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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 |
KK
4026
Kotler Kevin
| US$ 427 mi | – | – | 61,7% | – | 38 | – | 0 |
|
| 4027 |
4027
Ballast Inc
Lexington,
Kentucky
| US$ 427 mi | +US$ 14,6 mi | +4% | 2,76% | 71,3% | 142 | 11,97% | 4,7 |
|
| 4028 |
4028
Peak Retirement Planning
Columbus,
Ohio
| US$ 427 mi | +US$ 72 mi | +20% | 1,28% | – | 156 | 26,28% | 0,6 |
|
| 4029 |
4029
Abound Wealth Management
Franklin,
Tennessee
| US$ 427 mi | +US$ 27,5 mi | +7% | 1,89% | 65,7% | 1.506 | 14,67% | 2,1 |
|
| 4030 |
4030
TRB Advisors
New York
| US$ 427 mi | -US$ 69,4 mi | -14% | 2,13% | 76,1% | 14 | 42,86% | 3,1 |
|
| 4031 |
4031
J. Derek Lewis & Associates
Newport Beach,
California
| US$ 427 mi | – | – | 0,8% | – | 209 | – | 0 |
|
| 4032 |
WHAM
4032
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$ 427 mi | +US$ 45,5 mi | +12% | 2,77% | 98,1% | 28 | 21,43% | 2,3 |
|
| 4033 |
4033
Chapin Davis
Baltimore,
Maryland
| US$ 427 mi | +US$ 19,4 mi | +5% | 10,4% | 339% | 263 | 13,31% | 2,1 |
|
| 4034 |
4034
von Borstel & Associates
The Dalles,
Oregon
| US$ 427 mi | -US$ 225 mi | -35% | 2,22% | – | 171 | 76,61% | 1,2 |
|
| 4035 |
4035
Evelyn Partners Asset Management
London,
| US$ 426 mi | -US$ 16,7 mi | -4% | 3,22% | – | 299 | 11,04% | 0,8 |
|
| 4036 |
4036
Fortress Investment Group
New York
| US$ 426 mi | -US$ 327 mi | -43% | 8,75% | 97,5% | 76 | 88,16% | 0,8 |
|
| 4037 |
WFI
4037
West Family Investments
Carlsbad,
California
| US$ 426 mi | -US$ 21,8 mi | -5% | 4,17% | 116% | 394 | 14,97% | 2 |
|
| 4038 |
4038
Aspire Capital Advisors
Seattle,
Washington
| US$ 426 mi | +US$ 20,3 mi | +5% | 1,54% | 59,3% | 127 | 14,17% | 1,9 |
|
| 4039 |
4039
ORG Wealth Partners
Dallas,
Texas
| US$ 426 mi | -US$ 44,8 mi | -10% | 6,01% | – | 695 | 17,27% | 0,9 |
|
| 4040 |
4040
Rothschild Capital Partners
New York
| US$ 426 mi | +US$ 2,17 mi | +0,5% | 6,19% | 90,8% | 103 | 22,33% | 2,7 |
|
| 4041 |
4041
Tejara Capital
London,
United Kingdom
| US$ 425 mi | +US$ 233 mi | +122% | 1,76% | 17,3% | 75 | 54,67% | 0,8 |
|
| 4042 |
4042
Brave Asset Management
Summit,
New Jersey
| US$ 425 mi | +US$ 11,7 mi | +3% | 4,27% | 76,3% | 181 | 12,15% | 5,2 |
|
| 4043 |
4043
Berkeley Capital Partners
Milton,
Georgia
| US$ 425 mi | +US$ 1,77 mi | +0,4% | 2,05% | 62,8% | 205 | 15,61% | 4,2 |
|
| 4044 |
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 425 mi | +US$ 17,8 mi | +4% | 3,99% | 67,6% | 112 | 5,36% | 2,5 |
|
| 4045 |
4045
Coalescence Partners Investment Management
New York
| US$ 424 mi | +US$ 40,4 mi | +11% | 2,5% | – | 14 | 21,43% | 1,4 |
|
| 4046 |
4046
White Pine Investment Company
Livonia,
Michigan
| US$ 424 mi | +US$ 2,9 mi | +0,7% | 1,98% | 73,3% | 69 | 4,35% | 5,3 |
|
| 4047 |
4047
3G Capital Partners
New York
| US$ 424 mi | +US$ 2,08 mi | +0,5% | 2,57% | 351% | 17 | 29,41% | 1,2 |
|
| 4048 |
4048
Whitcomb & Hess
Ashland,
Ohio
| US$ 424 mi | +US$ 35,1 mi | +9% | 3,39% | 54% | 61 | 8,2% | 2,8 |
|
| 4049 |
4049
Harrell Investment Partners
Austin,
Texas
| US$ 424 mi | +US$ 657 mil | +0,2% | 2,33% | 121% | 130 | 7,69% | 2,8 |
|
| 4050 |
HWM
4050
HFR Wealth Management
Niskayuna,
New York
| US$ 424 mi | -US$ 12,6 mi | -3% | 0,52% | 47,5% | 52 | 5,77% | 3,8 |
|