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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Journey Advisory Group
Covington,
Kentucky
| US$ 392 mi | -US$ 43,4 mi | -10% | 4,82% | 66,2% | 255 | 12,94% | 1,3 |
|
| 2927 |
2927
SQN Investors
Menlo Park,
California
| US$ 392 mi | -US$ 104 mi | -21% | 1,66% | – | 20 | 20% | 1,3 |
|
| 2928 |
2928
Crosslink Capital
Menlo Park,
California
| US$ 391 mi | +US$ 45,3 mi | +13% | 9,26% | 135% | 21 | 23,81% | 3,3 |
|
| 2929 |
2929
9258 Wealth Management
Blue Ash,
Ohio
| US$ 391 mi | +US$ 1,17 mi | +0,3% | 6,07% | 49,6% | 347 | 10,95% | 2,6 |
|
| 2930 |
EFL
2930
ERn Financial LLC
Middleton,
Wisconsin
| US$ 391 mi | -US$ 19,1 mi | -5% | 5,34% | 61,2% | 173 | 13,29% | 1,8 |
|
| 2931 |
2931
PAX Financial Group
San Antonio,
Texas
| US$ 391 mi | -US$ 4,23 mi | -1% | 5,18% | 56% | 178 | 11,24% | 1,8 |
|
| 2932 |
2932
GPI Capital
New York
| US$ 391 mi | +US$ 15,2 mi | +4% | 11,3% | 261% | 8 | 12,5% | 1,1 |
|
| 2933 |
2933
Sugarloaf Wealth Management
Duluth,
Georgia
| US$ 391 mi | -US$ 8,74 mi | -2% | 4,42% | 10,2% | 898 | 15,03% | 2 |
|
| 2934 |
2934
TBH Global Asset Management
Brentwood,
Tennessee
| US$ 390 mi | -US$ 32,2 mi | -8% | 5,36% | 70,7% | 165 | 11,52% | 1,9 |
|
| 2935 |
2935
RK Capital Management (Colorado)
Denver,
Colorado
| US$ 390 mi | -US$ 35,1 mi | -8% | 2,47% | 89% | 57 | 26,32% | 2,2 |
|
| 2936 |
PS
2936
Portfolio Strategies
Monsey,
New York
| US$ 389 mi | -US$ 39,1 mi | -9% | 4,56% | 120% | 51 | 3,92% | 2,2 |
|
| 2937 |
EEP
2937
Edgehill Endowment Partners
Hamden,
Connecticut
| US$ 389 mi | -US$ 8,28 mi | -2% | 4,76% | 11,6% | 9 | 0% | 2,3 |
|
| 2938 |
2938
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 389 mi | -US$ 7,54 mi | -2% | 5,66% | 24,5% | 50 | 20% | 4,1 |
|
| 2939 |
2939
Family Management
New York
| US$ 389 mi | +US$ 17,3 mi | +5% | 4,13% | 69% | 188 | 23,94% | 2,4 |
|
| 2940 |
2940
Sax Wealth Advisors
Parsippany,
New Jersey
| US$ 389 mi | -US$ 4,68 mi | -1% | 5,3% | 64,3% | 171 | 11,7% | 1,4 |
|
| 2941 |
2941
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 388 mi | -US$ 265 mi | -41% | 4,42% | 59,7% | 221 | 56,56% | 0,8 |
|
| 2942 |
2942
Sector Gamma AS
Oslo,
Norway
| US$ 388 mi | -US$ 58,9 mi | -13% | 0,42% | 35,3% | 38 | 21,05% | 2,8 |
|
| 2943 |
2943
FinTrust Capital Advisors
Greenville,
South Carolina
| US$ 388 mi | -US$ 11,9 mi | -3% | 4,4% | 23,6% | 1.311 | 10,3% | 2,4 |
|
| 2944 |
2944
YorkBridge Wealth Partners
New York
| US$ 388 mi | +US$ 5,34 mi | +1% | 3,94% | 36,5% | 296 | 13,51% | 3,1 |
|
| 2945 |
2945
Liquid Strategies
Atlanta,
Georgia
| US$ 388 mi | -US$ 28,2 mi | -7% | 5% | 46,8% | 7 | 0% | 2,6 |
|
| 2946 |
2946
Archford Capital Strategies
Swansea,
Illinois
| US$ 387 mi | -US$ 10,3 mi | -3% | 4,12% | 87,4% | 279 | 9,32% | 3,7 |
|
| 2947 |
2947
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$ 387 mi | -US$ 22,1 mi | -5% | 5,91% | 86,3% | 548 | 10,4% | 4,9 |
|
| 2948 |
2948
Blue Grotto Capital
Atlanta,
Georgia
| US$ 387 mi | -US$ 2,21 mi | -0,6% | 0,33% | 300% | 24 | 45,83% | 0,7 |
|
| 2949 |
2949
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$ 387 mi | -US$ 13,3 mi | -3% | 6,01% | 54,3% | 327 | 4,59% | 5,2 |
|
| 2950 |
2950
Legato Capital Management
San Francisco,
California
| US$ 386 mi | -US$ 60 mi | -13% | 0,12% | 243% | 421 | 22,09% | 1,2 |
|