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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$ 123 mi | -US$ 1,06 mi | -0,9% | 0,1% | – | 31 | 16,13% | 0,4 |
|
| 6602 |
SA
6602
Sage Advisors
Boulder,
Colorado
| US$ 123 mi | +US$ 10,6 mi | +9% | 5,18% | – | 26 | 7,69% | 0,5 |
|
| 6603 |
6603
Widmann Financial Services
Bowie,
Maryland
| US$ 123 mi | +US$ 3,88 mi | +3% | 0,29% | 75,2% | 135 | 29,63% | 1,5 |
|
| 6604 |
PPP
6604
Private Portfolio Partners
Paramus,
New Jersey
| US$ 123 mi | -US$ 357 mi | -74% | 1,83% | 16,9% | 284 | 70,77% | 2,9 |
|
| 6605 |
6605
Trademark Financial Management
Bloomington,
Minnesota
| US$ 123 mi | +US$ 2,17 mi | +2% | 1,54% | – | 90 | 20% | 0,4 |
|
| 6606 |
6606
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$ 123 mi | +US$ 2,55 mi | +2% | 2,08% | 55,7% | 115 | 6,09% | 1,3 |
|
| 6607 |
6607
Delphi Management
Brookline,
Massachusetts
| US$ 123 mi | -US$ 6,26 mi | -5% | 1,88% | 111% | 92 | 21,74% | 2,8 |
|
| 6608 |
6608
Keene & Associates
Fort Worth,
Texas
| US$ 123 mi | -US$ 11,3 mi | -8% | 0,38% | 20,3% | 85 | 15,29% | 2 |
|
| 6609 |
6609
Seamount Financial Group
Colorado Springs,
Colorado
| US$ 123 mi | +US$ 8,5 mi | +7% | 4,06% | 79,7% | 88 | 4,55% | 0,5 |
|
| 6610 |
6610
Unionview LLC
Seattle,
Washington
| US$ 122 mi | +US$ 1,6 mi | +1% | 2,27% | 21,2% | 92 | 2,17% | 1,9 |
|
| 6611 |
6611
Yorktown Energy Partners XI
New York
| US$ 122 mi | -US$ 35,4 mi | -22% | 19,9% | 105% | 4 | 25% | 3,8 |
|
| 6612 |
6612
Nabity-Jensen Investment Management
Omaha,
Nebraska
| US$ 122 mi | +US$ 811 mil | +0,7% | 3,67% | – | 84 | 25% | 0,5 |
|
| 6613 |
6613
TCG Capital Management
Playa Vista,
California
| US$ 122 mi | +US$ 44,1 mi | +56% | 56,4% | 45,7% | 1 | 0% | 1,5 |
|
| 6614 |
HFS
6614
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$ 122 mi | -US$ 421 mil | -0,3% | 1,73% | – | 55 | 12,73% | 0,5 |
|
| 6615 |
6615
Safir Wealth Advisors
Greenland,
New Hampshire
| US$ 122 mi | +US$ 204 mil | +0,2% | 2,16% | 52,1% | 17 | 11,76% | 2,7 |
|
| 6616 |
TCM
6616
Tao Capital Management
San Francisco,
California
| US$ 122 mi | +US$ 16,4 mi | +16% | 19,2% | 314% | 10 | 0% | 3,3 |
|
| 6617 |
6617
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$ 122 mi | -US$ 500 mil | -0,4% | 0,38% | 49,4% | 56 | 14,29% | 2,1 |
|
| 6618 |
6618
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$ 122 mi | +US$ 10,2 mi | +9% | 2,77% | – | 12 | 16,67% | 0,4 |
|
| 6619 |
6619
Coalescence Partners Investment Management
New York
| US$ 122 mi | -US$ 4,69 mi | -4% | 0,04% | – | 19 | 63,16% | 0,3 |
|
| 6620 |
6620
Del-Sette Capital Management
Schenectady,
New York
| US$ 122 mi | +US$ 83 mil | +0,1% | 2,79% | 112% | 49 | 42,86% | 1,1 |
|
| 6621 |
6621
Kure Advisory
Plymouth,
Minnesota
| US$ 122 mi | +US$ 4,77 mi | +4% | 1,12% | – | 39 | 10,26% | 0,7 |
|
| 6622 |
6622
Clear Point Advisors
Melville,
New York
| US$ 122 mi | +US$ 159 mil | +0,1% | 2,4% | – | 606 | 10,89% | 0,5 |
|
| 6623 |
6623
Pelion Inc
Salt Lake City,
Utah
| US$ 122 mi | -US$ 34,5 mi | -22% | 21,8% | 16,9% | 4 | 0% | 2,5 |
|
| 6624 |
6624
Able Wealth Management
Toms River,
New Jersey
| US$ 121 mi | +US$ 6,86 mi | +6% | 2,29% | 58,1% | 92 | 18,48% | 0,4 |
|
| 6625 |
6625
M3 Advisory Group
Needham Heights,
Massachusetts
| US$ 121 mi | +US$ 11,1 mi | +10% | 4,61% | – | 146 | 20,55% | 0,4 |
|