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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
NVP Associates
Menlo Park,
California
| US$ 126 mi | +US$ 13,8 mi | +12% | 65,4% | 953% | 6 | 0% | 1,3 |
|
| 6527 |
6527
Invus Financial Advisors
New York
| US$ 126 mi | -US$ 2 mi | -2% | 5,41% | 29,5% | 7 | 0% | 3,1 |
|
| 6528 |
6528
Certus Wealth Management
Redwood City,
California
| US$ 126 mi | +US$ 7,75 mi | +7% | 5,42% | – | 57 | 17,54% | 0,7 |
|
| 6529 |
6529
EdgeRock Capital
Denver,
Colorado
| US$ 126 mi | -US$ 11,5 mi | -8% | 8,4% | 79,7% | 328 | 83,23% | 0,8 |
|
| 6530 |
6530
Union Square Park Capital Management
New York
| US$ 126 mi | -US$ 9,5 mi | -7% | 0,91% | 75,8% | 51 | 60,78% | 0,7 |
|
| 6531 |
6531
RiverGlades Family Offices
Naples,
Florida
| US$ 126 mi | +US$ 2,04 mi | +2% | 6,66% | – | 83 | 14,46% | 3,6 |
|
| 6532 |
6532
Terra Nova Asset Management
New York
| US$ 126 mi | +US$ 11,5 mi | +10% | 15,4% | 172% | 90 | 13,33% | 2,8 |
|
| 6533 |
6533
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 125 mi | +US$ 16,2 mi | +15% | 5,7% | 60,9% | 88 | 31,82% | 0,5 |
|
| 6534 |
6534
FMB Wealth Management
Westlake Village,
California
| US$ 125 mi | +US$ 15,9 mi | +15% | 7,8% | 71,1% | 67 | 5,97% | 1 |
|
| 6535 |
6535
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$ 125 mi | +US$ 10,1 mi | +9% | 6,48% | 57,9% | 79 | 7,59% | 0,2 |
|
| 6536 |
JCFM
6536
JBR Co Financial Management
Ardmore,
Oklahoma
| US$ 125 mi | +US$ 18,8 mi | +18% | 18,3% | 126% | 102 | 18,63% | 0,2 |
|
| 6537 |
6537
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 125 mi | +US$ 2,28 mi | +2% | 5,16% | 38,5% | 58 | 12,07% | 2,5 |
|
| 6538 |
6538
Lancaster Investment Management
London,
United Kingdom
| US$ 125 mi | -US$ 65,7 mi | -34% | 2,23% | 0,78% | 9 | 55,56% | 0,6 |
|
| 6539 |
6539
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 125 mi | +US$ 26 mi | +26% | 26,5% | 161% | 265 | 32,45% | 1,5 |
|
| 6540 |
6540
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$ 125 mi | +US$ 22,1 mi | +21% | 6,25% | – | 367 | 23,98% | 0,2 |
|
| 6541 |
6541
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 125 mi | +US$ 10,3 mi | +9% | 9,99% | 122% | 123 | 11,38% | 2,5 |
|
| 6542 |
6542
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$ 125 mi | +US$ 19,1 mi | +18% | 10,8% | 206% | 103 | 23,3% | 1,2 |
|
| 6543 |
6543
FCG Investment Company
Germantown,
Tennessee
| US$ 125 mi | +US$ 23 mi | +23% | 20,8% | – | 102 | 13,73% | 0,2 |
|
| 6544 |
6544
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$ 125 mi | +US$ 181 mil | +0,1% | 3,14% | 31,9% | 21 | 4,76% | 2,2 |
|
| 6545 |
6545
Mosaic Financial Group
Chicago,
Illinois
| US$ 125 mi | – | – | 8,01% | – | 129 | – | 0 |
|
| 6546 |
6546
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$ 125 mi | +US$ 12,7 mi | +11% | 7,12% | 72,3% | 85 | 31,76% | 1,5 |
|
| 6547 |
6547
LWM Advisory Services
Plantation,
Florida
| US$ 125 mi | +US$ 11 mi | +10% | 9,21% | 64,9% | 91 | 15,38% | 1,4 |
|
| 6548 |
SIA
6548
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 125 mi | +US$ 20,8 mi | +20% | 17% | 241% | 88 | 21,59% | 1,1 |
|
| 6549 |
6549
Brightwater Advisory
Tampa,
Florida
| US$ 125 mi | +US$ 6,08 mi | +5% | 6,62% | – | 66 | 36,36% | 0,2 |
|
| 6550 |
6550
Avid Wealth Partners
San Antonio,
Texas
| US$ 124 mi | +US$ 23,6 mi | +23% | 8,83% | 93,7% | 43 | 41,86% | 0,2 |
|