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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
AA
5276
ACT Advisors
Asheville,
North Carolina
| US$ 301 mi | +US$ 65,6 mi | +28% | 14,2% | 75,4% | 98 | 34,69% | 1,6 |
|
| 5277 |
TW
5277
Traveka Wealth
Los Altos,
California
| US$ 301 mi | +US$ 38,8 mi | +15% | 15,2% | – | 213 | 19,25% | 1,4 |
|
| 5278 |
VU
5278
Valence8 US
Cambridge,
Massachusetts
| US$ 300 mi | +US$ 14,4 mi | +5% | 15% | 69,9% | 15 | 6,67% | 2,1 |
|
| 5279 |
ITFISA
5279
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$ 300 mi | +US$ 58,4 mi | +24% | 40,7% | 183% | 210 | 14,29% | 1,8 |
|
| 5280 |
RWS
5280
RASP Wealth Solutions
Fishers,
Indiana
| US$ 300 mi | – | – | 26,1% | – | 97 | – | 0 |
|
| 5281 |
CIA
5281
Caerus Investment Advisors
West Lake Hills,
Texas
| US$ 300 mi | +US$ 60 mi | +25% | 23,1% | 85% | 391 | 41,43% | 0,6 |
|
| 5282 |
BOC
5282
Bull Oak Capital
San Diego,
California
| US$ 300 mi | +US$ 40 mi | +15% | 12,6% | 55,7% | 42 | 14,29% | 1,3 |
|
| 5283 |
RCF
5283
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 300 mi | +US$ 106 mi | +55% | 11,9% | 44% | 4 | 0% | 4,3 |
|
| 5284 |
BICM
5284
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$ 300 mi | -US$ 4,58 mi | -2% | 24,8% | – | 12 | 16,67% | 1,5 |
|
| 5285 |
SWM
5285
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 300 mi | +US$ 28,9 mi | +11% | 9,99% | 72,3% | 126 | 10,32% | 3,9 |
|
| 5286 |
NAM
5286
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$ 300 mi | +US$ 116 mi | +63% | 12% | – | 50 | 40% | 0,6 |
|
| 5287 |
FS
5287
Financial Symmetry
Raleigh,
North Carolina
| US$ 300 mi | +US$ 18,2 mi | +6% | 11% | 68,5% | 69 | 10,14% | 1,6 |
|
| 5288 |
MIM
5288
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 300 mi | -US$ 34,6 mi | -10% | 1,77% | 44,7% | 49 | 10,2% | 5,4 |
|
| 5289 |
EBWM
5289
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$ 299 mi | +US$ 42,6 mi | +17% | 22,6% | 95,3% | 86 | 6,98% | 3 |
|
| 5290 |
AIM
5290
Avanda Investment Management
Singapore
| US$ 299 mi | +US$ 236 mi | +374% | 56,7% | – | 45 | 60% | 0,5 |
|
| 5291 |
ACC
5291
Acorn Creek Capital
Fort Collins,
Colorado
| US$ 299 mi | +US$ 19,1 mi | +7% | 11,4% | – | 92 | 14,13% | 1,7 |
|
| 5292 |
KWA
5292
Kondo Wealth Advisors
Pasadena,
California
| US$ 299 mi | +US$ 33,6 mi | +13% | 10,3% | – | 79 | 17,72% | 1,2 |
|
| 5293 |
WFA
5293
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 299 mi | +US$ 39,6 mi | +15% | 9,83% | 50,8% | 67 | 11,94% | 3,1 |
|
| 5294 |
MWM
5294
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 299 mi | +US$ 37,4 mi | +14% | 9,38% | 58,2% | 153 | 15,69% | 3,3 |
|
| 5295 |
SIA
5295
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 299 mi | +US$ 72,2 mi | +32% | 56,4% | 241% | 85 | 11,76% | 2,5 |
|
| 5296 |
GWM
5296
Glass Wealth Management
San Antonio,
Texas
| US$ 299 mi | +US$ 40,4 mi | +16% | 26,4% | – | 73 | 13,7% | 1,7 |
|
| 5297 |
HWM
5297
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 299 mi | +US$ 52,9 mi | +22% | 21,8% | 110% | 600 | 13,67% | 3,4 |
|
| 5298 |
HP
5298
Highlander Partners
Dallas,
Texas
| US$ 298 mi | +US$ 42,8 mi | +17% | 21,3% | 241% | 46 | 6,52% | 2,4 |
|
| 5299 |
SFS
5299
Searcy Financial Services
Overland Park,
Kansas
| US$ 298 mi | +US$ 28,5 mi | +11% | 10,7% | 60,2% | 28 | 7,14% | 3,3 |
|
| 5300 |
SC
5300
Sawyer & Company
Boston,
Massachusetts
| US$ 298 mi | +US$ 38,2 mi | +15% | 25% | 97,4% | 211 | 10,9% | 4,6 |
|