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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
Cornerstone Planning
Charlotte,
North Carolina
| US$ 431 mi | – | – | 1,84% | – | 131 | – | 0,7 |
|
| 4002 |
STS
4002
SG Trading Solutions
Bountiful,
Utah
| US$ 431 mi | – | – | 5,06% | – | 211 | – | 0 |
|
| 4003 |
4003
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 431 mi | +US$ 10,8 mi | +3% | 0,03% | 34,3% | 975 | 14,36% | 2,3 |
|
| 4004 |
4004
DAFNA Capital Management
Los Angeles,
California
| US$ 431 mi | +US$ 25,7 mi | +6% | 25,7% | 313% | 87 | 25,29% | 3,1 |
|
| 4005 |
4005
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 430 mi | +US$ 16,6 mi | +4% | 9,42% | 139% | 91 | 20,88% | 5,9 |
|
| 4006 |
4006
Vertex Planning Partners
Downers Grove,
Illinois
| US$ 430 mi | -US$ 91 mi | -17% | 1,79% | 55,4% | 207 | 40,58% | 1,9 |
|
| 4007 |
4007
Square Wave Capital
Brooklyn,
New York
| US$ 430 mi | +US$ 157 mi | +57% | 4,05% | – | 10 | 30% | 0,7 |
|
| 4008 |
4008
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 430 mi | +US$ 16,9 mi | +4% | 1,29% | 46,1% | 52 | 3,85% | 3,5 |
|
| 4009 |
4009
Fortitude Family Office
Scottsdale,
Arizona
| US$ 430 mi | +US$ 57,9 mi | +16% | 3,61% | 81,1% | 2.173 | 20,8% | 1 |
|
| 4010 |
4010
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 430 mi | +US$ 25 mi | +6% | 5,68% | 207% | 43 | 18,6% | 2,6 |
|
| 4011 |
4011
RV Capital
Schindellegi,
Switzerland
| US$ 430 mi | -US$ 117 mi | -21% | 0,69% | 250% | 13 | 7,69% | 2,8 |
|
| 4012 |
4012
Fosun International
Hong Kong,
China
| US$ 429 mi | +US$ 162 mi | +61% | 1,59% | 41,3% | 59 | 30,51% | 2,1 |
|
| 4013 |
SC
4013
Slotnik Capital
Dallas,
Texas
| US$ 429 mi | +US$ 109 mi | +34% | 31,2% | – | 49 | 79,59% | 0,2 |
|
| 4014 |
4014
TRV GP V
Boston,
Massachusetts
| US$ 429 mi | +US$ 75,7 mi | +21% | 26% | – | 3 | 0% | 0,9 |
|
| 4015 |
4015
Operose Advisors
Milwaukee,
Wisconsin
| US$ 429 mi | +US$ 28 mi | +7% | 2,42% | 68,8% | 501 | 17,17% | 2,2 |
|
| 4016 |
4016
Winthrop Capital Management
Carmel,
Indiana
| US$ 429 mi | +US$ 15,6 mi | +4% | 3,47% | 68,1% | 399 | 24,31% | 1,1 |
|
| 4017 |
4017
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 429 mi | +US$ 16,2 mi | +4% | 3,82% | 60,5% | 150 | 16% | 2,2 |
|
| 4018 |
4018
Elevated Capital Advisors
Sandy,
Utah
| US$ 429 mi | +US$ 26,9 mi | +7% | 1,39% | 50,2% | 833 | 69,51% | 0,8 |
|
| 4019 |
4019
Diversified Management
Milwaukee,
Wisconsin
| US$ 428 mi | – | – | 3,12% | – | 177 | – | 0 |
|
| 4020 |
SWG
4020
Summit Wealth Group
White River Junction,
Vermont
| US$ 428 mi | +US$ 14,8 mi | +4% | 1,68% | 53% | 121 | 9,92% | 1,9 |
|
| 4021 |
4021
Mattson Financial Services
Kentwood,
Michigan
| US$ 428 mi | +US$ 10 mi | +2% | 1,19% | – | 202 | 18,32% | 0,9 |
|
| 4022 |
4022
Abel Hall LLC
Baton Rouge,
Louisiana
| US$ 428 mi | +US$ 181 mi | +73% | 5,5% | 133% | 744 | 60,48% | 0,4 |
|
| 4023 |
4023
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 428 mi | +US$ 19,7 mi | +5% | 1,64% | 57,8% | 140 | 7,86% | 2,9 |
|
| 4024 |
4024
Medina Value Partners
Los Angeles,
California
| US$ 428 mi | -US$ 24 mil | -0% | 6,83% | 80% | 35 | 51,43% | 0,6 |
|
| 4025 |
4025
Triune Financial Partners
Overland Park,
Kansas
| US$ 428 mi | +US$ 30,8 mi | +8% | 3,36% | 66,6% | 50 | 8% | 2,4 |
|