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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
Engrave Wealth Partners
The Woodlands,
Texas
| US$ 214 mi | -US$ 11,9 mi | -5% | 3,01% | 39,9% | 60 | 15% | 1,5 |
|
| 4102 |
4102
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 214 mi | -US$ 6,96 mi | -3% | 4,16% | 57,3% | 86 | 6,98% | 1,9 |
|
| 4103 |
4103
Ballast Advisors
Woodbury,
Minnesota
| US$ 214 mi | -US$ 8,54 mi | -4% | 4,35% | 66,7% | 184 | 5,43% | 2,5 |
|
| 4104 |
4104
Buck Wealth Strategies
Denver,
Colorado
| US$ 214 mi | – | – | 4,68% | 42% | 57 | – | 0 |
|
| 4105 |
4105
Arena Investors
Purchase,
New York
| US$ 214 mi | -US$ 12,4 mi | -5% | 0,66% | – | 199 | 29,15% | 0,3 |
|
| 4106 |
4106
Old Mission Investment Co
Traverse City,
Michigan
| US$ 214 mi | -US$ 15,2 mi | -7% | 5,41% | 82% | 107 | 4,67% | 2,2 |
|
| 4107 |
4107
United Capital Management of KS
Salina,
Kansas
| US$ 214 mi | +US$ 967 mil | +0,5% | 2,42% | 272% | 91 | 12,09% | 2,4 |
|
| 4108 |
4108
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 214 mi | -US$ 33,8 mi | -14% | 1,47% | 239% | 363 | 37,19% | 0,8 |
|
| 4109 |
4109
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$ 214 mi | -US$ 19,1 mi | -8% | 5,19% | 81% | 1.064 | 8,18% | 2,4 |
|
| 4110 |
PH
4110
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 214 mi | -US$ 4,81 mi | -2% | 2,66% | 79,6% | 251 | 25,5% | 4,4 |
|
| 4111 |
4111
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 213 mi | -US$ 16,1 mi | -7% | 5,35% | 73,3% | 103 | 8,74% | 5,3 |
|
| 4112 |
4112
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 213 mi | -US$ 15,3 mi | -7% | 5,54% | 55,9% | 66 | 10,61% | 3,3 |
|
| 4113 |
4113
Income Research & Management
Boston,
Massachusetts
| US$ 213 mi | -US$ 20,1 mi | -9% | 0,03% | 1,19% | 24 | 8,33% | 1,4 |
|
| 4114 |
4114
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 213 mi | -US$ 16,6 mi | -7% | 5,88% | 71,9% | 86 | 5,81% | 5,2 |
|
| 4115 |
4115
MYDA Advisors
Woodmere,
New York
| US$ 213 mi | -US$ 145 mi | -40% | 1,96% | 232% | 249 | 56,63% | 0,6 |
|
| 4116 |
4116
LGT Fund Management
Vaduz,
Liechtenstein
| US$ 213 mi | -US$ 469 mi | -69% | 3,65% | 121% | 185 | 37,84% | 0,6 |
|
| 4117 |
AC
4117
ASB Consultores
Aventura,
Florida
| US$ 213 mi | -US$ 17 mi | -7% | 4,78% | 84,6% | 191 | 15,18% | 0,6 |
|
| 4118 |
4118
Key Financial Inc
West Chester,
Pennsylvania
| US$ 213 mi | +US$ 28 mi | +15% | 5,83% | 55,5% | 1.204 | 5,98% | 1,4 |
|
| 4119 |
4119
Investment Management Associates
Greenwood Village,
Colorado
| US$ 213 mi | -US$ 19,9 mi | -9% | 3,32% | 51,6% | 44 | 9,09% | 1,4 |
|
| 4120 |
4120
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 213 mi | +US$ 1,39 mi | +0,7% | 3,85% | 106% | 75 | 10,67% | 2,5 |
|
| 4121 |
4121
Biechele Royce Advisors
Fishers,
Indiana
| US$ 213 mi | -US$ 12,5 mi | -6% | 3,87% | 39,2% | 67 | 11,94% | 2,9 |
|
| 4122 |
4122
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$ 213 mi | -US$ 2,02 mi | -0,9% | 1,88% | 71,1% | 175 | 12,57% | 1,3 |
|
| 4123 |
4123
BCS Wealth Management
Johnson City,
Tennessee
| US$ 213 mi | -US$ 12,6 mi | -6% | 4,61% | 46,7% | 194 | 18,04% | 1,7 |
|
| 4124 |
4124
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 212 mi | +US$ 2,45 mi | +1% | 5,14% | 99,6% | 112 | 10,71% | 3,2 |
|
| 4125 |
4125
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 212 mi | -US$ 9,27 mi | -4% | 6,09% | 47,9% | 219 | 21,46% | 1,9 |
|