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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Westshore Wealth
Newport Beach,
California
| US$ 247 mi | +US$ 2,26 mi | +0,9% | 0,91% | 58,8% | 98 | 7,14% | 2,9 |
|
| 5027 |
5027
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 247 mi | +US$ 9,11 mi | +4% | 5,54% | 214% | 44 | 6,82% | 2,8 |
|
| 5028 |
5028
Old West Investment Management
Los Angeles,
California
| US$ 247 mi | -US$ 11,8 mi | -5% | 2,36% | 242% | 65 | 26,15% | 2,7 |
|
| 5029 |
5029
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 247 mi | +US$ 2,81 mi | +1% | 3,9% | – | 143 | 35,66% | 3,3 |
|
| 5030 |
5030
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 247 mi | -US$ 1,33 mi | -0,5% | 0,61% | 47% | 28 | 14,29% | 1,9 |
|
| 5031 |
IWN
5031
Independent Wealth Network
Urbandale,
Iowa
| US$ 246 mi | +US$ 20,2 mi | +9% | 1,28% | 78,2% | 251 | 17,53% | 2,1 |
|
| 5032 |
5032
FSA Wealth Management
Needham,
Massachusetts
| US$ 246 mi | -US$ 3,94 mi | -2% | 1,29% | – | 591 | 8,8% | 1,1 |
|
| 5033 |
5033
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 246 mi | +US$ 15,4 mi | +7% | 9,3% | 417% | 78 | 19,23% | 1,9 |
|
| 5034 |
5034
Selective Wealth Management
Forest,
Virginia
| US$ 246 mi | +US$ 5,54 mi | +2% | 5,7% | 74,4% | 112 | 8,04% | 2,9 |
|
| 5035 |
5035
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 246 mi | -US$ 1,06 mi | -0,4% | 0,4% | 59,5% | 94 | 8,51% | 2,9 |
|
| 5036 |
5036
Brand Asset Management Group
Chesterfield,
Missouri
| US$ 246 mi | -US$ 9,24 mi | -4% | 0,57% | 70,2% | 92 | 6,52% | 4,6 |
|
| 5037 |
5037
Goepper Burkhardt
Greenville,
South Carolina
| US$ 246 mi | +US$ 3,74 mi | +2% | 0,51% | 50,4% | 84 | 4,76% | 2,7 |
|
| 5038 |
5038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 246 mi | -US$ 5,81 mi | -2% | 3,48% | 61,6% | 86 | 9,3% | 2 |
|
| 5039 |
BCFD
5039
Boit C.F. David
| US$ 246 mi | +US$ 44,2 mi | +22% | 0,78% | 84,2% | 129 | 3,1% | 2,6 |
|
| 5040 |
5040
CRCM LP
San Francisco,
California
| US$ 246 mi | +US$ 91,4 mi | +59% | 42,6% | – | 7 | 57,14% | 0,3 |
|
| 5041 |
5041
One Degree Advisors
San Diego,
California
| US$ 246 mi | +US$ 8,62 mi | +4% | 1,58% | 54,1% | 66 | 16,67% | 0,8 |
|
| 5042 |
5042
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 246 mi | -US$ 1,9 mi | -0,8% | 0,58% | 66,9% | 97 | 8,25% | 7,6 |
|
| 5043 |
5043
Crown Wealth Group
Charlotte,
North Carolina
| US$ 246 mi | +US$ 15,9 mi | +7% | 3,25% | 98,2% | 125 | 18,4% | 1,4 |
|
| 5044 |
5044
TSA Wealth Management
Houston,
Texas
| US$ 246 mi | -US$ 2,52 mi | -1% | 0,83% | 62,4% | 68 | 13,24% | 0,8 |
|
| 5045 |
5045
RPD Fund Management
New York
| US$ 246 mi | – | – | 9,58% | – | 8 | – | 0,2 |
|
| 5046 |
5046
WorthPointe
La Jolla,
California
| US$ 246 mi | +US$ 7,9 mi | +3% | 0,12% | 59,7% | 100 | 30% | 1,3 |
|
| 5047 |
RL
5047
Rogco LP
Claremore,
Oklahoma
| US$ 245 mi | -US$ 9,7 mi | -4% | 0,61% | 53,3% | 252 | 18,25% | 1,1 |
|
| 5048 |
5048
First Dallas Securities
Dallas,
Texas
| US$ 245 mi | +US$ 6,11 mi | +3% | 4,47% | 163% | 122 | 10,66% | 2,9 |
|
| 5049 |
5049
Briaud Financial Planning
College Station,
Texas
| US$ 245 mi | +US$ 51,7 mi | +27% | 0,76% | 113% | 207 | 34,3% | 0,6 |
|
| 5050 |
5050
GKV Capital Management
Walnut Creek,
California
| US$ 245 mi | – | – | 3,07% | – | 160 | – | 0 |
|