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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$ 683 mi | +US$ 58,7 mi | +9% | 6,63% | 52,1% | 152 | 9,21% | 2,4 |
|
| 2952 |
2952
Lineweaver Wealth Advisors
Valley View,
Ohio
| US$ 683 mi | +US$ 49,6 mi | +8% | 6,52% | 68,4% | 174 | 14,94% | 2,6 |
|
| 2953 |
2953
Unique Wealth
Clearwater,
Florida
| US$ 682 mi | +US$ 62,5 mi | +10% | 6,34% | 68,5% | 190 | 14,21% | 1,3 |
|
| 2954 |
OCM
2954
Ogborne Capital Management
San Francisco,
California
| US$ 682 mi | +US$ 279 mi | +69% | 11,6% | 251% | 16 | 50% | 0,7 |
|
| 2955 |
2955
Eagle Rock Investment Company
Atlanta,
Georgia
| US$ 682 mi | +US$ 49,6 mi | +8% | 9,01% | 121% | 170 | 8,24% | 2,5 |
|
| 2956 |
2956
Tarbox Family Office
Newport Beach,
California
| US$ 681 mi | +US$ 16,3 mi | +2% | 7,52% | 66,4% | 117 | 3,42% | 7,3 |
|
| 2957 |
2957
Horizon Wealth Management
La Grange,
Illinois
| US$ 681 mi | +US$ 112 mi | +20% | 8,68% | 97,2% | 131 | 20,61% | 1,9 |
|
| 2958 |
2958
Polunin Capital Partners
London,
United Kingdom
| US$ 680 mi | +US$ 68,1 mi | +11% | 37,1% | 268% | 29 | 24,14% | 1,6 |
|
| 2959 |
2959
Glenorchy Capital
Boorolite,
Australia
| US$ 680 mi | +US$ 9,38 mi | +1% | 11,7% | – | 69 | 10,14% | 1,5 |
|
| 2960 |
2960
Arlington Financial Advisors
Santa Barbara,
California
| US$ 680 mi | +US$ 68,9 mi | +11% | 6,13% | 67,6% | 115 | 30,43% | 2,9 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| US$ 679 mi | +US$ 35,5 mi | +6% | 4,76% | 41,4% | 94 | 15,96% | 4,2 |
|
| 2962 |
2962
Titan Global Capital Management USA
New York
| US$ 679 mi | +US$ 45,3 mi | +7% | 17,8% | 191% | 59 | 0% | 2,5 |
|
| 2963 |
2963
Capital Investment Counsel (Colorado)
Denver,
Colorado
| US$ 679 mi | +US$ 34,7 mi | +5% | 5,53% | 68,7% | 140 | 11,43% | 1,3 |
|
| 2964 |
2964
Financial Advisory Corporation
Grand Rapids,
Michigan
| US$ 679 mi | +US$ 27,3 mi | +4% | 4,34% | – | 56 | 8,93% | 0,6 |
|
| 2965 |
2965
Yiheng Capital Management
San Francisco,
California
| US$ 678 mi | -US$ 433 mi | -39% | 16,9% | 82% | 29 | 20,69% | 3,4 |
|
| 2966 |
2966
Two Sigma Securities
New York
| US$ 678 mi | -US$ 133 mi | -16% | 7,88% | 109% | 2.149 | 71,15% | 0,3 |
|
| 2967 |
2967
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 678 mi | +US$ 58,7 mi | +9% | 6,45% | 56,3% | 130 | 10% | 4 |
|
| 2968 |
2968
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$ 678 mi | +US$ 386 mi | +132% | 3,36% | 70,2% | 21 | 28,57% | 2,1 |
|
| 2969 |
2969
Advisors Preferred
Rockville,
Maryland
| US$ 677 mi | +US$ 71,1 mi | +12% | 8,47% | 102% | 303 | 60,4% | 0,5 |
|
| 2970 |
2970
Breakwater Capital Group
Paramus,
New Jersey
| US$ 677 mi | +US$ 63,7 mi | +10% | 6,68% | 67,4% | 361 | 8,31% | 1,8 |
|
| 2971 |
2971
Human Investing
Lake Oswego,
Oregon
| US$ 677 mi | +US$ 41,9 mi | +7% | 5,92% | 56,9% | 98 | 9,18% | 3,9 |
|
| 2972 |
2972
Clayton Dubilier & Rice
New York
| US$ 677 mi | +US$ 319 mi | +89% | 72,8% | 176% | 2 | 0% | 2,3 |
|
| 2973 |
2973
KPP Advisory Services
Louisville,
Kentucky
| US$ 675 mi | +US$ 69,2 mi | +11% | 8,36% | 87,9% | 340 | 12,65% | 1,2 |
|
| 2974 |
2974
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$ 674 mi | +US$ 57,2 mi | +9% | 5,98% | 46,6% | 137 | 14,6% | 4,4 |
|
| 2975 |
2975
ShawSpring Partners
Boston,
Massachusetts
| US$ 673 mi | -US$ 120 mi | -15% | 9,35% | 3,53% | 11 | 9,09% | 1,3 |
|