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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Safeguard Investment Advisory Group
Corona,
California
| US$ 235 mi | +US$ 26,8 mi | +13% | 7,65% | 84,3% | 109 | 13,76% | 1,7 |
|
| 4327 |
WA
4327
Wealth Advisors
Rancho Santa Fe,
California
| US$ 234 mi | +US$ 24 mi | +11% | 15% | 40% | 73 | 20,55% | 2,2 |
|
| 4328 |
4328
LCNB Corp
Lebanon,
Ohio
| US$ 234 mi | +US$ 13,4 mi | +6% | 5,43% | 75,2% | 179 | 6,7% | 4 |
|
| 4329 |
4329
Atwater Malick
Lancaster,
Pennsylvania
| US$ 234 mi | +US$ 20,8 mi | +10% | 4,74% | 83,4% | 66 | 15,15% | 2,7 |
|
| 4330 |
4330
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 234 mi | +US$ 44,2 mi | +23% | 13% | 86,3% | 107 | 28,97% | 1,2 |
|
| 4331 |
4331
Radnor Capital Management
Wayne,
Pennsylvania
| US$ 234 mi | -US$ 146 mi | -38% | 4,36% | 96,9% | 254 | 66,93% | 2,5 |
|
| 4332 |
4332
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 234 mi | +US$ 17,7 mi | +8% | 5,5% | 55,8% | 110 | 9,09% | 3,3 |
|
| 4333 |
4333
Almitas Capital
Santa Monica,
California
| US$ 234 mi | +US$ 24,7 mi | +12% | 1,58% | 86,1% | 118 | 39,83% | 0,9 |
|
| 4334 |
LFM
4334
Lumina Fund Management
New York
| US$ 234 mi | +US$ 21,4 mi | +10% | 8,72% | 28,1% | 76 | 6,58% | 2,1 |
|
| 4335 |
4335
FirstPurpose Wealth
Orem,
Utah
| US$ 234 mi | +US$ 30,7 mi | +15% | 5,87% | – | 213 | 18,31% | 1 |
|
| 4336 |
4336
BHK Investment Advisors
Birmingham,
Alabama
| US$ 234 mi | +US$ 4,74 mi | +2% | 5,12% | 54,6% | 62 | 8,06% | 3,9 |
|
| 4337 |
4337
Syverson Strege & Co
West Des Moines,
Iowa
| US$ 234 mi | -US$ 623 mil | -0,3% | 4,09% | 66,8% | 666 | 90,69% | 2,2 |
|
| 4338 |
4338
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 234 mi | -US$ 11,6 mi | -5% | 5,02% | 57,1% | 281 | 62,99% | 3,1 |
|
| 4339 |
4339
DCM Advisors
New York
| US$ 233 mi | +US$ 18,5 mi | +9% | 9,59% | 99,3% | 80 | 12,5% | 1,6 |
|
| 4340 |
4340
All-Stars Investment
Hong Kong
| US$ 233 mi | -US$ 116 mi | -33% | 17,7% | 41,7% | 3 | 0% | 1,2 |
|
| 4341 |
DL
4341
DOHJ LLC
Seattle,
Washington
| US$ 233 mi | +US$ 35,5 mi | +18% | 6,06% | 51,5% | 89 | 4,49% | 2,5 |
|
| 4342 |
4342
WPWealth
Fort Worth,
Texas
| US$ 233 mi | +US$ 16,5 mi | +8% | 2,49% | 38,2% | 56 | 21,43% | 0,3 |
|
| 4343 |
4343
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 233 mi | +US$ 26,4 mi | +13% | 12,6% | 70,6% | 90 | 6,67% | 1,9 |
|
| 4344 |
4344
Modus Advisors
Excelsior,
Minnesota
| US$ 233 mi | +US$ 15,7 mi | +7% | 5,52% | 89,5% | 106 | 8,49% | 2,5 |
|
| 4345 |
4345
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 233 mi | +US$ 30,4 mi | +15% | 17,3% | 208% | 42 | 4,76% | 4 |
|
| 4346 |
AIA
4346
AIMZ Investment Advisors
Los Altos,
California
| US$ 233 mi | +US$ 9,48 mi | +4% | 5,56% | 81,3% | 113 | 2,65% | 6,2 |
|
| 4347 |
4347
TrueFG
Cedar Park,
Texas
| US$ 233 mi | +US$ 11,1 mi | +5% | 3,5% | 54,2% | 39 | 7,69% | 2,9 |
|
| 4348 |
4348
Somerset Trust
Somerset,
Pennsylvania
| US$ 232 mi | +US$ 1,81 mi | +0,8% | 4,93% | 80,5% | 152 | 9,21% | 5,1 |
|
| 4349 |
4349
Wells Trecaso Financial Group
Akron,
Ohio
| US$ 232 mi | +US$ 16,5 mi | +8% | 8,12% | 108% | 95 | 10,53% | 3,5 |
|
| 4350 |
4350
Scott Capital Advisors
Portland,
Oregon
| US$ 232 mi | +US$ 24,9 mi | +12% | 5,3% | 50,9% | 48 | 8,33% | 1,1 |
|