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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
WR Wealth Planners
Columbia,
Missouri
| US$ 328 mi | +US$ 6,22 mi | +2% | 2,15% | 22,1% | 1.236 | 12,14% | 0,5 |
|
| 3977 |
3977
3Chopt Investment Partners
Richmond,
Virginia
| US$ 328 mi | +US$ 84,1 mi | +35% | 4,82% | 116% | 183 | 62,84% | 0,4 |
|
| 3978 |
3978
Financial Sense Advisors
San Diego,
California
| US$ 327 mi | +US$ 24,5 mi | +8% | 4,25% | 152% | 137 | 25,55% | 1,4 |
|
| 3979 |
3979
Ping Capital Management
New York
| US$ 327 mi | – | – | 7,53% | – | 75 | – | 0 |
|
| 3980 |
3980
High Note Wealth
Deephaven,
Minnesota
| US$ 327 mi | +US$ 20,1 mi | +7% | 2,85% | 82,8% | 99 | 9,09% | 2,4 |
|
| 3981 |
3981
Park Edge Advisors
Cleveland,
Ohio
| US$ 327 mi | -US$ 31,2 mi | -9% | 9,83% | 61,1% | 143 | 19,58% | 0,9 |
|
| 3982 |
3982
Gray Foundation
Cohoes,
New York
| US$ 327 mi | +US$ 6,93 mi | +2% | 4,07% | – | 12 | 8,33% | 0,5 |
|
| 3983 |
3983
First Wilshire Securities Management
Pasadena,
California
| US$ 327 mi | -US$ 14,9 mi | -4% | 3,38% | 135% | 84 | 7,14% | 4,9 |
|
| 3984 |
3984
Second Line Capital
Metairie,
Louisiana
| US$ 327 mi | +US$ 18,6 mi | +6% | 1,58% | – | 131 | 25,19% | 0,4 |
|
| 3985 |
3985
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$ 327 mi | +US$ 23,4 mi | +8% | 7,75% | 36,7% | 4 | 0% | 6,3 |
|
| 3986 |
3986
BigSur Wealth Management
Miami,
Florida
| US$ 327 mi | +US$ 7,48 mi | +2% | 2,3% | 94,8% | 160 | 11,88% | 3,4 |
|
| 3987 |
3987
Apeiron RIA
Dallas,
Texas
| US$ 326 mi | -US$ 18,9 mi | -5% | 1,75% | 68,5% | 214 | 7,01% | 1,6 |
|
| 3988 |
3988
JSF Financial
Los Angeles,
California
| US$ 326 mi | +US$ 6,98 mi | +2% | 3,3% | 91% | 117 | 13,68% | 2,4 |
|
| 3989 |
3989
Decheng Capital
Menlo Park,
California
| US$ 326 mi | -US$ 419 mi | -56% | 22,2% | – | 28 | 35,71% | 0,3 |
|
| 3990 |
MKC
3990
M. Kraus & Co
Shelburne,
Vermont
| US$ 326 mi | -US$ 3,31 mi | -1% | 0,47% | 65,9% | 83 | 4,82% | 5,5 |
|
| 3991 |
3991
Skaana Management
Brooklyn,
New York
| US$ 326 mi | -US$ 4,7 bi | -94% | 34,7% | 269% | 221 | 36,65% | 0,8 |
|
| 3992 |
3992
New Capital Management
Houston,
Texas
| US$ 326 mi | -US$ 8,95 mi | -3% | 0,89% | 49,4% | 60 | 15% | 3,1 |
|
| 3993 |
3993
Ararat Capital Management
Westport,
Connecticut
| US$ 326 mi | -US$ 26,3 mi | -7% | 5,8% | 99,2% | 25 | 24% | 1,1 |
|
| 3994 |
3994
Vectors Research Management
New York
| US$ 326 mi | -US$ 28,3 mi | -8% | 1,22% | 67,3% | 136 | 9,56% | 4,1 |
|
| 3995 |
3995
DeDora Capital
Napa,
California
| US$ 326 mi | +US$ 11,4 mi | +4% | 3,89% | 91,2% | 113 | 8,85% | 2,6 |
|
| 3996 |
3996
Madrona Financial Services
Everett,
Washington
| US$ 325 mi | +US$ 38,3 mi | +13% | 2,61% | 85,1% | 111 | 20,72% | 2,5 |
|
| 3997 |
3997
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 325 mi | +US$ 5,22 mi | +2% | 5,64% | 147% | 219 | 4,11% | 6,6 |
|
| 3998 |
3998
Tradewinds LLC
Raleigh,
North Carolina
| US$ 325 mi | +US$ 116 mi | +56% | 4,95% | – | 234 | 72,22% | 0,3 |
|
| 3999 |
3999
Source Financial Advisors
New York
| US$ 325 mi | -US$ 4,2 mi | -1% | 1,25% | 18,5% | 122 | 8,2% | 2,4 |
|
| 4000 |
4000
Cavalier Investments
Alpharetta,
Georgia
| US$ 325 mi | +US$ 51 mi | +19% | 8,08% | 171% | 86 | 13,95% | 1,5 |
|