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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
KMWM
3476
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$ 312 mi | +US$ 44,4 mi | +17% | 8,14% | – | 195 | 16,41% | 2,5 |
|
| 3477 |
3477
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 312 mi | +US$ 38,8 mi | +14% | 6,61% | 88% | 54 | 25,93% | 3,2 |
|
| 3478 |
3478
WrapManager Inc
Mill Valley,
California
| US$ 311 mi | +US$ 15,2 mi | +5% | 7,02% | 64,6% | 306 | 23,53% | 2,9 |
|
| 3479 |
3479
Moller Wealth Partners
| US$ 311 mi | +US$ 33,7 mi | +12% | 8,44% | 44,1% | 49 | 6,12% | 6,1 |
|
| 3480 |
3480
Cypress Wealth Services
Palm Desert,
California
| US$ 311 mi | +US$ 17,1 mi | +6% | 6,38% | 82,7% | 242 | 11,57% | 1,5 |
|
| 3481 |
3481
SC XII Management
Menlo Park,
California
| US$ 311 mi | -US$ 35,6 mi | -10% | 10,3% | 73,4% | 1 | 0% | 2,3 |
|
| 3482 |
3482
Tucker Asset Management
Littleton,
Colorado
| US$ 311 mi | +US$ 4,25 mi | +1% | 1,49% | 71,6% | 943 | 14,63% | 0,9 |
|
| 3483 |
3483
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 311 mi | +US$ 52,8 mi | +20% | 13,6% | 85,6% | 141 | 24,11% | 4,1 |
|
| 3484 |
3484
TenCore Partners
New York
| US$ 310 mi | -US$ 46,1 mi | -13% | 5,23% | 50,4% | 13 | 15,38% | 2,3 |
|
| 3485 |
3485
Callan Family Office
Radnor,
Pennsylvania
| US$ 310 mi | – | – | 10,2% | 93,4% | 102 | – | 0 |
|
| 3486 |
PT
3486
Plimoth Trust
Plymouth,
Massachusetts
| US$ 310 mi | +US$ 20,8 mi | +7% | 10,3% | 110% | 162 | 4,32% | 4,2 |
|
| 3487 |
3487
Pacifica Capital Investments
Leander,
Texas
| US$ 310 mi | +US$ 46,1 mi | +17% | 16,6% | 70,4% | 20 | 5% | 5,7 |
|
| 3488 |
3488
Finepoint Capital
Boston,
Massachusetts
| US$ 309 mi | +US$ 5,24 mi | +2% | 2,31% | 27,4% | 61 | 34,43% | 0,8 |
|
| 3489 |
JC
3489
Joho Capital
New York
| US$ 309 mi | -US$ 48,6 mi | -14% | 7,76% | 80,2% | 18 | 38,89% | 1,6 |
|
| 3490 |
3490
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 309 mi | +US$ 22 mi | +8% | 9,43% | 110% | 603 | 10,61% | 2,5 |
|
| 3491 |
3491
Riversedge Advisors
Wilmington,
Delaware
| US$ 309 mi | +US$ 32,2 mi | +12% | 8,03% | 71,3% | 77 | 19,48% | 2 |
|
| 3492 |
3492
Institutional Venture Management XV
Menlo Park,
California
| US$ 309 mi | -US$ 36,1 mi | -10% | 5,63% | 116% | 7 | 14,29% | 1,4 |
|
| 3493 |
3493
Punch Card Management
Winter Park,
Florida
| US$ 309 mi | +US$ 8 mi | +3% | 4,21% | 41% | 4 | 0% | 3,8 |
|
| 3494 |
3494
Delta Investment Management
San Francisco,
California
| US$ 309 mi | +US$ 77,4 mi | +33% | 6,78% | 65,8% | 186 | 14,52% | 1,7 |
|
| 3495 |
3495
SMI Advisory Services
Columbus,
Indiana
| US$ 309 mi | +US$ 1,08 mi | +0,4% | 3,84% | 80,7% | 41 | 12,2% | 0,9 |
|
| 3496 |
AFS
3496
Annapolis Financial Services
Annapolis,
Maryland
| US$ 309 mi | +US$ 36,1 mi | +13% | 8,75% | 15% | 556 | 25,72% | 1,5 |
|
| 3497 |
3497
tru Independence
Portland,
Oregon
| US$ 308 mi | +US$ 25,4 mi | +9% | 13,1% | 67,4% | 178 | 39,33% | 1,6 |
|
| 3498 |
3498
Studio Investment Management
Chicago,
Illinois
| US$ 308 mi | +US$ 30,6 mi | +11% | 10,7% | 51,3% | 212 | 25% | 0,7 |
|
| 3499 |
3499
JFG Wealth Management
Denver,
Colorado
| US$ 308 mi | +US$ 9,8 mi | +3% | 9,31% | 65,2% | 49 | 40,82% | 1,5 |
|
| 3500 |
3500
Pensionfund Sabic
Sittard,
Netherlands
| US$ 308 mi | +US$ 23,9 mi | +8% | 9,39% | 63,6% | 213 | 15,02% | 3,8 |
|