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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
SWP
6376
Semus Wealth Partners
Boca Raton,
Florida
| US$ 143 mi | +US$ 13,4 mi | +10% | 6,23% | 107% | 128 | 15,63% | 1,3 |
|
| 6377 |
6377
QVIDTVM Management
The Woodlands,
Texas
| US$ 143 mi | +US$ 17,8 mi | +14% | 12,1% | 19,5% | 8 | 12,5% | 1,1 |
|
| 6378 |
6378
Teca Partners
Austin,
Texas
| US$ 143 mi | -US$ 750 mil | -0,5% | 13,9% | 66% | 13 | 38,46% | 1,5 |
|
| 6379 |
6379
Osprey Private Wealth
New York
| US$ 143 mi | – | – | 8,68% | – | 49 | – | 0 |
|
| 6380 |
6380
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 143 mi | +US$ 9,7 mi | +7% | 13,7% | 162% | 39 | 33,33% | 1,2 |
|
| 6381 |
6381
Wealth Forward LLC
Fargo,
North Dakota
| US$ 143 mi | +US$ 14,6 mi | +11% | 6,69% | 48,8% | 32 | 3,13% | 0,7 |
|
| 6382 |
PCP
6382
Perbak Capital Partners
London,
United Kingdom
| US$ 142 mi | -US$ 196 mi | -58% | 9,33% | – | 57 | 49,12% | 0,2 |
|
| 6383 |
6383
Clio Asset Management
Charlottesville,
Virginia
| US$ 142 mi | +US$ 14,4 mi | +11% | 10,9% | 60,6% | 14 | 14,29% | 0,9 |
|
| 6384 |
6384
Solas Capital Management
Darien,
Connecticut
| US$ 142 mi | -US$ 40,5 mi | -22% | 1,16% | 62,5% | 23 | 34,78% | 2 |
|
| 6385 |
OIM
6385
Opus Investment Management
Worcester,
Massachusetts
| US$ 142 mi | -US$ 12,5 mi | -8% | 9,79% | 52,8% | 38 | 21,05% | 9,1 |
|
| 6386 |
6386
VERITY Wealth Advisors
Sausalito,
United States
| US$ 142 mi | +US$ 8,73 mi | +7% | 6,1% | 59,9% | 76 | 6,58% | 3,8 |
|
| 6387 |
6387
EdgeRock Capital
Denver,
Colorado
| US$ 142 mi | +US$ 13 mi | +10% | 4,45% | 71,3% | 299 | 81,61% | 0,8 |
|
| 6388 |
6388
Crabel Capital Management
Los Angeles,
California
| US$ 142 mi | +US$ 60,7 mi | +75% | 4,64% | 13,9% | 49 | 28,57% | 1,3 |
|
| 6389 |
6389
Financial Alternatives
La Jolla,
California
| US$ 142 mi | +US$ 9,07 mi | +7% | 7,08% | 50,2% | 85 | 3,53% | 1,5 |
|
| 6390 |
6390
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 142 mi | +US$ 3,9 mi | +3% | 6,86% | 92,7% | 88 | 9,09% | 5,6 |
|
| 6391 |
6391
Lakehouse Capital
Sydney NSW,
Australia
| US$ 142 mi | -US$ 623 mil | -0,4% | 9,17% | 87,4% | 14 | 7,14% | 3,2 |
|
| 6392 |
6392
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$ 142 mi | +US$ 11,3 mi | +9% | 6,9% | – | 129 | 17,05% | 0,2 |
|
| 6393 |
PS
6393
Pennant Select
Summit,
New Jersey
| US$ 142 mi | -US$ 588 mil | -0,4% | 11,6% | – | 10 | 0% | 0,7 |
|
| 6394 |
GWMI
6394
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 142 mi | +US$ 11,1 mi | +8% | 8,5% | 103% | 247 | 6,07% | 2,2 |
|
| 6395 |
6395
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 142 mi | +US$ 25,5 mi | +22% | 7,39% | 52,2% | 29 | 17,24% | 1,1 |
|
| 6396 |
6396
Udine Wealth Management
Boca Raton,
Florida
| US$ 142 mi | -US$ 1,82 mi | -1% | 4,12% | 141% | 30 | 26,67% | 1,1 |
|
| 6397 |
6397
Muzinich & Co
New York
| US$ 142 mi | +US$ 10,8 mi | +8% | 2,93% | 13,5% | 58 | 36,21% | 5 |
|
| 6398 |
6398
Partnership Wealth Management
Towson,
Maryland
| US$ 142 mi | +US$ 6,17 mi | +5% | 6,06% | 67,6% | 223 | 21,52% | 0,7 |
|
| 6399 |
6399
Farrell Financial
Orchard Park,
New York
| US$ 142 mi | +US$ 13,2 mi | +10% | 6,14% | 57,8% | 71 | 11,27% | 0,7 |
|
| 6400 |
6400
SIG Growth Equity Funds Partnership
Wilmington,
Delaware
| US$ 142 mi | +US$ 37,4 mi | +36% | 35,9% | – | 1 | 0% | 0,8 |
|