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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Fidato Wealth
Middleburg Heights,
Ohio
| US$ 171 mi | +US$ 17,1 mi | +11% | 12,6% | 61,1% | 16 | 18,75% | 2,6 |
|
| 7052 |
CPC
7052
CFC Planning Company
Cicero,
Indiana
| US$ 171 mi | +US$ 30,9 mi | +22% | 24,5% | – | 88 | 37,5% | 0,9 |
|
| 7053 |
7053
Guided Capital Wealth Management
Houston,
Texas
| US$ 171 mi | +US$ 19,4 mi | +13% | 10,3% | – | 37 | 13,51% | 1,1 |
|
| 7054 |
7054
Alexis Investment Partners
Montgomery,
Texas
| US$ 171 mi | +US$ 25,8 mi | +18% | 13,8% | – | 42 | 26,19% | 1,1 |
|
| 7055 |
7055
Longview Financial Advisors
Huntsville,
Alabama
| US$ 171 mi | +US$ 7,33 mi | +4% | 5,15% | 47,4% | 162 | 73,46% | 2,1 |
|
| 7056 |
7056
Ridgeline Wealth
Mesa,
Arizona
| US$ 171 mi | +US$ 31,3 mi | +22% | 13,7% | – | 61 | 16,39% | 1,1 |
|
| 7057 |
7057
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| US$ 171 mi | +US$ 10,8 mi | +7% | 7,66% | – | 107 | 72,9% | 0,3 |
|
| 7058 |
7058
Strategic Value Partners
Greenwich,
Connecticut
| US$ 171 mi | +US$ 37,9 mi | +28% | 28,5% | – | 1 | 0% | 0,5 |
|
| 7059 |
7059
Invariant Investment Management
Camp Hill,
Pennsylvania
| US$ 171 mi | +US$ 8,13 mi | +5% | 6,08% | – | 72 | 8,33% | 0,5 |
|
| 7060 |
7060
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 171 mi | +US$ 21,6 mi | +14% | 12% | – | 107 | 14,95% | 1,2 |
|
| 7061 |
7061
Wilson & Boucher Capital Management
Moraga,
California
| US$ 170 mi | +US$ 19,7 mi | +13% | 17% | 69,8% | 122 | 8,2% | 3,5 |
|
| 7062 |
7062
Banco de Sabadell
Miami,
Florida
| US$ 170 mi | +US$ 19,6 mi | +13% | 12,3% | 75,1% | 62 | 1,61% | 5,6 |
|
| 7063 |
7063
Pfizer
New York
| US$ 170 mi | -US$ 68,4 mi | -29% | 6,77% | – | 18 | 5,56% | 1,4 |
|
| 7064 |
7064
NDWM LLC
La Jolla,
California
| US$ 170 mi | +US$ 16 mi | +10% | 9,88% | – | 42 | 16,67% | 1,6 |
|
| 7065 |
7065
WPG Advisers
Baltimore,
Maryland
| US$ 170 mi | +US$ 34,4 mi | +25% | 19,8% | – | 1.588 | 9,51% | 1,2 |
|
| 7066 |
7066
Evolution Wealth Management
Fort Myers,
Florida
| US$ 170 mi | +US$ 33,3 mi | +24% | 13,5% | – | 981 | 17,84% | 0,7 |
|
| 7067 |
7067
Harbourvest Partners
Boston,
Massachusetts
| US$ 170 mi | +US$ 69,1 mi | +69% | 47,4% | 8,96% | 6 | 16,67% | 1,9 |
|
| 7068 |
7068
Gordian Advisors
Tucson,
Arizona
| US$ 170 mi | +US$ 19,9 mi | +13% | 11,4% | 55,4% | 67 | 20,9% | 1,4 |
|
| 7069 |
7069
OEP Capital Advisors
New York
| US$ 170 mi | -US$ 24,1 mi | -12% | 12,4% | 23,2% | 1 | 0% | 5,5 |
|
| 7070 |
7070
Chatterton & Associates
Anaheim,
California
| US$ 170 mi | +US$ 27,2 mi | +19% | 13,2% | – | 110 | 20% | 0,4 |
|
| 7071 |
7071
Aspetuck Financial Management
Westport,
Connecticut
| US$ 170 mi | +US$ 23,9 mi | +16% | 19,4% | – | 81 | 9,88% | 1,3 |
|
| 7072 |
7072
Jackson Wealth Management
Lake Mary,
Florida
| US$ 170 mi | -US$ 802 mi | -83% | 12,3% | 72,1% | 152 | 46,05% | 2,5 |
|
| 7073 |
PCM
7073
Park Capital Management
Madison,
Wisconsin
| US$ 170 mi | +US$ 67,2 mi | +65% | 56,2% | – | 175 | 65,14% | 0,5 |
|
| 7074 |
7074
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 170 mi | +US$ 12,4 mi | +8% | 15,4% | 121% | 88 | 13,64% | 5,3 |
|
| 7075 |
7075
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 170 mi | -US$ 2,1 mi | -1% | 5,83% | – | 120 | 12,5% | 1,4 |
|