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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
InterCapital
Austin,
Texas
| US$ 401 mi | +US$ 101 mi | +34% | 45,9% | – | 169 | 64,5% | 0,2 |
|
| 4477 |
4477
OLP Capital Management
Causeway Bay,
Hong Kong
| US$ 400 mi | -US$ 542 mi | -58% | 11% | 146% | 9 | 55,56% | 0,8 |
|
| 4478 |
4478
Presidio Capital Management
San Diego,
California
| US$ 400 mi | +US$ 55,6 mi | +16% | 12,9% | 56,1% | 96 | 28,13% | 1,8 |
|
| 4479 |
4479
TriaGen Wealth Management
Calabasas,
California
| US$ 400 mi | +US$ 33,8 mi | +9% | 19% | 132% | 211 | 31,28% | 2,5 |
|
| 4480 |
4480
Elmwood Wealth Management
Berkeley,
California
| US$ 400 mi | +US$ 38,2 mi | +11% | 10,9% | 42,1% | 203 | 13,79% | 3,2 |
|
| 4481 |
4481
Fiduciary Family Office
Boca Raton,
Florida
| US$ 400 mi | +US$ 48,9 mi | +14% | 16,8% | 97,3% | 198 | 20,2% | 1 |
|
| 4482 |
4482
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 400 mi | +US$ 65,7 mi | +20% | 16,8% | 78% | 166 | 15,66% | 2,5 |
|
| 4483 |
4483
Argent Advisors
Monroe,
Louisiana
| US$ 400 mi | +US$ 33,5 mi | +9% | 10,3% | 63,1% | 191 | 12,04% | 3,6 |
|
| 4484 |
SC
4484
Saybrook Capital
Winston Salem,
North Carolina
| US$ 400 mi | +US$ 28,1 mi | +8% | 11% | 72,5% | 43 | 4,65% | 9,2 |
|
| 4485 |
4485
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| US$ 399 mi | +US$ 105 mi | +36% | 29,6% | – | 38 | 26,32% | 0,2 |
|
| 4486 |
4486
Three Bridge Wealth Advisors
Los Altos,
California
| US$ 399 mi | +US$ 35,1 mi | +10% | 12,2% | 162% | 95 | 17,89% | 2,9 |
|
| 4487 |
FSA
4487
Financial Services Advisory
Rockville,
Maryland
| US$ 399 mi | +US$ 189 mi | +90% | 16,3% | 82,5% | 83 | 46,99% | 1,2 |
|
| 4488 |
4488
Landmark Investment Partners
West Palm Beach,
Florida
| US$ 399 mi | +US$ 260 mi | +187% | 22,7% | – | 67 | 74,63% | 0,3 |
|
| 4489 |
4489
Kerrisdale Advisers
Miami,
Florida
| US$ 399 mi | +US$ 136 mi | +52% | 21,6% | 78,8% | 134 | 31,34% | 1,2 |
|
| 4490 |
BCM
4490
Bluefin Capital Management
New York
| US$ 399 mi | +US$ 243 mi | +156% | 32,2% | – | 181 | 69,61% | 0,3 |
|
| 4491 |
4491
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 399 mi | +US$ 35,1 mi | +10% | 7,74% | 40,3% | 195 | 15,38% | 3 |
|
| 4492 |
VWM
4492
VCI Wealth Management
St Louis,
Missouri
| US$ 399 mi | +US$ 38,2 mi | +11% | 11,8% | 86,3% | 140 | 41,43% | 1,2 |
|
| 4493 |
CL
4493
COWA LLC
Tulsa,
Oklahoma
| US$ 399 mi | +US$ 28 mi | +8% | 6,97% | 67,7% | 184 | 15,76% | 2,5 |
|
| 4494 |
4494
WorthPointe
La Jolla,
California
| US$ 399 mi | +US$ 29,3 mi | +8% | 11,1% | 59,7% | 136 | 22,06% | 1,7 |
|
| 4495 |
4495
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$ 399 mi | +US$ 90,6 mi | +29% | 4,32% | 22,2% | 6 | 16,67% | 1,4 |
|
| 4496 |
4496
Hudson Value Partners
Palm Beach,
Florida
| US$ 399 mi | +US$ 63,4 mi | +19% | 23,9% | 124% | 118 | 18,64% | 2,8 |
|
| 4497 |
4497
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 398 mi | +US$ 129 mi | +48% | 13,9% | 74,2% | 90 | 11,11% | 1,5 |
|
| 4498 |
4498
Shoker Investment Counsel
Oxford,
Ohio
| US$ 398 mi | +US$ 61,6 mi | +18% | 20% | 88,9% | 116 | 8,62% | 6,2 |
|
| 4499 |
4499
Stiles Financial Services
Edina,
Minnesota
| US$ 398 mi | +US$ 70,9 mi | +22% | 33,4% | 144% | 187 | 7,49% | 3,1 |
|
| 4500 |
4500
Fischer Financial Services
Harrisburg,
Pennsylvania
| US$ 398 mi | +US$ 101 mi | +34% | 14,5% | – | 65 | 13,85% | 1,2 |
|