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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Forthright Family Wealth Advisory
Houston,
Texas
| US$ 158 mi | +US$ 6,52 mi | +4% | 8,72% | – | 57 | 17,54% | 1,2 |
|
| 6502 |
6502
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$ 158 mi | +US$ 13,1 mi | +9% | 6,1% | 51,4% | 125 | 20% | 1,8 |
|
| 6503 |
6503
Seros Financial
Tempe,
Arizona
| US$ 158 mi | +US$ 24 mi | +18% | 10,7% | – | 64 | 18,75% | 0,4 |
|
| 6504 |
6504
STAR Financial Bank
Fort Wayne,
Indiana
| US$ 158 mi | +US$ 21,1 mi | +15% | 5,99% | 53,4% | 117 | 17,95% | 1,6 |
|
| 6505 |
6505
Vestment Financial
Chanhassen,
Minnesota
| US$ 158 mi | +US$ 18,3 mi | +13% | 7,21% | – | 40 | 7,5% | 0,5 |
|
| 6506 |
6506
Riverchase Wealth Management
Flower Mound,
Texas
| US$ 158 mi | +US$ 14,8 mi | +10% | 6,16% | – | 73 | 16,44% | 0,4 |
|
| 6507 |
6507
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 158 mi | +US$ 35,6 mi | +29% | 11,5% | 129% | 146 | 19,86% | 1,4 |
|
| 6508 |
6508
Efficient Frontier Advisors
Eastford,
Connecticut
| US$ 158 mi | +US$ 3,8 mi | +2% | 4,86% | – | 22 | 4,55% | 1,1 |
|
| 6509 |
6509
Fire Capital Management
San Francisco,
California
| US$ 157 mi | +US$ 21,5 mi | +16% | 16,2% | – | 97 | 12,37% | 0,4 |
|
| 6510 |
6510
William Mack & Associates
Troy,
Michigan
| US$ 157 mi | +US$ 40,6 mi | +35% | 8,57% | – | 81 | 17,28% | 0,4 |
|
| 6511 |
6511
Michael S. Ryan Inc
Latham,
New York
| US$ 157 mi | +US$ 14,4 mi | +10% | 9,37% | 63,3% | 48 | 6,25% | 1,5 |
|
| 6512 |
6512
Carson Advisory
Athens,
Georgia
| US$ 157 mi | +US$ 8,87 mi | +6% | 6,01% | 68,6% | 176 | 9,66% | 2,3 |
|
| 6513 |
6513
ROI Financial Advisors
Beaverton,
Oregon
| US$ 157 mi | +US$ 19,7 mi | +14% | 15,3% | 165% | 73 | 19,18% | 1,1 |
|
| 6514 |
TCM
6514
Thoma Capital Management
Towson,
Maryland
| US$ 157 mi | +US$ 14,1 mi | +10% | 10,3% | – | 60 | 5% | 0,5 |
|
| 6515 |
6515
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| US$ 157 mi | +US$ 15 mi | +11% | 4,31% | – | 161 | 11,18% | 0,5 |
|
| 6516 |
6516
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 157 mi | +US$ 7,86 mi | +5% | 5,03% | 31,9% | 20 | 0% | 3,5 |
|
| 6517 |
LP
6517
LB Partners
Charlottesville,
Virginia
| US$ 157 mi | +US$ 17,7 mi | +13% | 19% | – | 25 | 20% | 1,1 |
|
| 6518 |
6518
Emergent Wealth Advisors
Williamsville,
New York
| US$ 157 mi | +US$ 18,5 mi | +13% | 9,05% | 74,2% | 120 | 14,17% | 1,1 |
|
| 6519 |
6519
Conscious Wealth Investments
Coral Gables,
Florida
| US$ 157 mi | +US$ 12,6 mi | +9% | 11,3% | – | 55 | 3,64% | 1,1 |
|
| 6520 |
6520
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 156 mi | +US$ 19,9 mi | +15% | 8,36% | 72,4% | 91 | 26,37% | 1,8 |
|
| 6521 |
6521
Ryan Investment Management
Basalt,
Colorado
| US$ 156 mi | – | – | 9,27% | – | 52 | – | 0 |
|
| 6522 |
6522
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$ 156 mi | +US$ 22,5 mi | +17% | 25,3% | – | 24 | 25% | 0,5 |
|
| 6523 |
6523
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 156 mi | +US$ 13,5 mi | +9% | 12% | 125% | 95 | 8,42% | 2,4 |
|
| 6524 |
6524
Anderson Financial Strategies
Dayton,
Ohio
| US$ 156 mi | -US$ 7,14 mi | -4% | 6,37% | – | 241 | 85,06% | 0,4 |
|
| 6525 |
6525
Peak Planning Group
Centennial,
Colorado
| US$ 156 mi | -US$ 81,5 mi | -34% | 9,87% | 105% | 132 | 39,39% | 2,1 |
|