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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
BH
5601
Burk Holdings
Tulsa,
Oklahoma
| US$ 271 mi | +US$ 37,2 mi | +16% | 12,3% | – | 698 | 10,89% | 0,4 |
|
| 5602 |
HWM
5602
Howard Wealth Management
Madison,
Connecticut
| US$ 270 mi | +US$ 32,9 mi | +14% | 11,9% | 60,3% | 156 | 8,97% | 2,8 |
|
| 5603 |
EPW
5603
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$ 270 mi | +US$ 23 mi | +9% | 16,3% | – | 91 | 7,69% | 2,2 |
|
| 5604 |
AFO
5604
Allie Family Office
Miami,
Florida
| US$ 270 mi | +US$ 41 mi | +18% | 9,76% | 59% | 125 | 32% | 2,4 |
|
| 5605 |
CCAM
5605
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$ 270 mi | +US$ 31,8 mi | +13% | 16,2% | – | 178 | 17,42% | 1,2 |
|
| 5606 |
CC
5606
Citrine Capital
San Francisco,
California
| US$ 270 mi | +US$ 39,5 mi | +17% | 9,03% | – | 66 | 21,21% | 0,9 |
|
| 5607 |
E
5607
EntreWealth
Austin,
Texas
| US$ 270 mi | +US$ 46,8 mi | +21% | 9,1% | – | 147 | 34,01% | 0,8 |
|
| 5608 |
PFWA
5608
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 270 mi | +US$ 28,8 mi | +12% | 11,8% | 72% | 155 | 21,94% | 3,3 |
|
| 5609 |
NF
5609
NavPoint Financial
Prior Lake,
Minnesota
| US$ 270 mi | +US$ 22,6 mi | +9% | 5,31% | – | 75 | 6,67% | 1,7 |
|
| 5610 |
VP
5610
Verisail Partners
Chamblee,
Georgia
| US$ 270 mi | +US$ 23,3 mi | +9% | 8,68% | – | 28 | 17,86% | 1,2 |
|
| 5611 |
TW
5611
Titan Wealth
St Peter Port,
| US$ 269 mi | +US$ 37,8 mi | +16% | 19% | – | 56 | 17,86% | 0,4 |
|
| 5612 |
RA
5612
Rosalind Advisors
Toronto,
Ontario, Canada
| US$ 269 mi | +US$ 20,3 mi | +8% | 22,9% | – | 45 | 42,22% | 1 |
|
| 5613 |
GPFA
5613
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 269 mi | +US$ 46,9 mi | +21% | 18,8% | – | 492 | 35,37% | 1,7 |
|
| 5614 |
PM
5614
Plustick Management
Charlottesville,
Virginia
| US$ 269 mi | +US$ 61,9 mi | +30% | 77,6% | 1.667% | 32 | 56,25% | 0,7 |
|
| 5615 |
ZEP
5615
Zeno Equity Partners
London,
United Kingdom
| US$ 269 mi | +US$ 22,6 mi | +9% | 8,83% | – | 16 | 18,75% | 1,1 |
|
| 5616 |
LBW
5616
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| US$ 269 mi | -US$ 221 mi | -45% | 3,84% | – | 7 | 14,29% | 0,5 |
|
| 5617 |
5W
5617
5T Wealth
Napa,
California
| US$ 269 mi | +US$ 15,5 mi | +6% | 10,8% | – | 139 | 10,79% | 1,1 |
|
| 5618 |
VFG
5618
V2 Financial group
Naperville,
Illinois
| US$ 268 mi | +US$ 53,7 mi | +25% | 15,8% | 63,3% | 127 | 18,11% | 2,5 |
|
| 5619 |
OCP
5619
Oakcliff Capital Partners
New York
| US$ 268 mi | +US$ 41,8 mi | +18% | 13% | 133% | 9 | 11,11% | 5,4 |
|
| 5620 |
OHWP
5620
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$ 268 mi | -US$ 159 mi | -37% | 11,5% | 64,7% | 299 | 32,11% | 3 |
|
| 5621 |
CLA
5621
Carnegie Lake Advisors
Princeton,
New Jersey
| US$ 268 mi | +US$ 16,4 mi | +7% | 13,1% | – | 176 | 9,66% | 1,5 |
|
| 5622 |
MRI
5622
Mad River Investors
Boston,
Massachusetts
| US$ 268 mi | -US$ 9,8 mi | -4% | 1,69% | 225% | 33 | 12,12% | 3,6 |
|
| 5623 |
MI
5623
Moneywise Inc
Forest,
Virginia
| US$ 268 mi | +US$ 39 mi | +17% | 13,8% | 58% | 89 | 11,24% | 3 |
|
| 5624 |
AP
5624
Aspect Partners
Fairfax,
Virginia
| US$ 268 mi | +US$ 23,4 mi | +10% | 9,88% | – | 766 | 18,8% | 1,8 |
|
| 5625 |
AB
5625
ANB Bank
Denver,
Colorado
| US$ 268 mi | +US$ 20,8 mi | +8% | 14,6% | – | 140 | 17,86% | 1,1 |
|