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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
LA
5901
Lane & Associates
Moorestown,
New Jersey
| US$ 159 mi | +US$ 21,4 mi | +16% | 7,78% | – | 115 | 13,04% | 1 |
|
| 5902 |
5902
Luminvest Wealth Management
Scottsdale,
Arizona
| US$ 159 mi | +US$ 6,33 mi | +4% | 4,95% | 47,7% | 23 | 8,7% | 0,2 |
|
| 5903 |
5903
Squire Investment Management Company
Orem,
Utah
| US$ 159 mi | +US$ 35,9 mi | +29% | 6,05% | 62,4% | 54 | 9,26% | 0,2 |
|
| 5904 |
5904
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 159 mi | +US$ 7,32 mi | +5% | 7,15% | 74,4% | 140 | 12,86% | 2,2 |
|
| 5905 |
5905
Eagle Bay Advisors
New York
| US$ 159 mi | +US$ 424 mil | +0,3% | 6,31% | 85% | 1.038 | 25,14% | 1,5 |
|
| 5906 |
5906
Aviso Wealth Management
Bellevue,
Washington
| US$ 159 mi | +US$ 20,6 mi | +15% | 14,1% | 153% | 161 | 16,77% | 0,2 |
|
| 5907 |
5907
Acorn Creek Capital
Fort Collins,
Colorado
| US$ 159 mi | -US$ 65,6 mi | -29% | 7,72% | 66,6% | 83 | 20,48% | 0,2 |
|
| 5908 |
5908
Penobscot Wealth Management
Portland,
Maine
| US$ 158 mi | +US$ 10,1 mi | +7% | 6,54% | 56,7% | 83 | 24,1% | 1,6 |
|
| 5909 |
5909
Roubaix Capital
Denver,
Colorado
| US$ 158 mi | +US$ 15,4 mi | +11% | 12% | 174% | 63 | 55,56% | 0,6 |
|
| 5910 |
5910
SeaTown Holdings
Singapore
| US$ 158 mi | -US$ 978 mi | -86% | 13,3% | 220% | 46 | 69,57% | 2,1 |
|
| 5911 |
5911
Fortune Financial Advisors
Overland Park,
Kansas
| US$ 158 mi | +US$ 14,7 mi | +10% | 8,33% | 76,8% | 140 | 16,43% | 0,6 |
|
| 5912 |
5912
Yorktown Energy Partners XI
New York
| US$ 158 mi | +US$ 9,7 mi | +7% | 6,5% | 105% | 4 | 0% | 3 |
|
| 5913 |
5913
Hassell Wealth Management
Houma,
Louisiana
| US$ 158 mi | +US$ 8,74 mi | +6% | 6,32% | 49,7% | 24 | 25% | 0,9 |
|
| 5914 |
5914
Cresta Advisors
Laredo,
Texas
| US$ 158 mi | +US$ 7,7 mi | +5% | 7,86% | 66,8% | 53 | 20,75% | 1,1 |
|
| 5915 |
5915
New Republic Capital
Charlotte,
North Carolina
| US$ 158 mi | +US$ 17 mi | +12% | 9,44% | 91,4% | 242 | 15,7% | 1 |
|
| 5916 |
5916
Teca Partners
Austin,
Texas
| US$ 157 mi | +US$ 16,8 mi | +12% | 18,5% | 66% | 17 | 29,41% | 1,3 |
|
| 5917 |
5917
Covestor
London,
United Kingdom
| US$ 157 mi | +US$ 11,2 mi | +8% | 9,17% | 134% | 2.927 | 7,96% | 1,8 |
|
| 5918 |
RMSCM
5918
R.M. Sincerbeaux Capital Management
New York
| US$ 157 mi | +US$ 16,1 mi | +11% | 9,74% | 76,4% | 41 | 2,44% | 8,5 |
|
| 5919 |
LFWA
5919
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 157 mi | +US$ 12,8 mi | +9% | 7,02% | 64,9% | 23 | 0% | 7,2 |
|
| 5920 |
VCM
5920
Viewpoint Capital Management
Seattle,
Washington
| US$ 157 mi | +US$ 14,3 mi | +10% | 13,5% | 127% | 134 | 2,24% | 1,9 |
|
| 5921 |
5921
Vantage Consulting Group
Virginia Beach,
Virginia
| US$ 157 mi | +US$ 8,45 mi | +6% | 12,7% | 261% | 225 | 13,33% | 2,3 |
|
| 5922 |
5922
Standard General
New York
| US$ 157 mi | +US$ 682 mil | +0,4% | 1,35% | 259% | 3 | 0% | 5,6 |
|
| 5923 |
5923
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 157 mi | +US$ 1,03 mi | +0,7% | 8,76% | 75,1% | 18 | 16,67% | 2,9 |
|
| 5924 |
WPEP
5924
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 157 mi | +US$ 12,3 mi | +9% | 7,68% | 48% | 16 | 0% | 6,5 |
|
| 5925 |
5925
Summerhill Capital Management
Toronto,
Ontario, Canada
| US$ 157 mi | – | – | 11,5% | – | 23 | – | 0 |
|