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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
PFG Private Wealth Management
Lutz,
Florida
| US$ 149 mi | +US$ 14,1 mi | +10% | 8,2% | 52,6% | 314 | 31,21% | 2 |
|
| 5877 |
5877
CV Advisors
Aventura,
Florida
| US$ 149 mi | +US$ 14,1 mi | +10% | 11,2% | 112% | 23 | 8,7% | 1,5 |
|
| 5878 |
5878
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 149 mi | +US$ 14,4 mi | +11% | 10,9% | 108% | 745 | 9,66% | 1,4 |
|
| 5879 |
5879
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 148 mi | +US$ 24,3 mi | +20% | 10,8% | 84,4% | 31 | 29,03% | 0,8 |
|
| 5880 |
5880
New Insight Wealth Advisors
San Ramon,
California
| US$ 148 mi | – | – | 12,7% | – | 78 | – | 0 |
|
| 5881 |
5881
PACK Private Wealth
Wayzata,
Minnesota
| US$ 148 mi | +US$ 14,4 mi | +11% | 10,3% | 52,8% | 38 | 5,26% | 1,7 |
|
| 5882 |
5882
Flynn Zito Capital Management
Garden City,
New York
| US$ 148 mi | +US$ 5,8 mi | +4% | 10,4% | 109% | 98 | 30,61% | 1 |
|
| 5883 |
5883
Penobscot Wealth Management
Portland,
Maine
| US$ 148 mi | +US$ 16,2 mi | +12% | 10,4% | 56,7% | 74 | 16,22% | 1,6 |
|
| 5884 |
AFT
5884
Alpha Family Trust
Los Angeles,
California
| US$ 148 mi | +US$ 16,7 mi | +13% | 13,1% | 215% | 159 | 28,93% | 0,8 |
|
| 5885 |
5885
Yorktown Energy Partners XI
New York
| US$ 148 mi | -US$ 30,6 mi | -17% | 28% | 105% | 5 | 20% | 2,8 |
|
| 5886 |
5886
Deere & Company
Moline,
Illinois
| US$ 148 mi | +US$ 15,2 mi | +11% | 9,95% | – | 3 | 0% | 6,3 |
|
| 5887 |
5887
Semanteon Capital Management
Newton,
Massachusetts
| US$ 148 mi | – | – | 14,6% | – | 207 | – | 0 |
|
| 5888 |
5888
Victory Financial Group
Austin,
Texas
| US$ 148 mi | – | – | 11,2% | – | 63 | – | 0 |
|
| 5889 |
5889
Selkirk Management
Chatham,
New Jersey
| US$ 148 mi | +US$ 13,4 mi | +10% | 19,6% | 245% | 17 | 23,53% | 4,7 |
|
| 5890 |
5890
Kestrel Investment Management
San Mateo,
California
| US$ 148 mi | -US$ 10,3 mi | -7% | 15,2% | 99,8% | 41 | 17,07% | 1,6 |
|
| 5891 |
BSWA
5891
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$ 148 mi | +US$ 15 mi | +11% | 9,33% | – | 99 | 2,02% | 1,7 |
|
| 5892 |
5892
Platinum Equity
Beverly Hills,
California
| US$ 148 mi | -US$ 45 mi | -23% | 26,6% | 52,7% | 8 | 25% | 1,4 |
|
| 5893 |
5893
Coulter & Justus Financial Services
Knoxville,
Tennessee
| US$ 148 mi | +US$ 10,1 mi | +7% | 7,79% | – | 48 | 27,08% | 1,1 |
|
| 5894 |
5894
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 148 mi | +US$ 10,7 mi | +8% | 10,4% | 87,2% | 107 | 36,45% | 1,5 |
|
| 5895 |
5895
HBC Financial Services
Seattle,
Washington
| US$ 147 mi | +US$ 14,2 mi | +11% | 10,2% | 12,6% | 220 | 30% | 2,3 |
|
| 5896 |
5896
Resolute Wealth Strategies
Jackson,
Mississippi
| US$ 147 mi | +US$ 13,6 mi | +10% | 10,9% | 105% | 93 | 10,75% | 0,7 |
|
| 5897 |
ACM
5897
Altium Capital Management
New York
| US$ 147 mi | -US$ 44,4 mi | -23% | 23,6% | – | 94 | 53,19% | 0,8 |
|
| 5898 |
5898
Privium Fund Management (UK)
London,
United Kingdom
| US$ 147 mi | +US$ 19,5 mi | +15% | 12,5% | 34,4% | 103 | 51,46% | 0,6 |
|
| 5899 |
5899
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 147 mi | +US$ 14,1 mi | +11% | 9,74% | 52,2% | 54 | 0% | 1,7 |
|
| 5900 |
5900
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 147 mi | +US$ 15,6 mi | +12% | 10,3% | 26% | 186 | 3,76% | 1,6 |
|