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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 |
5226
Aventura Private Wealth
Aventura,
Florida
| US$ 278 mi | +US$ 7,15 mi | +3% | 2,45% | – | 905 | 15,8% | 0,8 |
|
| 5227 |
AFP
5227
Advus Financial Partners
Winter Park,
Florida
| US$ 278 mi | +US$ 8,81 mi | +3% | 1,85% | 56,5% | 68 | 8,82% | 2,6 |
|
| 5228 |
5228
Goldstream Capital Management
Central,
Hong Kong
| US$ 278 mi | -US$ 164 mi | -37% | 8,72% | 686% | 63 | 31,75% | 1,4 |
|
| 5229 |
FSA
5229
Financial Services Advisory
Rockville,
Maryland
| US$ 278 mi | +US$ 18,8 mi | +7% | 2,67% | 82,5% | 77 | 31,17% | 1,2 |
|
| 5230 |
5230
Acorn Creek Capital
Fort Collins,
Colorado
| US$ 278 mi | +US$ 13,3 mi | +5% | 3,27% | 66,6% | 87 | 19,54% | 1,5 |
|
| 5231 |
5231
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$ 278 mi | -US$ 27,5 mi | -9% | 5,95% | – | 2 | 0% | 0,6 |
|
| 5232 |
5232
iSAM Funds (UK)
London,
United Kingdom
| US$ 278 mi | -US$ 209 mi | -43% | 1,9% | 53,7% | 749 | 80,37% | 0,2 |
|
| 5233 |
5233
Master's Wealth Management
Lancaster,
Pennsylvania
| US$ 278 mi | +US$ 47,7 mi | +21% | 2% | – | 68 | 33,82% | 0,6 |
|
| 5234 |
5234
Blue Water Asset Management
Grand Rapids,
Michigan
| US$ 278 mi | – | – | 0,74% | – | 104 | – | 0 |
|
| 5235 |
5235
Overlook Investments
Grand Cayman,
Cayman Islands
| US$ 278 mi | – | – | 24,9% | – | 1 | – | 0 |
|
| 5236 |
5236
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$ 278 mi | +US$ 1,45 mi | +0,5% | 1,86% | 63,1% | 621 | 12,08% | 2,3 |
|
| 5237 |
5237
Montgomery Investment Management
Rockville,
Maryland
| US$ 278 mi | -US$ 6,26 mi | -2% | 0,22% | 105% | 98 | 3,06% | 7,2 |
|
| 5238 |
5238
Prosperity Financial Group
San Ramon,
California
| US$ 278 mi | +US$ 4,43 mi | +2% | 3,5% | 121% | 209 | 23,44% | 1,5 |
|
| 5239 |
HIS
5239
Horizon Investment Services
Hammond,
Indiana
| US$ 278 mi | +US$ 13 mi | +5% | 4,62% | 250% | 151 | 19,87% | 3,1 |
|
| 5240 |
5240
Wealth Quarterback
Toms River,
New Jersey
| US$ 278 mi | +US$ 19,2 mi | +7% | 3,74% | 109% | 164 | 13,41% | 2,8 |
|
| 5241 |
5241
Clarus Group
Houston,
Texas
| US$ 278 mi | -US$ 10 mi | -3% | 1,58% | 67,5% | 112 | 14,29% | 2,8 |
|
| 5242 |
5242
Tranquility Partners
Brentwood,
Tennessee
| US$ 278 mi | -US$ 18,6 mi | -6% | 1,81% | 77,3% | 245 | 10,61% | 3,8 |
|
| 5243 |
5243
Weinberger Asset Management
Los Angeles,
California
| US$ 277 mi | +US$ 1,21 mi | +0,4% | 2,01% | 89,6% | 94 | 8,51% | 2,9 |
|
| 5244 |
5244
Family Wealth Partners
Matthews,
North Carolina
| US$ 277 mi | +US$ 10,6 mi | +4% | 2,79% | 58,5% | 100 | 27% | 1 |
|
| 5245 |
5245
Excalibur Management
Waltham,
Massachusetts
| US$ 277 mi | +US$ 1,78 mi | +0,6% | 3,12% | 93% | 169 | 6,51% | 6,4 |
|
| 5246 |
JPLA
5246
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 277 mi | +US$ 12,2 mi | +5% | 1,71% | 84% | 176 | 14,2% | 3,6 |
|
| 5247 |
EC
5247
E20 Capital
Hong Kong,
| US$ 277 mi | – | – | 78,4% | – | 20 | – | 0 |
|
| 5248 |
5248
Iams Wealth Management
Omaha,
Nebraska
| US$ 277 mi | +US$ 27,8 mi | +11% | 1,82% | 57,7% | 211 | 24,17% | 1,3 |
|
| 5249 |
5249
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 277 mi | +US$ 10,7 mi | +4% | 1,86% | 72,4% | 175 | 6,29% | 3,4 |
|
| 5250 |
5250
Sonata Capital Group
Seattle,
Washington
| US$ 277 mi | +US$ 6,07 mi | +2% | 1,32% | 66,5% | 126 | 7,94% | 5,8 |
|