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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Ahara Advisors
Jersey City,
New Jersey
| US$ 148 mi | +US$ 28,3 mi | +24% | 22,4% | – | 56 | 7,14% | 0,4 |
|
| 7527 |
7527
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$ 148 mi | +US$ 12,5 mi | +9% | 20,5% | – | 238 | 25,21% | 1 |
|
| 7528 |
7528
Navi International
Sao Paulo,
Brazil
| US$ 148 mi | -US$ 74,4 mi | -33% | 7,42% | – | 18 | 55,56% | 0,3 |
|
| 7529 |
7529
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 148 mi | +US$ 25,1 mi | +20% | 10,1% | – | 116 | 9,48% | 1,4 |
|
| 7530 |
7530
Alcosta Capital Management
San Ramon,
California
| US$ 148 mi | +US$ 16,6 mi | +13% | 22,3% | 175% | 23 | 4,35% | 2,7 |
|
| 7531 |
7531
RF&L Wealth Management
Acton,
Massachusetts
| US$ 148 mi | +US$ 14,2 mi | +11% | 12% | 73,8% | 54 | 11,11% | 3,1 |
|
| 7532 |
LC
7532
Lawood & Co
Williamsport,
Pennsylvania
| US$ 148 mi | +US$ 39,9 mi | +37% | 19% | – | 99 | 13,13% | 0,5 |
|
| 7533 |
BM
7533
Bislett Management
Palo Alto,
California
| US$ 148 mi | +US$ 18 mi | +14% | 18,6% | 19,8% | 18 | 0% | 6,2 |
|
| 7534 |
7534
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 148 mi | +US$ 39,5 mi | +37% | 48,7% | 234% | 152 | 34,21% | 3,2 |
|
| 7535 |
7535
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| US$ 148 mi | +US$ 26,8 mi | +22% | 15,6% | – | 71 | 23,94% | 0,4 |
|
| 7536 |
7536
Tepp RIA
Westfield,
New Jersey
| US$ 147 mi | +US$ 19,8 mi | +16% | 14,9% | – | 54 | 33,33% | 0,7 |
|
| 7537 |
7537
Dorato Capital Management
Denver,
Colorado
| US$ 147 mi | +US$ 12 mi | +9% | 16,1% | – | 259 | 3,86% | 0,5 |
|
| 7538 |
7538
Summit Financial Consulting
Sterling Heights,
Michigan
| US$ 147 mi | +US$ 7,71 mi | +6% | 10,7% | – | 51 | 23,53% | 0,8 |
|
| 7539 |
7539
Red Tree Management
Redwood City,
California
| US$ 147 mi | +US$ 35,5 mi | +32% | 35% | – | 3 | 0% | 1,5 |
|
| 7540 |
7540
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$ 147 mi | -US$ 72 mi | -33% | 23,5% | 59,2% | 4 | 0% | 4,3 |
|
| 7541 |
7541
Coquina Private Wealth LLC
Port Charlotte,
Florida
| US$ 147 mi | +US$ 22,9 mi | +18% | 19,4% | – | 104 | 10,58% | 0,4 |
|
| 7542 |
7542
Castlefield Investment Partners
Manchester,
| US$ 147 mi | +US$ 16,5 mi | +13% | 22,7% | – | 36 | 5,56% | 0,5 |
|
| 7543 |
7543
Sincerus Advisory
New York
| US$ 147 mi | +US$ 15,3 mi | +12% | 12% | – | 82 | 8,54% | 1,2 |
|
| 7544 |
7544
Cygnus Capital Advisors
Atlanta,
Georgia
| US$ 147 mi | +US$ 915 mil | +0,6% | 14,2% | – | 126 | 53,17% | 0,3 |
|
| 7545 |
7545
Madson Wealth Advisors
Santa Rosa,
California
| US$ 147 mi | +US$ 26,9 mi | +22% | 15,6% | – | 100 | 19% | 0,2 |
|
| 7546 |
7546
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 147 mi | +US$ 9,9 mi | +7% | 10% | 66,9% | 85 | 15,29% | 5,4 |
|
| 7547 |
7547
Winnow Wealth
Waco,
Texas
| US$ 147 mi | +US$ 17,4 mi | +13% | 14,8% | – | 138 | 11,59% | 0,7 |
|
| 7548 |
7548
Koa Wealth Management
Encinitas,
California
| US$ 147 mi | +US$ 8,74 mi | +6% | 6,82% | 74,8% | 60 | 16,67% | 1,8 |
|
| 7549 |
7549
Saber Capital Management
Fuquay Varina,
North Carolina
| US$ 147 mi | +US$ 12,4 mi | +9% | 17% | – | 40 | 20% | 1,1 |
|
| 7550 |
CCP
7550
Crocodile Capital Partners
Ursensollen,
Germany
| US$ 147 mi | +US$ 7,26 mi | +5% | 9,49% | 126% | 12 | 0% | 1,2 |
|