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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Portfolio Design Labs
Encino,
California
| US$ 358 mi | +US$ 34,3 mi | +11% | 4,41% | – | 147 | 40,14% | 0,4 |
|
| 3902 |
3902
Integris Wealth Management
Monterey,
California
| US$ 358 mi | +US$ 11,8 mi | +3% | 6,49% | 60,3% | 106 | 14,15% | 1,4 |
|
| 3903 |
3903
DeDora Capital
Napa,
California
| US$ 358 mi | +US$ 32,4 mi | +10% | 6,35% | 91,2% | 111 | 5,41% | 2,8 |
|
| 3904 |
3904
Globe Life
Mckinney,
Texas
| US$ 357 mi | +US$ 26,2 mi | +8% | 5,68% | 60,1% | 2 | 0% | 4,4 |
|
| 3905 |
3905
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 357 mi | +US$ 25,9 mi | +8% | 6,94% | 139% | 143 | 48,25% | 5,1 |
|
| 3906 |
AP
3906
Agilis Partners
Waltham,
Massachusetts
| US$ 357 mi | +US$ 28,5 mi | +9% | 6,33% | 8,47% | 25 | 0% | 4,3 |
|
| 3907 |
3907
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 357 mi | -US$ 19,1 mi | -5% | 5,11% | 52,8% | 135 | 8,15% | 1,5 |
|
| 3908 |
3908
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$ 357 mi | +US$ 19 mi | +6% | 8,19% | 80,6% | 194 | 29,9% | 1,6 |
|
| 3909 |
3909
Capital Planning
Bellevue,
Washington
| US$ 357 mi | +US$ 23 mi | +7% | 5,16% | 81,2% | 89 | 12,36% | 2,4 |
|
| 3910 |
3910
Tybourne Capital Management
Hong Kong
| US$ 357 mi | -US$ 135 mi | -27% | 5,11% | 109% | 45 | 48,89% | 1,9 |
|
| 3911 |
3911
Sage Advisory Services
Austin,
Texas
| US$ 356 mi | US$ 0 | 0% | 5,72% | 37,8% | 46 | 0% | 3,1 |
|
| 3912 |
3912
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 356 mi | +US$ 19,3 mi | +6% | 6,05% | 43,8% | 85 | 7,06% | 4,6 |
|
| 3913 |
3913
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$ 356 mi | -US$ 8,66 mi | -2% | 5,94% | 240% | 81 | 40,74% | 2,5 |
|
| 3914 |
3914
Uncommon Cents Investing
Janesville,
Wisconsin
| US$ 356 mi | +US$ 37,8 mi | +12% | 9,55% | 91,4% | 445 | 57,98% | 1,8 |
|
| 3915 |
3915
First Wilshire Securities Management
Pasadena,
California
| US$ 356 mi | +US$ 29 mi | +9% | 8,44% | 135% | 85 | 7,06% | 4,9 |
|
| 3916 |
3916
Sands Capital Ventures
Arlington,
Virginia
| US$ 356 mi | +US$ 57,2 mi | +19% | 23,4% | 167% | 21 | 9,52% | 2,3 |
|
| 3917 |
3917
Benin Management Corp
Wilton,
Connecticut
| US$ 356 mi | +US$ 26,5 mi | +8% | 6,04% | 91,7% | 124 | 4,84% | 6,4 |
|
| 3918 |
3918
Ping Capital Management
New York
| US$ 356 mi | +US$ 28,1 mi | +9% | 13,9% | – | 93 | 30,11% | 0,2 |
|
| 3919 |
3919
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$ 355 mi | +US$ 3,2 mi | +0,9% | 7,04% | 85% | 970 | 27,63% | 0,9 |
|
| 3920 |
ACM
3920
AIGH Capital Management
Baltimore,
Maryland
| US$ 355 mi | +US$ 33,5 mi | +10% | 43,8% | 3.007% | 49 | 38,78% | 1 |
|
| 3921 |
3921
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$ 355 mi | -US$ 46,4 mi | -12% | 0,26% | 72,1% | 28 | 21,43% | 1,5 |
|
| 3922 |
3922
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 355 mi | +US$ 39,3 mi | +12% | 7,34% | 72,4% | 123 | 23,58% | 1,7 |
|
| 3923 |
3923
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 354 mi | +US$ 37,1 mi | +12% | 9,28% | 34,3% | 878 | 6,15% | 1,8 |
|
| 3924 |
3924
Rockline Wealth Management
Plainview,
New York
| US$ 354 mi | +US$ 30,7 mi | +9% | 6,4% | 176% | 105 | 11,43% | 0,6 |
|
| 3925 |
3925
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| US$ 354 mi | +US$ 20 mi | +6% | 5,98% | – | 1 | 0% | 1,8 |
|