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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 |
CF
7101
CBM Financial
Austin,
Texas
| US$ 168 mi | +US$ 7,82 mi | +5% | 11,5% | – | 18 | 22,22% | 1 |
|
| 7102 |
7102
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 168 mi | +US$ 22,2 mi | +15% | 14,9% | 103% | 1 | 0% | 0,5 |
|
| 7103 |
7103
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 168 mi | +US$ 9,15 mi | +6% | 17,8% | – | 108 | 12,96% | 1,6 |
|
| 7104 |
VFS
7104
Valpey Financial Services
Concord,
New Hampshire
| US$ 168 mi | +US$ 14,2 mi | +9% | 9,77% | – | 77 | 3,9% | 0,9 |
|
| 7105 |
7105
Karl Kapital
San Francisco,
California
| US$ 168 mi | +US$ 23,6 mi | +16% | 26,9% | – | 33 | 57,58% | 0,2 |
|
| 7106 |
7106
Runnymede Capital Advisors
Dublin,
Ohio
| US$ 168 mi | +US$ 51,4 mi | +44% | 70,2% | – | 81 | 12,35% | 0,5 |
|
| 7107 |
7107
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| US$ 168 mi | +US$ 5,42 mi | +3% | 2,25% | – | 148 | 8,78% | 1,1 |
|
| 7108 |
7108
Income Insurance Ltd
Singapore,
| US$ 168 mi | +US$ 20,7 mi | +14% | 28,9% | – | 189 | 15,87% | 0,4 |
|
| 7109 |
7109
Pincus Capital Management
New York
| US$ 168 mi | +US$ 24,1 mi | +17% | 23% | – | 53 | 7,55% | 0,5 |
|
| 7110 |
7110
Evansbrook
Bolingbrook,
Illinois
| US$ 168 mi | +US$ 17,9 mi | +12% | 17,8% | – | 129 | 10,85% | 0,4 |
|
| 7111 |
BV
7111
Boxwood Ventures
Chicago,
Illinois
| US$ 168 mi | +US$ 73,2 mi | +78% | 14,4% | 88% | 38 | 15,79% | 2,6 |
|
| 7112 |
7112
General Equity Holdings
Brooklyn,
New York
| US$ 167 mi | +US$ 32,8 mi | +24% | 15,9% | 775% | 14 | 28,57% | 1,5 |
|
| 7113 |
7113
Index Venture Growth Associates IV
St. Helier,
Jersey
| US$ 167 mi | +US$ 4,59 mi | +3% | 4,26% | – | 2 | 0% | 1,1 |
|
| 7114 |
MWS
7114
MFA Wealth Services
Thousand Oaks,
California
| US$ 167 mi | +US$ 16,4 mi | +11% | 10,8% | – | 136 | 11,76% | 1,2 |
|
| 7115 |
7115
Fairscale Capital
Nashua,
New Hampshire
| US$ 167 mi | +US$ 22,8 mi | +16% | 18,5% | – | 444 | 2,25% | 1,7 |
|
| 7116 |
7116
Eddie Patel Inc
Chicago,
Illinois
| US$ 167 mi | +US$ 37,2 mi | +29% | 60,3% | – | 156 | 57,69% | 0,2 |
|
| 7117 |
7117
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$ 167 mi | +US$ 17,5 mi | +12% | 9,31% | – | 75 | 18,67% | 5,6 |
|
| 7118 |
7118
Thompson Davis & Co
Richmond,
Virginia
| US$ 167 mi | +US$ 17,3 mi | +12% | 14,7% | 188% | 193 | 39,9% | 2 |
|
| 7119 |
7119
Lummis Asset Management
Fort Worth,
Texas
| US$ 167 mi | -US$ 96,9 mil | -0,1% | 3,72% | – | 232 | 22,84% | 1,5 |
|
| 7120 |
7120
GEN Financial Management
Plymouth,
Minnesota
| US$ 167 mi | +US$ 5,6 mi | +3% | 9,15% | – | 57 | 35,09% | 1 |
|
| 7121 |
7121
Amara Financial
San Francisco,
California
| US$ 167 mi | +US$ 22 mi | +15% | 12,3% | – | 48 | 6,25% | 1,4 |
|
| 7122 |
7122
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$ 167 mi | +US$ 13,1 mi | +8% | 9,18% | – | 42 | 11,9% | 1,2 |
|
| 7123 |
7123
U.S. Wealth Group
Woodbury,
New York
| US$ 167 mi | +US$ 19,1 mi | +13% | 6,73% | – | 49 | 20,41% | 1,2 |
|
| 7124 |
7124
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 167 mi | +US$ 19,1 mi | +13% | 11,1% | 62,6% | 101 | 19,8% | 1,8 |
|
| 7125 |
7125
Custos Family Office
Austin,
Texas
| US$ 167 mi | +US$ 22,3 mi | +15% | 13,8% | 57,4% | 72 | 15,28% | 2,1 |
|