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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Keystone Wealth Services
Palm Desert,
California
| US$ 244 mi | +US$ 15,2 mi | +7% | 6,17% | 91,1% | 200 | 11,5% | 1 |
|
| 4127 |
4127
Oak Grove Capital
North Hampton,
New Hampshire
| US$ 244 mi | +US$ 45,4 mi | +23% | 19,1% | 470% | 60 | 18,33% | 2 |
|
| 4128 |
CWM
4128
Cedar Wealth Management
Walnut Creek,
California
| US$ 244 mi | +US$ 41,8 mi | +21% | 4,1% | 68,1% | 317 | 10,73% | 2,7 |
|
| 4129 |
4129
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 244 mi | +US$ 96,1 mi | +65% | 3,68% | 69% | 117 | 54,7% | 0,4 |
|
| 4130 |
4130
NovaPoint Capital
Atlanta,
Georgia
| US$ 244 mi | +US$ 15,3 mi | +7% | 3,37% | 94% | 132 | 8,33% | 2,2 |
|
| 4131 |
4131
Kaydan Wealth Management
Fenton,
Michigan
| US$ 244 mi | -US$ 6,14 mi | -2% | 2,55% | 58% | 89 | 5,62% | 1,1 |
|
| 4132 |
4132
Aries Wealth Management
Portland,
Maine
| US$ 244 mi | +US$ 11,9 mi | +5% | 5,71% | 87,7% | 200 | 8% | 1 |
|
| 4133 |
4133
Rothschild Capital Partners
New York
| US$ 244 mi | +US$ 7,55 mi | +3% | 9,54% | 90,8% | 32 | 12,5% | 5,2 |
|
| 4134 |
LWA
4134
LWS Wealth Advisors
Basking Ridge,
New Jersey
| US$ 244 mi | +US$ 5,19 mi | +2% | 4,08% | 8,87% | 61 | 8,2% | 2,6 |
|
| 4135 |
4135
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 244 mi | +US$ 19,1 mi | +8% | 5,63% | 43,5% | 470 | 32,13% | 1,4 |
|
| 4136 |
4136
Quattro Financial Advisors
The Woodlands,
Texas
| US$ 244 mi | -US$ 6,7 mi | -3% | 8,67% | 77,6% | 90 | 18,89% | 1,5 |
|
| 4137 |
4137
Cumberland Advisors
Sarasota,
Florida
| US$ 244 mi | +US$ 12,9 mi | +6% | 6,84% | 80,7% | 64 | 17,19% | 3,4 |
|
| 4138 |
4138
Ballast Inc
Lexington,
Kentucky
| US$ 244 mi | +US$ 15 mi | +7% | 4,24% | 71,3% | 112 | 6,25% | 3,5 |
|
| 4139 |
4139
Searchlight Capital Partners
New York
| US$ 244 mi | -US$ 46,9 mi | -16% | 9,34% | 38,5% | 5 | 0% | 3,9 |
|
| 4140 |
4140
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$ 243 mi | +US$ 16,7 mi | +7% | 4,48% | 71,1% | 90 | 11,11% | 3,4 |
|
| 4141 |
4141
Ignite Planners
San Clemente,
California
| US$ 243 mi | +US$ 4,42 mi | +2% | 8,45% | 83,8% | 266 | 12,03% | 0,8 |
|
| 4142 |
TM
4142
Tikvah Management
Charlotte,
North Carolina
| US$ 243 mi | +US$ 33,9 mi | +16% | 13,5% | 169% | 23 | 0% | 3,2 |
|
| 4143 |
4143
Bandera Partners
New York
| US$ 243 mi | +US$ 31,8 mi | +15% | 13,7% | 55,4% | 17 | 17,65% | 3,4 |
|
| 4144 |
4144
McLean Asset Management
Tysons,
Virginia
| US$ 243 mi | -US$ 50,6 mi | -17% | 5,78% | 69,4% | 140 | 12,14% | 1,6 |
|
| 4145 |
4145
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 243 mi | +US$ 16,4 mi | +7% | 10,2% | 103% | 505 | 14,85% | 4,8 |
|
| 4146 |
LPC
4146
Lion Point Capital
New York
| US$ 243 mi | -US$ 460 mi | -65% | 10,4% | 319% | 39 | 41,03% | 1,2 |
|
| 4147 |
4147
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$ 243 mi | +US$ 12,9 mi | +6% | 23,3% | 667% | 11 | 9,09% | 1,8 |
|
| 4148 |
4148
Investment Management Associates
Greenwood Village,
Colorado
| US$ 243 mi | +US$ 3,74 mi | +2% | 1,12% | 50,4% | 44 | 18,18% | 1,8 |
|
| 4149 |
4149
High Note Wealth
Deephaven,
Minnesota
| US$ 243 mi | +US$ 3,8 mi | +2% | 5,8% | 82,8% | 99 | 11,11% | 1,6 |
|
| 4150 |
4150
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 243 mi | +US$ 14,7 mi | +6% | 5,1% | 26,6% | 102 | 9,8% | 4,2 |
|