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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 524 mi | +US$ 9,6 mi | +2% | 4,45% | 72,4% | 154 | 17,53% | 2,1 |
|
| 3552 |
3552
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 524 mi | -US$ 11,5 mi | -2% | 1,85% | 58,9% | 127 | 25,98% | 1,9 |
|
| 3553 |
3553
Prestige Wealth Management Group
Flemington,
New Jersey
| US$ 524 mi | +US$ 5,86 mi | +1% | 2,08% | 55,8% | 1.039 | 7,03% | 4,7 |
|
| 3554 |
3554
Machina Capital
Paris,
France
| US$ 524 mi | -US$ 44,5 mi | -8% | 0,65% | 34,8% | 432 | 48,38% | 0,5 |
|
| 3555 |
3555
TrueMark Investments
Chicago,
Illinois
| US$ 523 mi | -US$ 51,9 mi | -9% | 1,54% | – | 301 | 55,81% | 0,5 |
|
| 3556 |
3556
M. Kulyk & Associates
Decatur,
Georgia
| US$ 523 mi | +US$ 31,1 mi | +6% | 4,02% | 63,3% | 114 | 14,91% | 3 |
|
| 3557 |
3557
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 523 mi | -US$ 47,1 mi | -8% | 0,69% | 67,4% | 146 | 6,85% | 7,5 |
|
| 3558 |
3558
JMAC Enterprises
Newtown,
Pennsylvania
| US$ 523 mi | +US$ 17,6 mi | +3% | 2,12% | 68,5% | 125 | 6,4% | 2,6 |
|
| 3559 |
3559
Kirr Marbach & Co
Columbus,
Indiana
| US$ 523 mi | -US$ 30,7 mi | -6% | 1,05% | 121% | 60 | 8,33% | 4,1 |
|
| 3560 |
KC
3560
KCM Capital
Shawnee,
Kansas
| US$ 523 mi | – | – | 23,3% | – | 30 | – | 0 |
|
| 3561 |
3561
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 523 mi | +US$ 22 mi | +4% | 0,95% | 91,1% | 140 | 10,71% | 2,6 |
|
| 3562 |
CFMC
3562
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 523 mi | +US$ 2,52 mi | +0,5% | 2,53% | 69,6% | 222 | 15,32% | 6,8 |
|
| 3563 |
3563
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$ 523 mi | -US$ 14,6 mi | -3% | 3,75% | 66,5% | 73 | 61,64% | 0,8 |
|
| 3564 |
3564
GoalVest Advisory
New York
| US$ 522 mi | +US$ 50,4 mi | +11% | 2,3% | 94,8% | 558 | 35,84% | 1,7 |
|
| 3565 |
3565
BCM Advisors
Lafayette,
Louisiana
| US$ 522 mi | +US$ 24,9 mi | +5% | 3,44% | 66,3% | 76 | 6,58% | 4,7 |
|
| 3566 |
3566
Talaria Asset Management
Melbourne,
Australia
| US$ 522 mi | -US$ 33,9 mi | -6% | 2,16% | – | 15 | 40% | 0,6 |
|
| 3567 |
3567
Seeds Investor
New York
| US$ 522 mi | +US$ 47,8 mi | +10% | 2,61% | – | 284 | 18,31% | 1,2 |
|
| 3568 |
3568
ESL Trust Services
Rochester,
New York
| US$ 521 mi | +US$ 11,4 mi | +2% | 1,98% | 53,9% | 327 | 27,52% | 1,4 |
|
| 3569 |
3569
Varenne Capital Partners
Paris,
France
| US$ 521 mi | -US$ 5,82 mi | -1% | 2,67% | 212% | 35 | 57,14% | 0,4 |
|
| 3570 |
3570
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| US$ 521 mi | – | – | 4,54% | – | 112 | – | 0 |
|
| 3571 |
3571
Great Diamond Partners
Portland,
Maine
| US$ 520 mi | +US$ 4,1 mi | +0,8% | 2,21% | 86,1% | 241 | 12,45% | 2,9 |
|
| 3572 |
3572
Financial Gravity Asset Management
Lakeway,
Texas
| US$ 520 mi | +US$ 13,6 mi | +3% | 0,86% | – | 1.059 | 32,77% | 2,2 |
|
| 3573 |
3573
Mattern Wealth Management
Lawrence,
Kansas
| US$ 519 mi | +US$ 18,6 mi | +4% | 2,15% | 62,2% | 162 | 7,41% | 3,9 |
|
| 3574 |
OCP
3574
OCO Capital Partners
New York
| US$ 519 mi | +US$ 208 mi | +67% | 11,4% | 679% | 7 | 71,43% | 0,8 |
|
| 3575 |
3575
Hazelview Securities
Toronto,
Ontario, Canada
| US$ 519 mi | -US$ 11,5 mi | -2% | 0,49% | – | 47 | 34,04% | 1,2 |
|