Estamos no ar no !
Saiba mais
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
IP
5001
Investment Partners
New Philadelphia,
Ohio
| US$ 284 mi | +US$ 19,8 mi | +7% | 7,94% | 83,2% | 162 | 7,41% | 5,7 |
|
| 5002 |
5002
FullCircle Wealth
Dallas,
Texas
| US$ 284 mi | +US$ 15,8 mi | +6% | 5,49% | – | 273 | 10,26% | 0,9 |
|
| 5003 |
5003
Theory Financial
Fort Collins,
Colorado
| US$ 284 mi | +US$ 20,1 mi | +8% | 5,6% | 54,5% | 93 | 12,9% | 1,7 |
|
| 5004 |
5004
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 284 mi | +US$ 17,4 mi | +7% | 7,86% | 80,3% | 129 | 7,75% | 3,5 |
|
| 5005 |
5005
Engle Capital Management
Greenwich,
Connecticut
| US$ 284 mi | -US$ 48,1 mi | -15% | 13,7% | 398% | 33 | 54,55% | 0,8 |
|
| 5006 |
5006
Future Fund LLC
Chicago,
Illinois
| US$ 283 mi | +US$ 59,4 mi | +27% | 8,42% | 93,1% | 175 | 5,71% | 0,5 |
|
| 5007 |
5007
University of Illinois Foundation
Champaign,
Illinois
| US$ 283 mi | +US$ 32,5 mi | +13% | 11,8% | – | 20 | 70% | 0,5 |
|
| 5008 |
5008
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 283 mi | +US$ 39 mi | +16% | 9,31% | 97,1% | 935 | 16,9% | 2,2 |
|
| 5009 |
5009
Meritech Capital Associates V
Palo Alto,
California
| US$ 283 mi | +US$ 43,5 mi | +18% | 19,5% | 133% | 2 | 0% | 4,6 |
|
| 5010 |
5010
Members Advisory Group
Williamsville,
New York
| US$ 283 mi | +US$ 16,7 mi | +6% | 6,94% | 70,6% | 41 | 14,63% | 1,3 |
|
| 5011 |
5011
Bank OZK
Little Rock,
Arkansas
| US$ 283 mi | +US$ 21,9 mi | +8% | 7,61% | 112% | 152 | 7,24% | 6,4 |
|
| 5012 |
5012
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 283 mi | +US$ 14,7 mi | +5% | 11% | 53,8% | 82 | 4,88% | 7,7 |
|
| 5013 |
5013
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 282 mi | +US$ 16,6 mi | +6% | 5,87% | 52,2% | 59 | 1,69% | 2,5 |
|
| 5014 |
CCM
5014
Consolidated Capital Management
Burbank,
California
| US$ 282 mi | +US$ 5,61 mi | +2% | 7,09% | 166% | 55 | 16,36% | 3,3 |
|
| 5015 |
5015
Elmwood Wealth Management
Berkeley,
California
| US$ 282 mi | +US$ 30 mi | +12% | 5,46% | 42,1% | 144 | 13,19% | 3,8 |
|
| 5016 |
5016
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| US$ 282 mi | -US$ 5,11 mi | -2% | 9,06% | – | 3 | 33,33% | 0,5 |
|
| 5017 |
5017
Chaney Capital Management
Lynnwood,
Washington
| US$ 282 mi | +US$ 27 mi | +11% | 7,22% | – | 39 | 12,82% | 1,4 |
|
| 5018 |
5018
First Citizens Asset Management
Raleigh,
North Carolina
| US$ 282 mi | -US$ 103 mil | -0% | 5,84% | 44,2% | 28 | 7,14% | 2,4 |
|
| 5019 |
WMA
5019
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 282 mi | +US$ 24,8 mi | +10% | 10,5% | 111% | 242 | 14,46% | 3,5 |
|
| 5020 |
5020
Regents Gate Capital
London,
United Kingdom
| US$ 282 mi | -US$ 1,4 mi | -0,5% | 1,7% | – | 59 | 59,32% | 0,2 |
|
| 5021 |
5021
Medallion Wealth Advisors
Farmington,
Connecticut
| US$ 282 mi | +US$ 22,8 mi | +9% | 6,57% | – | 1.129 | 5,05% | 0,7 |
|
| 5022 |
5022
Bourne Lent Asset Management
Pawling,
New York
| US$ 281 mi | +US$ 23,1 mi | +9% | 12,7% | 76,1% | 63 | 1,59% | 7,3 |
|
| 5023 |
ODFS
5023
O'Donnell Financial Services
San Rafael,
California
| US$ 281 mi | +US$ 20,6 mi | +8% | 7,27% | 61% | 58 | 18,97% | 1,6 |
|
| 5024 |
5024
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 281 mi | +US$ 29,2 mi | +12% | 6,04% | 52% | 94 | 14,89% | 2 |
|
| 5025 |
5025
Union Square Park Capital Management
New York
| US$ 281 mi | +US$ 43,1 mi | +18% | 14,1% | 75,8% | 71 | 49,3% | 0,7 |
|