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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
PrairieView Wealth Partners
Orland Park,
Illinois
| US$ 117 mi | +US$ 7,15 mi | +6% | 0,76% | – | 20 | 25% | 0,4 |
|
| 6702 |
6702
Vesey Street Capital Partners
New York
| US$ 117 mi | -US$ 62,8 mi | -35% | 34,9% | 47,8% | 1 | 0% | 2,5 |
|
| 6703 |
6703
Naples Money Management
Naples,
Florida
| US$ 117 mi | +US$ 16,9 mi | +17% | 9,44% | – | 447 | 23,49% | 0,4 |
|
| 6704 |
6704
22NW LP
Seattle,
Washington
| US$ 117 mi | +US$ 1,14 mi | +1% | 7,56% | 138% | 14 | 14,29% | 2,9 |
|
| 6705 |
6705
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$ 117 mi | +US$ 3,67 mi | +3% | 4,7% | 92,3% | 112 | 1,79% | 2,3 |
|
| 6706 |
6706
First Community Trust
Dubuque,
Iowa
| US$ 117 mi | +US$ 10,7 mi | +10% | 5,66% | 128% | 314 | 14,33% | 2 |
|
| 6707 |
6707
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 117 mi | -US$ 12,7 mi | -10% | 1,64% | 82,9% | 24 | 4,17% | 3,5 |
|
| 6708 |
6708
Coordinated Financial Services
Denver,
Colorado
| US$ 117 mi | +US$ 2,27 mi | +2% | 2,37% | – | 136 | 8,09% | 0,2 |
|
| 6709 |
6709
DMC Group
Birmingham,
Alabama
| US$ 117 mi | +US$ 938 mil | +0,8% | 3,14% | 99,2% | 127 | 8,66% | 1,9 |
|
| 6710 |
6710
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$ 117 mi | – | – | 0,29% | – | 20 | – | 0 |
|
| 6711 |
6711
Sharp Financial Services
Horsham,
Pennsylvania
| US$ 117 mi | +US$ 9,01 mi | +8% | 2,45% | – | 105 | 26,67% | 0,4 |
|
| 6712 |
6712
Cape Ann Asset Management
London,
United Kingdom
| US$ 117 mi | +US$ 4,17 mi | +4% | 4,29% | 199% | 6 | 16,67% | 2,8 |
|
| 6713 |
6713
Bush Investment Group
Valdosta,
Georgia
| US$ 116 mi | +US$ 3,26 mi | +3% | 3,01% | – | 33 | 18,18% | 0,4 |
|
| 6714 |
6714
Symphony Financial Services
Akron,
Ohio
| US$ 116 mi | – | – | 4,08% | – | 85 | – | 0 |
|
| 6715 |
6715
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| US$ 116 mi | -US$ 1,56 mi | -1% | 2% | 54,4% | 4 | 25% | 1,1 |
|
| 6716 |
6716
Dynamic Wealth Strategies
Granite Bay,
California
| US$ 116 mi | -US$ 652 mil | -0,6% | 1,29% | 52,2% | 249 | 4,02% | 0,5 |
|
| 6717 |
6717
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 116 mi | +US$ 2,67 mi | +2% | 3,51% | 72,1% | 110 | 6,36% | 2,1 |
|
| 6718 |
6718
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 116 mi | -US$ 48,7 mi | -30% | 0,65% | 52,2% | 32 | 34,38% | 1 |
|
| 6719 |
SLFPAM
6719
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 116 mi | +US$ 5,15 mi | +5% | 4,96% | 139% | 44 | 38,64% | 0,6 |
|
| 6720 |
6720
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$ 116 mi | +US$ 40,7 mi | +54% | 0,68% | 26,9% | 13 | 0% | 3,1 |
|
| 6721 |
6721
Bank of Marin
Novato,
California
| US$ 116 mi | +US$ 2,35 mi | +2% | 4,28% | 80,3% | 126 | 13,49% | 3,1 |
|
| 6722 |
6722
Waterfall Asset Management
New York
| US$ 116 mi | -US$ 29,4 mi | -20% | 2,86% | – | 6 | 16,67% | 0,4 |
|
| 6723 |
6723
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$ 116 mi | +US$ 510 mil | +0,4% | 1,83% | 79,7% | 100 | 10% | 1,9 |
|
| 6724 |
6724
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$ 116 mi | +US$ 8,37 mi | +8% | 2,76% | 42,8% | 63 | 7,94% | 0,5 |
|
| 6725 |
6725
CVI Holdings
Wilmington,
Delaware
| US$ 116 mi | +US$ 9,8 mi | +9% | 7,91% | 25,8% | 189 | 40,21% | 1,3 |
|