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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
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 268 mi | +US$ 62,2 mi | +30% | 2,1% | 76,8% | 298 | 21,48% | 2 |
|
| 4502 |
4502
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 268 mi | -US$ 3,17 mi | -1% | 5,38% | 104% | 70 | 5,71% | 4,2 |
|
| 4503 |
4503
Clean Yield Group
Norwich,
Vermont
| US$ 268 mi | +US$ 10,7 mi | +4% | 3,42% | 65% | 404 | 14,6% | 4,2 |
|
| 4504 |
4504
LCNB Corp
Lebanon,
Ohio
| US$ 268 mi | -US$ 8,72 mi | -3% | 1,92% | 75,2% | 183 | 7,1% | 4,7 |
|
| 4505 |
4505
Sector Gamma AS
Oslo,
Norway
| US$ 268 mi | -US$ 87,1 mi | -25% | 4,67% | 35,3% | 30 | 13,33% | 2,9 |
|
| 4506 |
4506
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 268 mi | -US$ 35 mi | -12% | 1,87% | 22,5% | 182 | 33,52% | 1,3 |
|
| 4507 |
VM
4507
VPR Management
Houston,
Texas
| US$ 268 mi | -US$ 92,8 mi | -26% | 1,13% | 54,5% | 54 | 5,56% | 3,5 |
|
| 4508 |
4508
Monterey Private Wealth
Monterey,
California
| US$ 267 mi | +US$ 18,4 mi | +7% | 2,96% | 29,8% | 124 | 14,52% | 2,7 |
|
| 4509 |
FAP
4509
Financial Advisory Partners
Winter Park,
Florida
| US$ 267 mi | +US$ 8,63 mi | +3% | 1,15% | 52,9% | 70 | 10% | 1,8 |
|
| 4510 |
MWM
4510
MGB Wealth Management
Addison,
Texas
| US$ 267 mi | +US$ 21,2 mi | +9% | 5,59% | – | 281 | 7,47% | 0,5 |
|
| 4511 |
4511
Elevatus Welath Management
Victor,
New York
| US$ 267 mi | +US$ 13,8 mi | +5% | 5,12% | 270% | 125 | 39,2% | 0,5 |
|
| 4512 |
ATI
4512
ARK & TLK Investments
Oklahoma City,
Oklahoma
| US$ 267 mi | +US$ 11,1 mi | +4% | 0,92% | 62,2% | 109 | 6,42% | 0,5 |
|
| 4513 |
4513
IronBridge Private Wealth
Austin,
Texas
| US$ 267 mi | +US$ 26 mi | +11% | 10,1% | 122% | 47 | 8,51% | 1,3 |
|
| 4514 |
4514
Once Capital Management
New York
| US$ 267 mi | +US$ 53,3 mi | +25% | 30% | 570% | 26 | 15,38% | 1,9 |
|
| 4515 |
4515
Field & Main Bank
Henderson,
Kentucky
| US$ 267 mi | +US$ 9,6 mi | +4% | 4,28% | 107% | 255 | 6,27% | 6 |
|
| 4516 |
4516
Weybosset Research & Management
Province,
Rhode Island
| US$ 267 mi | -US$ 20,7 mi | -7% | 2,89% | 74,8% | 53 | 26,42% | 4,1 |
|
| 4517 |
CWM
4517
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 267 mi | +US$ 129 mi | +93% | 4,22% | 108% | 125 | 55,2% | 0,5 |
|
| 4518 |
4518
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 266 mi | +US$ 23,5 mi | +10% | 1,3% | 92,5% | 65 | 16,92% | 0,9 |
|
| 4519 |
4519
Catalina Capital Group
Torrance,
California
| US$ 266 mi | +US$ 25,8 mi | +11% | 5,4% | – | 356 | 25,28% | 0,3 |
|
| 4520 |
4520
ArchPoint Investors
Coral Gables,
Florida
| US$ 266 mi | +US$ 26,7 mi | +11% | 2,78% | 111% | 75 | 16% | 3,3 |
|
| 4521 |
4521
TTP Investments
San Jose,
California
| US$ 266 mi | +US$ 37,6 mi | +16% | 9,65% | 197% | 34 | 14,71% | 1,7 |
|
| 4522 |
4522
Arch Venture Management
Chicago,
Illinois
| US$ 266 mi | +US$ 186 mi | +231% | 11,9% | 228% | 10 | 30% | 1,2 |
|
| 4523 |
4523
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 266 mi | +US$ 109 mi | +70% | 4,04% | 121% | 30 | 13,33% | 5 |
|
| 4524 |
4524
Great Oak Capital Partners
South Easton,
Massachusetts
| US$ 266 mi | +US$ 40,5 mi | +18% | 0,69% | – | 33 | 12,12% | 0,4 |
|
| 4525 |
4525
Empirical Asset Management
Wellesley,
Massachusetts
| US$ 266 mi | +US$ 58,4 mi | +28% | 3,41% | 94,5% | 399 | 43,86% | 0,7 |
|