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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Berkeley Capital Partners
Milton,
Georgia
| US$ 350 mi | +US$ 18,1 mi | +5% | 7,55% | 62,8% | 177 | 15,82% | 3,9 |
|
| 3952 |
3952
WealthBridge Capital Management
Westerville,
Ohio
| US$ 350 mi | +US$ 46,1 mi | +15% | 6,29% | 89,4% | 216 | 15,28% | 3,2 |
|
| 3953 |
3953
Park Edge Advisors
Cleveland,
Ohio
| US$ 350 mi | +US$ 22,8 mi | +7% | 4,3% | 61,1% | 154 | 22,73% | 1,1 |
|
| 3954 |
DI
3954
DDFG Inc
Thousand Oaks,
California
| US$ 350 mi | +US$ 26,3 mi | +8% | 6,29% | 56,3% | 83 | 9,64% | 1,4 |
|
| 3955 |
3955
Trium Capital
London,
United Kingdom
| US$ 350 mi | -US$ 441 mi | -56% | 13,7% | 215% | 97 | 44,33% | 1 |
|
| 3956 |
3956
High Note Wealth
Deephaven,
Minnesota
| US$ 350 mi | +US$ 22,5 mi | +7% | 6,16% | 82,8% | 102 | 7,84% | 2,5 |
|
| 3957 |
3957
Prism Advisors
Studio City,
California
| US$ 350 mi | +US$ 19,8 mi | +6% | 6,4% | 54,6% | 69 | 10,14% | 2,9 |
|
| 3958 |
3958
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$ 350 mi | +US$ 18,3 mi | +6% | 9,41% | 17,8% | 1 | 0% | 11,3 |
|
| 3959 |
3959
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$ 350 mi | +US$ 21 mi | +6% | 6,79% | 74% | 81 | 6,17% | 6,2 |
|
| 3960 |
3960
Seafarer Capital Partners
Larkspur,
California
| US$ 350 mi | +US$ 56,6 mi | +19% | 12,3% | 61,3% | 7 | 14,29% | 2,7 |
|
| 3961 |
3961
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 349 mi | +US$ 15,8 mi | +5% | 9,12% | 57,9% | 41 | 0% | 6 |
|
| 3962 |
3962
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 349 mi | +US$ 26,2 mi | +8% | 8,25% | 167% | 93 | 30,11% | 1,2 |
|
| 3963 |
3963
Wiser Wealth Management
Marietta,
Georgia
| US$ 349 mi | +US$ 25,9 mi | +8% | 5,13% | 53% | 49 | 28,57% | 1,5 |
|
| 3964 |
3964
Apeiron RIA
Dallas,
Texas
| US$ 349 mi | +US$ 22,4 mi | +7% | 5,84% | 68,5% | 214 | 8,88% | 1,8 |
|
| 3965 |
3965
Little House Capital
Braintree,
Massachusetts
| US$ 349 mi | +US$ 28,9 mi | +9% | 6,03% | 108% | 123 | 15,45% | 2,4 |
|
| 3966 |
3966
Aristotle Pacific Capital
Newport Beach,
California
| US$ 348 mi | +US$ 45,2 mi | +15% | 2,43% | 1,84% | 6 | 0% | 2,2 |
|
| 3967 |
3967
Birinyi Associates
Westport,
Connecticut
| US$ 348 mi | +US$ 14,4 mi | +4% | 5,25% | 133% | 61 | 11,48% | 6,1 |
|
| 3968 |
3968
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 348 mi | +US$ 27,8 mi | +9% | 4,7% | 76% | 273 | 13,19% | 1,8 |
|
| 3969 |
3969
Kore Advisors
Boynton Beach,
Florida
| US$ 348 mi | +US$ 1,56 mi | +0,4% | 10,1% | – | 22 | 27,27% | 0,6 |
|
| 3970 |
3970
NFC Investments
Memphis,
Tennessee
| US$ 348 mi | -US$ 482 mil | -0,1% | 5,21% | – | 36 | 2,78% | 5,5 |
|
| 3971 |
3971
Gavilan Investment Partners
Burlingame,
California
| US$ 348 mi | +US$ 33 mi | +10% | 11,9% | 109% | 14 | 14,29% | 1,5 |
|
| 3972 |
3972
Park Place Capital
Homewood,
Alabama
| US$ 348 mi | +US$ 34,7 mi | +11% | 6,89% | 60% | 905 | 11,05% | 1,5 |
|
| 3973 |
3973
GoalVest Advisory
New York
| US$ 348 mi | +US$ 34,9 mi | +11% | 6,4% | 94,8% | 387 | 22,48% | 1,6 |
|
| 3974 |
3974
Oakwell Private Wealth Management
Austin,
Texas
| US$ 348 mi | -US$ 6,49 mi | -2% | 5,87% | 63% | 67 | 11,94% | 2,6 |
|
| 3975 |
ECG
3975
EPIQ Capital Group
San Francisco,
California
| US$ 348 mi | +US$ 63,4 mi | +22% | 9,38% | 6,25% | 76 | 17,11% | 2,2 |
|