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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 124 mi | +US$ 12,1 mi | +11% | 7% | 119% | 51 | 25,49% | 1,8 |
|
| 7352 |
7352
Intrinsic Value Partners
Phoenix,
Arizona
| US$ 123 mi | +US$ 11,1 mi | +10% | 12,3% | 126% | 70 | 8,57% | 2,6 |
|
| 7353 |
7353
Yorktown Energy Partners IX
New York
| US$ 123 mi | +US$ 65,8 mi | +115% | 145% | 67,3% | 2 | 0% | 5,4 |
|
| 7354 |
7354
Vested Financial Planning
San Carlos,
California
| US$ 123 mi | +US$ 10,9 mi | +10% | 6,44% | – | 30 | 6,67% | 0,7 |
|
| 7355 |
7355
Epacria Capital Partners
Boulder,
Colorado
| US$ 123 mi | +US$ 3,47 mi | +3% | 4,06% | 89,1% | 34 | 0% | 2,2 |
|
| 7356 |
7356
Equity Wealth Partners
Independence,
Missouri
| US$ 123 mi | – | – | 6,44% | – | 80 | – | 0 |
|
| 7357 |
7357
Midwest Financial Network
Tinley Park,
Illinois
| US$ 123 mi | +US$ 22,5 mi | +22% | 4,43% | – | 67 | 16,42% | 0,6 |
|
| 7358 |
LWM
7358
Lighthouse Wealth Management
Ashland,
Ohio
| US$ 123 mi | +US$ 7,64 mi | +7% | 6,46% | – | 45 | 11,11% | 0,6 |
|
| 7359 |
DFA
7359
Davies Financial Advisors
Murrieta,
California
| US$ 123 mi | -US$ 5,62 mi | -4% | 10,2% | – | 77 | 18,18% | 1,2 |
|
| 7360 |
7360
Stonepine Capital Management
Bend,
Oregon
| US$ 123 mi | +US$ 21,1 mi | +21% | 34,9% | 231% | 78 | 50% | 0,7 |
|
| 7361 |
7361
Mallini Complete Financial Planning
Gainesville,
Florida
| US$ 123 mi | +US$ 43,8 mi | +55% | 4,96% | – | 63 | 7,94% | 0,7 |
|
| 7362 |
7362
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| US$ 123 mi | +US$ 42,3 mi | +52% | 6,26% | – | 526 | 22,81% | 0,4 |
|
| 7363 |
7363
OneAscent Family Office
Birmingham,
Alabama
| US$ 123 mi | +US$ 17,2 mi | +16% | 7,31% | – | 168 | 21,43% | 0,5 |
|
| 7364 |
CCP
7364
Crocodile Capital Partners
Ursensollen,
Germany
| US$ 123 mi | +US$ 63,3 mi | +106% | 38,3% | 126% | 12 | 8,33% | 0,8 |
|
| 7365 |
7365
Stegent Equity Advisors
Houston,
Texas
| US$ 123 mi | +US$ 9,9 mi | +9% | 10,2% | 96,4% | 118 | 17,8% | 1,7 |
|
| 7366 |
7366
ArborFi Advisors
Ann Arbor,
Michigan
| US$ 123 mi | +US$ 9,23 mi | +8% | 6,16% | – | 50 | 8% | 0,6 |
|
| 7367 |
7367
Outbound Financial Inc
Boulder,
Colorado
| US$ 123 mi | +US$ 13,2 mi | +12% | 6,78% | – | 42 | 2,38% | 0,3 |
|
| 7368 |
7368
Blantyre Capital
London,
United Kingdom
| US$ 122 mi | -US$ 9,09 mi | -7% | 7,01% | – | 1 | 0% | 1,8 |
|
| 7369 |
7369
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$ 122 mi | +US$ 12,7 mi | +12% | 7,59% | 58,2% | 79 | 18,99% | 2 |
|
| 7370 |
7370
Orca Investment Management
Roseburg,
Oregon
| US$ 122 mi | +US$ 11,2 mi | +10% | 12,2% | 139% | 61 | 1,64% | 7,2 |
|
| 7371 |
7371
Kropog Financial Group
Mandeville,
Louisiana
| US$ 122 mi | +US$ 7,72 mi | +7% | 6,89% | – | 31 | 22,58% | 0,6 |
|
| 7372 |
7372
Elm3 Financial Group
Alpharetta,
Georgia
| US$ 122 mi | +US$ 1,7 mi | +1% | 7,73% | – | 116 | 11,21% | 0,6 |
|
| 7373 |
7373
Madison Park Capital Advisors
Seattle,
Washington
| US$ 122 mi | +US$ 3,02 mi | +3% | 7,18% | 62,4% | 65 | 10,77% | 1,4 |
|
| 7374 |
7374
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 122 mi | +US$ 6,74 mi | +6% | 5,25% | 38,5% | 61 | 6,56% | 3,1 |
|
| 7375 |
CPC
7375
CFC Planning Company
Cicero,
Indiana
| US$ 122 mi | +US$ 15,9 mi | +15% | 5,8% | – | 120 | 48,33% | 0,4 |
|