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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 |
SHFP
5926
Second Half Financial Partners
Sebring,
Florida
| US$ 244 mi | +US$ 21,8 mi | +10% | 10,1% | 36,8% | 122 | 31,97% | 1,3 |
|
| 5927 |
5927
Sterling Group Wealth Management
Pasadena,
California
| US$ 244 mi | +US$ 32,3 mi | +15% | 14,9% | 67,7% | 68 | 23,53% | 1,5 |
|
| 5928 |
5928
Grey Rock Energy Management
Dallas,
Texas
| US$ 244 mi | -US$ 80,7 mi | -25% | 24,9% | – | 1 | 0% | 1,5 |
|
| 5929 |
5929
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 244 mi | +US$ 74,5 mi | +44% | 10,7% | 61% | 323 | 68,42% | 2 |
|
| 5930 |
5930
Powers Capital
San Francisco,
California
| US$ 244 mi | +US$ 32,1 mi | +15% | 15,3% | – | 2 | 0% | 1,5 |
|
| 5931 |
CCA
5931
Cypress Capital Advisors
Franklin,
Tennessee
| US$ 243 mi | +US$ 58,9 mi | +32% | 8,57% | – | 82 | 12,2% | 1,2 |
|
| 5932 |
5932
Tejara Capital
London,
United Kingdom
| US$ 243 mi | -US$ 60,1 mi | -20% | 6,51% | 17,3% | 98 | 58,16% | 0,7 |
|
| 5933 |
5933
JNE Partners
London,
United Kingdom
| US$ 243 mi | -US$ 1,19 mi | -0,5% | 2,94% | 100% | 7 | 14,29% | 1,8 |
|
| 5934 |
5934
Motive Wealth Advisors
Birmingham,
Michigan
| US$ 243 mi | +US$ 30,2 mi | +14% | 14,9% | 73,4% | 102 | 15,69% | 2,6 |
|
| 5935 |
5935
Udine Wealth Management
Boca Raton,
Florida
| US$ 243 mi | +US$ 38,3 mi | +19% | 18,4% | 141% | 45 | 33,33% | 1,7 |
|
| 5936 |
5936
NewGen Asset Management
Toronto,
Ontario, Canada
| US$ 243 mi | -US$ 15,9 mi | -6% | 4,72% | 402% | 47 | 63,83% | 0,4 |
|
| 5937 |
5937
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$ 243 mi | +US$ 41,5 mi | +21% | 17,8% | – | 1.072 | 84,51% | 1,2 |
|
| 5938 |
5938
Threadgill Financial
Spring,
Texas
| US$ 243 mi | -US$ 102 mi | -30% | 10,8% | 49,3% | 48 | 33,33% | 2,2 |
|
| 5939 |
5939
One William Street Capital Management
New York
| US$ 242 mi | -US$ 937 mi | -79% | 3,16% | 44% | 18 | 27,78% | 0,4 |
|
| 5940 |
5940
Pacific Sun Financial
Los Angeles,
California
| US$ 242 mi | +US$ 36 mi | +17% | 18,6% | 70,3% | 222 | 10,81% | 5 |
|
| 5941 |
5941
Sound Stewardship
Overland Park,
Kansas
| US$ 242 mi | +US$ 24,1 mi | +11% | 8,38% | 45,9% | 73 | 13,7% | 2,3 |
|
| 5942 |
EAM
5942
Eukles Asset Management
Cincinnati,
Ohio
| US$ 242 mi | +US$ 18,1 mi | +8% | 12,5% | 77,2% | 243 | 8,23% | 4,9 |
|
| 5943 |
5943
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 242 mi | +US$ 23,4 mi | +11% | 12,5% | 65,6% | 68 | 11,76% | 1,6 |
|
| 5944 |
5944
IRON Financial
Northbrook,
Illinois
| US$ 242 mi | +US$ 13,5 mi | +6% | 8,66% | 60,6% | 156 | 10,26% | 3,1 |
|
| 5945 |
5945
Long Island Wealth Management
Melville,
New York
| US$ 242 mi | +US$ 26,6 mi | +12% | 10,4% | 58,2% | 97 | 10,31% | 1,9 |
|
| 5946 |
5946
DoubleLine ETF Adviser
Tampa,
Florida
| US$ 242 mi | -US$ 20,6 mi | -8% | 6,25% | 51,6% | 217 | 40,55% | 1 |
|
| 5947 |
5947
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$ 242 mi | +US$ 28,6 mi | +13% | 10,8% | – | 185 | 20,54% | 1,1 |
|
| 5948 |
5948
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 242 mi | -US$ 8,88 mi | -4% | 7,61% | 36,4% | 66 | 57,58% | 0,4 |
|
| 5949 |
5949
Royalty Pharma Sub-Manager
New York
| US$ 242 mi | +US$ 69,2 mi | +40% | 27,9% | – | 5 | 40% | 0,4 |
|
| 5950 |
5950
Financial Harvest
Winter Park,
Florida
| US$ 242 mi | +US$ 72,1 mi | +42% | 10,2% | – | 67 | 14,93% | 0,8 |
|