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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
IAS
5076
Investment Advisory Services
The Woodlands,
Texas
| US$ 162 mi | – | – | 7,24% | 74,9% | 92 | – | 1,2 |
|
| 5077 |
CWA
5077
Clearview Wealth Advisors
Salem,
Oregon
| US$ 162 mi | +US$ 7,82 mi | +5% | 4,68% | 45,2% | 699 | 13,3% | 0,4 |
|
| 5078 |
5078
Camarda Financial Advisors
Fleming Island,
Florida
| US$ 162 mi | +US$ 22 mi | +16% | 5,59% | 196% | 102 | 37,25% | 1 |
|
| 5079 |
5079
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 162 mi | +US$ 9,7 mi | +6% | 5,4% | 70,2% | 369 | 7,86% | 2,2 |
|
| 5080 |
CIA
5080
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 162 mi | +US$ 8,8 mi | +6% | 7,15% | 66,1% | 74 | 0% | 0,5 |
|
| 5081 |
5081
Sterneck Capital Management
Kansas City,
Missouri
| US$ 162 mi | +US$ 18,4 mi | +13% | 7,11% | 61,5% | 107 | 27,1% | 3 |
|
| 5082 |
5082
Treybourne Wealth Planners
Greenwood,
Indiana
| US$ 162 mi | +US$ 17,3 mi | +12% | 7,15% | – | 48 | 14,58% | 0,4 |
|
| 5083 |
5083
Delta Capital Management
Red Bank,
New Jersey
| US$ 162 mi | +US$ 5,04 mi | +3% | 4,29% | 129% | 82 | 4,88% | 4,4 |
|
| 5084 |
5084
Members Capital Advisors Inc
Madison,
Wisconsin
| US$ 162 mi | +US$ 31 mi | +24% | 4,72% | – | 69 | 33,33% | 0,9 |
|
| 5085 |
5085
Arrow Investment Advisors
Laurel,
Maryland
| US$ 162 mi | +US$ 16,5 mi | +11% | 5,26% | 36,3% | 112 | 59,82% | 0,5 |
|
| 5086 |
5086
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 161 mi | +US$ 17,9 mi | +12% | 8,9% | 61,1% | 119 | 5,88% | 4,6 |
|
| 5087 |
REMS
5087
Real Estate Management Services
| US$ 161 mi | +US$ 18,5 mi | +13% | 8,12% | 67,2% | 39 | 20,51% | 2,6 |
|
| 5088 |
5088
Baugh & Associates
Atlanta,
Georgia
| US$ 161 mi | +US$ 9,8 mi | +6% | 5,47% | 98,8% | 41 | 2,44% | 2,8 |
|
| 5089 |
5089
Prosperity Planning
Kansas City,
Missouri
| US$ 161 mi | +US$ 20,4 mi | +14% | 18,3% | 43,5% | 89 | 20,22% | 0,4 |
|
| 5090 |
5090
GoalVest Advisory
New York
| US$ 161 mi | +US$ 27 mi | +20% | 7,51% | 94,8% | 243 | 30,04% | 0,3 |
|
| 5091 |
5091
Compass Advisory Group
Melville,
New York
| US$ 161 mi | +US$ 11,2 mi | +8% | 3,24% | 49,2% | 51 | 21,57% | 0,4 |
|
| 5092 |
5092
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| US$ 161 mi | – | – | 13,1% | 53,6% | 29 | – | 0 |
|
| 5093 |
5093
Apexium Financial
Dallas,
Texas
| US$ 161 mi | +US$ 24,7 mi | +18% | 8,18% | 89,6% | 83 | 13,25% | 1,2 |
|
| 5094 |
5094
Hollow Brook Wealth Management
Katonah,
New York
| US$ 161 mi | +US$ 8,63 mi | +6% | 12,7% | 92,8% | 61 | 18,03% | 3,1 |
|
| 5095 |
5095
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 161 mi | +US$ 15,5 mi | +11% | 4,69% | 55,5% | 241 | 1,24% | 0,8 |
|
| 5096 |
5096
Orion Capital Management
Coronado,
California
| US$ 161 mi | +US$ 17,5 mi | +12% | 9,78% | 75,3% | 315 | 7,94% | 0,5 |
|
| 5097 |
5097
Banyan Capital Management
Atlanta,
Georgia
| US$ 161 mi | +US$ 9,7 mi | +6% | 7,19% | 42,5% | 20 | 0% | 2,2 |
|
| 5098 |
5098
E Fund Management (HK)
Central,
Hong Kong
| US$ 161 mi | -US$ 150 mi | -48% | 3,97% | 163% | 54 | 31,48% | 0,8 |
|
| 5099 |
CL
5099
COWA LLC
Tulsa,
Oklahoma
| US$ 161 mi | -US$ 6,16 mi | -4% | 4,87% | 65,5% | 365 | 68,22% | 0,5 |
|
| 5100 |
SMP
5100
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 160 mi | +US$ 4,9 mi | +3% | 3,43% | 102% | 27 | 11,11% | 2,6 |
|