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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Paragon Financial Partners
Woodland Hills,
California
| US$ 146 mi | +US$ 18,7 mi | +15% | 13,8% | 90,6% | 71 | 4,23% | 3,1 |
|
| 6752 |
6752
Old North State Trust
Greensboro,
North Carolina
| US$ 146 mi | -US$ 10,8 mi | -7% | 8,49% | – | 150 | 16% | 4,2 |
|
| 6753 |
6753
Fort Vancouver Investment Management
Vancouver,
Washington
| US$ 146 mi | +US$ 15,9 mi | +12% | 8,57% | – | 61 | 24,59% | 0,7 |
|
| 6754 |
BM
6754
Bislett Management
Palo Alto,
California
| US$ 146 mi | +US$ 4,9 mi | +3% | 3,3% | 19,8% | 15 | 6,67% | 6,3 |
|
| 6755 |
BCM
6755
Beaumont Capital Management
Boston,
Massachusetts
| US$ 146 mi | +US$ 10,4 mi | +8% | 5,35% | 45,4% | 69 | 52,17% | 1,2 |
|
| 6756 |
6756
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 146 mi | +US$ 12,5 mi | +9% | 8,34% | – | 102 | 23,53% | 1,5 |
|
| 6757 |
6757
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$ 146 mi | +US$ 19,6 mi | +15% | 8,39% | – | 101 | 6,93% | 0,8 |
|
| 6758 |
6758
Lansing Management
New York
| US$ 146 mi | +US$ 26,8 mi | +22% | 18,9% | 76,9% | 8 | 0% | 3,2 |
|
| 6759 |
SBCM
6759
Silverberg Bernstein Capital Management
Armonk,
New York
| US$ 146 mi | +US$ 38,4 mi | +36% | 15% | 133% | 67 | 7,46% | 1,2 |
|
| 6760 |
6760
Oracle Investment Management
Greenwich,
Connecticut
| US$ 146 mi | -US$ 52,4 mi | -26% | 0,53% | 865% | 19 | 36,84% | 3,1 |
|
| 6761 |
6761
DecisionMap Wealth Management
Great Falls,
Virginia
| US$ 146 mi | +US$ 14,3 mi | +11% | 9,52% | – | 130 | 14,62% | 0,4 |
|
| 6762 |
6762
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$ 146 mi | +US$ 24,6 mi | +20% | 22,8% | – | 13 | 0% | 0,5 |
|
| 6763 |
6763
Forefront Wealth Partners
Austin,
Texas
| US$ 146 mi | -US$ 1,17 mi | -0,8% | 10% | – | 139 | 37,41% | 0,4 |
|
| 6764 |
6764
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 146 mi | +US$ 13,6 mi | +10% | 9,85% | 112% | 96 | 25% | 4,5 |
|
| 6765 |
6765
LifeSteps Financial
Claremont,
California
| US$ 146 mi | +US$ 22,2 mi | +18% | 12,3% | 98,4% | 87 | 6,9% | 3,8 |
|
| 6766 |
6766
Refined Wealth Management
Salt Lake City,
Utah
| US$ 145 mi | +US$ 23,2 mi | +19% | 23,8% | 99,4% | 33 | 18,18% | 2,4 |
|
| 6767 |
6767
Objectivity Squared
Charleston,
South Carolina
| US$ 145 mi | +US$ 26,1 mi | +22% | 8,42% | – | 53 | 22,64% | 1,1 |
|
| 6768 |
6768
MRP Capital Investments
Alpharetta,
Georgia
| US$ 145 mi | +US$ 38,4 mi | +36% | 27,7% | 222% | 229 | 25,76% | 1,2 |
|
| 6769 |
6769
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$ 145 mi | +US$ 11,5 mi | +9% | 6,44% | 90,4% | 157 | 7,01% | 1,3 |
|
| 6770 |
MIM
6770
Meixler Investment Management
Show Low,
Arizona
| US$ 145 mi | +US$ 794 mil | +0,5% | 1,21% | 66,2% | 120 | 19,17% | 1,7 |
|
| 6771 |
XC
6771
XY Capital
Central,
Hong Kong
| US$ 145 mi | -US$ 207 mi | -59% | 0,15% | 52,8% | 228 | 89,04% | 0,3 |
|
| 6772 |
6772
Vienna Asset Management
Saratoga,
California
| US$ 145 mi | +US$ 18,4 mi | +15% | 14,2% | – | 61 | 45,9% | 1,3 |
|
| 6773 |
6773
Retireful LLC
Haslett,
Michigan
| US$ 145 mi | +US$ 39,3 mi | +37% | 16,2% | 437% | 180 | 68,89% | 0,2 |
|
| 6774 |
6774
Daner Wealth Management
Alpharetta,
Georgia
| US$ 145 mi | – | – | 7,91% | – | 81 | – | 0,3 |
|
| 6775 |
6775
LWM Advisory Services
Plantation,
Florida
| US$ 145 mi | +US$ 1,01 mi | +0,7% | 8,43% | 64,9% | 98 | 10,2% | 2,2 |
|