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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
WPI
3076
Walter Public Investments
Westmount,
Canada
| US$ 559 mi | -US$ 14,1 mi | -2% | 1,77% | 72,7% | 43 | 2,33% | 1,9 |
|
| 3077 |
3077
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 559 mi | +US$ 30 mi | +6% | 0,62% | 56,3% | 115 | 7,83% | 3,8 |
|
| 3078 |
3078
LM Advisors
San Diego,
California
| US$ 559 mi | +US$ 66,9 mi | +14% | 5,42% | – | 200 | 21,5% | 0,8 |
|
| 3079 |
3079
PAX Financial Group
San Antonio,
Texas
| US$ 559 mi | +US$ 1,23 mi | +0,2% | 0,39% | 56% | 248 | 17,74% | 2,6 |
|
| 3080 |
3080
First Turn Management
Del Mar,
California
| US$ 558 mi | -US$ 73,3 mi | -12% | 0,83% | – | 45 | 35,56% | 0,5 |
|
| 3081 |
3081
High Probability Advisors
Pittsford,
New York
| US$ 558 mi | -US$ 29,5 mi | -5% | 1,83% | 52,6% | 57 | 3,51% | 2,8 |
|
| 3082 |
CM
3082
Capital Management
Glen Allen,
Virginia
| US$ 558 mi | -US$ 5,29 mi | -0,9% | 2,5% | 63,6% | 81 | 7,41% | 4,3 |
|
| 3083 |
3083
EAM Global Investors
Solana Beach,
California
| US$ 557 mi | +US$ 61,6 mi | +12% | 27,2% | 2.399% | 168 | 69,05% | 0,3 |
|
| 3084 |
3084
Sirios Capital Management
Boston,
Massachusetts
| US$ 557 mi | -US$ 7,95 mi | -1% | 6,42% | 177% | 69 | 17,39% | 1,9 |
|
| 3085 |
3085
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 557 mi | +US$ 3,04 mi | +0,5% | 1,29% | 87,2% | 811 | 14,8% | 5,5 |
|
| 3086 |
KAS
3086
Kemnay Advisory Services
New York
| US$ 557 mi | +US$ 4,6 mi | +0,8% | 7,26% | 167% | 27 | 22,22% | 3,5 |
|
| 3087 |
3087
MJP Associates
Farmington,
Connecticut
| US$ 557 mi | +US$ 29,1 mi | +6% | 2,33% | 60,9% | 249 | 23,69% | 1,6 |
|
| 3088 |
3088
Essex Investment Management
Boston,
Massachusetts
| US$ 556 mi | -US$ 17,5 mi | -3% | 12% | 370% | 322 | 10,87% | 3,7 |
|
| 3089 |
3089
Thrive Wealth Management
Audubon,
Pennsylvania
| US$ 556 mi | +US$ 11,1 mi | +2% | 1,79% | 84,1% | 226 | 18,58% | 2,1 |
|
| 3090 |
3090
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$ 556 mi | -US$ 25,7 mi | -4% | 1,6% | 46,6% | 113 | 7,08% | 4,7 |
|
| 3091 |
3091
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$ 555 mi | +US$ 45,1 mi | +9% | 0,26% | 56,7% | 70 | 10% | 3,4 |
|
| 3092 |
3092
Peterson Wealth Advisors
Orem,
Utah
| US$ 555 mi | +US$ 25,6 mi | +5% | 0,88% | 50,9% | 88 | 11,36% | 3,5 |
|
| 3093 |
3093
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| US$ 555 mi | +US$ 5,88 mi | +1% | 3,11% | 94,6% | 1.018 | 69,94% | 0,3 |
|
| 3094 |
3094
Lifeworks Advisors
Grand Rapids,
Michigan
| US$ 554 mi | +US$ 45,4 mi | +9% | 1,96% | 80,4% | 325 | 14,77% | 1,3 |
|
| 3095 |
SA
3095
Strategic Advisors
New York
| US$ 554 mi | +US$ 17,7 mi | +3% | 5,53% | 106% | 219 | 17,81% | 4,7 |
|
| 3096 |
3096
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 553 mi | -US$ 6,27 mi | -1% | 1,59% | 137% | 183 | 0,55% | 3 |
|
| 3097 |
3097
Sphera Funds Management
Tel Aviv,
Israel
| US$ 553 mi | -US$ 75,2 mi | -12% | 0,94% | 245% | 133 | 33,08% | 1,2 |
|
| 3098 |
3098
Elk River Wealth Management
Denver,
Colorado
| US$ 552 mi | +US$ 2,49 mi | +0,5% | 1,33% | 81,8% | 102 | 7,84% | 3 |
|
| 3099 |
3099
DSG Capital Advisors
Edina,
Minnesota
| US$ 552 mi | – | – | 3,77% | – | 122 | – | 0 |
|
| 3100 |
3100
Mirador Capital Partners
Pleasanton,
California
| US$ 552 mi | -US$ 4,12 mi | -0,7% | 2,45% | 120% | 211 | 15,17% | 3,7 |
|