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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
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 177 mi | +US$ 11,3 mi | +7% | 8,31% | 70,9% | 132 | 12,88% | 1,9 |
|
| 6352 |
6352
1248 Management
Kansas City,
Missouri
| US$ 177 mi | -US$ 93,5 mi | -35% | 6,61% | – | 175 | 14,86% | 0,5 |
|
| 6353 |
SPAS
6353
Spectrum Planning & Advisory Services
San Diego,
California
| US$ 177 mi | +US$ 22,5 mi | +15% | 6,33% | – | 106 | 11,32% | 1,3 |
|
| 6354 |
6354
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 177 mi | +US$ 9,06 mi | +5% | 7,71% | 67,4% | 69 | 5,8% | 6,2 |
|
| 6355 |
6355
Next Level Wealth Planning
Meridian,
Idaho
| US$ 177 mi | +US$ 21 mi | +13% | 7,61% | – | 62 | 14,52% | 0,6 |
|
| 6356 |
6356
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$ 177 mi | +US$ 19,1 mi | +12% | 5,98% | – | 51 | 3,92% | 0,7 |
|
| 6357 |
6357
Andina Capital Management
Lehi,
Utah
| US$ 177 mi | +US$ 34,2 mi | +24% | 4,5% | 38,9% | 158 | 12,66% | 0,8 |
|
| 6358 |
6358
GSI Capital Advisors
Newport Beach,
California
| US$ 177 mi | -US$ 9,7 mi | -5% | 3,87% | 39,7% | 35 | 31,43% | 1,9 |
|
| 6359 |
6359
Custos Family Office
Austin,
Texas
| US$ 177 mi | -US$ 137 mi | -44% | 7,3% | 57,4% | 81 | 29,63% | 1,7 |
|
| 6360 |
ECP
6360
Elemental Capital Partners
San Francisco,
California
| US$ 177 mi | – | – | 157% | – | 6 | – | 2,7 |
|
| 6361 |
6361
Lagoda Investment Management
New York
| US$ 177 mi | +US$ 235 mil | +0,1% | 5,37% | 250% | 24 | 4,17% | 7,5 |
|
| 6362 |
SWP
6362
Semus Wealth Partners
Boca Raton,
Florida
| US$ 177 mi | +US$ 22,4 mi | +15% | 12,8% | 107% | 124 | 17,74% | 2 |
|
| 6363 |
WPEP
6363
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 177 mi | +US$ 5,36 mi | +3% | 3,23% | 48% | 13 | 0% | 4,7 |
|
| 6364 |
6364
Riverchase Wealth Management
Flower Mound,
Texas
| US$ 177 mi | +US$ 18,9 mi | +12% | 4,54% | – | 77 | 16,88% | 0,6 |
|
| 6365 |
6365
Wolff Wiese Magana
Carslbad,
California
| US$ 177 mi | +US$ 15 mi | +9% | 8,63% | 149% | 1.043 | 13,61% | 2,6 |
|
| 6366 |
6366
Starwood Capital Group Management
Miami Beach,
Florida
| US$ 176 mi | +US$ 25,2 mi | +17% | 1,37% | 16,2% | 8 | 12,5% | 1,5 |
|
| 6367 |
6367
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 176 mi | +US$ 7,48 mi | +4% | 7,35% | 62,6% | 79 | 12,66% | 3,5 |
|
| 6368 |
6368
venBio Partners
San Francisco,
California
| US$ 176 mi | +US$ 61,6 mi | +54% | 69,5% | 564% | 6 | 0% | 2,9 |
|
| 6369 |
6369
Valley Financial Group
Ambler,
Pennsylvania
| US$ 176 mi | +US$ 11,3 mi | +7% | 4,69% | – | 67 | 11,94% | 1,4 |
|
| 6370 |
6370
Everstar Asset Management
Mooresville,
North Carolina
| US$ 176 mi | +US$ 12,4 mi | +8% | 7,38% | – | 217 | 23,96% | 0,8 |
|
| 6371 |
6371
CAP Partners LLC
Franklin,
Tennessee
| US$ 176 mi | +US$ 17,3 mi | +11% | 8,83% | 97% | 152 | 13,16% | 1,3 |
|
| 6372 |
6372
First International Bank of Israel
Tel Aviv,
| US$ 176 mi | +US$ 6,42 mi | +4% | 4,58% | – | 59 | 13,56% | 0,2 |
|
| 6373 |
6373
Claris Financial
Glen Allen,
Virginia
| US$ 176 mi | +US$ 43,4 mi | +33% | 7,29% | – | 176 | 29,55% | 0,5 |
|
| 6374 |
HM
6374
HCEP Management
Hong Kong
| US$ 176 mi | +US$ 51,7 mi | +42% | 34,4% | 182% | 12 | 41,67% | 0,6 |
|
| 6375 |
6375
Gridiron Partners
Wexford,
Pennsylvania
| US$ 176 mi | +US$ 14,8 mi | +9% | 3,16% | 15,5% | 70 | 15,71% | 1,5 |
|