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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 186 mi | -US$ 90,4 mi | -33% | 22,1% | 16,6% | 11 | 9,09% | 3,4 |
|
| 4752 |
4752
RAM Investment Partners
Bellevue,
Washington
| US$ 186 mi | +US$ 23,2 mi | +14% | 7,3% | 61,9% | 52 | 15,38% | 0,2 |
|
| 4753 |
SC
4753
Sawyer & Company
Boston,
Massachusetts
| US$ 186 mi | -US$ 17,4 mi | -9% | 3,84% | 111% | 189 | 7,94% | 3,7 |
|
| 4754 |
4754
Mendel Money Management
Northbrook,
Illinois
| US$ 186 mi | +US$ 9,9 mi | +6% | 6,03% | 88,8% | 125 | 6,4% | 2,9 |
|
| 4755 |
CCM
4755
Consolidated Capital Management
Burbank,
California
| US$ 186 mi | +US$ 18 mi | +11% | 19% | 166% | 61 | 26,23% | 2,6 |
|
| 4756 |
4756
Wills Financial Group
Richmond,
Virginia
| US$ 186 mi | +US$ 6,08 mi | +3% | 4,55% | 57,5% | 68 | 20,59% | 4,2 |
|
| 4757 |
KFO
4757
Kopp Family Office
Bloomington,
Minnesota
| US$ 186 mi | +US$ 19,4 mi | +12% | 15,3% | 47,9% | 23 | 4,35% | 1,6 |
|
| 4758 |
4758
Fullen Financial Group
Columbus,
Ohio
| US$ 185 mi | +US$ 9,37 mi | +5% | 4,11% | 28,4% | 59 | 0% | 2,5 |
|
| 4759 |
4759
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 185 mi | – | – | 4,48% | 95% | 38 | – | 0 |
|
| 4760 |
4760
Atlantic Investment Management
New York
| US$ 185 mi | +US$ 587 mil | +0,3% | 6,28% | 28,8% | 13 | 61,54% | 1,3 |
|
| 4761 |
4761
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 185 mi | +US$ 7,08 mi | +4% | 4,55% | 58,3% | 35 | 11,43% | 2,8 |
|
| 4762 |
4762
NIA Impact Advisors
Berkeley,
California
| US$ 185 mi | +US$ 13 mi | +8% | 11,1% | – | 64 | 15,63% | 1,6 |
|
| 4763 |
4763
Core Wealth Management
Jupiter,
Florida
| US$ 185 mi | +US$ 8,13 mi | +5% | 4,5% | 44,5% | 20 | 15% | 0,2 |
|
| 4764 |
4764
FACT Capital
New York
| US$ 185 mi | +US$ 13,3 mi | +8% | 18,8% | 227% | 15 | 40% | 0,2 |
|
| 4765 |
4765
Quantamental Technologies
White Plains,
New York
| US$ 185 mi | -US$ 33,8 mi | -15% | 7,2% | 24,2% | 667 | 73,91% | 0,2 |
|
| 4766 |
4766
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 185 mi | +US$ 10,6 mi | +6% | 4,08% | 33,4% | 16 | 0% | 3,2 |
|
| 4767 |
4767
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 185 mi | +US$ 9,05 mi | +5% | 10,3% | 207% | 57 | 22,81% | 4 |
|
| 4768 |
KA
4768
Kooman & Associates
Altoona,
Pennsylvania
| US$ 185 mi | +US$ 83,4 mi | +82% | 5,23% | 66% | 43 | 11,63% | 0,2 |
|
| 4769 |
4769
Cota Capital Management
San Francisco,
California
| US$ 185 mi | -US$ 577 mil | -0,3% | 11,7% | 46% | 12 | 8,33% | 2,5 |
|
| 4770 |
4770
Sonata Capital Group
Seattle,
Washington
| US$ 185 mi | +US$ 4,99 mi | +3% | 5,86% | 66,5% | 111 | 11,71% | 5,7 |
|
| 4771 |
4771
Golden State Equity Partners
South Coast Metro,
California
| US$ 185 mi | – | – | 4,77% | – | 214 | – | 1,1 |
|
| 4772 |
4772
Waterford Advisors
Orchard Park,
New York
| US$ 185 mi | +US$ 13,1 mi | +8% | 5,51% | 50,5% | 54 | 12,96% | 0,2 |
|
| 4773 |
OGF
4773
Orin Green Financial
San Diego,
California
| US$ 185 mi | +US$ 14,4 mi | +8% | 7,47% | 59,1% | 74 | 10,81% | 1,7 |
|
| 4774 |
4774
Quantum Private Wealth
Tampa,
Florida
| US$ 185 mi | +US$ 26,9 mi | +17% | 19,8% | 240% | 192 | 6,25% | 1,1 |
|
| 4775 |
ITIM
4775
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 185 mi | +US$ 7,38 mi | +4% | 4,82% | 114% | 128 | 12,5% | 6,3 |
|