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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
WA
5226
Wealthstar Advisors
Plano,
Texas
| US$ 230 mi | – | – | 0,59% | – | 130 | – | 0,3 |
|
| 5227 |
5227
Spreng Capital Management
Bucyrus,
Ohio
| US$ 230 mi | +US$ 15,1 mi | +7% | 2,11% | 72,5% | 78 | 10,26% | 3,7 |
|
| 5228 |
5228
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 230 mi | -US$ 7,11 mi | -3% | 4,24% | 96,9% | 242 | 39,67% | 0,6 |
|
| 5229 |
5229
TPG Financial Advisors
Portland,
Oregon
| US$ 230 mi | +US$ 7,76 mi | +3% | 1,8% | – | 70 | 14,29% | 3,1 |
|
| 5230 |
5230
BWM Planning
The Woodlands,
Texas
| US$ 230 mi | +US$ 4,47 mi | +2% | 1,65% | – | 78 | 5,13% | 0,2 |
|
| 5231 |
5231
Pines Wealth Management
Southern Pines,
North Carolina
| US$ 230 mi | – | – | 1,96% | – | 205 | – | 0 |
|
| 5232 |
5232
14B Capital Management
La Jolla,
California
| US$ 230 mi | +US$ 6,69 mi | +3% | 6,19% | – | 10 | 0% | 0,9 |
|
| 5233 |
5233
Peak XV Partners Operations
Trianon,
Mauritius
| US$ 230 mi | +US$ 51,4 mi | +29% | 38,9% | – | 4 | 50% | 0,6 |
|
| 5234 |
BAM
5234
Bosun Asset Management
Chicago,
Illinois
| US$ 230 mi | +US$ 19,7 mi | +9% | 21% | 278% | 226 | 34,51% | 1 |
|
| 5235 |
5235
Laidlaw Wealth Management
New York City,
New York
| US$ 230 mi | +US$ 27,3 mi | +14% | 14,9% | 150% | 205 | 21,95% | 2,6 |
|
| 5236 |
5236
MKT Advisors
Escondido,
California
| US$ 230 mi | +US$ 16,3 mi | +8% | 0,84% | 55,5% | 161 | 10,56% | 2,3 |
|
| 5237 |
5237
Ascension Capital Advisors
Houston,
Texas
| US$ 229 mi | +US$ 15,1 mi | +7% | 1,68% | 59,3% | 42 | 21,43% | 2,6 |
|
| 5238 |
5238
Freemont Management
Vaud,
Switzerland
| US$ 229 mi | +US$ 25,1 mi | +12% | 4,61% | 102% | 88 | 18,18% | 1,8 |
|
| 5239 |
CCM
5239
Consolidated Capital Management
Burbank,
California
| US$ 229 mi | +US$ 209 mil | +0,1% | 1,93% | 166% | 36 | 2,78% | 4,1 |
|
| 5240 |
5240
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 229 mi | +US$ 1,1 mi | +0,5% | 0,46% | 67,6% | 150 | 9,33% | 2 |
|
| 5241 |
5241
FACT Capital
New York
| US$ 229 mi | -US$ 28,6 mi | -11% | 4,95% | 227% | 22 | 27,27% | 1 |
|
| 5242 |
5242
Investment Management Associates
Greenwood Village,
Colorado
| US$ 229 mi | -US$ 26,7 mi | -10% | 3,54% | 50,4% | 35 | 22,86% | 2,6 |
|
| 5243 |
IPA
5243
Investment Planning Advisors
Cumming,
Georgia
| US$ 229 mi | +US$ 33 mi | +17% | 0,08% | – | 66 | 15,15% | 0,4 |
|
| 5244 |
5244
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 229 mi | -US$ 146 mi | -39% | 0,97% | 61,2% | 151 | 33,11% | 2,1 |
|
| 5245 |
5245
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 229 mi | +US$ 9,7 mi | +4% | 3,61% | 120% | 145 | 17,24% | 2,5 |
|
| 5246 |
5246
Hi-Line Capital Management
Watertown,
South Dakota
| US$ 229 mi | +US$ 24,9 mi | +12% | 3,84% | 57,5% | 42 | 40,48% | 2 |
|
| 5247 |
5247
Sustainable Insight Capital Management
New York
| US$ 229 mi | +US$ 7,9 mi | +4% | 5,81% | 168% | 93 | 44,09% | 1,7 |
|
| 5248 |
5248
Demars Financial Group
Spokane Valley,
Washington
| US$ 228 mi | +US$ 9,23 mi | +4% | 0,75% | 69,1% | 79 | 26,58% | 2,4 |
|
| 5249 |
5249
Solitude Financial Services
Charlottesville,
Virginia
| US$ 228 mi | -US$ 5,82 mi | -2% | 1,25% | 62,4% | 37 | 16,22% | 2,6 |
|
| 5250 |
5250
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$ 228 mi | +US$ 1,39 mi | +0,6% | 0,92% | 62,3% | 67 | 1,49% | 1,6 |
|