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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Wells Trecaso Financial Group
Akron,
Ohio
| US$ 102 mi | – | – | 6,21% | 108% | 65 | – | 0 |
|
| 4402 |
4402
Crewe Advisors
Salt Lake City,
Utah
| US$ 102 mi | – | – | 5,01% | 96,1% | 279 | – | 0 |
|
| 4403 |
4403
Axel Capital Management
New York
| US$ 102 mi | -US$ 50,2 mi | -33% | 12,8% | 194% | 25 | 56% | 2,3 |
|
| 4404 |
SCA
4404
Strategic Capital Advisers
Denver,
Colorado
| US$ 102 mi | – | – | 6,32% | 51,4% | 62 | – | 0 |
|
| 4405 |
4405
Euclidean Technologies Management
Seattle,
Washington
| US$ 102 mi | -US$ 2,89 mi | -3% | 7,87% | 124% | 63 | 14,29% | 1,6 |
|
| 4406 |
OPWM
4406
Oak Point Wealth Management
Portage,
Michigan
| US$ 101 mi | – | – | 4,24% | – | 210 | – | 0 |
|
| 4407 |
SSCM
4407
Summit Street Capital Management
New York
| US$ 101 mi | +US$ 13,9 mi | +16% | 9,6% | 217% | 31 | 12,9% | 1,5 |
|
| 4408 |
BLA
4408
Balter Liquid Alternatives
Boston,
Massachusetts
| US$ 101 mi | +US$ 11,4 mi | +13% | 9,56% | 76,7% | 225 | 59,56% | 0,3 |
|
| 4409 |
4409
Meritech Capital Associates III
Palo Alto,
California
| US$ 101 mi | -US$ 23,6 mi | -19% | 6% | 135% | 3 | 0% | 2,5 |
|
| 4410 |
4410
Appleton Group
Appleton,
Wisconsin
| US$ 101 mi | +US$ 7,73 mi | +8% | 3,46% | 58,3% | 37 | 16,22% | 1,5 |
|
| 4411 |
4411
Ballew Advisors
Jackson,
Mississippi
| US$ 101 mi | – | – | 2,07% | 68% | 101 | – | 0 |
|
| 4412 |
4412
venBio Partners
San Francisco,
California
| US$ 101 mi | – | – | 5,74% | 564% | 3 | – | 0 |
|
| 4413 |
4413
Florence Capital Advisors
New York
| US$ 101 mi | +US$ 8,58 mi | +9% | 8,55% | – | 87 | 22,99% | 0,8 |
|
| 4414 |
4414
BigSur Wealth Management
Miami,
Florida
| US$ 101 mi | +US$ 1,12 mi | +1% | 5,65% | 94,8% | 100 | 15% | 0,8 |
|
| 4415 |
4415
Clarus Ventures
Cambridge,
Massachusetts
| US$ 100 mi | -US$ 22,4 mi | -18% | 28% | 70,3% | 6 | 16,67% | 2,4 |
|
| 4416 |
BIA
4416
Bigelow Investment Advisors
Portland,
Maine
| US$ 100 mi | – | – | 4,28% | 75,7% | 96 | – | 0 |
|
| 4417 |
4417
Yorktown Energy Partners XI
New York
| US$ 100 mi | -US$ 3,26 mi | -3% | 2,83% | 105% | 2 | 0% | 0,9 |
|
| 4418 |
PAM
4418
Pegasus Asset Management
Montebello,
New York
| US$ 100 mi | – | – | 6,27% | 89% | 68 | – | 0 |
|
| 4419 |
4419
Battery Partners IX
Boston,
Massachusetts
| US$ 100 mi | +US$ 21,4 mi | +27% | 35,9% | 322% | 3 | 0% | 2,2 |
|
| 4420 |
4420
Chessman Wealth Strategies RIA
Dallas,
Texas
| US$ 100 mi | – | – | 2,99% | – | 29 | – | 0 |
|
| 4421 |
4421
Washington Capital Management
Seattle,
Washington
| US$ 100 mi | +US$ 5,81 mi | +6% | 4,54% | 81,8% | 111 | 18,92% | 1,9 |
|
| 4422 |
4422
Kopp Investment Advisors
Bloomington,
Minnesota
| US$ 100 mi | -US$ 9,28 mi | -9% | 1,78% | 109% | 70 | 14,29% | 2,7 |
|
| 4423 |
4423
SC XII Management
Menlo Park,
California
| US$ 100 mi | -US$ 28,7 mi | -22% | 19,5% | 73,4% | 2 | 0% | 2,9 |
|
| 4424 |
SWM
4424
Strategic Wealth Management
Kirkland,
Washington
| US$ 100 mi | +US$ 27,5 mi | +38% | 2,06% | 52,8% | 20 | 25% | 1,1 |
|
| 4425 |
4425
Hanseatic Management Services
Albuquerque,
New Mexico
| US$ 99,3 mi | +US$ 11,2 mi | +13% | 12,3% | – | 505 | 32,67% | 0,7 |
|