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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Platform Technology Partners
New York
| US$ 214 mi | +US$ 1,23 mi | +0,6% | 2,45% | – | 228 | 16,23% | 2,5 |
|
| 4502 |
4502
Prudent Investors Network
Lake Forest,
California
| US$ 214 mi | +US$ 1,49 mi | +0,7% | 2,59% | – | 38 | 15,79% | 2,1 |
|
| 4503 |
SHFA
4503
SS&H Financial Advisors
Troy,
Michigan
| US$ 214 mi | – | – | 2,98% | – | 117 | – | 1,4 |
|
| 4504 |
4504
Retirement Capital Strategies
San Jose,
California
| US$ 214 mi | -US$ 3,81 mi | -2% | 2% | 59% | 77 | 49,35% | 2 |
|
| 4505 |
4505
Field & Main Bank
Henderson,
Kentucky
| US$ 214 mi | +US$ 34,1 mi | +19% | 2,69% | 107% | 265 | 10,19% | 5,3 |
|
| 4506 |
BFM
4506
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$ 213 mi | -US$ 101 mi | -32% | 1,08% | 71,5% | 4 | 0% | 2,4 |
|
| 4507 |
PH
4507
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 213 mi | -US$ 10,6 mi | -5% | 2,07% | 79,6% | 215 | 11,63% | 5,1 |
|
| 4508 |
4508
Detalus Advisors
St. Louis,
Missouri
| US$ 213 mi | -US$ 9,9 mi | -4% | 3,84% | 75,7% | 156 | 16,03% | 2,4 |
|
| 4509 |
4509
Eos Management LP
New York
| US$ 213 mi | -US$ 1,57 mi | -0,7% | 4,14% | 149% | 47 | 17,02% | 3,1 |
|
| 4510 |
4510
Copperwynd Financial
Scottsdale,
Arizona
| US$ 213 mi | -US$ 1,72 mi | -0,8% | 2,7% | 90% | 145 | 18,62% | 3 |
|
| 4511 |
4511
OLIO Financial Planning
Mclean,
Virginia
| US$ 213 mi | +US$ 2,03 mi | +1% | 3,85% | 52,9% | 55 | 18,18% | 1,2 |
|
| 4512 |
4512
TFG Advisers
Auburn Hills,
Michigan
| US$ 213 mi | -US$ 7,17 mi | -3% | 3,58% | 61,8% | 201 | 5,97% | 3,7 |
|
| 4513 |
4513
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 213 mi | -US$ 2,95 mi | -1% | 4,28% | 81,6% | 74 | 13,51% | 2,7 |
|
| 4514 |
4514
L2 Asset Management
Wayland,
Massachusetts
| US$ 213 mi | +US$ 8,15 mi | +4% | 0,84% | 128% | 225 | 35,11% | 0,9 |
|
| 4515 |
4515
Red Lighthouse Investment Management
New York
| US$ 212 mi | -US$ 6,44 mi | -3% | 3,13% | 63,4% | 96 | 3,13% | 0,7 |
|
| 4516 |
4516
Strategic Advocates
Logan,
Utah
| US$ 212 mi | – | – | 4,08% | 103% | 141 | – | 0 |
|
| 4517 |
4517
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 212 mi | -US$ 10,7 mi | -5% | 3,48% | 104% | 270 | 4,81% | 7,3 |
|
| 4518 |
4518
Phraction Management
Colchester,
Connecticut
| US$ 212 mi | +US$ 9,48 mi | +5% | 4,25% | 106% | 51 | 11,76% | 1,3 |
|
| 4519 |
4519
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 212 mi | -US$ 18,1 mi | -8% | 4,82% | 44,2% | 121 | 28,93% | 1,8 |
|
| 4520 |
4520
Robertson Opportunity Capital
Dallas,
Texas
| US$ 212 mi | +US$ 4,89 mi | +2% | 3,17% | 93,4% | 24 | 0% | 6,5 |
|
| 4521 |
4521
Syntrinsic
Denver,
Colorado
| US$ 212 mi | – | – | 3,49% | – | 79 | – | 0 |
|
| 4522 |
4522
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 212 mi | -US$ 6,04 mi | -3% | 2,17% | 134% | 201 | 16,92% | 3,1 |
|
| 4523 |
FP
4523
Fiduciary Planning
Englewood,
Florida
| US$ 212 mi | -US$ 5,38 mi | -2% | 2,94% | 71,4% | 65 | 40% | 1,4 |
|
| 4524 |
4524
Oak Family Advisors
Chicago,
Illinois
| US$ 212 mi | +US$ 403 mil | +0,2% | 2,42% | 81,9% | 118 | 8,47% | 1,9 |
|
| 4525 |
4525
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$ 211 mi | +US$ 10,9 mi | +5% | 2,38% | 28,2% | 110 | 10,91% | 3 |
|