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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
RDST Capital
Seattle,
Washington
| US$ 265 mi | +US$ 21,5 mi | +9% | 1,73% | 43% | 19 | 26,32% | 1,2 |
|
| 4002 |
4002
BBJS Financial Advisors
Seattle,
Washington
| US$ 264 mi | +US$ 14,2 mi | +6% | 2,93% | – | 130 | 7,69% | 0,7 |
|
| 4003 |
4003
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 264 mi | -US$ 15,4 mi | -6% | 4,57% | 76,5% | 101 | 2,97% | 5,7 |
|
| 4004 |
4004
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 264 mi | -US$ 27 mi | -9% | 4,48% | 34,3% | 911 | 16,14% | 1 |
|
| 4005 |
4005
Round Rock Advisors
Wilton,
Connecticut
| US$ 264 mi | -US$ 13,2 mi | -5% | 3,89% | 87,4% | 147 | 5,44% | 1,8 |
|
| 4006 |
HPC
4006
Hobart Private Capital
Charlotte,
North Carolina
| US$ 263 mi | -US$ 5,52 mi | -2% | 4,61% | 60% | 44 | 22,73% | 1,1 |
|
| 4007 |
4007
Navalign LLC
Encino,
California
| US$ 263 mi | +US$ 12,6 mi | +5% | 3,54% | 50,7% | 139 | 22,3% | 1,8 |
|
| 4008 |
4008
Keystone Wealth Services
Palm Desert,
California
| US$ 263 mi | -US$ 4,35 mi | -2% | 2,48% | 80,1% | 220 | 16,36% | 1,3 |
|
| 4009 |
4009
Compton Financial Group
Towson,
Maryland
| US$ 263 mi | -US$ 1,93 mi | -0,7% | 3,25% | 37,7% | 37 | 21,62% | 2 |
|
| 4010 |
RA
4010
Rovida Advisors
Fort Lauderdale,
Florida
| US$ 263 mi | +US$ 33,7 mi | +15% | 1,14% | 24,8% | 21 | 28,57% | 1,8 |
|
| 4011 |
4011
Flagstar Advisors
New York
| US$ 263 mi | -US$ 2,78 mi | -1% | 3,82% | 81,9% | 168 | 14,88% | 1,6 |
|
| 4012 |
4012
Maltese Capital Management
New York
| US$ 263 mi | -US$ 26,5 mi | -9% | 2,54% | 114% | 105 | 20% | 2,9 |
|
| 4013 |
4013
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$ 263 mi | -US$ 8,04 mi | -3% | 0,57% | 141% | 22 | 0% | 5,3 |
|
| 4014 |
4014
WR Wealth Planners
Columbia,
Missouri
| US$ 263 mi | +US$ 4,34 mi | +2% | 2,61% | 22,1% | 956 | 9,41% | 0,9 |
|
| 4015 |
4015
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 262 mi | +US$ 9,33 mi | +4% | 3,48% | 60% | 1.333 | 30,01% | 0,5 |
|
| 4016 |
4016
PRW Wealth Management
Quincy,
Massachusetts
| US$ 262 mi | -US$ 28,9 mi | -10% | 1,66% | 42,3% | 118 | 44,07% | 1,1 |
|
| 4017 |
4017
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 262 mi | -US$ 11,1 mi | -4% | 5,08% | 115% | 38 | 0% | 7,1 |
|
| 4018 |
4018
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 262 mi | +US$ 2,3 mi | +0,9% | 2,3% | 235% | 38 | 57,89% | 0,7 |
|
| 4019 |
DMKJ
4019
David M. Knott Jr
| US$ 262 mi | +US$ 10,7 mi | +4% | 5,62% | 169% | 162 | 27,78% | 1,2 |
|
| 4020 |
4020
AH Equity Partners LSV III
Menlo Park,
California
| US$ 262 mi | -US$ 28,2 mi | -10% | 7,46% | – | 3 | 0% | 1,6 |
|
| 4021 |
4021
Outlook Wealth Advisors
Shenandoah,
Texas
| US$ 262 mi | -US$ 2,64 mi | -1% | 2,15% | 76% | 216 | 16,2% | 1,7 |
|
| 4022 |
4022
ArchPoint Investors
Coral Gables,
Florida
| US$ 262 mi | +US$ 3,16 mi | +1% | 2,68% | 111% | 58 | 5,17% | 4,2 |
|
| 4023 |
4023
WPWealth
Fort Worth,
Texas
| US$ 261 mi | +US$ 28,3 mi | +12% | 3,11% | 38,2% | 65 | 21,54% | 0,5 |
|
| 4024 |
4024
Northcape Wealth Management
Williamsville,
New York
| US$ 261 mi | -US$ 16 mi | -6% | 3,07% | 66% | 153 | 11,11% | 1,1 |
|
| 4025 |
4025
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 261 mi | +US$ 69,4 mi | +36% | 24,4% | 144% | 21 | 42,86% | 0,3 |
|