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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Wealthstream Advisors
New York
| US$ 661 mi | +US$ 59,7 mi | +10% | 8,27% | 88,2% | 207 | 12,56% | 1,9 |
|
| 3002 |
3002
TownSquare Capital
Provo,
Utah
| US$ 661 mi | -US$ 366 mi | -36% | 8,07% | 96,9% | 615 | 41,3% | 4,9 |
|
| 3003 |
3003
Rollins Financial Advisors
New York City,
New York
| US$ 661 mi | +US$ 33,6 mi | +5% | 11,2% | – | 154 | 15,58% | 1,3 |
|
| 3004 |
3004
Strategic Global Advisors
Newport Beach,
California
| US$ 660 mi | +US$ 46,4 mi | +8% | 10,6% | 137% | 173 | 41,04% | 2,1 |
|
| 3005 |
3005
Maltese Capital Management
New York
| US$ 660 mi | -US$ 52,4 mi | -7% | 6,44% | 114% | 140 | 23,57% | 2,6 |
|
| 3006 |
3006
Octagon Capital Advisors
New York
| US$ 660 mi | +US$ 204 mi | +45% | 234% | 2.969% | 34 | 32,35% | 1,2 |
|
| 3007 |
3007
Adams Natural Resources Fund
Baltimore,
Maryland
| US$ 659 mi | +US$ 28 mi | +4% | 5,96% | 50,6% | 56 | 5,36% | 7 |
|
| 3008 |
3008
Wellington Shields Capital Management
New York
| US$ 659 mi | +US$ 67,9 mi | +11% | 17,4% | 157% | 348 | 11,21% | 5,1 |
|
| 3009 |
3009
GCQ Funds Management
Sydney,
Australia
| US$ 658 mi | +US$ 108 mi | +20% | 0,38% | – | 12 | 16,67% | 0,6 |
|
| 3010 |
3010
Hudock Inc
Williamsport,
Pennsylvania
| US$ 658 mi | +US$ 36,3 mi | +6% | 7,27% | 69,7% | 206 | 14,56% | 6 |
|
| 3011 |
3011
Tobias Financial Advisors
Plantation,
Florida
| US$ 658 mi | +US$ 74 mi | +13% | 5,73% | 44,5% | 137 | 13,87% | 2,3 |
|
| 3012 |
3012
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$ 658 mi | +US$ 59,5 mi | +10% | 7,93% | 68,2% | 769 | 9,88% | 3,3 |
|
| 3013 |
3013
GCM Grosvenor Holdings
Chicago,
Illinois
| US$ 658 mi | -US$ 39,4 mi | -6% | 12% | 78,7% | 22 | 13,64% | 1,4 |
|
| 3014 |
3014
Trifecta Capital Advisors
Northbrook,
Illinois
| US$ 658 mi | +US$ 56,9 mi | +9% | 9,47% | 149% | 498 | 16,47% | 2,2 |
|
| 3015 |
KAS
3015
Kemnay Advisory Services
New York
| US$ 658 mi | +US$ 28,8 mi | +5% | 10,6% | 167% | 26 | 26,92% | 4,2 |
|
| 3016 |
3016
Brandywine Trust
Hockessin,
Delaware
| US$ 657 mi | +US$ 2,78 mi | +0,4% | 6,46% | 32,7% | 35 | 5,71% | 8 |
|
| 3017 |
3017
Radnor Capital Management
Wayne,
Pennsylvania
| US$ 657 mi | +US$ 30,5 mi | +5% | 7,35% | 96,9% | 326 | 5,83% | 2,3 |
|
| 3018 |
3018
Nextech Invest
Zurich,
Switzerland
| US$ 657 mi | +US$ 129 mi | +24% | 29,7% | 982% | 16 | 6,25% | 2,3 |
|
| 3019 |
3019
Cannell Capital
Alta,
Wyoming
| US$ 656 mi | +US$ 322 mi | +96% | 24,8% | 127% | 68 | 29,41% | 1,7 |
|
| 3020 |
OTL
3020
Oak Thistle LLC
New York
| US$ 656 mi | -US$ 23 mi | -3% | 6,58% | 58,3% | 660 | 65% | 0,3 |
|
| 3021 |
3021
Sierra Summit Advisors
Incline Village,
Nevada
| US$ 656 mi | +US$ 94,3 mi | +17% | 19,7% | 302% | 221 | 39,82% | 0,9 |
|
| 3022 |
3022
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 656 mi | +US$ 41,2 mi | +7% | 6,59% | 62% | 142 | 4,93% | 5 |
|
| 3023 |
3023
Trustees of Columbia University in the City of New York
New York
| US$ 655 mi | -US$ 35,6 mi | -5% | 8,08% | – | 10 | 30% | 2,6 |
|
| 3024 |
3024
Enclave Advisors
Austin,
Texas
| US$ 655 mi | +US$ 35,7 mi | +6% | 6,49% | – | 128 | 14,84% | 0,9 |
|
| 3025 |
3025
Horst & Graben Wealth Management
Portland,
Oregon
| US$ 655 mi | +US$ 50,7 mi | +8% | 7,3% | 62,2% | 183 | 7,65% | 2,9 |
|