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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
University of Chicago
Chicago,
Illinois
| US$ 117 mi | +US$ 51,4 mi | +78% | 10,6% | 62,3% | 13 | 23,08% | 1,1 |
|
| 7327 |
7327
EDMP Inc
Lutz,
Florida
| US$ 117 mi | -US$ 1,95 mi | -2% | 5,98% | 78% | 73 | 8,22% | 4,2 |
|
| 7328 |
7328
ADG Wealth Management Group
Metairie,
Louisiana
| US$ 117 mi | +US$ 11,4 mi | +11% | 7,76% | – | 30 | 26,67% | 0,3 |
|
| 7329 |
7329
Momentum Wealth Planning
Estero,
Florida
| US$ 117 mi | – | – | 15,5% | – | 39 | – | 0 |
|
| 7330 |
7330
Mascagni Wealth Management
Clinton,
Mississippi
| US$ 117 mi | +US$ 16,9 mi | +17% | 12,5% | – | 128 | 17,97% | 0,4 |
|
| 7331 |
7331
Affinity Wealth
Canton,
Ohio
| US$ 117 mi | +US$ 19,6 mi | +20% | 12,5% | – | 79 | 51,9% | 0,3 |
|
| 7332 |
CTA
7332
Camelot Technology Advisors
San Francisco,
California
| US$ 117 mi | +US$ 6,74 mi | +6% | 7,74% | 71% | 55 | 10,91% | 1,4 |
|
| 7333 |
OF
7333
Outfitter Financial
Brunswick,
Maine
| US$ 117 mi | +US$ 6,24 mi | +6% | 9,82% | 97,6% | 78 | 8,97% | 3,2 |
|
| 7334 |
7334
Michels Family Financial
Fort Worth,
Texas
| US$ 117 mi | +US$ 6,72 mi | +6% | 7,01% | – | 128 | 6,25% | 0,5 |
|
| 7335 |
7335
Carbahal Olsen Financial Services Group
Davis,
California
| US$ 117 mi | +US$ 11,9 mi | +11% | 10,7% | – | 36 | 5,56% | 0,5 |
|
| 7336 |
7336
PlanWiser Financial
Colorado Springs,
Colorado
| US$ 117 mi | +US$ 6,84 mi | +6% | 7,83% | – | 52 | 25% | 0,2 |
|
| 7337 |
C
7337
Croban
Fremont,
Ohio
| US$ 117 mi | +US$ 8,51 mi | +8% | 4,1% | – | 77 | 7,79% | 1,4 |
|
| 7338 |
7338
LTG Capital
Newton,
Massachusetts
| US$ 117 mi | +US$ 7,22 mi | +7% | 7,72% | 56% | 27 | 3,7% | 3,3 |
|
| 7339 |
7339
Wulff, Hansen & Co
San Rafael,
California
| US$ 117 mi | +US$ 7,16 mi | +7% | 9,44% | 85,8% | 108 | 17,59% | 2,4 |
|
| 7340 |
S2L
7340
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$ 117 mi | +US$ 13,8 mi | +13% | 8,32% | 83,7% | 6 | 66,67% | 0,8 |
|
| 7341 |
7341
GeoSphere Capital Management
Miami Beach,
Florida
| US$ 117 mi | -US$ 67,4 mi | -37% | 17,7% | 446% | 51 | 58,82% | 0,3 |
|
| 7342 |
7342
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$ 117 mi | +US$ 13,6 mi | +13% | 14,5% | – | 87 | 37,93% | 1,5 |
|
| 7343 |
UFA
7343
Uptown Financial Advisors
Dallas,
Texas
| US$ 117 mi | +US$ 18,8 mi | +19% | 8,63% | – | 79 | 16,46% | 0,4 |
|
| 7344 |
AA
7344
Alpha Advisors
Richmond,
Virginia
| US$ 117 mi | +US$ 1,88 mi | +2% | 6,23% | – | 45 | 15,56% | 0,4 |
|
| 7345 |
7345
TABR Capital Management
Orange,
California
| US$ 117 mi | +US$ 20,7 mi | +22% | 7,45% | – | 46 | 43,48% | 0,3 |
|
| 7346 |
7346
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 117 mi | +US$ 49,7 mi | +74% | 24,1% | 392% | 40 | 62,5% | 0,3 |
|
| 7347 |
7347
International Private Wealth Advisors
San Diego,
California
| US$ 117 mi | +US$ 12,2 mi | +12% | 6,77% | – | 185 | 29,19% | 0,9 |
|
| 7348 |
WSA
7348
Warm Springs Advisors
Larkspur,
California
| US$ 117 mi | +US$ 17 mi | +17% | 29,7% | – | 50 | 10% | 0,5 |
|
| 7349 |
7349
PCG Asset Management
Gladstone,
New Jersey
| US$ 116 mi | +US$ 9,44 mi | +9% | 7,96% | – | 78 | 10,26% | 0,5 |
|
| 7350 |
7350
Woodside Wealth Management
Framingham,
Massachusetts
| US$ 116 mi | +US$ 8,33 mi | +8% | 7,24% | – | 77 | 1,3% | 0,2 |
|