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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
New Insight Wealth Advisors
San Ramon,
California
| US$ 160 mi | +US$ 11,7 mi | +8% | 5,59% | – | 85 | 9,41% | 0,2 |
|
| 5877 |
5877
CoreFirst Bank & Trust
Topeka,
Kansas
| US$ 160 mi | +US$ 9,5 mi | +6% | 7,71% | 61,4% | 371 | 4,58% | 2,6 |
|
| 5878 |
LA
5878
Latitude Advisors
Vero Beach,
Florida
| US$ 160 mi | +US$ 17,5 mi | +12% | 8,36% | 79,6% | 197 | 18,78% | 1,8 |
|
| 5879 |
5879
ViaWealth
Leawood,
Kansas
| US$ 160 mi | +US$ 14,5 mi | +10% | 10,9% | 77,2% | 158 | 7,59% | 1,1 |
|
| 5880 |
5880
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 160 mi | +US$ 12,8 mi | +9% | 9,62% | 107% | 71 | 2,82% | 0,2 |
|
| 5881 |
5881
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$ 160 mi | +US$ 9,44 mi | +6% | 6,21% | 2,24% | 253 | 15,81% | 1,9 |
|
| 5882 |
5882
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$ 160 mi | -US$ 74,9 mi | -32% | 22,7% | 116% | 3 | 0% | 1,9 |
|
| 5883 |
5883
Owen LaRue
Elizabethtown,
Kentucky
| US$ 160 mi | +US$ 54,7 mi | +52% | 11,4% | 126% | 95 | 28,42% | 0,8 |
|
| 5884 |
JKSF
5884
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 160 mi | -US$ 15,4 mi | -9% | 0,58% | 30,8% | 3 | 0% | 2 |
|
| 5885 |
5885
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$ 160 mi | +US$ 12,7 mi | +9% | 11,1% | 157% | 55 | 12,73% | 0,2 |
|
| 5886 |
5886
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 160 mi | +US$ 3,91 mi | +3% | 4,98% | 150% | 196 | 0,51% | 1,5 |
|
| 5887 |
BM
5887
Bislett Management
Palo Alto,
California
| US$ 160 mi | +US$ 3,34 mi | +2% | 4,01% | 19,8% | 16 | 0% | 5,6 |
|
| 5888 |
5888
Peak Planning Group
Centennial,
Colorado
| US$ 160 mi | +US$ 20,6 mi | +15% | 11% | 105% | 78 | 12,82% | 2,5 |
|
| 5889 |
5889
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 160 mi | +US$ 8,25 mi | +5% | 7,03% | 72,7% | 89 | 11,24% | 5,7 |
|
| 5890 |
5890
Power Wealth Management
Alpharetta,
Georgia
| US$ 159 mi | +US$ 15,5 mi | +11% | 5,67% | 41,8% | 107 | 20,56% | 0,2 |
|
| 5891 |
5891
MGO Private Wealth
Irvine,
California
| US$ 159 mi | +US$ 13,9 mi | +10% | 6,02% | 51,5% | 84 | 16,67% | 1,1 |
|
| 5892 |
5892
General Partner Inc
Pittsburgh,
Pennsylvania
| US$ 159 mi | +US$ 40,2 mi | +34% | 8,49% | 83,1% | 174 | 30,46% | 0,8 |
|
| 5893 |
5893
PACK Private Wealth
Wayzata,
Minnesota
| US$ 159 mi | +US$ 10,7 mi | +7% | 5,3% | 52,8% | 40 | 7,5% | 1,8 |
|
| 5894 |
5894
FinDec Wealth Services
Stockton,
California
| US$ 159 mi | +US$ 9,45 mi | +6% | 7,42% | 52,7% | 45 | 8,89% | 1,1 |
|
| 5895 |
5895
KPCB DGF II Associates
Menlo Park,
California
| US$ 159 mi | +US$ 49,9 mi | +46% | 53,4% | 2,08% | 2 | 0% | 0,5 |
|
| 5896 |
5896
Shelton Wealth Management
Fort Worth,
Texas
| US$ 159 mi | +US$ 18,2 mi | +13% | 8,52% | 89,4% | 119 | 16,81% | 1,1 |
|
| 5897 |
5897
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$ 159 mi | +US$ 19,5 mi | +14% | 5,67% | 51,7% | 418 | 19,62% | 1,5 |
|
| 5898 |
5898
SCP Investment
Orinda,
California
| US$ 159 mi | +US$ 26,8 mi | +20% | 6,38% | 32,8% | 57 | 24,56% | 1,1 |
|
| 5899 |
5899
PFG Private Wealth Management
Lutz,
Florida
| US$ 159 mi | +US$ 10,3 mi | +7% | 5,85% | 52,6% | 242 | 10,33% | 2,2 |
|
| 5900 |
5900
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$ 159 mi | +US$ 27,5 mi | +21% | 8,32% | – | 101 | 8,91% | 0,2 |
|