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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
City State Bank
Norwalk,
Iowa
| US$ 274 mi | +US$ 29,5 mi | +12% | 6,77% | 79,1% | 759 | 6,32% | 2,2 |
|
| 4602 |
HM
4602
HCEP Management
Hong Kong
| US$ 274 mi | -US$ 98,5 mi | -26% | 20,3% | 182% | 10 | 40% | 1,1 |
|
| 4603 |
4603
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 274 mi | +US$ 18,7 mi | +7% | 6,97% | 78% | 172 | 11,63% | 2 |
|
| 4604 |
4604
StepStone Group
La Jolla,
California
| US$ 274 mi | -US$ 219 mi | -44% | 19,9% | 107% | 18 | 33,33% | 2,4 |
|
| 4605 |
4605
Two Point Capital Management
Pittsford,
New York
| US$ 274 mi | +US$ 25,5 mi | +10% | 11,9% | – | 25 | 0% | 1,6 |
|
| 4606 |
WA
4606
WP Advisors
San Francisco,
California
| US$ 274 mi | -US$ 39,5 mi | -13% | 7,84% | 113% | 109 | 12,84% | 4,3 |
|
| 4607 |
4607
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 274 mi | +US$ 34,3 mi | +14% | 6,07% | 50,5% | 88 | 21,59% | 0,7 |
|
| 4608 |
4608
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$ 273 mi | +US$ 27,2 mi | +11% | 6,93% | 21,8% | 484 | 7,85% | 1,6 |
|
| 4609 |
SL
4609
SOF Ltd
George Town,
Cayman Islands
| US$ 273 mi | -US$ 4,3 mi | -2% | 1,55% | 42,3% | 1 | 0% | 7,8 |
|
| 4610 |
4610
Umpqua Bank
Lake Oswego,
Oregon
| US$ 273 mi | +US$ 14,9 mi | +6% | 5,88% | – | 158 | 8,86% | 0,5 |
|
| 4611 |
4611
Snider Financial Group
Bellevue,
Washington
| US$ 273 mi | +US$ 14,2 mi | +5% | 5,07% | 87% | 63 | 6,35% | 1,8 |
|
| 4612 |
4612
Greenfield Seitz Capital Management
Dallas,
Texas
| US$ 273 mi | +US$ 3,08 mi | +1% | 2,01% | 88,5% | 103 | 5,83% | 0,7 |
|
| 4613 |
4613
Tempus Wealth Planning
Irvine,
California
| US$ 273 mi | +US$ 33,6 mi | +14% | 6,79% | 95% | 229 | 13,97% | 2,2 |
|
| 4614 |
MHP
4614
Manatuck Hill Partners
Westport,
Connecticut
| US$ 273 mi | +US$ 32,9 mi | +14% | 16,3% | 556% | 153 | 50,98% | 1,1 |
|
| 4615 |
4615
Quaker Wealth Management
Moorestown,
New Jersey
| US$ 273 mi | – | – | 4,9% | – | 64 | – | 1,5 |
|
| 4616 |
4616
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$ 273 mi | +US$ 20,6 mi | +8% | 8,75% | 71,1% | 97 | 17,53% | 4 |
|
| 4617 |
4617
New Century Financial Group
Princeton,
New Jersey
| US$ 273 mi | +US$ 37,4 mi | +16% | 5,51% | – | 343 | 28,86% | 0,4 |
|
| 4618 |
4618
Kelly Financial Services
Braintree,
Massachusetts
| US$ 273 mi | -US$ 7,03 mi | -3% | 5,34% | 64,3% | 793 | 86,25% | 3,8 |
|
| 4619 |
SA
4619
SAM Advisors
Oakhurst,
California
| US$ 272 mi | -US$ 3,85 mi | -1% | 5,75% | 57,5% | 47 | 36,17% | 1,5 |
|
| 4620 |
4620
Moerus Capital Management
New York
| US$ 272 mi | -US$ 4,68 mi | -2% | 11,1% | 220% | 18 | 5,56% | 3,8 |
|
| 4621 |
LWMM
4621
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 272 mi | +US$ 35,5 mi | +15% | 6,03% | 105% | 97 | 26,8% | 2,7 |
|
| 4622 |
4622
Harmony Asset Management
Scottsdale,
Arizona
| US$ 272 mi | +US$ 33,4 mi | +14% | 5,33% | 138% | 166 | 13,25% | 0,6 |
|
| 4623 |
4623
Lansing Street Advisors
Ambler,
Pennsylvania
| US$ 272 mi | +US$ 31,7 mi | +13% | 6,21% | – | 124 | 19,35% | 1,4 |
|
| 4624 |
4624
BOS Asset Management
Springfield,
Illinois
| US$ 272 mi | +US$ 54,7 mi | +25% | 5,33% | 70,3% | 170 | 12,94% | 1,2 |
|
| 4625 |
SCI
4625
Silver Coast Investments
San Diego,
United States
| US$ 272 mi | +US$ 27,2 mi | +11% | 7,31% | – | 102 | 13,73% | 0,6 |
|