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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 |
3076
TFO Wealth Partners
Maumee,
Ohio
| US$ 668 mi | +US$ 54,7 mi | +9% | 3,07% | 63,6% | 53 | 9,43% | 1,3 |
|
| 3077 |
3077
Harbor Group
Bedford,
New Hampshire
| US$ 668 mi | +US$ 39,1 mi | +6% | 1,93% | 43% | 115 | 8,7% | 2,5 |
|
| 3078 |
3078
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$ 668 mi | +US$ 5,12 mi | +0,8% | 10,2% | 224% | 171 | 29,24% | 1,1 |
|
| 3079 |
3079
Vista Equity Partners Management
San Francisco,
California
| US$ 667 mi | -US$ 522 mi | -44% | 17,1% | 3,45% | 4 | 50% | 1,8 |
|
| 3080 |
3080
Maridea Wealth Management
Brooklyn,
New York
| US$ 666 mi | +US$ 22,7 mi | +4% | 1,51% | – | 473 | 26,22% | 0,5 |
|
| 3081 |
HA
3081
Harbor Advisors
West Palm Beach,
Florida
| US$ 666 mi | +US$ 17,4 mi | +3% | 4% | 125% | 203 | 11,33% | 4,9 |
|
| 3082 |
3082
Gabelli & Co Investment Advisers
Rye,
New York
| US$ 666 mi | +US$ 42,2 mi | +7% | 17,2% | 248% | 342 | 38,6% | 1,4 |
|
| 3083 |
3083
Round Rock Advisors
Wilton,
Connecticut
| US$ 665 mi | +US$ 33,6 mi | +5% | 3,57% | 87,4% | 371 | 23,99% | 1,7 |
|
| 3084 |
3084
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$ 665 mi | +US$ 22,7 mi | +4% | 3,52% | 78,9% | 167 | 8,98% | 2,8 |
|
| 3085 |
3085
Foresight Group
London,
United Kingdom
| US$ 664 mi | -US$ 5,52 mi | -0,8% | 1,73% | – | 62 | 12,9% | 1,3 |
|
| 3086 |
3086
MATAURO
New York
| US$ 664 mi | +US$ 34,9 mi | +6% | 2,77% | – | 183 | 33,33% | 0,7 |
|
| 3087 |
CCM
3087
Cohen Capital Management
Corte Madera,
California
| US$ 664 mi | +US$ 22,2 mi | +3% | 4,39% | 91,5% | 157 | 8,28% | 6,9 |
|
| 3088 |
KAS
3088
Kemnay Advisory Services
New York
| US$ 663 mi | +US$ 5,58 mi | +0,8% | 6,01% | 167% | 862 | 97,45% | 0,1 |
|
| 3089 |
3089
Horst & Graben Wealth Management
Portland,
Oregon
| US$ 663 mi | +US$ 8,02 mi | +1% | 1,74% | 62,2% | 189 | 10,58% | 3,1 |
|
| 3090 |
3090
Regatta Capital Group
El Segundo,
California
| US$ 662 mi | +US$ 29 mi | +5% | 2,98% | 78,1% | 227 | 12,78% | 2,7 |
|
| 3091 |
3091
Crane Advisory
Fullerton,
California
| US$ 661 mi | +US$ 25,3 mi | +4% | 1,37% | 38,2% | 52 | 3,85% | 2 |
|
| 3092 |
3092
Insight Advisors
Newtown,
Pennsylvania
| US$ 661 mi | +US$ 6,17 mi | +0,9% | 2,28% | 74% | 306 | 13,07% | 3,4 |
|
| 3093 |
3093
Adams Natural Resources Fund
Baltimore,
Maryland
| US$ 659 mi | +US$ 213 mil | +0% | 1,53% | 50,6% | 58 | 10,34% | 7 |
|
| 3094 |
3094
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 658 mi | +US$ 26,5 mi | +4% | 2,4% | 96,5% | 187 | 32,62% | 2,1 |
|
| 3095 |
3095
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$ 658 mi | +US$ 17,2 mi | +3% | 2,54% | 86,8% | 198 | 22,22% | 3,8 |
|
| 3096 |
3096
Primavera Capital Management
George Town,
Cayman Islands
| US$ 657 mi | +US$ 41,2 mi | +7% | 6,93% | 1,21% | 3 | 0% | 4,5 |
|
| 3097 |
3097
Heritage Investment Group
Pompano Beach,
Florida
| US$ 657 mi | +US$ 32,5 mi | +5% | 2,07% | 54,5% | 130 | 15,38% | 2,5 |
|
| 3098 |
3098
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 657 mi | +US$ 25,3 mi | +4% | 5,99% | 137% | 210 | 23,33% | 3 |
|
| 3099 |
3099
DSG Capital Advisors
Edina,
Minnesota
| US$ 656 mi | +US$ 29 mi | +5% | 5,93% | – | 134 | 19,4% | 0,8 |
|
| 3100 |
3100
LJI Wealth Management
Indianapolis,
Indiana
| US$ 656 mi | +US$ 83,5 mi | +15% | 2,21% | 68,8% | 203 | 15,27% | 2 |
|