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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Fielder Capital Group
Nashville,
Tennessee
| US$ 470 mi | +US$ 30,7 mi | +7% | 5,83% | – | 302 | 19,54% | 1,3 |
|
| 3777 |
3777
Platform Technology Partners
New York
| US$ 470 mi | +US$ 52,3 mi | +13% | 2,49% | – | 274 | 11,68% | 3,3 |
|
| 3778 |
3778
Basecamp Wealth Advisors
Bellevue,
Washington
| US$ 469 mi | – | – | 4,33% | – | 1.752 | – | 0 |
|
| 3779 |
3779
Holistic Planning
Nacogdoches,
Texas
| US$ 469 mi | +US$ 88,2 mi | +23% | 1,9% | 61,9% | 289 | 23,88% | 1,1 |
|
| 3780 |
3780
Harvey Capital Management
Palm Beach,
Florida
| US$ 469 mi | +US$ 297 mil | +0,1% | 6,29% | 147% | 93 | 24,73% | 4,4 |
|
| 3781 |
3781
Verde Capital Management
Clarkston,
Michigan
| US$ 469 mi | +US$ 17,6 mi | +4% | 0,85% | 80,3% | 68 | 1,47% | 2,8 |
|
| 3782 |
3782
Adams Wealth Management
Logan,
Utah
| US$ 469 mi | +US$ 2,08 mi | +0,4% | 2,26% | 105% | 191 | 10,47% | 2 |
|
| 3783 |
3783
HS Management Partners
New York
| US$ 469 mi | -US$ 301 mi | -39% | 0,77% | 36,2% | 26 | 11,54% | 3,7 |
|
| 3784 |
JC
3784
Joho Capital
New York
| US$ 469 mi | -US$ 94,5 mi | -17% | 0,07% | 80,2% | 9 | 0% | 2,9 |
|
| 3785 |
3785
Deeter Investments
Austin,
Texas
| US$ 468 mi | – | – | 12,2% | – | 111 | – | 0 |
|
| 3786 |
3786
MSH Capital Advisors
Scottsdale,
Arizona
| US$ 468 mi | +US$ 94,9 mi | +25% | 2,22% | 77,4% | 279 | 14,7% | 2,4 |
|
| 3787 |
3787
Madrona Financial Services
Everett,
Washington
| US$ 468 mi | +US$ 14,7 mi | +3% | 2,77% | 85,1% | 139 | 20,86% | 2,8 |
|
| 3788 |
3788
Coyle Financial Counsel
Glenview,
Illinois
| US$ 468 mi | +US$ 34,1 mi | +8% | 3,46% | 67,3% | 117 | 19,66% | 2,7 |
|
| 3789 |
3789
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 468 mi | +US$ 17,3 mi | +4% | 1,13% | 61,1% | 52 | 9,62% | 3,7 |
|
| 3790 |
3790
Brooklyn FI
New York
| US$ 467 mi | +US$ 21,2 mi | +5% | 1,86% | 60,4% | 84 | 10,71% | 2,2 |
|
| 3791 |
3791
Patient Square Capital
Menlo Park,
California
| US$ 467 mi | +US$ 93,3 mi | +25% | 47,3% | 329% | 33 | 42,42% | 0,6 |
|
| 3792 |
3792
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 467 mi | -US$ 2,39 mi | -0,5% | 4,33% | 88% | 56 | 7,14% | 4,2 |
|
| 3793 |
MWM
3793
Mascoma Wealth Management
Hanover,
New Hampshire
| US$ 466 mi | +US$ 12,6 mi | +3% | 1,44% | 43,7% | 523 | 17,97% | 3,4 |
|
| 3794 |
ISFAN
3794
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$ 466 mi | +US$ 171 mi | +58% | 2,41% | – | 277 | 16,25% | 0,7 |
|
| 3795 |
3795
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$ 466 mi | +US$ 6,13 mi | +1% | 4,89% | 70,4% | 401 | 11,97% | 1,2 |
|
| 3796 |
3796
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$ 466 mi | +US$ 10,6 mi | +2% | 1,71% | 53,6% | 59 | 1,69% | 5,7 |
|
| 3797 |
3797
Integrated Quantitative Investments
Bellevue,
Washington
| US$ 466 mi | +US$ 114 mi | +32% | 4,87% | – | 515 | 57,28% | 0,4 |
|
| 3798 |
3798
Cypress Point Investment Management
Mill Valley,
California
| US$ 465 mi | – | – | 2,45% | – | 31 | – | 0 |
|
| 3799 |
3799
Alta Fox Capital Management
Fort Worth,
Texas
| US$ 465 mi | +US$ 16,3 mi | +4% | 9,3% | 261% | 21 | 47,62% | 0,8 |
|
| 3800 |
3800
Marathon Capital Management
Hunt Valley,
Maryland
| US$ 465 mi | +US$ 27,7 mi | +6% | 7,26% | 74% | 176 | 10,23% | 3,2 |
|