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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
HFW
6251
Horizon Family Wealth
Chicago,
Illinois
| US$ 219 mi | +US$ 29,8 mi | +16% | 13,1% | 68,6% | 94 | 7,45% | 2,3 |
|
| 6252 |
BSA
6252
Bull Street Advisors
Savannah,
Georgia
| US$ 219 mi | +US$ 17,1 mi | +8% | 5,36% | 41,9% | 96 | 3,13% | 5,8 |
|
| 6253 |
VFA
6253
Values First Advisors
Gray,
Tennessee
| US$ 219 mi | +US$ 27 mi | +14% | 17% | 86,4% | 200 | 16,5% | 3 |
|
| 6254 |
PPA
6254
Pacific Point Advisors
Rancho Santa Fe,
California
| US$ 219 mi | +US$ 29,4 mi | +16% | 35,7% | – | 143 | 16,78% | 1,1 |
|
| 6255 |
CWM
6255
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 219 mi | +US$ 21,1 mi | +11% | 9,64% | 36,9% | 44 | 13,64% | 1,9 |
|
| 6256 |
RA
6256
RiverPark Advisors
New York
| US$ 219 mi | -US$ 57,3 mi | -21% | 11,3% | 87,5% | 166 | 26,51% | 2,4 |
|
| 6257 |
SCM
6257
Sunbeam Capital Management
Atlanta,
Georgia
| US$ 219 mi | +US$ 44,1 mi | +25% | 16,6% | – | 129 | 17,05% | 1,1 |
|
| 6258 |
HCM
6258
Horrell Capital Management
Little Rock,
Arkansas
| US$ 219 mi | -US$ 681 mil | -0,3% | 7,29% | 55,6% | 203 | 7,88% | 7,2 |
|
| 6259 |
7CM
6259
7G Capital Management
New York
| US$ 219 mi | +US$ 50,4 mi | +30% | 17,6% | 137% | 12 | 25% | 2,2 |
|
| 6260 |
LWA
6260
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 218 mi | +US$ 43,7 mi | +25% | 15,2% | – | 162 | 35,19% | 0,6 |
|
| 6261 |
PCC
6261
Perry Creek Capital
New York
| US$ 218 mi | +US$ 58 mi | +36% | 23,3% | 51,2% | 14 | 35,71% | 2,3 |
|
| 6262 |
MAS
6262
MPWM Advisory Solutions
Alpharetta,
Georgia
| US$ 218 mi | +US$ 29,6 mi | +16% | 14,9% | – | 609 | 11,49% | 1,2 |
|
| 6263 |
LWA
6263
Lantern Wealth Advisors
Melville,
New York
| US$ 218 mi | +US$ 23,4 mi | +12% | 12,6% | – | 194 | 15,46% | 1,5 |
|
| 6264 |
TPC
6264
Tiger Pacific Capital
New York
| US$ 218 mi | -US$ 191 mi | -47% | 5,39% | 84,5% | 12 | 25% | 2,2 |
|
| 6265 |
SCM
6265
Saxony Capital Management
St. Louis,
Missouri
| US$ 218 mi | +US$ 45,9 mi | +27% | 13,7% | 90% | 205 | 30,73% | 1,2 |
|
| 6266 |
OC
6266
OxenFree Capital
Satellite Beach,
Florida
| US$ 218 mi | +US$ 11,9 mi | +6% | 13,2% | 56,4% | 60 | 13,33% | 1,7 |
|
| 6267 |
MLRA
6267
Main Line Retirement Advisors
Whitefish,
Montana
| US$ 218 mi | +US$ 17,8 mi | +9% | 8,97% | 47,6% | 50 | 6% | 2 |
|
| 6268 |
FA
6268
FSA Advisors
Troy,
Michigan
| US$ 218 mi | +US$ 66,4 mi | +44% | 12,5% | – | 280 | 38,21% | 0,8 |
|
| 6269 |
RFO
6269
RiverGlades Family Offices
Naples,
Florida
| US$ 218 mi | +US$ 47,9 mi | +28% | 13,8% | – | 114 | 28,95% | 3,8 |
|
| 6270 |
GIO
6270
Galilei Investment Office
London,
United Kingdom
| US$ 218 mi | +US$ 24,9 mi | +13% | 11,5% | – | 28 | 10,71% | 1,2 |
|
| 6271 |
JCA
6271
Juniper Capital Advisors
Houston,
Texas
| US$ 218 mi | -US$ 114 mi | -34% | 12,8% | – | 2 | 0% | 1,5 |
|
| 6272 |
FFL
6272
Financial Freedom LLC
Cincinnati,
Ohio
| US$ 218 mi | +US$ 17,1 mi | +9% | 19,4% | 72% | 425 | 74,82% | 3,1 |
|
| 6273 |
CI
6273
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 218 mi | -US$ 27,5 mi | -11% | 5,25% | 57,5% | 50 | 38% | 1,5 |
|
| 6274 |
SEP
6274
Signature Equity Partners
Columbus,
Ohio
| US$ 218 mi | +US$ 31,5 mi | +17% | 17,8% | – | 1.727 | 19,28% | 0,4 |
|
| 6275 |
DF
6275
Define Financial
San Diego,
California
| US$ 218 mi | +US$ 33,5 mi | +18% | 10% | – | 49 | 20,41% | 1,1 |
|