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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Kaizen Financial Strategies
Campbell,
California
| US$ 160 mi | +US$ 12,9 mi | +9% | 6,34% | 126% | 161 | 36,65% | 1,7 |
|
| 5902 |
5902
LCM Capital Management
Chicago,
Illinois
| US$ 160 mi | +US$ 5,6 mi | +4% | 3,94% | 128% | 97 | 11,34% | 2,7 |
|
| 5903 |
5903
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 160 mi | +US$ 5,65 mi | +4% | 2,81% | 84,4% | 16 | 12,5% | 1,7 |
|
| 5904 |
IF
5904
Integrity Financial
Cheyenne,
Wyoming
| US$ 160 mi | +US$ 14 mi | +10% | 4% | 66,3% | 221 | 7,24% | 1,9 |
|
| 5905 |
5905
David J. Yvars Group
University Park,
Florida
| US$ 160 mi | +US$ 11,5 mi | +8% | 8,87% | 143% | 83 | 14,46% | 2,2 |
|
| 5906 |
5906
Platinum Equity
Beverly Hills,
California
| US$ 160 mi | +US$ 12,8 mi | +9% | 14% | 52,7% | 6 | 0% | 2,1 |
|
| 5907 |
5907
Profit Investment Management
North Bethesda,
Maryland
| US$ 160 mi | -US$ 17,2 mi | -10% | 3,71% | 101% | 83 | 9,64% | 6,3 |
|
| 5908 |
II
5908
Ironclad Investments
Maitland,
Florida
| US$ 160 mi | +US$ 4,41 mi | +3% | 4,07% | – | 3 | 0% | 0,5 |
|
| 5909 |
5909
Adapt Wealth Advisors
Atlanta,
Georgia
| US$ 160 mi | +US$ 19,1 mi | +14% | 1,49% | – | 65 | 26,15% | 0,2 |
|
| 5910 |
MA
5910
McBroom & Associates
Las Vegas,
Nevada
| US$ 160 mi | +US$ 7,73 mi | +5% | 6,49% | 133% | 33 | 0% | 2,1 |
|
| 5911 |
5911
Cetera Trust Company
St. Paul,
Minnesota
| US$ 159 mi | -US$ 6,9 mi | -4% | 3,53% | – | 427 | 7,49% | 0,5 |
|
| 5912 |
5912
Private Client Services
Louisville,
Kentucky
| US$ 159 mi | +US$ 10,3 mi | +7% | 3,23% | 72% | 152 | 25% | 0,4 |
|
| 5913 |
5913
MGO Private Wealth
Irvine,
California
| US$ 159 mi | -US$ 168 mil | -0,1% | 2,23% | 51,5% | 85 | 9,41% | 1,3 |
|
| 5914 |
5914
Matrix Private Capital Group
New York
| US$ 159 mi | +US$ 11,6 mi | +8% | 1,98% | 62,5% | 151 | 5,96% | 3,3 |
|
| 5915 |
LFWA
5915
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 159 mi | +US$ 1,74 mi | +1% | 0,29% | 64,9% | 28 | 17,86% | 6,1 |
|
| 5916 |
5916
Graphene Investments SAS
Paris,
France
| US$ 159 mi | -US$ 6,8 mi | -4% | 0,41% | 103% | 47 | 10,64% | 1,2 |
|
| 5917 |
5917
Burns Matteson Capital Management
Corning,
New York
| US$ 159 mi | +US$ 4,45 mi | +3% | 2,65% | 137% | 192 | 37,5% | 1,3 |
|
| 5918 |
KC
5918
Kades & Cheifetz
Berwyn,
Pennsylvania
| US$ 159 mi | +US$ 2,83 mi | +2% | 1,62% | – | 94 | 6,38% | 1,2 |
|
| 5919 |
KA
5919
Kailix Advisors
Fort Lauderdale,
Florida
| US$ 159 mi | -US$ 12 mi | -7% | 20,2% | 16,3% | 9 | 55,56% | 0,8 |
|
| 5920 |
5920
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 159 mi | +US$ 269 mil | +0,2% | 1,04% | 74,4% | 140 | 7,14% | 2,4 |
|
| 5921 |
5921
Criterion Capital Advisors
Nashville,
Tennessee
| US$ 159 mi | +US$ 8,81 mi | +6% | 1,61% | – | 360 | 7,5% | 0,5 |
|
| 5922 |
5922
Brogan Financial
Knoxville,
Tennessee
| US$ 159 mi | +US$ 7,17 mi | +5% | 2,57% | 46,4% | 47 | 10,64% | 1,1 |
|
| 5923 |
5923
Vaughan & Co Securities
Ridgewood,
New Jersey
| US$ 159 mi | +US$ 1,44 mi | +0,9% | 1% | 70,7% | 59 | 13,56% | 2,9 |
|
| 5924 |
5924
Prosperity Financial Group
San Ramon,
California
| US$ 158 mi | -US$ 3,42 mi | -2% | 5,29% | 108% | 158 | 17,72% | 1 |
|
| 5925 |
5925
FinDec Wealth Services
Stockton,
California
| US$ 158 mi | -US$ 657 mil | -0,4% | 1,75% | 47,6% | 45 | 13,33% | 1,2 |
|