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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Twin Peaks Wealth Advisors
Burlingame,
California
| US$ 220 mi | -US$ 17,3 mi | -7% | 3,53% | – | 154 | 18,18% | 1 |
|
| 5252 |
5252
Realta Investment Advisors
Wilmington,
Delaware
| US$ 219 mi | -US$ 24,6 mi | -10% | 4,44% | 151% | 375 | 24,27% | 2,7 |
|
| 5253 |
5253
Miller Value Partners
Sarasota,
Florida
| US$ 219 mi | -US$ 14,7 mi | -6% | 6,41% | 133% | 37 | 18,92% | 2,3 |
|
| 5254 |
5254
Denver Wealth Management
Denver,
Colorado
| US$ 219 mi | -US$ 2,8 mi | -1% | 3,43% | 64,4% | 90 | 12,22% | 2,3 |
|
| 5255 |
5255
Boothe Investment Group
Dover,
Delaware
| US$ 219 mi | -US$ 11 mi | -5% | 2,28% | 75,6% | 41 | 26,83% | 2,2 |
|
| 5256 |
5256
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 219 mi | +US$ 6 mi | +3% | 1,73% | 39,4% | 29 | 3,45% | 1,4 |
|
| 5257 |
5257
Hein Park Capital Management
New York
| US$ 219 mi | +US$ 88,9 mi | +68% | 5,43% | 122% | 6 | 66,67% | 0,4 |
|
| 5258 |
5258
Pacifica Partners
Surrey,
Canada
| US$ 219 mi | -US$ 12,4 mi | -5% | 0,82% | 127% | 527 | 11,57% | 3,2 |
|
| 5259 |
5259
Family Wealth Partners
Matthews,
North Carolina
| US$ 219 mi | +US$ 8,71 mi | +4% | 0,42% | 58,5% | 51 | 15,69% | 1 |
|
| 5260 |
5260
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 219 mi | -US$ 4,84 mi | -2% | 3,37% | 72,4% | 168 | 9,52% | 3 |
|
| 5261 |
5261
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 219 mi | -US$ 1,96 mi | -0,9% | 1,37% | 56,7% | 59 | 15,25% | 2,7 |
|
| 5262 |
5262
Once Capital Management
New York
| US$ 219 mi | -US$ 251 mi | -53% | 10,5% | 627% | 19 | 15,79% | 2,3 |
|
| 5263 |
5263
Ascension Capital Advisors
Houston,
Texas
| US$ 219 mi | -US$ 10,5 mi | -5% | 2,73% | 59,3% | 41 | 19,51% | 2,9 |
|
| 5264 |
JPLA
5264
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 219 mi | -US$ 6,11 mi | -3% | 3,16% | 84% | 154 | 14,29% | 3,6 |
|
| 5265 |
5265
Tieton Capital Management
Yakima,
Washington
| US$ 219 mi | -US$ 30 mi | -12% | 6,4% | 172% | 41 | 19,51% | 5,4 |
|
| 5266 |
5266
Teza Capital Management
Chicago,
Illinois
| US$ 219 mi | -US$ 442 mi | -67% | 1,14% | 133% | 623 | 60,35% | 0,5 |
|
| 5267 |
5267
Hanwha Asset Management
Seoul,
South Korea
| US$ 219 mi | -US$ 9,09 mi | -4% | 4,03% | – | 1 | 0% | 2,3 |
|
| 5268 |
5268
Oxford Asset Management
Oxford,
United Kingdom
| US$ 219 mi | -US$ 6,3 mi | -3% | 0,25% | – | 763 | 81,78% | 0,1 |
|
| 5269 |
5269
NWK Group
San Francisco,
California
| US$ 219 mi | -US$ 40,2 mi | -16% | 2,95% | 268% | 80 | 28,75% | 3,2 |
|
| 5270 |
5270
INCA Investments
Miami,
Florida
| US$ 219 mi | -US$ 24 mi | -10% | 2,85% | 120% | 10 | 0% | 5 |
|
| 5271 |
5271
EntryPoint Capital
New York
| US$ 218 mi | -US$ 19,5 mi | -8% | 8,17% | – | 1.001 | 65,53% | 0,3 |
|
| 5272 |
WA
5272
Wealthstar Advisors
Plano,
Texas
| US$ 218 mi | -US$ 11,8 mi | -5% | 1,15% | – | 154 | 28,57% | 0,5 |
|
| 5273 |
5273
Iams Wealth Management
Omaha,
Nebraska
| US$ 218 mi | -US$ 382 mil | -0,2% | 1,7% | 57,7% | 177 | 19,21% | 1 |
|
| 5274 |
5274
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 218 mi | -US$ 7,7 mi | -3% | 2,97% | 98,6% | 150 | 9,33% | 4,9 |
|
| 5275 |
5275
SimpliFi Inc
San Diego,
California
| US$ 218 mi | -US$ 768 mil | -0,4% | 0,45% | 27,9% | 43 | 9,3% | 3 |
|