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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
XY Planning Network
Bozeman,
Montana
| US$ 797 mi | +US$ 171 mi | +27% | 10,7% | – | 356 | 27,81% | 0,7 |
|
| 2952 |
2952
Allied Investment Advisors
Billings,
Montana
| US$ 797 mi | +US$ 99,1 mi | +14% | 6,24% | 68,4% | 112 | 12,5% | 3,9 |
|
| 2953 |
2953
Emerald Advisors
Bellevue,
Washington
| US$ 796 mi | -US$ 11,8 mi | -1% | 1,17% | 71,8% | 144 | 22,92% | 3,1 |
|
| 2954 |
2954
Technology Crossover Management X
Menlo Park,
California
| US$ 795 mi | +US$ 13,9 mi | +2% | 5,27% | 73,1% | 6 | 0% | 4,4 |
|
| 2955 |
HA
2955
Harbor Advisors
West Palm Beach,
Florida
| US$ 795 mi | +US$ 103 mi | +15% | 29,2% | 125% | 207 | 11,11% | 5,1 |
|
| 2956 |
2956
Bornite Capital Management
New York
| US$ 795 mi | +US$ 200 mi | +34% | 19,8% | 208% | 28 | 67,86% | 0,4 |
|
| 2957 |
2957
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 794 mi | +US$ 44,9 mi | +6% | 13,2% | 60% | 1.964 | 12,37% | 1,8 |
|
| 2958 |
2958
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$ 794 mi | +US$ 135 mi | +20% | 15,5% | 81% | 928 | 10,67% | 4,4 |
|
| 2959 |
2959
Seilern Investment Management
London,
United Kingdom
| US$ 794 mi | -US$ 44,7 mi | -5% | 4,71% | – | 24 | 0% | 1,4 |
|
| 2960 |
2960
Resources Management Corp
West Hartford,
Connecticut
| US$ 794 mi | +US$ 40,1 mi | +5% | 13,8% | 78,5% | 417 | 55,4% | 6,6 |
|
| 2961 |
2961
Raffa Wealth Management
Washington,
District of Columbia
| US$ 793 mi | +US$ 153 mi | +24% | 7,54% | 35,8% | 1.691 | 16,14% | 3,7 |
|
| 2962 |
2962
Glen Eagle Advisors
Kingston,
New Jersey
| US$ 793 mi | +US$ 79 mi | +11% | 11,1% | 68,5% | 1.103 | 9,43% | 5,1 |
|
| 2963 |
BBES
2963
Buffalo Business & Estate Services
Orchard Park,
New York
| US$ 793 mi | +US$ 104 mi | +15% | 14,9% | – | 110 | 79,09% | 0 |
|
| 2964 |
GUB
2964
Golden Unicorn BVI
Road Town,
| US$ 792 mi | +US$ 95,2 mi | +14% | 33,1% | – | 7 | 42,86% | 0,7 |
|
| 2965 |
KAS
2965
Kemnay Advisory Services
New York
| US$ 791 mi | +US$ 169 mi | +27% | 22,9% | 167% | 1.385 | 29,68% | 0,4 |
|
| 2966 |
2966
Diadema Partners
Morristown,
New Jersey
| US$ 791 mi | +US$ 204 mi | +35% | 23,3% | – | 211 | 61,61% | 0,3 |
|
| 2967 |
2967
Financial Solutions Advisory Group
Chicago,
Illinois
| US$ 791 mi | +US$ 67,5 mi | +9% | 11,4% | – | 185 | 10,27% | 0,2 |
|
| 2968 |
2968
KPP Advisory Services
Louisville,
Kentucky
| US$ 791 mi | +US$ 102 mi | +15% | 17,3% | 87,9% | 380 | 12,89% | 1,7 |
|
| 2969 |
2969
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$ 791 mi | +US$ 101 mi | +15% | 11,3% | 52,1% | 148 | 16,22% | 3 |
|
| 2970 |
2970
Enclave Advisors
Austin,
Texas
| US$ 790 mi | +US$ 60,9 mi | +8% | 11,5% | – | 146 | 18,49% | 1,3 |
|
| 2971 |
2971
Colonial Trust
Spartanburg,
South Carolina
| US$ 790 mi | +US$ 54,5 mi | +7% | 16,8% | 75,5% | 1.200 | 11% | 2,5 |
|
| 2972 |
2972
First Hawaiian Bank
Honolulu,
Hawaii
| US$ 790 mi | +US$ 74,5 mi | +10% | 11,9% | 72,7% | 92 | 8,7% | 8,2 |
|
| 2973 |
2973
Titan Global Capital Management USA
New York
| US$ 790 mi | +US$ 118 mi | +18% | 25% | 191% | 79 | 26,58% | 2,2 |
|
| 2974 |
2974
Wellington Shields Capital Management
New York
| US$ 788 mi | +US$ 122 mi | +18% | 32,3% | 137% | 352 | 12,78% | 5,4 |
|
| 2975 |
2975
IFC Advisors
Los Angeles,
California
| US$ 788 mi | +US$ 88,7 mi | +13% | 12,1% | – | 189 | 21,69% | 1,1 |
|