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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
Consilium Wealth Advisory
Richardson,
Texas
| US$ 259 mi | +US$ 22,2 mi | +9% | 7,72% | 126% | 101 | 11,88% | 2,3 |
|
| 5252 |
5252
Plum Street Advisors
New Orleans,
Louisiana
| US$ 259 mi | +US$ 32,3 mi | +14% | 6,94% | – | 97 | 16,49% | 1,3 |
|
| 5253 |
5253
Tanglewood Legacy Advisors
Houston,
Texas
| US$ 259 mi | +US$ 15,1 mi | +6% | 6,7% | 61,1% | 288 | 6,94% | 2,3 |
|
| 5254 |
5254
Foresite Capital Management VI
Larkspur,
California
| US$ 259 mi | +US$ 81 mi | +46% | 81,5% | – | 21 | 47,62% | 0,6 |
|
| 5255 |
5255
Yorkville Advisors Global
Mountainside,
New Jersey
| US$ 259 mi | +US$ 48,2 mi | +23% | 16,8% | – | 44 | 79,55% | 0,1 |
|
| 5256 |
5256
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 259 mi | +US$ 21 mi | +9% | 6,96% | 84,9% | 158 | 12,66% | 6,6 |
|
| 5257 |
5257
Muzinich & Co
New York
| US$ 259 mi | +US$ 28,4 mi | +12% | 6,81% | 13,5% | 60 | 36,67% | 7,4 |
|
| 5258 |
5258
First Citizens Investor Services
Raleigh,
North Carolina
| US$ 259 mi | – | – | 5,87% | – | 23 | – | 0 |
|
| 5259 |
HRC
5259
Hoertkorn Richard Charles
| US$ 259 mi | +US$ 22,4 mi | +9% | 10,8% | 182% | 79 | 1,27% | 8,4 |
|
| 5260 |
5260
Wealth Quarterback
Toms River,
New Jersey
| US$ 259 mi | +US$ 47,6 mi | +23% | 9,07% | 109% | 157 | 13,38% | 2,6 |
|
| 5261 |
5261
Colorado Capital Management
Boulder,
Colorado
| US$ 259 mi | +US$ 25,2 mi | +11% | 7,54% | 60,4% | 105 | 5,71% | 5,1 |
|
| 5262 |
5262
GE Investment Management
Norwalk,
Connecticut
| US$ 258 mi | +US$ 37,2 mi | +17% | 16,8% | – | 4 | 0% | 1,6 |
|
| 5263 |
5263
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 258 mi | +US$ 16,9 mi | +7% | 7,51% | 87,5% | 98 | 8,16% | 3,2 |
|
| 5264 |
5264
Ranch Capital Advisors
Sarasota,
Florida
| US$ 258 mi | +US$ 27,8 mi | +12% | 8,55% | 92,6% | 158 | 14,56% | 3,6 |
|
| 5265 |
5265
My Personal CFO LLC
Vancouver,
Washington
| US$ 258 mi | +US$ 38,2 mi | +17% | 5,88% | 83,4% | 159 | 83,02% | 0,8 |
|
| 5266 |
5266
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$ 258 mi | +US$ 27 mi | +12% | 5,88% | – | 95 | 2,11% | 0,7 |
|
| 5267 |
5267
EntryPoint Capital
New York
| US$ 258 mi | +US$ 58,7 mi | +29% | 6,41% | – | 912 | 64,8% | 0,3 |
|
| 5268 |
MAS
5268
Madden Advisory Services
Jacksonville,
Florida
| US$ 258 mi | +US$ 23,6 mi | +10% | 5,99% | 52,3% | 110 | 14,55% | 5,6 |
|
| 5269 |
5269
Vantage Point Financial
Lisle,
Illinois
| US$ 258 mi | +US$ 30,1 mi | +13% | 8,28% | – | 159 | 9,43% | 0,6 |
|
| 5270 |
5270
River Street Advisors
Aurora,
Illinois
| US$ 258 mi | +US$ 25,7 mi | +11% | 8,78% | 93,5% | 168 | 6,55% | 1,8 |
|
| 5271 |
5271
Cambridge Financial Group
Columbus,
Ohio
| US$ 258 mi | +US$ 59,7 mi | +30% | 8,84% | – | 34 | 5,88% | 5,1 |
|
| 5272 |
5272
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$ 258 mi | +US$ 17,5 mi | +7% | 8,24% | 96,9% | 256 | 39,45% | 0,9 |
|
| 5273 |
5273
Martin Capital Partners
Eugene,
Oregon
| US$ 258 mi | +US$ 2,73 mi | +1% | 2,97% | 42,3% | 76 | 9,21% | 4,1 |
|
| 5274 |
NCM
5274
NCM Capital Management
Ramsey,
New Jersey
| US$ 258 mi | +US$ 14,2 mi | +6% | 8,04% | 105% | 187 | 7,49% | 2,8 |
|
| 5275 |
5275
Hanover Advisors
Seneca,
South Carolina
| US$ 258 mi | +US$ 12,5 mi | +5% | 6,22% | – | 103 | 5,83% | 1,4 |
|