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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
CANC
2826
Culbertson A N & Co
Charlottesville,
Virginia
| US$ 859 mi | +US$ 87,8 mi | +11% | 12,7% | 87,5% | 142 | 8,45% | 7,8 |
|
| 2827 |
2827
Portside Wealth Group
Provo,
Utah
| US$ 858 mi | +US$ 120 mi | +16% | 15,8% | 90,1% | 564 | 26,42% | 1,6 |
|
| 2828 |
2828
Unique Wealth
Clearwater,
Florida
| US$ 858 mi | +US$ 135 mi | +19% | 13,7% | 68,5% | 211 | 18,48% | 1,4 |
|
| 2829 |
2829
Stokes Family Office
New Orleans,
Louisiana
| US$ 858 mi | -US$ 111 mi | -11% | 13,4% | 68,1% | 292 | 12,33% | 3,6 |
|
| 2830 |
2830
Pathway Financial Advisors
South Burlington,
Vermont
| US$ 857 mi | +US$ 49 mi | +6% | 9,87% | 52,7% | 141 | 11,35% | 4,9 |
|
| 2831 |
2831
Mattern Capital Management
Lakewood,
Colorado
| US$ 857 mi | +US$ 21,9 mi | +3% | 4,29% | 39,8% | 173 | 5,78% | 3,9 |
|
| 2832 |
2832
Slow Capital
Greenbrae,
California
| US$ 857 mi | +US$ 86,7 mi | +11% | 26,1% | 156% | 111 | 6,31% | 5,1 |
|
| 2833 |
2833
ACK Asset Management
Greenwich,
Connecticut
| US$ 856 mi | +US$ 55,2 mi | +7% | 33,2% | 132% | 27 | 48,15% | 0,9 |
|
| 2834 |
2834
Alley Investment Management Company
Lake Forest,
Illinois
| US$ 856 mi | +US$ 34,9 mi | +4% | 9,31% | 54,6% | 90 | 6,67% | 3,4 |
|
| 2835 |
2835
Quest Investment Management
Lake Oswego,
Oregon
| US$ 856 mi | -US$ 855 mil | -0,1% | 21,9% | 105% | 127 | 13,39% | 3,9 |
|
| 2836 |
2836
Evolution Wealth Advisors
Aventura,
Florida
| US$ 855 mi | -US$ 127 mi | -13% | 17,6% | 84,5% | 198 | 19,7% | 2,8 |
|
| 2837 |
2837
Talon Private Wealth
The Villages,
Florida
| US$ 855 mi | +US$ 102 mi | +14% | 13% | – | 254 | 35,43% | 1 |
|
| 2838 |
2838
Hikari Power
Tokyo,
Japan
| US$ 855 mi | -US$ 293 mi | -26% | 4,21% | 53,9% | 53 | 22,64% | 7,1 |
|
| 2839 |
2839
Dimension Capital Management
Coral Gables,
Florida
| US$ 854 mi | +US$ 141 mi | +20% | 10,4% | 65,5% | 144 | 16,67% | 3,5 |
|
| 2840 |
2840
Brio Consultants
San Francisco,
California
| US$ 853 mi | +US$ 35,4 mi | +4% | 9,35% | 42,7% | 164 | 7,32% | 3 |
|
| 2841 |
2841
FIFTHDELTA
London,
United Kingdom
| US$ 853 mi | +US$ 128 mi | +18% | 13,3% | 16,6% | 14 | 42,86% | 0,3 |
|
| 2842 |
2842
United Bank (Virginia)
Vienna,
Virginia
| US$ 853 mi | +US$ 71,9 mi | +9% | 14,5% | 76,1% | 132 | 9,85% | 5,9 |
|
| 2843 |
2843
Conversant Capital
Summit,
New Jersey
| US$ 852 mi | +US$ 107 mi | +14% | 29,6% | 228% | 27 | 77,78% | 0,4 |
|
| 2844 |
2844
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$ 852 mi | +US$ 97,3 mi | +13% | 12,4% | 61,6% | 202 | 9,41% | 2,4 |
|
| 2845 |
2845
Burton Enright Welch
Walnut Creek,
California
| US$ 852 mi | +US$ 116 mi | +16% | 10,6% | 62,8% | 141 | 8,51% | 2,6 |
|
| 2846 |
2846
Capital Advisors Wealth Management
Yakima,
Washington
| US$ 851 mi | +US$ 107 mi | +14% | 13% | 70,5% | 242 | 14,05% | 2,6 |
|
| 2847 |
2847
Harbor Group
Bedford,
New Hampshire
| US$ 851 mi | +US$ 159 mi | +23% | 8,95% | 43% | 123 | 12,2% | 2,7 |
|
| 2848 |
HCP
2848
Holt Capital Partners
Fort Worth,
Texas
| US$ 849 mi | +US$ 107 mi | +14% | 14,4% | 69,5% | 166 | 8,43% | 7,4 |
|
| 2849 |
2849
Kimmeridge Energy Management
New York
| US$ 849 mi | +US$ 549 mi | +183% | 11,2% | 19,7% | 4 | 100% | 0 |
|
| 2850 |
2850
Ellevest Inc
New York
| US$ 848 mi | +US$ 129 mi | +18% | 18% | 73,8% | 503 | 21,07% | 3,2 |
|