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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Lifestyle Asset Management
Friendswood,
Texas
| US$ 167 mi | +US$ 17 mi | +11% | 5,55% | 88,3% | 100 | 35% | 0,3 |
|
| 5177 |
5177
Meridian Financial Partners
Warrenton,
Virginia
| US$ 166 mi | +US$ 78,3 mi | +89% | 4,88% | 80,8% | 91 | 53,85% | 1,3 |
|
| 5178 |
IWN
5178
Independent Wealth Network
Urbandale,
Iowa
| US$ 166 mi | +US$ 10,1 mi | +6% | 4,24% | 78,2% | 220 | 14,09% | 1,3 |
|
| 5179 |
5179
Acute Investment Advisory
Mesa,
Arizona
| US$ 166 mi | +US$ 13,7 mi | +9% | 1,12% | 15% | 15 | 20% | 0,8 |
|
| 5180 |
5180
CNA Financial
Chicago,
Illinois
| US$ 166 mi | +US$ 724 mil | +0,4% | 7,33% | 48,6% | 22 | 40,91% | 1,8 |
|
| 5181 |
WA1
5181
Wimmer Associates 1
Pasadena,
California
| US$ 166 mi | +US$ 9,6 mi | +6% | 7,82% | 78,9% | 106 | 0,94% | 5,7 |
|
| 5182 |
5182
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 166 mi | -US$ 4,59 mi | -3% | 2,43% | 62% | 302 | 24,5% | 2,2 |
|
| 5183 |
5183
Baugh & Associates
Atlanta,
Georgia
| US$ 166 mi | +US$ 9,6 mi | +6% | 4,02% | 98,8% | 43 | 6,98% | 4,3 |
|
| 5184 |
5184
Institutional Venture Management XIV
Menlo Park,
California
| US$ 166 mi | -US$ 4,44 mi | -3% | 13,4% | 18,1% | 3 | 0% | 2,4 |
|
| 5185 |
5185
Praetorian PR
Rincon,
Puerto Rico
| US$ 166 mi | +US$ 29 mi | +21% | 16% | 80,3% | 37 | 64,86% | 0,1 |
|
| 5186 |
5186
Brookmont Capital Management
Dallas,
Texas
| US$ 166 mi | +US$ 6,93 mi | +4% | 4,29% | 32,2% | 50 | 4% | 6,4 |
|
| 5187 |
5187
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| US$ 166 mi | -US$ 2,83 mi | -2% | 3,45% | – | 78 | 17,95% | 1,3 |
|
| 5188 |
5188
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 166 mi | +US$ 8,91 mi | +6% | 4,36% | 42,7% | 51 | 5,88% | 2,7 |
|
| 5189 |
5189
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 166 mi | +US$ 4,44 mi | +3% | 4,78% | 39,4% | 15 | 46,67% | 1,2 |
|
| 5190 |
5190
Goepper Burkhardt
Greenville,
South Carolina
| US$ 166 mi | +US$ 12,9 mi | +8% | 6,19% | 50,4% | 67 | 2,99% | 2 |
|
| 5191 |
5191
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 166 mi | +US$ 5,99 mi | +4% | 3,2% | 82,3% | 155 | 5,16% | 2,2 |
|
| 5192 |
5192
Values First Advisors
Gray,
Tennessee
| US$ 166 mi | +US$ 8,63 mi | +5% | 7,05% | 87,6% | 370 | 55,14% | 2,2 |
|
| 5193 |
5193
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 166 mi | +US$ 3,11 mi | +2% | 4,05% | 46,3% | 23 | 26,09% | 1,7 |
|
| 5194 |
ODFS
5194
O'Donnell Financial Services
San Rafael,
California
| US$ 166 mi | +US$ 109 mi | +195% | 6% | 61% | 25 | 24% | 0,9 |
|
| 5195 |
STC
5195
Sarah T. Connolly
| US$ 165 mi | +US$ 7,8 mi | +5% | 7,57% | 35% | 94 | 1,06% | 2,3 |
|
| 5196 |
5196
WorthPointe
La Jolla,
California
| US$ 165 mi | +US$ 11,4 mi | +7% | 5% | 59,7% | 67 | 38,81% | 0,7 |
|
| 5197 |
5197
APEIRON Capital Ltd
Hong Kong
| US$ 165 mi | -US$ 13,7 mi | -8% | 5,68% | 487% | 16 | 43,75% | 0,7 |
|
| 5198 |
5198
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 165 mi | +US$ 2,98 mi | +2% | 3,2% | 42,2% | 26 | 3,85% | 3 |
|
| 5199 |
5199
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 165 mi | +US$ 4,64 mi | +3% | 3,36% | 43,1% | 50 | 8% | 0,5 |
|
| 5200 |
MM
5200
MWG Management
Road Town, Tortola,
British Virgin Islands
| US$ 165 mi | +US$ 23,3 mi | +16% | 18,5% | 59,2% | 3 | 0% | 1,7 |
|