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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 |
3601
VisionPoint Advisory Group
Dallas,
Texas
| US$ 513 mi | +US$ 12,2 mi | +2% | 3,19% | 79,3% | 438 | 20,09% | 1,3 |
|
| 3602 |
3602
Permanent Capital Management
Chicago,
Illinois
| US$ 513 mi | -US$ 21,7 mi | -4% | 1,82% | – | 173 | 21,97% | 0,7 |
|
| 3603 |
3603
OLP Capital Management
Causeway Bay,
Hong Kong
| US$ 513 mi | -US$ 53,6 mi | -9% | 1,99% | 146% | 5 | 40% | 1,5 |
|
| 3604 |
HPC
3604
Hobart Private Capital
Charlotte,
North Carolina
| US$ 512 mi | +US$ 34,8 mi | +7% | 1,43% | 60% | 132 | 9,85% | 1,6 |
|
| 3605 |
3605
Drive Wealth Management
Lehi,
Utah
| US$ 512 mi | +US$ 40,7 mi | +9% | 2,82% | 94,4% | 431 | 28,77% | 1,5 |
|
| 3606 |
3606
Francis Financial
| US$ 512 mi | -US$ 50,3 mi | -9% | 1,31% | 56,2% | 138 | 25,36% | 2,2 |
|
| 3607 |
3607
High Note Wealth
Deephaven,
Minnesota
| US$ 511 mi | +US$ 12,4 mi | +2% | 2,34% | 82,8% | 994 | 20,62% | 1 |
|
| 3608 |
3608
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| US$ 510 mi | – | – | 21,6% | – | 2 | – | 0 |
|
| 3609 |
3609
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 510 mi | -US$ 79,8 mi | -14% | 0,87% | 70,2% | 348 | 27,87% | 4,2 |
|
| 3610 |
3610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$ 509 mi | +US$ 22,7 mi | +5% | 0,62% | 80,8% | 66 | 15,15% | 3,4 |
|
| 3611 |
3611
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 509 mi | -US$ 1,51 mi | -0,3% | 1,68% | 53,1% | 78 | 7,69% | 5,2 |
|
| 3612 |
3612
Trigran Investments
Northbrook,
Illinois
| US$ 508 mi | -US$ 44,1 mi | -8% | 0,04% | 30,2% | 17 | 0% | 4,5 |
|
| 3613 |
HP
3613
Havemeyer Place
Greenwich,
Connecticut
| US$ 507 mi | – | – | 1,42% | – | 504 | – | 0 |
|
| 3614 |
3614
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 507 mi | +US$ 8,06 mi | +2% | 2,83% | – | 207 | 15,46% | 3,3 |
|
| 3615 |
3615
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$ 507 mi | +US$ 8,95 mi | +2% | 1,16% | 54,3% | 410 | 5,85% | 5,5 |
|
| 3616 |
3616
Enavate Sciences
Menlo Park,
California
| US$ 507 mi | +US$ 179 mi | +55% | 57,3% | – | 7 | 0% | 0,9 |
|
| 3617 |
GFI
3617
Global Frontier Investments
Charleston,
South Carolina
| US$ 507 mi | -US$ 12,4 mi | -2% | 3,14% | – | 15 | 0% | 5 |
|
| 3618 |
SEP
3618
Southland Equity Partners
Wildwood,
Missouri
| US$ 507 mi | +US$ 12,6 mi | +3% | 1,85% | 66,1% | 263 | 10,27% | 2,9 |
|
| 3619 |
3619
Auxano Advisors
Bellevue,
Washington
| US$ 506 mi | +US$ 36,1 mi | +8% | 4,25% | 85,4% | 196 | 16,33% | 2,6 |
|
| 3620 |
SFA
3620
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 506 mi | +US$ 98,4 mi | +24% | 13,8% | 187% | 30 | 20% | 2,6 |
|
| 3621 |
3621
Ellsworth Advisors
Hudson,
Ohio
| US$ 506 mi | +US$ 37,3 mi | +8% | 5,27% | 131% | 188 | 25% | 1,7 |
|
| 3622 |
3622
Montis Financial
Waltham,
Massachusetts
| US$ 506 mi | +US$ 72,2 mi | +17% | 2,2% | 53,8% | 164 | 11,59% | 2 |
|
| 3623 |
3623
Single Point Partners
Boston,
Massachusetts
| US$ 506 mi | +US$ 13,1 mi | +3% | 1,64% | 56,4% | 94 | 12,77% | 1,7 |
|
| 3624 |
3624
Jackson Square Capital
San Francisco,
California
| US$ 505 mi | +US$ 47 mi | +10% | 15,3% | 423% | 173 | 28,9% | 2,5 |
|
| 3625 |
3625
Banc Funds Company
Chicago,
Illinois
| US$ 505 mi | -US$ 66,8 mi | -12% | 5,34% | 69% | 111 | 11,71% | 6,9 |
|