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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
UWM
5926
Udine Wealth Management
Boca Raton,
Florida
| US$ 243 mi | +US$ 38,3 mi | +19% | 18,4% | 127% | 45 | 33,33% | 1,7 |
|
| 5927 |
NAM
5927
NewGen Asset Management
Toronto,
Ontario, Canada
| US$ 243 mi | -US$ 15,9 mi | -6% | 4,72% | 402% | 47 | 63,83% | 0,4 |
|
| 5928 |
LWMI
5928
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$ 243 mi | +US$ 41,5 mi | +21% | 17,8% | – | 1.072 | 84,51% | 1,2 |
|
| 5929 |
TF
5929
Threadgill Financial
Spring,
Texas
| US$ 243 mi | -US$ 102 mi | -30% | 10,8% | 49,3% | 48 | 33,33% | 2,2 |
|
| 5930 |
OWSCM
5930
One William Street Capital Management
New York
| US$ 242 mi | -US$ 937 mi | -79% | 3,16% | 44% | 18 | 27,78% | 0,4 |
|
| 5931 |
PSF
5931
Pacific Sun Financial
Los Angeles,
California
| US$ 242 mi | +US$ 36 mi | +17% | 18,6% | 70,3% | 222 | 10,81% | 5 |
|
| 5932 |
SS
5932
Sound Stewardship
Overland Park,
Kansas
| US$ 242 mi | +US$ 24,1 mi | +11% | 8,38% | 45,9% | 73 | 13,7% | 2,3 |
|
| 5933 |
EAM
5933
Eukles Asset Management
Cincinnati,
Ohio
| US$ 242 mi | +US$ 18,1 mi | +8% | 12,5% | 77,2% | 243 | 8,23% | 4,9 |
|
| 5934 |
HSWS
5934
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 242 mi | +US$ 23,4 mi | +11% | 12,5% | – | 68 | 11,76% | 1,6 |
|
| 5935 |
IF
5935
IRON Financial
Northbrook,
Illinois
| US$ 242 mi | +US$ 13,5 mi | +6% | 8,66% | 51,4% | 156 | 10,26% | 3,1 |
|
| 5936 |
LIWM
5936
Long Island Wealth Management
Melville,
New York
| US$ 242 mi | +US$ 26,6 mi | +12% | 10,4% | – | 97 | 10,31% | 1,9 |
|
| 5937 |
DEA
5937
DoubleLine ETF Adviser
Tampa,
Florida
| US$ 242 mi | -US$ 20,6 mi | -8% | 6,25% | 51,6% | 217 | 40,55% | 1 |
|
| 5938 |
WCP
5938
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$ 242 mi | +US$ 28,6 mi | +13% | 10,8% | – | 185 | 20,54% | 1,1 |
|
| 5939 |
TFP
5939
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 242 mi | -US$ 8,88 mi | -4% | 7,61% | 36,4% | 66 | 57,58% | 0,4 |
|
| 5940 |
RPSM
5940
Royalty Pharma Sub-Manager
New York
| US$ 242 mi | +US$ 69,2 mi | +40% | 27,9% | – | 5 | 40% | 0,4 |
|
| 5941 |
FH
5941
Financial Harvest
Winter Park,
Florida
| US$ 242 mi | +US$ 72,1 mi | +42% | 10,2% | – | 67 | 14,93% | 0,8 |
|
| 5942 |
SA
5942
Sunesis Advisors
Overland Park,
Kansas
| US$ 242 mi | +US$ 20,6 mi | +9% | 9,96% | – | 63 | 9,52% | 2,9 |
|
| 5943 |
UI
5943
Unconventional Investor
Portsmouth,
New Hampshire
| US$ 242 mi | +US$ 31,1 mi | +15% | 11,1% | 62,7% | 51 | 13,73% | 2,6 |
|
| 5944 |
ACP
5944
Arcus Capital Partners
Atlanta,
Georgia
| US$ 242 mi | -US$ 36,5 mi | -13% | 13,3% | 69,2% | 131 | 25,19% | 3,1 |
|
| 5945 |
TP
5945
Thayer Partners
Wyndmoor,
Pennsylvania
| US$ 242 mi | +US$ 31,5 mi | +15% | 12,2% | – | 104 | 13,46% | 0,4 |
|
| 5946 |
PFA
5946
Peak Financial Advisors
Denver,
Colorado
| US$ 242 mi | +US$ 15,6 mi | +7% | 6,03% | 40,1% | 90 | 35,56% | 1,7 |
|
| 5947 |
CWWM
5947
Curry Webb Wealth Management
Indianapolis,
Indiana
| US$ 241 mi | +US$ 29,9 mi | +14% | 11,4% | – | 69 | 11,59% | 0,5 |
|
| 5948 |
PPW
5948
PACK Private Wealth
Wayzata,
Minnesota
| US$ 241 mi | +US$ 23,7 mi | +11% | 11,4% | 52,8% | 62 | 9,68% | 2,8 |
|
| 5949 |
ACM
5949
Alethea Capital Management
Mercer Island,
Washington
| US$ 241 mi | +US$ 46,5 mi | +24% | 33% | 275% | 43 | 72,09% | 0,9 |
|
| 5950 |
NIA
5950
NIA Impact Advisors
Berkeley,
California
| US$ 241 mi | +US$ 16,5 mi | +7% | 25,5% | – | 94 | 28,72% | 2,5 |
|