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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
Paradiem
Covington,
Louisiana
| US$ 396 mi | +US$ 33,6 mi | +9% | 8,7% | 107% | 60 | 25% | 2,2 |
|
| 3902 |
3902
BigSur Wealth Management
Miami,
Florida
| US$ 396 mi | +US$ 27 mi | +7% | 9,82% | 94,8% | 160 | 8,75% | 4 |
|
| 3903 |
3903
Decheng Capital
Menlo Park,
California
| US$ 396 mi | +US$ 39,5 mi | +11% | 23,5% | – | 28 | 14,29% | 1,1 |
|
| 3904 |
3904
Winthrop Capital Management
Carmel,
Indiana
| US$ 396 mi | +US$ 32,1 mi | +9% | 7,38% | – | 361 | 10,8% | 0,7 |
|
| 3905 |
3905
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 396 mi | +US$ 26 mi | +7% | 3,92% | 22,5% | 203 | 45,81% | 0,9 |
|
| 3906 |
3906
Sunflower Bank
Dallas,
Texas
| US$ 395 mi | +US$ 38,7 mi | +11% | 6,66% | 42,7% | 143 | 14,69% | 3,1 |
|
| 3907 |
CWAG
3907
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 395 mi | +US$ 34,9 mi | +10% | 9,67% | 76,1% | 83 | 4,82% | 4,5 |
|
| 3908 |
3908
Long Walk Management
Greenwich,
Connecticut
| US$ 395 mi | +US$ 86,4 mi | +28% | 38,8% | 302% | 13 | 46,15% | 1,4 |
|
| 3909 |
3909
Stewardship Advisors
Mount Joy,
Pennsylvania
| US$ 395 mi | +US$ 25 mi | +7% | 7,12% | 46,1% | 160 | 14,38% | 1,4 |
|
| 3910 |
3910
Oxbow Capital Management (HK)
Hong Kong
| US$ 395 mi | +US$ 76,5 mi | +24% | 45,2% | 2.244% | 14 | 50% | 0,3 |
|
| 3911 |
3911
Fonville Wealth Management
Richmond,
Virginia
| US$ 395 mi | +US$ 55,5 mi | +16% | 7,43% | – | 129 | 12,4% | 1,2 |
|
| 3912 |
3912
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 395 mi | +US$ 27,9 mi | +8% | 6,2% | 43,8% | 85 | 9,41% | 4,9 |
|
| 3913 |
3913
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 395 mi | +US$ 16,9 mi | +4% | 5,88% | 60,5% | 151 | 17,22% | 1,8 |
|
| 3914 |
3914
Harrell Investment Partners
Austin,
Texas
| US$ 395 mi | +US$ 57,4 mi | +17% | 16,3% | 121% | 140 | 42,14% | 2,5 |
|
| 3915 |
3915
Evelyn Partners Asset Management
London,
| US$ 395 mi | +US$ 35,5 mi | +10% | 10,3% | – | 250 | 6% | 0,5 |
|
| 3916 |
3916
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 394 mi | +US$ 33,2 mi | +9% | 18,1% | 284% | 291 | 38,49% | 3,2 |
|
| 3917 |
3917
WealthBridge Capital Management
Westerville,
Ohio
| US$ 394 mi | +US$ 40,5 mi | +11% | 9,87% | 89,4% | 220 | 13,18% | 3,7 |
|
| 3918 |
3918
Berkeley Capital Partners
Milton,
Georgia
| US$ 394 mi | +US$ 30,6 mi | +8% | 6,49% | 62,8% | 188 | 17,02% | 4,2 |
|
| 3919 |
3919
Bridgewealth Advisory Group
Fresno,
California
| US$ 394 mi | +US$ 318 mi | +418% | 5,16% | 39,1% | 125 | 60% | 0,7 |
|
| 3920 |
3920
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| US$ 394 mi | -US$ 219 mi | -36% | 7,12% | 65,7% | 170 | 57,06% | 2,2 |
|
| 3921 |
3921
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$ 393 mi | +US$ 31,6 mi | +9% | 10,7% | 116% | 363 | 10,47% | 2,9 |
|
| 3922 |
3922
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| US$ 393 mi | -US$ 11,8 mi | -3% | 6,89% | 27,4% | 4 | 0% | 2 |
|
| 3923 |
3923
The Wealth Group
Eden Prairie,
Minnesota
| US$ 393 mi | +US$ 51,4 mi | +15% | 10,4% | 71,9% | 81 | 22,22% | 1,1 |
|
| 3924 |
3924
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 393 mi | +US$ 21,4 mi | +6% | 6,2% | – | 85 | 2,35% | 5,5 |
|
| 3925 |
3925
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 393 mi | +US$ 17,7 mi | +5% | 8,67% | 139% | 86 | 8,14% | 5,6 |
|