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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
MBE Wealth Management
Tomah,
Wisconsin
| US$ 181 mi | +US$ 16,1 mi | +10% | 7,57% | 66,5% | 102 | 11,76% | 2,4 |
|
| 5752 |
5752
Lifestyle Asset Management
Friendswood,
Texas
| US$ 181 mi | +US$ 7,06 mi | +4% | 5,57% | 88,3% | 114 | 23,68% | 0,9 |
|
| 5753 |
5753
Alamar Capital Management
Santa Barbara,
California
| US$ 181 mi | +US$ 16,1 mi | +10% | 7,24% | – | 84 | 10,71% | 1,9 |
|
| 5754 |
5754
Patron Partners
Houston,
Texas
| US$ 181 mi | +US$ 10,9 mi | +6% | 7,8% | 90,2% | 187 | 15,51% | 2,5 |
|
| 5755 |
5755
Cairn Investment Group
Vancouver,
Washington
| US$ 181 mi | +US$ 9,6 mi | +6% | 7,03% | 61,3% | 69 | 8,7% | 3,3 |
|
| 5756 |
5756
Client First Capital
San Diego,
California
| US$ 181 mi | +US$ 14,9 mi | +9% | 3,99% | 54,6% | 19 | 5,26% | 1,2 |
|
| 5757 |
5757
Glass Wealth Management
San Antonio,
Texas
| US$ 181 mi | +US$ 9,9 mi | +6% | 3,96% | – | 57 | 3,51% | 0,5 |
|
| 5758 |
5758
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 181 mi | +US$ 14,5 mi | +9% | 4,55% | 55,1% | 95 | 11,58% | 1,5 |
|
| 5759 |
5759
626 Financial
Portage,
Michigan
| US$ 181 mi | +US$ 7,65 mi | +4% | 5,36% | 71,3% | 117 | 11,11% | 2,5 |
|
| 5760 |
5760
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$ 181 mi | -US$ 20,2 mi | -10% | 12,3% | 172% | 13 | 23,08% | 0,9 |
|
| 5761 |
5761
EPIQ Partners
Minneapolis,
Minnesota
| US$ 181 mi | +US$ 32,8 mi | +22% | 6,43% | 49,6% | 84 | 19,05% | 2,9 |
|
| 5762 |
5762
GoalFusion Wealth Management
Austin,
Texas
| US$ 181 mi | +US$ 19,6 mi | +12% | 5,68% | 47,6% | 32 | 12,5% | 1,7 |
|
| 5763 |
5763
Institutional Venture Management XV
Menlo Park,
California
| US$ 180 mi | +US$ 34,2 mi | +23% | 0,11% | 116% | 5 | 0% | 2,6 |
|
| 5764 |
5764
Birchbrook
Bangor,
Maine
| US$ 180 mi | +US$ 13,6 mi | +8% | 6,09% | 49,1% | 285 | 14,04% | 0,7 |
|
| 5765 |
5765
Mad River Investors
Boston,
Massachusetts
| US$ 180 mi | +US$ 31 mi | +21% | 18,5% | 169% | 29 | 17,24% | 3,7 |
|
| 5766 |
5766
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$ 180 mi | -US$ 869 mil | -0,5% | 5,77% | 83% | 172 | 22,67% | 1,4 |
|
| 5767 |
5767
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 180 mi | +US$ 23,2 mi | +15% | 5,6% | 70,2% | 107 | 17,76% | 2,2 |
|
| 5768 |
5768
RCS Financial Planning
Annapolis,
Maryland
| US$ 180 mi | +US$ 10,5 mi | +6% | 5,32% | 48,2% | 71 | 7,04% | 1,3 |
|
| 5769 |
5769
Proactive Wealth Strategies
Marietta,
Georgia
| US$ 180 mi | – | – | 5,08% | – | 124 | – | 0 |
|
| 5770 |
5770
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 180 mi | +US$ 12,8 mi | +8% | 8,74% | 67,7% | 104 | 11,54% | 5,8 |
|
| 5771 |
5771
Crown Oak Advisors
Piedmont,
California
| US$ 180 mi | +US$ 3,05 mi | +2% | 6,19% | 53,3% | 22 | 0% | 0,7 |
|
| 5772 |
5772
Summit Place Financial Advisors
Summit,
New Jersey
| US$ 179 mi | +US$ 10,1 mi | +6% | 10,7% | 111% | 91 | 3,3% | 2,9 |
|
| 5773 |
NED
5773
Nancy E. Dempze
| US$ 179 mi | +US$ 33,5 mi | +23% | 6,08% | 83,1% | 106 | 28,3% | 3,2 |
|
| 5774 |
5774
MQS Management
New York
| US$ 179 mi | +US$ 13,8 mi | +8% | 4,22% | 6,42% | 694 | 81,7% | 0,1 |
|
| 5775 |
AFT
5775
Alpha Family Trust
Los Angeles,
California
| US$ 179 mi | +US$ 8,44 mi | +5% | 7,03% | 198% | 167 | 17,96% | 1,3 |
|