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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Abound Financial
Granite Bay,
California
| US$ 227 mi | +US$ 29,6 mi | +15% | 9,32% | – | 270 | 75,56% | 0,5 |
|
| 5402 |
5402
Dover Advisors
Richmond,
Virginia
| US$ 227 mi | -US$ 2,51 mi | -1% | 9,34% | 65% | 177 | 16,38% | 1,4 |
|
| 5403 |
AV
5403
Aspiring Ventures
Cincinnati,
Ohio
| US$ 227 mi | +US$ 47,1 mi | +26% | 27,6% | – | 62 | 11,29% | 0,4 |
|
| 5404 |
5404
SimpliFi Inc
San Diego,
California
| US$ 227 mi | +US$ 9,02 mi | +4% | 3,94% | 27,9% | 42 | 4,76% | 3,2 |
|
| 5405 |
BIA
5405
Bigelow Investment Advisors
Portland,
Maine
| US$ 227 mi | +US$ 16,4 mi | +8% | 7,99% | 75,7% | 151 | 5,96% | 4,8 |
|
| 5406 |
KLP
5406
Kent Lake PR
Anasco,
Puerto Rico
| US$ 227 mi | +US$ 10,2 mi | +5% | 8,95% | – | 45 | 44,44% | 0,4 |
|
| 5407 |
5407
O'Connor Financial Group
Quincy,
Illinois
| US$ 227 mi | +US$ 34,4 mi | +18% | 7,1% | 48,4% | 63 | 17,46% | 1,5 |
|
| 5408 |
5408
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$ 227 mi | +US$ 15,4 mi | +7% | 8,13% | 56,8% | 83 | 7,23% | 3,8 |
|
| 5409 |
5409
Plum Street Advisors
New Orleans,
Louisiana
| US$ 227 mi | +US$ 19,1 mi | +9% | 6,39% | – | 87 | 8,05% | 1,2 |
|
| 5410 |
5410
RPD Fund Management
New York
| US$ 227 mi | +US$ 40 mi | +21% | 0,1% | – | 8 | 25% | 0,4 |
|
| 5411 |
5411
Grunden Financial Advisory
Denton,
Texas
| US$ 226 mi | +US$ 20,6 mi | +10% | 6,51% | – | 31 | 19,35% | 1,1 |
|
| 5412 |
TSM
5412
Two Star Manager
Miami Beach,
Florida
| US$ 226 mi | +US$ 18,9 mi | +9% | 14,3% | – | 16 | 18,75% | 1 |
|
| 5413 |
5413
Kondo Wealth Advisors
Pasadena,
California
| US$ 226 mi | +US$ 23,6 mi | +12% | 8,06% | – | 68 | 11,76% | 0,4 |
|
| 5414 |
5414
Tenon Financial
Metuchen,
New Jersey
| US$ 226 mi | +US$ 64,8 mi | +40% | 9,46% | – | 46 | 0% | 1,1 |
|
| 5415 |
5415
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$ 226 mi | +US$ 11,9 mi | +6% | 5,35% | 82,3% | 145 | 0,69% | 4 |
|
| 5416 |
WAM
5416
Westport Asset Management
Southport,
Connecticut
| US$ 226 mi | +US$ 20,1 mi | +10% | 11,4% | 64,2% | 76 | 2,63% | 6,9 |
|
| 5417 |
5417
Strathmore Capital Advisors
Charlotte,
North Carolina
| US$ 226 mi | – | – | 7,54% | – | 100 | – | 0,2 |
|
| 5418 |
BCM
5418
Birmingham Capital Management
Birmingham,
Alabama
| US$ 226 mi | -US$ 39,6 mi | -15% | 4,53% | 103% | 110 | 10,91% | 9 |
|
| 5419 |
5419
Corundum Group
Colorado Springs,
Colorado
| US$ 226 mi | +US$ 17,7 mi | +8% | 9,58% | 89,5% | 105 | 8,57% | 5 |
|
| 5420 |
5420
GKV Capital Management
Walnut Creek,
California
| US$ 226 mi | +US$ 24,8 mi | +12% | 19% | – | 172 | 54,07% | 0,5 |
|
| 5421 |
5421
Altus Wealth Group
Colorado Springs,
Colorado
| US$ 226 mi | +US$ 12,5 mi | +6% | 10,1% | 76,7% | 143 | 10,49% | 2,7 |
|
| 5422 |
5422
Victrix Investment Advisors
Stuart,
Florida
| US$ 226 mi | +US$ 35,6 mi | +19% | 11,2% | – | 106 | 13,21% | 0,4 |
|
| 5423 |
5423
Mendel Money Management
Northbrook,
Illinois
| US$ 226 mi | +US$ 14,7 mi | +7% | 9,72% | 75,4% | 145 | 8,28% | 4,1 |
|
| 5424 |
5424
GS Investments
Minneapolis,
Minnesota
| US$ 226 mi | +US$ 13,5 mi | +6% | 11,4% | 94,1% | 122 | 7,38% | 4,3 |
|
| 5425 |
5425
Towerpoint Wealth
Sacramento,
California
| US$ 226 mi | +US$ 23,9 mi | +12% | 8,35% | 67,7% | 93 | 13,98% | 3,8 |
|