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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
BAM
8276
Burkett Asset Management
Victoria,
| US$ 107 mi | +US$ 5,53 mi | +5% | 14,1% | – | 66 | 18,18% | 0,4 |
|
| 8277 |
FA
8277
Fullerton Advisors
Danville,
California
| US$ 107 mi | +US$ 10,4 mi | +11% | 12,2% | – | 56 | 8,93% | 0,5 |
|
| 8278 |
IWS
8278
Intentional Wealth Strategies
Colorado Springs,
Colorado
| US$ 107 mi | -US$ 727 mil | -0,7% | 17,3% | – | 945 | 93,12% | 0,2 |
|
| 8279 |
OPWM
8279
Oregon Pacific Wealth Management
Medford,
Oregon
| US$ 107 mi | +US$ 10,7 mi | +11% | 11,5% | – | 122 | 19,67% | 0,9 |
|
| 8280 |
AWA
8280
American Wealth Advisors
Johns Creek,
Georgia
| US$ 107 mi | +US$ 10,6 mi | +11% | 12,3% | – | 42 | 2,38% | 0,7 |
|
| 8281 |
ECM
8281
Ebert Capital Management
Eureka,
California
| US$ 107 mi | +US$ 8,65 mi | +9% | 12,8% | – | 29 | 13,79% | 0,4 |
|
| 8282 |
CWMS
8282
CFG Wealth Management Services
Indianapolis,
Indiana
| US$ 107 mi | -US$ 3,63 mi | -3% | 6,04% | – | 152 | 47,37% | 0,5 |
|
| 8283 |
OE
8283
October Effect
Virginia Beach,
Virginia
| US$ 106 mi | +US$ 19,5 mi | +22% | 64,6% | – | 76 | 31,58% | 0,7 |
|
| 8284 |
PGWA
8284
Plus Group Wealth Advisors
Belgium,
Wisconsin
| US$ 106 mi | +US$ 15,4 mi | +17% | 12% | – | 48 | 14,58% | 0,4 |
|
| 8285 |
WAG
8285
Wallace Advisory Group
Lafayette,
California
| US$ 106 mi | +US$ 12,7 mi | +14% | 9,69% | 50,9% | 146 | 23,97% | 2,1 |
|
| 8286 |
CF
8286
Calder Financial
Downingtown,
Pennsylvania
| US$ 106 mi | +US$ 5,41 mi | +5% | 12,2% | – | 45 | 15,56% | 0,4 |
|
| 8287 |
EW
8287
Expressive Wealth
Chicago,
Illinois
| US$ 106 mi | +US$ 984 mil | +0,9% | 17,1% | – | 147 | 21,09% | 0,4 |
|
| 8288 |
RRMM
8288
Regatta Research & Money Management
Metairie,
Louisiana
| US$ 106 mi | – | – | 14,7% | – | 495 | – | 0 |
|
| 8289 |
EPW
8289
Elevated Private Wealth
Brookfield,
Wisconsin
| US$ 106 mi | – | – | 28,8% | – | 76 | – | 0,5 |
|
| 8290 |
OIS
8290
OneAscent Investment Solutions
Birmingham,
Alabama
| US$ 106 mi | +US$ 5,65 mi | +6% | 17,5% | – | 178 | 47,19% | 0,7 |
|
| 8291 |
HA
8291
Hyposwiss Advisors
Geneva,
| US$ 106 mi | +US$ 4,39 mi | +4% | 14,4% | – | 114 | 10,53% | 0,5 |
|
| 8292 |
BOTPPF
8292
Board of the Pension Protection Fund
Croydon,
United Kingdom
| US$ 105 mi | -US$ 3,31 mi | -3% | 8,1% | – | 201 | 67,66% | 0,5 |
|
| 8293 |
VIM
8293
Villanova Investment Management
Wayne,
Pennsylvania
| US$ 105 mi | +US$ 7,79 mi | +8% | 9,8% | – | 59 | 10,17% | 1,5 |
|
| 8294 |
GWL
8294
Generations Wealth LLC
Mason,
Ohio
| US$ 105 mi | +US$ 2,33 mi | +2% | 12,1% | – | 37 | 24,32% | 0,4 |
|
| 8295 |
SF
8295
Succession Financial
Mckinney,
Texas
| US$ 105 mi | – | – | 29% | – | 50 | – | 0 |
|
| 8296 |
CSW
8296
Cogent Strategic Wealth
Chicago,
Illinois
| US$ 105 mi | +US$ 7,59 mi | +8% | 13,8% | – | 61 | 13,11% | 0,4 |
|
| 8297 |
2L
8297
22NW LP
Seattle,
Washington
| US$ 105 mi | -US$ 41,2 mi | -28% | 27,5% | 138% | 17 | 23,53% | 1,7 |
|
| 8298 |
ICVCFVA
8298
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 105 mi | -US$ 21,1 mi | -17% | 13,6% | 7,34% | 1 | 0% | 4,5 |
|
| 8299 |
IAP
8299
Indie Asset Partners
Carmel,
Indiana
| US$ 104 mi | +US$ 16,7 mi | +19% | 12,8% | 119% | 90 | 12,22% | 2,6 |
|
| 8300 |
VA
8300
Verdad Advisers
Boston,
Massachusetts
| US$ 104 mi | +US$ 15,6 mi | +18% | 21,1% | – | 276 | 59,06% | 0,3 |
|