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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Yoder Wealth Management
Walnut Creek,
California
| US$ 219 mi | -US$ 271 mil | -0,1% | 2,26% | 69,3% | 129 | 11,63% | 2,2 |
|
| 5877 |
5877
Financial Avengers
Oakland,
California
| US$ 219 mi | -US$ 24,7 mi | -10% | 5,95% | 108% | 154 | 7,79% | 3,8 |
|
| 5878 |
5878
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$ 219 mi | -US$ 14,3 mi | -6% | 14,1% | 59,2% | 4 | 0% | 4,1 |
|
| 5879 |
5879
Garrison Point Advisors
Walnut Creek,
California
| US$ 219 mi | -US$ 6,67 mi | -3% | 1,4% | 81,5% | 172 | 5,81% | 4,9 |
|
| 5880 |
LMHBHCT
5880
Leona M. & Harry B. Helmsley Charitable Trust
New York
| US$ 219 mi | -US$ 97,9 mi | -31% | 4,37% | – | 2 | 50% | 0,1 |
|
| 5881 |
5881
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 219 mi | +US$ 7,79 mi | +4% | 0,57% | 65,6% | 67 | 17,91% | 1,5 |
|
| 5882 |
5882
Orion Resource Partners
New York
| US$ 219 mi | +US$ 15,5 mi | +8% | 16,4% | – | 27 | 48,15% | 0,7 |
|
| 5883 |
5883
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$ 219 mi | +US$ 11 mi | +5% | 3,56% | 91,4% | 150 | 15,33% | 2,6 |
|
| 5884 |
5884
Unison Asset Management
North Miami Beach,
Florida
| US$ 219 mi | -US$ 4,5 mi | -2% | 10,6% | 81,4% | 33 | 9,09% | 3,5 |
|
| 5885 |
5885
Fogel Capital Management
Stuart,
Florida
| US$ 219 mi | +US$ 1,73 mi | +0,8% | 1,48% | 122% | 55 | 14,55% | 1,5 |
|
| 5886 |
WA
5886
Win Advisors
Palm Beach Gardens,
Florida
| US$ 219 mi | -US$ 16,9 mi | -7% | 8,25% | 266% | 128 | 81,25% | 0,3 |
|
| 5887 |
5887
Decatur Capital Management
Decatur,
Georgia
| US$ 219 mi | -US$ 27,3 mi | -11% | 5,12% | 135% | 37 | 18,92% | 4,6 |
|
| 5888 |
5888
Burrus Financial Services
Salt Lake City,
Utah
| US$ 218 mi | +US$ 42,6 mi | +24% | 0,18% | 31,3% | 16 | 56,25% | 2 |
|
| 5889 |
5889
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 218 mi | +US$ 3,11 mi | +1% | 2,26% | 68,2% | 70 | 1,43% | 5,4 |
|
| 5890 |
5890
Sound Stewardship
Overland Park,
Kansas
| US$ 218 mi | +US$ 9,6 mi | +5% | 0,94% | 45,9% | 65 | 6,15% | 2,4 |
|
| 5891 |
LA
5891
Latitude Advisors
Vero Beach,
Florida
| US$ 218 mi | -US$ 9 mi | -4% | 0,7% | 79,6% | 238 | 16,39% | 2,7 |
|
| 5892 |
PK
5892
Pflug Koory
Omaha,
Nebraska
| US$ 218 mi | +US$ 3,92 mi | +2% | 3,02% | – | 425 | 3,06% | 6,4 |
|
| 5893 |
5893
Bright Financial Advisors
Portage,
Michigan
| US$ 218 mi | +US$ 6,5 mi | +3% | 0,56% | – | 70 | 11,43% | 1,5 |
|
| 5894 |
5894
PFS Partners
Mine Hill,
New Jersey
| US$ 218 mi | -US$ 417 mil | -0,2% | 1,44% | 65,2% | 605 | 4,63% | 2,5 |
|
| 5895 |
5895
MOR Wealth Management
Philadelphia,
Pennsylvania
| US$ 218 mi | -US$ 780 mil | -0,4% | 1,83% | – | 115 | 19,13% | 0,2 |
|
| 5896 |
5896
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 218 mi | -US$ 1,53 mi | -0,7% | 0,23% | 114% | 115 | 4,35% | 2,5 |
|
| 5897 |
5897
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 218 mi | -US$ 65,9 mi | -23% | 0,99% | 46,6% | 250 | 39,6% | 3,3 |
|
| 5898 |
5898
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| US$ 218 mi | +US$ 493 mil | +0,2% | 7,54% | – | 116 | 30,17% | 0,8 |
|
| 5899 |
5899
PACK Private Wealth
Wayzata,
Minnesota
| US$ 218 mi | -US$ 1,6 mi | -0,7% | 1,26% | 52,8% | 59 | 5,08% | 2,7 |
|
| 5900 |
5900
Retirement Guys Formula
Maumee,
Ohio
| US$ 217 mi | -US$ 1,87 mi | -0,9% | 2,16% | 75,7% | 185 | 35,68% | 1,6 |
|