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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 124 mi | +US$ 1,89 mi | +2% | 9,43% | 113% | 103 | 3,88% | 1,6 |
|
| 6352 |
6352
26North Partners
New York
| US$ 124 mi | +US$ 5 mi | +4% | 12,1% | 77,8% | 3 | 0% | 1 |
|
| 6353 |
6353
Imprint Wealth
Mount Pleasant,
South Carolina
| US$ 124 mi | +US$ 6,19 mi | +5% | 8,66% | – | 166 | 15,06% | 0,6 |
|
| 6354 |
6354
True Vision MN
Woodbury,
Minnesota
| US$ 124 mi | – | – | 9,81% | – | 86 | – | 0 |
|
| 6355 |
CM
6355
CM Management
Gulf Breeze,
Florida
| US$ 124 mi | +US$ 30,2 mi | +32% | 25,6% | 110% | 77 | 22,08% | 1,7 |
|
| 6356 |
6356
Longview Financial Advisors
Huntsville,
Alabama
| US$ 124 mi | – | – | 5,82% | 47,4% | 39 | – | 0 |
|
| 6357 |
6357
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 124 mi | +US$ 7,22 mi | +6% | 11,3% | 117% | 207 | 15,94% | 1,2 |
|
| 6358 |
6358
Oxbow Capital Management (HK)
Hong Kong
| US$ 124 mi | -US$ 16,4 mi | -12% | 12,4% | 2.244% | 3 | 0% | 0,5 |
|
| 6359 |
6359
David J. Yvars Group
University Park,
Florida
| US$ 124 mi | +US$ 4,47 mi | +4% | 14,3% | 143% | 86 | 23,26% | 1,9 |
|
| 6360 |
6360
Axiom Advisory
San Diego,
California
| US$ 124 mi | +US$ 13,2 mi | +12% | 10,3% | 16,4% | 39 | 17,95% | 1,4 |
|
| 6361 |
6361
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$ 124 mi | – | – | 9,89% | 65,6% | 43 | – | 0 |
|
| 6362 |
6362
New Leaf Venture Partners
New York
| US$ 124 mi | +US$ 46,3 mi | +59% | 93,9% | 3,91% | 12 | 0% | 4,3 |
|
| 6363 |
6363
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 124 mi | +US$ 10,2 mi | +9% | 11,5% | 83,8% | 134 | 13,43% | 2,9 |
|
| 6364 |
CIG
6364
Cascade Investment Group
Colorado Springs,
Colorado
| US$ 124 mi | +US$ 17,9 mi | +17% | 12% | 93,2% | 137 | 12,41% | 0,8 |
|
| 6365 |
6365
Morling Financial Advisors
Fremont,
California
| US$ 124 mi | +US$ 23 mi | +23% | 24,7% | 97,6% | 82 | 12,2% | 1,5 |
|
| 6366 |
6366
Sheridan Capital Management
San Rafael,
California
| US$ 124 mi | – | – | 9,55% | – | 24 | – | 0 |
|
| 6367 |
6367
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 124 mi | +US$ 6,39 mi | +5% | 6,51% | 55,1% | 66 | 12,12% | 1,3 |
|
| 6368 |
6368
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 124 mi | +US$ 15 mi | +14% | 8,52% | 110% | 88 | 3,41% | 0,9 |
|
| 6369 |
6369
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 124 mi | +US$ 4,01 mi | +3% | 10,5% | 82,9% | 29 | 3,45% | 3,1 |
|
| 6370 |
6370
Greenhouse Wealth Management
Westport,
Connecticut
| US$ 124 mi | +US$ 12,3 mi | +11% | 11,1% | 87,2% | 56 | 7,14% | 2,5 |
|
| 6371 |
6371
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 124 mi | +US$ 15,7 mi | +15% | 13% | 234% | 161 | 20,5% | 2,5 |
|
| 6372 |
6372
Clayton Partners
Berkeley,
California
| US$ 124 mi | +US$ 5,84 mi | +5% | 5,55% | 109% | 39 | 15,38% | 1,7 |
|
| 6373 |
6373
RiverGlades Family Offices
Naples,
Florida
| US$ 123 mi | +US$ 9,7 mi | +9% | 9,12% | – | 81 | 12,35% | 3,5 |
|
| 6374 |
6374
Kabouter Management
Chicago,
Illinois
| US$ 123 mi | -US$ 28,9 mi | -19% | 9,86% | 12,9% | 15 | 6,67% | 1,3 |
|
| 6375 |
6375
Omega Fund Management
Boston,
Massachusetts
| US$ 123 mi | +US$ 14,6 mi | +13% | 0,51% | 106% | 15 | 26,67% | 2,5 |
|