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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
WA
4626
Wealth Advisors
Rancho Santa Fe,
California
| US$ 188 mi | -US$ 8,15 mi | -4% | 1,65% | 40% | 71 | 23,94% | 1,9 |
|
| 4627 |
4627
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 188 mi | +US$ 15,6 mi | +9% | 5,35% | 57% | 101 | 17,82% | 2,5 |
|
| 4628 |
4628
KEB Asset Management
Springfield,
Illinois
| US$ 188 mi | +US$ 31,3 mi | +20% | 12,1% | 68,9% | 63 | 23,81% | 0,7 |
|
| 4629 |
MWM
4629
MTC Wealth Management
Tampa,
Florida
| US$ 188 mi | +US$ 11,3 mi | +6% | 6,76% | 30,5% | 12 | 0% | 1,6 |
|
| 4630 |
4630
Rather & Kittrell
Knoxville,
Tennessee
| US$ 188 mi | +US$ 92,9 mi | +98% | 8,21% | 41,1% | 63 | 14,29% | 0,8 |
|
| 4631 |
4631
Invus Financial Advisors
New York
| US$ 188 mi | +US$ 5,75 mi | +3% | 19,7% | 29,5% | 9 | 11,11% | 1,8 |
|
| 4632 |
PA
4632
PSI Advisors
Tampa,
Florida
| US$ 188 mi | -US$ 2,42 mi | -1% | 7,08% | 58,2% | 880 | 16,36% | 1,2 |
|
| 4633 |
4633
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 188 mi | +US$ 21,2 mi | +13% | 8,01% | 57,8% | 137 | 16,79% | 1,7 |
|
| 4634 |
4634
NewView Capital Partners I
Burlingame,
California
| US$ 188 mi | -US$ 53 mi | -22% | 15,4% | 20,8% | 4 | 0% | 0,8 |
|
| 4635 |
4635
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 188 mi | -US$ 119 mil | -0,1% | 6,93% | 50,9% | 81 | 25,93% | 2,7 |
|
| 4636 |
OPL
4636
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| US$ 188 mi | – | – | 3,11% | 77,6% | 15 | – | 0,3 |
|
| 4637 |
4637
Lapides Asset Management
Greenwich,
Connecticut
| US$ 188 mi | +US$ 12,1 mi | +7% | 9,34% | 63% | 58 | 20,69% | 3,3 |
|
| 4638 |
4638
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 188 mi | +US$ 12,9 mi | +7% | 7,39% | 97,3% | 55 | 14,55% | 2,5 |
|
| 4639 |
4639
Unique Wealth
Clearwater,
Florida
| US$ 187 mi | – | – | 6,91% | 68,5% | 61 | – | 0 |
|
| 4640 |
4640
Hilltop Partners
Mishawaka,
Indiana
| US$ 187 mi | – | – | 8,51% | 64,9% | 56 | – | 0 |
|
| 4641 |
4641
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 187 mi | -US$ 5,78 mi | -3% | 4,72% | 91,1% | 88 | 9,09% | 1,9 |
|
| 4642 |
4642
Operose Advisors
Milwaukee,
Wisconsin
| US$ 187 mi | +US$ 35 mi | +23% | 10,4% | 68,8% | 392 | 20,92% | 0,8 |
|
| 4643 |
4643
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| US$ 187 mi | +US$ 56,7 mi | +43% | 7,6% | 44,5% | 82 | 30,49% | 0,7 |
|
| 4644 |
SCM
4644
Snowhook Capital Management
New York
| US$ 187 mi | -US$ 59,9 mi | -24% | 2,08% | – | 18 | 50% | 0,6 |
|
| 4645 |
4645
Autumn Glory Partners
Dallas,
Texas
| US$ 187 mi | +US$ 38,7 mi | +26% | 12,7% | 76% | 171 | 17,54% | 0,7 |
|
| 4646 |
4646
Rede Wealth
Charlottesville,
Virginia
| US$ 187 mi | +US$ 18,8 mi | +11% | 11% | 84,4% | 98 | 19,39% | 1,5 |
|
| 4647 |
4647
Symetra Investment Management
Farmington,
Connecticut
| US$ 187 mi | +US$ 42,5 mi | +29% | 6,53% | 37,3% | 3 | 0% | 1,3 |
|
| 4648 |
4648
Ameliora Wealth Management
Zurich,
Switzerland
| US$ 187 mi | +US$ 2,35 mi | +1% | 6,25% | 73,9% | 246 | 15,45% | 0,3 |
|
| 4649 |
4649
Oak Family Advisors
Chicago,
Illinois
| US$ 187 mi | -US$ 185 mil | -0,1% | 10,3% | 81,9% | 129 | 19,38% | 1,3 |
|
| 4650 |
4650
Triumph Capital Management
Denver,
Colorado
| US$ 187 mi | +US$ 3,12 mi | +2% | 2,94% | 55,5% | 250 | 41,6% | 0,7 |
|