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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
5T Wealth
Napa,
California
| US$ 269 mi | +US$ 15,5 mi | +6% | 10,8% | – | 139 | 10,79% | 1,1 |
|
| 5627 |
VFG
5627
V2 Financial group
Naperville,
Illinois
| US$ 268 mi | +US$ 53,7 mi | +25% | 15,8% | 63,3% | 127 | 18,11% | 2,5 |
|
| 5628 |
5628
Oakcliff Capital Partners
New York
| US$ 268 mi | +US$ 41,8 mi | +18% | 13% | 133% | 9 | 11,11% | 5,4 |
|
| 5629 |
5629
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$ 268 mi | -US$ 159 mi | -37% | 11,5% | 73,9% | 299 | 32,11% | 3 |
|
| 5630 |
5630
Carnegie Lake Advisors
Princeton,
New Jersey
| US$ 268 mi | +US$ 16,4 mi | +7% | 13,1% | – | 176 | 9,66% | 1,5 |
|
| 5631 |
5631
Mad River Investors
Boston,
Massachusetts
| US$ 268 mi | -US$ 9,8 mi | -4% | 1,69% | 169% | 33 | 12,12% | 3,6 |
|
| 5632 |
MI
5632
Moneywise Inc
Forest,
Virginia
| US$ 268 mi | +US$ 39 mi | +17% | 13,8% | 60,8% | 89 | 11,24% | 3 |
|
| 5633 |
5633
Aspect Partners
Fairfax,
Virginia
| US$ 268 mi | +US$ 23,4 mi | +10% | 9,88% | 66,7% | 766 | 18,8% | 1,8 |
|
| 5634 |
5634
ANB Bank
Denver,
Colorado
| US$ 268 mi | +US$ 20,8 mi | +8% | 14,6% | – | 140 | 17,86% | 1,1 |
|
| 5635 |
5635
Everest Management Corp
Cupertino,
California
| US$ 268 mi | +US$ 70,6 mi | +36% | 18,3% | – | 89 | 23,6% | 1 |
|
| 5636 |
5636
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$ 268 mi | +US$ 197 mil | +0,1% | 0,07% | 0,86% | 1 | 0% | 3,5 |
|
| 5637 |
5637
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 268 mi | +US$ 28,7 mi | +12% | 13,4% | 64,1% | 52 | 9,62% | 4,7 |
|
| 5638 |
5638
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 268 mi | +US$ 38,8 mi | +17% | 21% | 98,6% | 164 | 13,41% | 4,5 |
|
| 5639 |
5639
Washington State Investment Board
Olympia,
Washington
| US$ 268 mi | +US$ 16,6 mi | +7% | 7,05% | 567% | 2 | 0% | 4,9 |
|
| 5640 |
5640
Compass Financial Services
West Des Moines,
Iowa
| US$ 268 mi | +US$ 36,7 mi | +16% | 12,4% | – | 58 | 5,17% | 1,3 |
|
| 5641 |
5641
HMS Capital Management
Nashville,
Tennessee
| US$ 267 mi | +US$ 8,83 mi | +3% | 29,1% | 140% | 123 | 10,57% | 3,1 |
|
| 5642 |
5642
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 267 mi | +US$ 31 mi | +13% | 14,9% | 85,1% | 118 | 11,02% | 1,9 |
|
| 5643 |
5643
Financial Guidance Group
Palm Harbor,
Florida
| US$ 267 mi | +US$ 18,5 mi | +7% | 9,61% | 58,7% | 92 | 4,35% | 2,7 |
|
| 5644 |
5644
Financial Planning Navigators
Maple Grove,
Minnesota
| US$ 267 mi | +US$ 39,1 mi | +17% | 11,8% | – | 72 | 31,94% | 0,3 |
|
| 5645 |
5645
Ridgewood Investments
Springfield,
New Jersey
| US$ 267 mi | +US$ 22,7 mi | +9% | 12,1% | – | 221 | 11,76% | 3,7 |
|
| 5646 |
5646
Element Wealth
Ridgeland,
Mississippi
| US$ 267 mi | +US$ 24,8 mi | +10% | 14,6% | 59,6% | 224 | 12,05% | 3,4 |
|
| 5647 |
FA
5647
FF Advisors
Manhattan Beach,
California
| US$ 267 mi | +US$ 20,2 mi | +8% | 14% | 59,7% | 127 | 13,39% | 1,7 |
|
| 5648 |
5648
Dupree Financial Group
Lexington,
Kentucky
| US$ 267 mi | +US$ 18,4 mi | +7% | 16,6% | 75,8% | 85 | 21,18% | 1,5 |
|
| 5649 |
5649
Beta Wealth Group
San Diego,
California
| US$ 267 mi | +US$ 24,9 mi | +10% | 9,99% | 45,4% | 119 | 10,08% | 2,3 |
|
| 5650 |
5650
Family Office Research
Bethesda,
Maryland
| US$ 267 mi | +US$ 36,4 mi | +16% | 14,9% | – | 91 | 24,18% | 1 |
|