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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Soundmark Wealth Management
Kirkland,
Washington
| US$ 243 mi | +US$ 60,8 mi | +33% | 5,68% | 17,2% | 74 | 21,62% | 0,4 |
|
| 4227 |
HPC
4227
Hobart Private Capital
Charlotte,
North Carolina
| US$ 243 mi | -US$ 1,83 mi | -0,7% | 5,37% | 60% | 139 | 10,07% | 1,8 |
|
| 4228 |
4228
Platform Technology Partners
New York
| US$ 243 mi | – | – | 9,08% | – | 262 | – | 0,9 |
|
| 4229 |
4229
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 243 mi | +US$ 18,2 mi | +8% | 6,42% | 62,2% | 87 | 8,05% | 2,4 |
|
| 4230 |
4230
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 243 mi | +US$ 79,8 mi | +49% | 4,32% | 31% | 782 | 83,5% | 0,1 |
|
| 4231 |
4231
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 242 mi | +US$ 29,4 mi | +14% | 6,81% | 51,3% | 87 | 6,9% | 2,7 |
|
| 4232 |
SCF
4232
Sante Capital Fund
Austin,
Texas
| US$ 242 mi | – | – | 19,6% | – | 110 | – | 0 |
|
| 4233 |
4233
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 242 mi | +US$ 23,7 mi | +11% | 13,7% | 350% | 118 | 27,12% | 1,5 |
|
| 4234 |
4234
Lumature Wealth Partners
Alpharetta,
Georgia
| US$ 242 mi | +US$ 51,6 mi | +27% | 11,8% | – | 388 | 10,31% | 0,3 |
|
| 4235 |
4235
NovaPoint Capital
Atlanta,
Georgia
| US$ 242 mi | +US$ 28,1 mi | +13% | 5,7% | 94% | 122 | 9,84% | 1,1 |
|
| 4236 |
KFO
4236
Kopp Family Office
Bloomington,
Minnesota
| US$ 242 mi | +US$ 16,6 mi | +7% | 0,95% | 47,9% | 13 | 7,69% | 0,9 |
|
| 4237 |
4237
SCF Partners
Houston,
Texas
| US$ 242 mi | +US$ 39,2 mi | +19% | 19,5% | 2,1% | 4 | 0% | 4,4 |
|
| 4238 |
HCM
4238
Hudson Capital Management
Ramsey,
New Jersey
| US$ 241 mi | +US$ 7,89 mi | +3% | 4% | 66,8% | 68 | 11,76% | 2,3 |
|
| 4239 |
4239
Boltwood Capital Management
Walnut Creek,
California
| US$ 241 mi | +US$ 15,6 mi | +7% | 5,29% | 63% | 151 | 2,65% | 4,5 |
|
| 4240 |
4240
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 241 mi | +US$ 20,2 mi | +9% | 5,89% | 17,7% | 382 | 12,3% | 1,9 |
|
| 4241 |
4241
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 240 mi | +US$ 15,2 mi | +7% | 7,46% | 106% | 150 | 18% | 0,4 |
|
| 4242 |
4242
Voss Capital
Houston,
Texas
| US$ 240 mi | +US$ 459 mil | +0,2% | 16,7% | 78,4% | 52 | 42,31% | 0,6 |
|
| 4243 |
FC
4243
Full18 Capital
Westport,
Connecticut
| US$ 240 mi | +US$ 34,9 mi | +17% | 8,24% | – | 153 | 73,86% | 0,2 |
|
| 4244 |
4244
Athyrium Capital Management
New York
| US$ 240 mi | +US$ 42,1 mi | +21% | 15,5% | 25,1% | 4 | 25% | 0,3 |
|
| 4245 |
WA
4245
WP Advisors
San Francisco,
California
| US$ 240 mi | +US$ 8,39 mi | +4% | 7,62% | 113% | 106 | 13,21% | 1,7 |
|
| 4246 |
4246
Oak Family Advisors
Chicago,
Illinois
| US$ 240 mi | +US$ 9,22 mi | +4% | 6,11% | 81,9% | 102 | 16,67% | 0,4 |
|
| 4247 |
4247
First United Bank & Trust
Oakland,
Maryland
| US$ 239 mi | +US$ 4,97 mi | +2% | 6,56% | 78% | 167 | 8,38% | 3,7 |
|
| 4248 |
4248
Denver PWM
Denver,
Colorado
| US$ 239 mi | +US$ 67,5 mi | +39% | 4,85% | 48,6% | 105 | 40% | 1,6 |
|
| 4249 |
HA
4249
HYA Advisors
Springfield,
Missouri
| US$ 239 mi | +US$ 27,1 mi | +13% | 6,75% | – | 149 | 8,05% | 1,1 |
|
| 4250 |
4250
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 239 mi | +US$ 8,74 mi | +4% | 5,65% | 104% | 300 | 5,67% | 5,5 |
|