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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
FA
7801
Freestate Advisors
Overland Park,
Kansas
| US$ 134 mi | +US$ 8,8 mi | +7% | 6,43% | – | 44 | 9,09% | 1,7 |
|
| 7802 |
PWP
7802
PrairieView Wealth Partners
Orland Park,
Illinois
| US$ 134 mi | +US$ 11,9 mi | +10% | 9,42% | – | 31 | 9,68% | 1,7 |
|
| 7803 |
IW
7803
Integrated Wealthcare
Durham,
North Carolina
| US$ 134 mi | +US$ 14,3 mi | +12% | 12,1% | – | 29 | 3,45% | 0,5 |
|
| 7804 |
LP
7804
Lexington Partners
New York
| US$ 134 mi | -US$ 233 mi | -63% | 37,1% | 1,27% | 3 | 33,33% | 2,8 |
|
| 7805 |
EWM
7805
Elevation Wealth Management
Eden Prairie,
Minnesota
| US$ 134 mi | +US$ 24,8 mi | +23% | 21,4% | – | 153 | 15,03% | 0,4 |
|
| 7806 |
PFS
7806
Paller Financial Services
Centennial,
Colorado
| US$ 134 mi | +US$ 12,9 mi | +11% | 16,7% | – | 49 | 22,45% | 0,4 |
|
| 7807 |
BI
7807
BluePrint Investing
San Francisco,
California
| US$ 134 mi | +US$ 8,15 mi | +6% | 7,25% | – | 26 | 0% | 0,5 |
|
| 7808 |
MWM
7808
McAlvany Wealth Management
Durango,
Colorado
| US$ 134 mi | -US$ 14,8 mi | -10% | 15,8% | – | 49 | 18,37% | 0,4 |
|
| 7809 |
EBA
7809
Eagle Bay Advisors
New York
| US$ 134 mi | +US$ 20,3 mi | +18% | 15,9% | 85% | 151 | 22,52% | 2,6 |
|
| 7810 |
DWM
7810
DWR Wealth Management
San Jose,
California
| US$ 134 mi | +US$ 18,7 mi | +16% | 12% | – | 56 | 8,93% | 0,4 |
|
| 7811 |
CH
7811
Cannae Holdings
Las Vegas,
Nevada
| US$ 134 mi | +US$ 109 mi | +444% | 4,46% | 88,6% | 3 | 66,67% | 2,4 |
|
| 7812 |
NC
7812
Nightview Capital
Austin,
Texas
| US$ 134 mi | +US$ 2,98 mi | +2% | 10,6% | 142% | 17 | 29,41% | 1,6 |
|
| 7813 |
NPAN
7813
Northeast Planning Associates NH
Bedford,
New Hampshire
| US$ 133 mi | -US$ 15,4 mi | -10% | 0,19% | – | 69 | 26,09% | 0,9 |
|
| 7814 |
CF
7814
Carter Financial
La Jolla,
California
| US$ 133 mi | +US$ 18,4 mi | +16% | 13,2% | – | 33 | 15,15% | 0,4 |
|
| 7815 |
CWM
7815
Capstone Wealth Management
Billings,
Montana
| US$ 133 mi | +US$ 15,3 mi | +13% | 11,8% | – | 48 | 20,83% | 0,4 |
|
| 7816 |
HAP
7816
Harbor Asset Planning
Belmont,
Massachusetts
| US$ 133 mi | +US$ 14,3 mi | +12% | 15,2% | – | 428 | 4,91% | 0,9 |
|
| 7817 |
AC
7817
Aldebaran Capital
Carmel,
Indiana
| US$ 133 mi | +US$ 2,28 mi | +2% | 7,57% | 80,4% | 43 | 9,3% | 2,4 |
|
| 7818 |
WA
7818
Winter & Associates
St. Paul,
Minnesota
| US$ 133 mi | +US$ 18,9 mi | +17% | 14,3% | – | 99 | 29,29% | 0,4 |
|
| 7819 |
AA
7819
Alpha Advisors
Richmond,
Virginia
| US$ 133 mi | +US$ 6,36 mi | +5% | 6,99% | – | 51 | 7,84% | 1,2 |
|
| 7820 |
PCM
7820
Perkins Capital Management
Wayzata,
Minnesota
| US$ 133 mi | +US$ 26,3 mi | +25% | 53,7% | 303% | 90 | 16,67% | 5,6 |
|
| 7821 |
BCVI
7821
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 133 mi | -US$ 42,1 mi | -24% | 6,63% | 34,2% | 4 | 25% | 0,4 |
|
| 7822 |
SWM
7822
Sherman Wealth Management
Gaithersburg,
Maryland
| US$ 133 mi | +US$ 16,4 mi | +14% | 15,6% | – | 87 | 11,49% | 0,4 |
|
| 7823 |
RHIG
7823
R.H. Investment Group
Scottsdale,
Arizona
| US$ 133 mi | +US$ 3,1 mi | +2% | 7,19% | – | 48 | 8,33% | 1 |
|
| 7824 |
SI
7824
Severin Investments
St. Louis,
Missouri
| US$ 133 mi | +US$ 16,2 mi | +14% | 24,1% | – | 203 | 30,05% | 1 |
|
| 7825 |
FFP
7825
Frisco Financial Planning
Frisco,
Texas
| US$ 133 mi | +US$ 11,5 mi | +9% | 9,04% | – | 29 | 0% | 1,1 |
|