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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Seek First
Campbell,
California
| US$ 139 mi | +US$ 15,6 mi | +13% | 12,1% | – | 59 | 6,78% | 0,5 |
|
| 7077 |
7077
Ipsen Advisor Group
Little Rock,
Arkansas
| US$ 139 mi | +US$ 7,76 mi | +6% | 6,14% | – | 106 | 8,49% | 2 |
|
| 7078 |
7078
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$ 139 mi | +US$ 634 mil | +0,5% | 3,09% | 74,3% | 55 | 21,82% | 1,4 |
|
| 7079 |
MPEM
7079
Marathon Partners Equity Management
New York
| US$ 139 mi | +US$ 23,9 mi | +21% | 8,77% | – | 21 | 28,57% | 1,6 |
|
| 7080 |
7080
Medici Capital
Newport Beach,
California
| US$ 139 mi | +US$ 35,2 mi | +34% | 28,1% | 127% | 38 | 47,37% | 0,6 |
|
| 7081 |
7081
Visa Foundation
San Francisco,
California
| US$ 139 mi | +US$ 10,3 mi | +8% | 8,03% | 58,1% | 1 | 0% | 3,8 |
|
| 7082 |
7082
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 138 mi | +US$ 11,2 mi | +9% | 7,15% | 72,1% | 119 | 8,4% | 2,9 |
|
| 7083 |
7083
CVFG LLC
Shelbyville,
Indiana
| US$ 138 mi | +US$ 12,4 mi | +10% | 7,9% | – | 101 | 5,94% | 0,7 |
|
| 7084 |
7084
Dahring Cusmano
Novi,
Michigan
| US$ 138 mi | +US$ 10,1 mi | +8% | 6,67% | – | 62 | 25,81% | 0,7 |
|
| 7085 |
7085
Farley Capital
New York
| US$ 138 mi | +US$ 11 mi | +9% | 15,5% | 105% | 18 | 11,11% | 5,4 |
|
| 7086 |
7086
Asset Planning Inc
Cypress,
California
| US$ 138 mi | +US$ 5,51 mi | +4% | 4,17% | – | 295 | 2,37% | 0,7 |
|
| 7087 |
BM
7087
Bislett Management
Palo Alto,
California
| US$ 138 mi | -US$ 8,07 mi | -6% | 1,91% | 19,8% | 16 | 6,25% | 6,1 |
|
| 7088 |
7088
Generation Capital Management
Pittsford,
New York
| US$ 138 mi | +US$ 11,7 mi | +9% | 8% | – | 86 | 18,6% | 0,6 |
|
| 7089 |
7089
SwitchPoint Financial Planning
Lehi,
Utah
| US$ 138 mi | +US$ 16,1 mi | +13% | 7,44% | – | 61 | 3,28% | 0,6 |
|
| 7090 |
7090
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$ 138 mi | +US$ 9,37 mi | +7% | 5,9% | 41,6% | 12 | 0% | 1,5 |
|
| 7091 |
7091
Paladin Wealth
Arden Hills,
Minnesota
| US$ 138 mi | +US$ 9,29 mi | +7% | 6,11% | – | 126 | 23,02% | 0,7 |
|
| 7092 |
7092
Galaxy Digital Capital Management
New York
| US$ 138 mi | +US$ 16,8 mi | +14% | 34,8% | – | 54 | 50% | 0,4 |
|
| 7093 |
7093
Lansing Management
New York
| US$ 138 mi | -US$ 8,11 mi | -6% | 1,69% | 76,9% | 9 | 11,11% | 3 |
|
| 7094 |
7094
Merkkuri Wealth Advisors
Hicksville,
New York
| US$ 138 mi | +US$ 6,08 mi | +5% | 6,07% | – | 85 | 9,41% | 1,1 |
|
| 7095 |
7095
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 138 mi | +US$ 19,2 mi | +16% | 7,3% | 62,1% | 41 | 21,95% | 2,6 |
|
| 7096 |
7096
Seneschal Advisors
Tacoma,
Washington
| US$ 138 mi | +US$ 11 mi | +9% | 5,1% | – | 589 | 93,38% | 0 |
|
| 7097 |
BAWM
7097
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 138 mi | +US$ 7,7 mi | +6% | 4,86% | 51% | 54 | 24,07% | 1,1 |
|
| 7098 |
7098
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$ 138 mi | +US$ 8,31 mi | +6% | 6,15% | 59,6% | 19 | 36,84% | 1,3 |
|
| 7099 |
7099
Elevate Wealth Advisory
Athens,
Georgia
| US$ 138 mi | -US$ 2,91 mi | -2% | 5,39% | 49,5% | 136 | 12,5% | 1,5 |
|
| 7100 |
7100
Asset Value Investors
London,
United Kingdom
| US$ 138 mi | +US$ 1,44 mi | +1% | 1,31% | – | 3 | 0% | 0,8 |
|