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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
BV
7101
Boxwood Ventures
Chicago,
Illinois
| US$ 168 mi | +US$ 73,2 mi | +78% | 14,4% | 88% | 38 | 15,79% | 2,6 |
|
| 7102 |
GEH
7102
General Equity Holdings
Brooklyn,
New York
| US$ 167 mi | +US$ 32,8 mi | +24% | 15,9% | 775% | 14 | 28,57% | 1,5 |
|
| 7103 |
IVGAI
7103
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$ 167 mi | +US$ 4,59 mi | +3% | 4,26% | – | 2 | 0% | 1,1 |
|
| 7104 |
MWS
7104
MFA Wealth Services
Thousand Oaks,
California
| US$ 167 mi | +US$ 16,4 mi | +11% | 10,8% | – | 136 | 11,76% | 1,2 |
|
| 7105 |
FC
7105
Fairscale Capital
Nashua,
New Hampshire
| US$ 167 mi | +US$ 22,8 mi | +16% | 18,5% | – | 444 | 2,25% | 1,7 |
|
| 7106 |
EPI
7106
Eddie Patel Inc
Chicago,
Illinois
| US$ 167 mi | +US$ 37,2 mi | +29% | 60,3% | – | 156 | 57,69% | 0,2 |
|
| 7107 |
GWA
7107
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$ 167 mi | +US$ 17,5 mi | +12% | 9,31% | – | 75 | 18,67% | 5,6 |
|
| 7108 |
TDC
7108
Thompson Davis & Co
Richmond,
Virginia
| US$ 167 mi | +US$ 17,3 mi | +12% | 14,7% | 188% | 193 | 39,9% | 2 |
|
| 7109 |
LAM
7109
Lummis Asset Management
Fort Worth,
Texas
| US$ 167 mi | -US$ 96,9 mil | -0,1% | 3,72% | – | 232 | 22,84% | 1,5 |
|
| 7110 |
GFM
7110
GEN Financial Management
Plymouth,
Minnesota
| US$ 167 mi | +US$ 5,6 mi | +3% | 9,15% | – | 57 | 35,09% | 1 |
|
| 7111 |
AF
7111
Amara Financial
San Francisco,
California
| US$ 167 mi | +US$ 22 mi | +15% | 12,3% | – | 48 | 6,25% | 1,4 |
|
| 7112 |
SOWAS
7112
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$ 167 mi | +US$ 13,1 mi | +8% | 9,18% | – | 42 | 11,9% | 1,2 |
|
| 7113 |
USWG
7113
U.S. Wealth Group
Woodbury,
New York
| US$ 167 mi | +US$ 19,1 mi | +13% | 6,73% | – | 49 | 20,41% | 1,2 |
|
| 7114 |
RSWA
7114
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 167 mi | +US$ 19,1 mi | +13% | 11,1% | – | 101 | 19,8% | 1,8 |
|
| 7115 |
CFO
7115
Custos Family Office
Austin,
Texas
| US$ 167 mi | +US$ 22,3 mi | +15% | 13,8% | 57,4% | 72 | 15,28% | 2,1 |
|
| 7116 |
SRS
7116
Strong Retirement Solutions
Silverdale,
Washington
| US$ 167 mi | +US$ 24,1 mi | +17% | 18,8% | – | 89 | 11,24% | 0,5 |
|
| 7117 |
MFFIA
7117
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$ 167 mi | -US$ 9,6 mi | -5% | 34% | 136% | 87 | 10,34% | 2,2 |
|
| 7118 |
AAM
7118
Ackerman Asset Management
Rockville,
Maryland
| US$ 167 mi | +US$ 23,3 mi | +16% | 14,5% | – | 38 | 7,89% | 0,9 |
|
| 7119 |
EWP
7119
Evergreen Wealth Partners
Kalispell,
Montana
| US$ 167 mi | +US$ 35,7 mi | +27% | 8,83% | – | 97 | 21,65% | 0,4 |
|
| 7120 |
OWM
7120
Orca Wealth Management
New Port Richey,
Florida
| US$ 167 mi | +US$ 26,1 mi | +19% | 34,3% | – | 86 | 25,58% | 1 |
|
| 7121 |
LW
7121
Lauer Wealth
Valparaiso,
Indiana
| US$ 167 mi | +US$ 41 mi | +33% | 12,7% | 89,4% | 101 | 59,41% | 0,8 |
|
| 7122 |
GAAM
7122
Grand Alliance Asset Management
Central,
Hong Kong
| US$ 167 mi | +US$ 1,38 mi | +0,8% | 116% | – | 18 | 44,44% | 0,5 |
|
| 7123 |
WW
7123
Wright Wealth
Atlanta,
Georgia
| US$ 167 mi | +US$ 17 mi | +11% | 9,09% | – | 54 | 5,56% | 0,5 |
|
| 7124 |
IR
7124
IAT Reinsurance
New York
| US$ 167 mi | -US$ 143 mi | -46% | 27,4% | 60,2% | 80 | 20% | 3,9 |
|
| 7125 |
CWM
7125
Copia Wealth Management
Bend,
Oregon
| US$ 166 mi | +US$ 21 mi | +14% | 11,1% | – | 583 | 10,98% | 1,2 |
|