
| 4120 |
4120
Retirement Capital Strategies
San Jose,
California
| US$ 223 mi | -US$ 26,5 mi | -11% | 7,45% | 59% | 73 | 38,36% | 2,3 |
|
| 4121 |
4121
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 223 mi | -US$ 46 mi | -17% | 14,3% | 50,3% | 115 | 3,48% | 5,2 |
|
| 4122 |
4122
Arlington Financial Advisors
Santa Barbara,
California
| US$ 223 mi | -US$ 41,4 mi | -16% | 15,1% | 67,6% | 55 | 14,55% | 3,3 |
|
| 4123 |
4123
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$ 223 mi | -US$ 1,9 mi | -0,8% | 9,57% | 110% | 52 | 26,92% | 0,7 |
|
| 4124 |
OR
4124
Olympiad Research
Stamford,
Connecticut
| US$ 223 mi | -US$ 105 mi | -32% | 5,95% | 189% | 405 | 49,63% | 0,7 |
|
| 4125 |
4125
ML&R Wealth Management
Austin,
Texas
| US$ 222 mi | -US$ 48,4 mi | -18% | 15,3% | – | 62 | 29,03% | 0,4 |
|