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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
New York Life Insurance Company
New York
| US$ 406 mi | +US$ 54,7 mi | +16% | 6,36% | 61,5% | 6 | 33,33% | 3,7 |
|
| 4027 |
4027
Prentice Wealth Management
Rochester,
New York
| US$ 406 mi | +US$ 25 mi | +7% | 4,95% | 47,8% | 116 | 9,48% | 2,6 |
|
| 4028 |
4028
RDA Financial Network
Akron,
Iowa
| US$ 405 mi | +US$ 35,3 mi | +10% | 7,41% | 93,4% | 278 | 15,47% | 3,5 |
|
| 4029 |
4029
Aspire Capital Advisors
Seattle,
Washington
| US$ 405 mi | +US$ 43,3 mi | +12% | 6,78% | 59,3% | 119 | 16,81% | 1,7 |
|
| 4030 |
4030
Peterson Wealth Services
South Ogden,
Utah
| US$ 405 mi | +US$ 40,2 mi | +11% | 13,6% | 160% | 235 | 14,89% | 1,6 |
|
| 4031 |
4031
Groupe Bruxelles Lambert
Brussels,
Belgium
| US$ 405 mi | -US$ 58,8 mi | -13% | 12,7% | – | 1 | 0% | 1,8 |
|
| 4032 |
4032
Meridian Investment Counsel
Lafayette,
California
| US$ 405 mi | +US$ 37,4 mi | +10% | 10,4% | 116% | 239 | 8,79% | 6,3 |
|
| 4033 |
4033
Balance Wealth
Delaware,
Ohio
| US$ 405 mi | +US$ 234 mi | +137% | 5,88% | – | 135 | 26,67% | 0,4 |
|
| 4034 |
4034
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$ 405 mi | +US$ 34,7 mi | +9% | 7,93% | 73,9% | 261 | 6,9% | 2,6 |
|
| 4035 |
4035
DAFNA Capital Management
Los Angeles,
California
| US$ 405 mi | +US$ 42,5 mi | +12% | 36,7% | 313% | 83 | 18,07% | 3,2 |
|
| 4036 |
4036
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 405 mi | +US$ 66,4 mi | +20% | 10,8% | 207% | 41 | 26,83% | 2,5 |
|
| 4037 |
SCM
4037
Soros Capital Management
New York
| US$ 405 mi | +US$ 54,6 mi | +16% | 26,6% | 732% | 68 | 36,76% | 1,1 |
|
| 4038 |
VS
4038
VK Services
Menlo Park,
California
| US$ 404 mi | -US$ 366 mi | -47% | 33,1% | 1.605% | 3 | 33,33% | 2,7 |
|
| 4039 |
4039
Wilson Asset Management
Sydney,
Australia
| US$ 404 mi | -US$ 2,53 mi | -0,6% | 2,96% | 58% | 44 | 34,09% | 1,3 |
|
| 4040 |
4040
Militia Capital Partners
Las Vegas,
Nevada
| US$ 404 mi | -US$ 22,4 mi | -5% | 37,2% | – | 267 | 49,44% | 0,3 |
|
| 4041 |
4041
Cisco Systems
San Jose,
California
| US$ 404 mi | -US$ 40,4 mi | -9% | 0,78% | 210% | 4 | 25% | 2,2 |
|
| 4042 |
4042
Dodds Wealth
Greenwood Village,
Colorado
| US$ 404 mi | +US$ 30,9 mi | +8% | 4,56% | – | 60 | 6,67% | 1,5 |
|
| 4043 |
4043
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 404 mi | +US$ 29,9 mi | +8% | 7,65% | 73,3% | 123 | 5,69% | 5,9 |
|
| 4044 |
H2CM
4044
H/2 Credit Manager
Stamford,
Connecticut
| US$ 403 mi | +US$ 38,9 mi | +11% | 7,49% | 97,4% | 17 | 5,88% | 2,8 |
|
| 4045 |
4045
Sector Gamma AS
Oslo,
Norway
| US$ 403 mi | +US$ 97,4 mi | +32% | 7,68% | 35,3% | 44 | 20,45% | 2,6 |
|
| 4046 |
4046
Natural Investments
Windsor,
California
| US$ 403 mi | +US$ 16,7 mi | +4% | 7,24% | – | 296 | 33,45% | 0,6 |
|
| 4047 |
4047
Safeguard Investment Advisory Group
Corona,
California
| US$ 403 mi | +US$ 2,46 mi | +0,6% | 8,47% | 84,3% | 160 | 16,25% | 2,4 |
|
| 4048 |
4048
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 403 mi | +US$ 29,2 mi | +8% | 5,51% | 57,1% | 111 | 6,31% | 3,9 |
|
| 4049 |
4049
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 403 mi | +US$ 19,2 mi | +5% | 5,41% | 52,8% | 127 | 3,94% | 2,3 |
|
| 4050 |
4050
Arjuna Capital
Durham,
North Carolina
| US$ 402 mi | +US$ 22,9 mi | +6% | 7,49% | 105% | 129 | 27,13% | 2,5 |
|