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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Carmel Capital Management
Carmel,
California
| US$ 193 mi | +US$ 17,7 mi | +10% | 10,6% | 265% | 33 | 3,03% | 1,4 |
|
| 4827 |
4827
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 192 mi | +US$ 7,46 mi | +4% | 15,5% | 207% | 56 | 41,07% | 3,5 |
|
| 4828 |
4828
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 192 mi | +US$ 5,55 mi | +3% | 4,95% | 66,8% | 101 | 7,92% | 6,3 |
|
| 4829 |
4829
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 192 mi | +US$ 7,87 mi | +4% | 6,45% | 62,5% | 142 | 7,75% | 2 |
|
| 4830 |
4830
DecisionPoint Financial
Mesa,
Arizona
| US$ 192 mi | +US$ 18,9 mi | +11% | 3,01% | 43,3% | 219 | 20,09% | 0,4 |
|
| 4831 |
IP
4831
Investment Partners
New Philadelphia,
Ohio
| US$ 192 mi | +US$ 1,34 mi | +0,7% | 5,46% | 74,1% | 140 | 11,43% | 5,1 |
|
| 4832 |
4832
Tenzing Global Management
San Francisco,
California
| US$ 192 mi | +US$ 28,1 mi | +17% | 15,3% | 273% | 19 | 52,63% | 1,3 |
|
| 4833 |
4833
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 192 mi | +US$ 3,34 mi | +2% | 3,5% | 63% | 143 | 25,17% | 1,2 |
|
| 4834 |
4834
Transatlantique Private Wealth
New York
| US$ 192 mi | +US$ 10,9 mi | +6% | 5,67% | 88,6% | 209 | 8,61% | 0,8 |
|
| 4835 |
4835
Two Point Capital Management
Pittsford,
New York
| US$ 192 mi | +US$ 21,8 mi | +13% | 10,7% | – | 22 | 0% | 0,5 |
|
| 4836 |
4836
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 192 mi | +US$ 50,1 mi | +35% | 13,3% | 144% | 22 | 54,55% | 0,2 |
|
| 4837 |
4837
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 192 mi | +US$ 35,9 mi | +23% | 6,39% | – | 972 | 77,98% | 0,3 |
|
| 4838 |
4838
Sandbox Financial Partners
Bethesda,
Maryland
| US$ 192 mi | +US$ 25,8 mi | +16% | 10% | 69,6% | 99 | 12,12% | 1,6 |
|
| 4839 |
4839
Whelan Financial
Fresno,
California
| US$ 191 mi | +US$ 11 mi | +6% | 4,51% | 57,9% | 32 | 6,25% | 1,2 |
|
| 4840 |
OGF
4840
Orin Green Financial
San Diego,
California
| US$ 191 mi | +US$ 6,54 mi | +4% | 3,74% | 59,1% | 78 | 12,82% | 1,8 |
|
| 4841 |
4841
SWMG LLC
Fort Worth,
Texas
| US$ 191 mi | +US$ 11,9 mi | +7% | 4,08% | 68,7% | 103 | 22,33% | 1,2 |
|
| 4842 |
4842
King Street Capital Management
New York
| US$ 191 mi | -US$ 21,5 mi | -10% | 3,49% | 140% | 17 | 58,82% | 0,4 |
|
| 4843 |
4843
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 191 mi | +US$ 3,61 mi | +2% | 7,56% | 83,1% | 82 | 19,51% | 1,3 |
|
| 4844 |
4844
Old West Investment Management
Los Angeles,
California
| US$ 191 mi | +US$ 5,23 mi | +3% | 7,22% | 242% | 58 | 31,03% | 3,6 |
|
| 4845 |
4845
Divergent Planning
Bethesda,
Maryland
| US$ 191 mi | +US$ 13,2 mi | +7% | 3,17% | 43,3% | 26 | 15,38% | 1,3 |
|
| 4846 |
4846
Caldwell Sutter Capital
Sausalito,
California
| US$ 191 mi | +US$ 53,7 mi | +39% | 4,12% | 79,5% | 875 | 36,11% | 0,2 |
|
| 4847 |
4847
TPG Financial Advisors
Portland,
Oregon
| US$ 191 mi | +US$ 7,82 mi | +4% | 2,8% | – | 49 | 4,08% | 2,6 |
|
| 4848 |
4848
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 191 mi | +US$ 18 mi | +10% | 8,86% | – | 41 | 9,76% | 2,2 |
|
| 4849 |
4849
Wealthstream Advisors
New York
| US$ 191 mi | +US$ 23,2 mi | +14% | 6,25% | 88,2% | 98 | 21,43% | 1 |
|
| 4850 |
4850
Half Sky Capital (UK)
London,
United Kingdom
| US$ 191 mi | +US$ 14,1 mi | +8% | 13% | 13% | 9 | 0% | 1,1 |
|