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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Independent Family Office
Albany,
New York
| US$ 249 mi | +US$ 5,94 mi | +2% | 6% | 68,4% | 97 | 19,59% | 3,6 |
|
| 5852 |
5852
Union Savings Bank
Litchfield,
Connecticut
| US$ 249 mi | +US$ 20,8 mi | +9% | 13% | – | 328 | 4,27% | 2,4 |
|
| 5853 |
5853
Cascade Wealth Advisors
Wenatchee,
Washington
| US$ 249 mi | +US$ 21,1 mi | +9% | 8,91% | – | 63 | 7,94% | 1,6 |
|
| 5854 |
5854
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 249 mi | +US$ 12,2 mi | +5% | 4,95% | 73% | 35 | 8,57% | 2,9 |
|
| 5855 |
5855
BlackDiamond Wealth Management
New York
| US$ 249 mi | +US$ 40,7 mi | +20% | 16,9% | 70,8% | 242 | 22,73% | 1,9 |
|
| 5856 |
5856
Fogel Capital Management
Stuart,
Florida
| US$ 249 mi | +US$ 30 mi | +14% | 11,6% | – | 60 | 18,33% | 1,6 |
|
| 5857 |
5857
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 249 mi | +US$ 19,7 mi | +9% | 8,98% | 84,4% | 29 | 34,48% | 2,3 |
|
| 5858 |
AFT
5858
Alpha Family Trust
Los Angeles,
California
| US$ 249 mi | +US$ 42,5 mi | +21% | 42,8% | 198% | 225 | 20,89% | 2 |
|
| 5859 |
5859
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$ 249 mi | +US$ 43,1 mi | +21% | 7,7% | – | 160 | 18,13% | 1,1 |
|
| 5860 |
5860
Pennsylvania State University
University Park,
Pennsylvania
| US$ 249 mi | +US$ 57,2 mi | +30% | 2,15% | – | 3 | 33,33% | 0,3 |
|
| 5861 |
5861
Finley Financial
Las Vegas,
Nevada
| US$ 248 mi | +US$ 34,9 mi | +16% | 19,2% | – | 110 | 2,73% | 1,4 |
|
| 5862 |
5862
Pavion Blue Capital
Newport Beach,
California
| US$ 248 mi | +US$ 18,2 mi | +8% | 12,5% | 77,6% | 117 | 12,82% | 4,3 |
|
| 5863 |
5863
Steelhead Wealth Management
Glen Allen,
Virginia
| US$ 248 mi | +US$ 51,1 mi | +26% | 16,7% | – | 102 | 23,53% | 0,2 |
|
| 5864 |
5864
Two Point Capital Management
Pittsford,
New York
| US$ 248 mi | +US$ 19,2 mi | +8% | 14,4% | – | 30 | 6,67% | 2,8 |
|
| 5865 |
5865
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 248 mi | +US$ 20,4 mi | +9% | 13,3% | 63,8% | 102 | 17,65% | 4 |
|
| 5866 |
5866
Seamount Financial Group
Colorado Springs,
Colorado
| US$ 248 mi | +US$ 26,1 mi | +12% | 13,3% | 79,7% | 146 | 10,96% | 1,8 |
|
| 5867 |
5867
RHS Financial
San Francisco,
California
| US$ 248 mi | +US$ 36,8 mi | +17% | 10,6% | 65,6% | 178 | 25,28% | 2,3 |
|
| 5868 |
DCM
5868
Dilation Capital Management
New York
| US$ 248 mi | +US$ 48,7 mi | +24% | 67,3% | – | 28 | 57,14% | 0,5 |
|
| 5869 |
CCP
5869
Cunning Capital Partners
Morrisville,
North Carolina
| US$ 248 mi | +US$ 51,2 mi | +26% | 41,1% | 268% | 56 | 1,79% | 2,4 |
|
| 5870 |
TBBL
5870
True Blue (BVI) Ltd
Road Town, Tortola,
| US$ 248 mi | +US$ 44,7 mi | +22% | 22,1% | – | 3 | 0% | 1,5 |
|
| 5871 |
5871
Lynx Capital Group
Beachwood,
Ohio
| US$ 248 mi | +US$ 32,7 mi | +15% | 7,92% | – | 95 | 16,84% | 1,8 |
|
| 5872 |
5872
GoalFusion Wealth Management
Austin,
Texas
| US$ 248 mi | +US$ 27,2 mi | +12% | 10,1% | 47,6% | 35 | 22,86% | 2,4 |
|
| 5873 |
5873
William John Sempolinski
Easton,
Massachusetts
| US$ 248 mi | +US$ 48,5 mi | +24% | 19,7% | – | 110 | 19,09% | 0,4 |
|
| 5874 |
5874
Elite Financial
Lewiston,
Idaho
| US$ 248 mi | +US$ 24,5 mi | +11% | 12,7% | – | 56 | 5,36% | 1,4 |
|
| 5875 |
5875
North Berkeley Wealth Management
Berkeley,
California
| US$ 247 mi | +US$ 58,2 mi | +31% | 17,2% | – | 81 | 14,81% | 1,1 |
|