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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
CWA
3601
Clarity Wealth Advisors
San Jose,
California
| US$ 567 mi | +US$ 80,4 mi | +17% | 15,7% | 85,1% | 119 | 10,92% | 3,4 |
|
| 3602 |
CIM
3602
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 566 mi | +US$ 78 mi | +16% | 24,1% | 135% | 445 | 29,89% | 1,6 |
|
| 3603 |
DA
3603
DCF Advisers
Greenwich,
Connecticut
| US$ 566 mi | +US$ 191 mi | +51% | 96,6% | 372% | 98 | 17,35% | 2,4 |
|
| 3604 |
LT
3604
Legacy Trust
Grand Rapids,
Michigan
| US$ 566 mi | +US$ 43,7 mi | +8% | 21,1% | 95% | 217 | 9,68% | 2,2 |
|
| 3605 |
B
3605
BetterWealth
San Jose,
California
| US$ 565 mi | +US$ 55,5 mi | +11% | 10,8% | 63,3% | 89 | 7,87% | 2,1 |
|
| 3606 |
PCM
3606
Primavera Capital Management
George Town,
Cayman Islands
| US$ 565 mi | -US$ 82,8 mi | -13% | 17,4% | 1,21% | 5 | 40% | 3 |
|
| 3607 |
LIM
3607
Lathrop Investment Management
Little Rock,
Arkansas
| US$ 565 mi | +US$ 30,7 mi | +6% | 9,98% | 72,2% | 90 | 8,89% | 6,8 |
|
| 3608 |
AP
3608
Affinity Partners
Sunny Isles Beach,
Florida
| US$ 565 mi | -US$ 69,7 mi | -11% | 11% | – | 1 | 0% | 1,5 |
|
| 3609 |
ICCFIA
3609
IDG China Capital Fund III Associates
Central Hong Kong,
China
| US$ 564 mi | -US$ 304 mi | -35% | 34,3% | – | 2 | 0% | 1,3 |
|
| 3610 |
MF
3610
Manchester Financial
Westlake Village,
California
| US$ 563 mi | +US$ 41,5 mi | +8% | 13% | 73% | 156 | 14,1% | 2,9 |
|
| 3611 |
TCM
3611
Tradewinds Capital Management
Bellingham,
Washington
| US$ 563 mi | +US$ 59 mi | +12% | 10,9% | 85,2% | 784 | 17,09% | 4,4 |
|
| 3612 |
SC
3612
Schoolcraft Capital
Boulder,
Colorado
| US$ 563 mi | +US$ 46,3 mi | +9% | 10,9% | 58,7% | 68 | 5,88% | 5,3 |
|
| 3613 |
RSVP
3613
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 562 mi | +US$ 55,8 mi | +11% | 14,6% | 64,3% | 86 | 10,47% | 7,5 |
|
| 3614 |
LC
3614
Lincoln Capital
Lincoln,
Nebraska
| US$ 562 mi | +US$ 34,2 mi | +6% | 9,11% | 67,1% | 141 | 7,09% | 5,9 |
|
| 3615 |
LEFP
3615
Leading Edge Financial Planning
Knoxville,
Tennessee
| US$ 562 mi | +US$ 86,3 mi | +18% | 9,4% | 44,4% | 85 | 23,53% | 2 |
|
| 3616 |
MIP
3616
Ma Investment Partnership
Hillsborough,
California
| US$ 561 mi | +US$ 353 mi | +170% | 155% | – | 13 | 23,08% | 0,3 |
|
| 3617 |
ACM
3617
Arosa Capital Management
Miami Beach,
Florida
| US$ 561 mi | -US$ 99,3 mi | -15% | 83,5% | 536% | 95 | 73,68% | 0,3 |
|
| 3618 |
DWM
3618
Drive Wealth Management
Lehi,
Utah
| US$ 561 mi | +US$ 87,2 mi | +18% | 20% | 94,4% | 484 | 27,48% | 1,6 |
|
| 3619 |
WAS
3619
WESPAC Advisors SoCal
Pasadena,
California
| US$ 560 mi | +US$ 90,1 mi | +19% | 23,1% | 135% | 132 | 17,42% | 2,5 |
|
| 3620 |
NG
3620
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 560 mi | +US$ 98,1 mi | +21% | 24,2% | 207% | 49 | 12,24% | 2,4 |
|
| 3621 |
RAM
3621
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 560 mi | +US$ 74,5 mi | +15% | 26,2% | 207% | 151 | 28,48% | 3,4 |
|
| 3622 |
OIS
3622
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 560 mi | +US$ 41,1 mi | +8% | 14,2% | 72,4% | 158 | 17,09% | 2,4 |
|
| 3623 |
UOIF
3623
University of Illinois Foundation
Champaign,
Illinois
| US$ 560 mi | +US$ 72,4 mi | +15% | 17,5% | – | 43 | 60,47% | 0,4 |
|
| 3624 |
OC
3624
Opal Capital
Boca Raton,
Florida
| US$ 560 mi | -US$ 5,01 mi | -0,9% | 13,4% | – | 171 | 38,01% | 0,3 |
|
| 3625 |
EPM
3625
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 559 mi | +US$ 372 mi | +199% | 46,2% | 526% | 125 | 57,6% | 0,8 |
|