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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$ 128 mi | – | – | 3,95% | – | 11 | – | 0 |
|
| 7002 |
7002
Brightwater Advisory
Tampa,
Florida
| US$ 128 mi | -US$ 8,32 mi | -6% | 2,12% | – | 60 | 3,33% | 0,9 |
|
| 7003 |
7003
Blodgett Wealth Advisors
Concord,
California
| US$ 128 mi | +US$ 8,6 mi | +7% | 6,4% | 150% | 61 | 6,56% | 2,3 |
|
| 7004 |
7004
Sterling Wealth Advisors
Plantation,
Florida
| US$ 127 mi | – | – | 1,47% | – | 18 | – | 0 |
|
| 7005 |
7005
Banco de Sabadell
Miami,
Florida
| US$ 127 mi | -US$ 6 mi | -4% | 0,65% | 75,1% | 60 | 6,67% | 5,7 |
|
| 7006 |
7006
Investment Partners Asset Management
Metuchen,
New Jersey
| US$ 127 mi | +US$ 5,36 mi | +4% | 1,45% | 86,1% | 154 | 9,74% | 0,9 |
|
| 7007 |
7007
Sterling Investment Management
Tucson,
Arizona
| US$ 127 mi | -US$ 4,44 mi | -3% | 1,55% | 45,3% | 62 | 17,74% | 5 |
|
| 7008 |
7008
Indie Asset Partners
Carmel,
Indiana
| US$ 127 mi | -US$ 6,19 mi | -5% | 2,14% | 119% | 120 | 7,5% | 2,3 |
|
| 7009 |
7009
IFS Advisors
Overland Park,
Kansas
| US$ 127 mi | +US$ 946 mil | +0,7% | 1,29% | 54,2% | 191 | 18,85% | 2 |
|
| 7010 |
7010
Community Bank of Raymore
Raymore,
Missouri
| US$ 127 mi | -US$ 5,18 mi | -4% | 0,28% | 91,9% | 77 | 6,49% | 5,2 |
|
| 7011 |
7011
Reyes Financial Architecture
San Diego,
California
| US$ 127 mi | – | – | 2,94% | – | 279 | – | 0 |
|
| 7012 |
7012
General Equity Holdings
Brooklyn,
New York
| US$ 127 mi | -US$ 16,8 mi | -12% | 14,7% | 775% | 7 | 28,57% | 1,5 |
|
| 7013 |
MSK
7013
Melissa S. Kampmann
| US$ 127 mi | -US$ 14,3 mi | -10% | 2,63% | 82,1% | 41 | 0% | 1,2 |
|
| 7014 |
7014
Next Level Wealth Planning
Meridian,
Idaho
| US$ 127 mi | – | – | 1,02% | – | 43 | – | 0 |
|
| 7015 |
7015
Longview Financial Advisors
Huntsville,
Alabama
| US$ 127 mi | -US$ 9,5 mi | -7% | 3,29% | 47,4% | 48 | 14,58% | 0,9 |
|
| 7016 |
7016
Washington Capital Management
Seattle,
Washington
| US$ 127 mi | -US$ 2,8 mi | -2% | 0,98% | 81,8% | 124 | 21,77% | 2,6 |
|
| 7017 |
7017
Accel Leaders 4 Associates
Palo Alto,
California
| US$ 127 mi | – | – | 38,5% | – | 1 | – | 0 |
|
| 7018 |
7018
Entrust Global Partners
New York
| US$ 127 mi | -US$ 19,5 mi | -13% | 1,7% | 82,3% | 6 | 33,33% | 2,4 |
|
| 7019 |
ICMP
7019
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 127 mi | -US$ 2,92 mi | -2% | 3,03% | 39,7% | 76 | 6,58% | 2,5 |
|
| 7020 |
7020
UCLA Foundation
Los Angeles,
California
| US$ 127 mi | – | – | 2,15% | – | 1 | – | 0 |
|
| 7021 |
7021
Alpha Financial Partners
Lexington,
Kentucky
| US$ 127 mi | -US$ 13,7 mi | -10% | 0,3% | 61,8% | 168 | 86,31% | 0,5 |
|
| 7022 |
HFAS
7022
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 126 mi | -US$ 658 mil | -0,5% | 1,38% | 71,8% | 115 | 8,7% | 3,6 |
|
| 7023 |
7023
NavPoint Financial
Prior Lake,
Minnesota
| US$ 126 mi | +US$ 2,34 mi | +2% | 0,56% | 58,5% | 49 | 8,16% | 0,9 |
|
| 7024 |
7024
Bank of Marin
Novato,
California
| US$ 126 mi | +US$ 2,27 mi | +2% | 1,49% | 80,3% | 129 | 6,2% | 3,4 |
|
| 7025 |
7025
Merkkuri Wealth Advisors
Hicksville,
New York
| US$ 126 mi | -US$ 291 mil | -0,2% | 0,55% | – | 86 | 5,81% | 0,5 |
|