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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Abdiel Capital Advisors
New York
| US$ 331 mi | -US$ 739 mi | -69% | 7,95% | 43,7% | 10 | 60% | 2,8 |
|
| 4552 |
4552
Lexington Partners
New York
| US$ 330 mi | +US$ 320 mi | +3.190% | 41,8% | 1,27% | 4 | 75% | 1 |
|
| 4553 |
4553
Terril Brothers
St. Louis,
Missouri
| US$ 330 mi | +US$ 64,6 mi | +24% | 11,6% | 94,4% | 80 | 22,5% | 3,3 |
|
| 4554 |
4554
Stolper & Co
Tulsa,
Oklahoma
| US$ 330 mi | +US$ 25,6 mi | +8% | 8,47% | 77,1% | 97 | 16,49% | 4 |
|
| 4555 |
4555
Sterling Wealth Management
Champaign,
Illinois
| US$ 330 mi | +US$ 36,4 mi | +12% | 5,99% | – | 115 | 8,7% | 1,5 |
|
| 4556 |
VWM
4556
VCI Wealth Management
St Louis,
Missouri
| US$ 330 mi | +US$ 44,1 mi | +15% | 8,28% | 86,3% | 145 | 49,66% | 0,7 |
|
| 4557 |
BCH
4557
Berkshire Capital Holdings
San Jose,
California
| US$ 329 mi | +US$ 43,4 mi | +15% | 27,3% | 2.748% | 124 | 28,23% | 2,7 |
|
| 4558 |
4558
325 Capital
New York
| US$ 329 mi | +US$ 75,7 mi | +30% | 22,8% | 226% | 12 | 8,33% | 2,4 |
|
| 4559 |
SHFA
4559
SS&H Financial Advisors
Troy,
Michigan
| US$ 329 mi | +US$ 29,7 mi | +10% | 10,3% | – | 130 | 9,23% | 2,9 |
|
| 4560 |
4560
Carmel Capital Management
Carmel,
California
| US$ 329 mi | +US$ 32,5 mi | +11% | 12,2% | 247% | 25 | 0% | 3,6 |
|
| 4561 |
ITIM
4561
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 329 mi | +US$ 26,3 mi | +9% | 9,74% | 114% | 494 | 9,51% | 3,3 |
|
| 4562 |
4562
Nixon Capital
Austin,
Texas
| US$ 329 mi | +US$ 21,4 mi | +7% | 11,6% | 118% | 27 | 18,52% | 1,4 |
|
| 4563 |
4563
Moseley Investment Management
Bradenton,
Florida
| US$ 329 mi | +US$ 38,4 mi | +13% | 8,76% | 96,6% | 179 | 10,61% | 3,6 |
|
| 4564 |
4564
Hixon Zuercher
Findlay,
Ohio
| US$ 329 mi | +US$ 19,1 mi | +6% | 5,95% | 101% | 87 | 10,34% | 3,2 |
|
| 4565 |
4565
Independence Financial Advisors
Franklin,
New Hampshire
| US$ 328 mi | +US$ 71,2 mi | +28% | 5,91% | – | 55 | 10,91% | 0,4 |
|
| 4566 |
4566
Insight Wealth Partners
Plano,
Texas
| US$ 328 mi | +US$ 70,7 mi | +27% | 6,22% | 56,2% | 119 | 12,61% | 2,4 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 328 mi | +US$ 21,6 mi | +7% | 4,61% | 41,2% | 89 | 6,74% | 1,8 |
|
| 4568 |
LLWM
4568
Life Line Wealth Management
Beverly Hills,
California
| US$ 328 mi | +US$ 19,2 mi | +6% | 7,36% | – | 37 | 5,41% | 1,1 |
|
| 4569 |
4569
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 328 mi | +US$ 38,6 mi | +13% | 6,01% | 50,8% | 130 | 19,23% | 1,4 |
|
| 4570 |
4570
LOM Asset Management
Hamilton,
| US$ 328 mi | +US$ 32,3 mi | +11% | 8,77% | – | 259 | 7,34% | 0,2 |
|
| 4571 |
4571
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 328 mi | +US$ 27,9 mi | +9% | 7,4% | 65,9% | 162 | 2,47% | 5,5 |
|
| 4572 |
4572
Accretive Wealth Partners
Parsippany,
New Jersey
| US$ 328 mi | +US$ 22,8 mi | +7% | 6,08% | 57,3% | 156 | 6,41% | 2,8 |
|
| 4573 |
4573
Landmark Investment Partners
West Palm Beach,
Florida
| US$ 328 mi | -US$ 49,1 mi | -13% | 3% | – | 101 | 62,38% | 0,2 |
|
| 4574 |
4574
Enavate Sciences
Menlo Park,
California
| US$ 328 mi | +US$ 151 mi | +86% | 70,3% | – | 7 | 14,29% | 0,6 |
|
| 4575 |
SC
4575
Steph & Co
Marinette,
Wisconsin
| US$ 327 mi | +US$ 19,2 mi | +6% | 6,74% | 61,6% | 328 | 13,72% | 3 |
|