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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
CRA Financial Services
Northfield,
New Jersey
| US$ 868 mi | +US$ 97,5 mi | +13% | 15,2% | 91,9% | 324 | 9,57% | 3,7 |
|
| 2802 |
2802
Fractal Investments
Glastonbury,
Connecticut
| US$ 867 mi | +US$ 21,9 mi | +3% | 3,97% | 86,4% | 91 | 23,08% | 2,3 |
|
| 2803 |
2803
Freedom Together Foundation
New York
| US$ 867 mi | +US$ 105 mi | +14% | 13,8% | – | 2 | 0% | 1,5 |
|
| 2804 |
LA
2804
LM Advisors
San Diego,
California
| US$ 866 mi | +US$ 860 mi | +13.596% | 18,7% | – | 231 | 11,26% | 1,8 |
|
| 2805 |
2805
Parkway Wealth Management
Plano,
Texas
| US$ 866 mi | +US$ 75,6 mi | +10% | 22,8% | – | 157 | 19,11% | 0,4 |
|
| 2806 |
2806
LexAurum Advisors
Overland Park,
Kansas
| US$ 866 mi | +US$ 94,6 mi | +12% | 10,2% | – | 440 | 12,95% | 3,2 |
|
| 2807 |
LCM
2807
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$ 866 mi | +US$ 233 mi | +37% | 48,1% | 883% | 29 | 27,59% | 0,9 |
|
| 2808 |
2808
Valliance Asset Management
Central,
Hong Kong
| US$ 864 mi | +US$ 742 mi | +609% | 252% | 2.198% | 13 | 84,62% | 0,1 |
|
| 2809 |
BBI
2809
Baxter Bros Inc
Riverside,
Connecticut
| US$ 864 mi | +US$ 54,2 mi | +7% | 9,61% | 73,8% | 184 | 16,3% | 6 |
|
| 2810 |
2810
D'Orazio & Associates
Falls Church,
Virginia
| US$ 864 mi | +US$ 91,9 mi | +12% | 15,2% | 61,2% | 345 | 19,71% | 3,1 |
|
| 2811 |
2811
Berman McAleer
Timonium,
Maryland
| US$ 864 mi | +US$ 131 mi | +18% | 13,7% | – | 182 | 14,84% | 0,6 |
|
| 2812 |
2812
New England Asset Management
Farmington,
Connecticut
| US$ 863 mi | +US$ 77,2 mi | +10% | 8,61% | 55,6% | 133 | 27,07% | 5,5 |
|
| 2813 |
2813
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$ 863 mi | +US$ 86,8 mi | +11% | 9,84% | 42,9% | 129 | 24,81% | 2,6 |
|
| 2814 |
2814
Curated Wealth Partners
El Segundo,
California
| US$ 863 mi | +US$ 69,7 mi | +9% | 10,1% | 39,9% | 271 | 26,94% | 1 |
|
| 2815 |
2815
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$ 863 mi | +US$ 176 mi | +26% | 17,9% | 68,3% | 464 | 44,18% | 0,7 |
|
| 2816 |
HP
2816
Hound Partners
New York
| US$ 863 mi | +US$ 63,5 mi | +8% | 20,2% | 19,7% | 45 | 51,11% | 0,9 |
|
| 2817 |
2817
EQT Fund Management
Luxembourg
| US$ 863 mi | -US$ 158 mi | -15% | 12,7% | – | 5 | 0% | 0,6 |
|
| 2818 |
2818
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 861 mi | +US$ 87,3 mi | +11% | 10% | – | 113 | 10,62% | 3,4 |
|
| 2819 |
2819
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 860 mi | +US$ 117 mi | +16% | 11,4% | 56,3% | 155 | 17,42% | 3,7 |
|
| 2820 |
2820
PSG Equity
Boston,
Massachusetts
| US$ 860 mi | -US$ 117 mi | -12% | 12% | 15% | 1 | 0% | 4,5 |
|
| 2821 |
2821
Foundation Resource Management
Little Rock,
Arkansas
| US$ 860 mi | -US$ 28,8 mi | -3% | 1,32% | 67,8% | 57 | 5,26% | 8,1 |
|
| 2822 |
CANC
2822
Culbertson A N & Co
Charlottesville,
Virginia
| US$ 859 mi | +US$ 87,8 mi | +11% | 12,7% | 80,7% | 142 | 8,45% | 7,8 |
|
| 2823 |
2823
Portside Wealth Group
Provo,
Utah
| US$ 858 mi | +US$ 120 mi | +16% | 15,8% | 81,1% | 564 | 26,42% | 1,6 |
|
| 2824 |
2824
Unique Wealth
Clearwater,
Florida
| US$ 858 mi | +US$ 135 mi | +19% | 13,7% | 68,5% | 211 | 18,48% | 1,4 |
|
| 2825 |
2825
Stokes Family Office
New Orleans,
Louisiana
| US$ 858 mi | -US$ 111 mi | -11% | 13,4% | 68,1% | 292 | 12,33% | 3,6 |
|