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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 181 mi | +US$ 58,6 mi | +48% | 5,09% | 241% | 15 | 13,33% | 1,7 |
|
| 4902 |
GA
4902
Greytown Advisors
Miami,
Florida
| US$ 181 mi | -US$ 3,1 mi | -2% | 3,71% | 14,1% | 93 | 15,05% | 4 |
|
| 4903 |
4903
Leeward Financial Partners
Bellevue,
Washington
| US$ 181 mi | +US$ 6,74 mi | +4% | 3,3% | 97,9% | 87 | 18,39% | 1,2 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| US$ 181 mi | -US$ 2,51 mi | -1% | 3,58% | 58,2% | 52 | 3,85% | 1,2 |
|
| 4905 |
4905
7G Capital Management
New York
| US$ 181 mi | -US$ 13,4 mi | -7% | 6,46% | 137% | 9 | 0% | 1,5 |
|
| 4906 |
4906
Essential Planning
Portsmouth,
New Hampshire
| US$ 181 mi | +US$ 5,18 mi | +3% | 2,77% | 40,9% | 64 | 15,63% | 0,7 |
|
| 4907 |
4907
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$ 180 mi | -US$ 3,66 mi | -2% | 3,54% | 21,8% | 489 | 12,07% | 0,9 |
|
| 4908 |
4908
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 180 mi | +US$ 5,09 mi | +3% | 3,63% | 65,3% | 149 | 16,78% | 1,4 |
|
| 4909 |
4909
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 180 mi | – | – | 9,22% | 1,22% | 48 | – | 0 |
|
| 4910 |
4910
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$ 180 mi | -US$ 28,6 mi | -14% | 14,8% | 116% | 3 | 0% | 1,4 |
|
| 4911 |
4911
NKCFO LLC
Geneva,
Illinois
| US$ 180 mi | -US$ 36,9 mi | -17% | 0,5% | 211% | 98 | 31,63% | 1,5 |
|
| 4912 |
4912
Nixon Capital
Austin,
Texas
| US$ 180 mi | -US$ 12,4 mi | -6% | 2,23% | 118% | 28 | 46,43% | 1,5 |
|
| 4913 |
OGF
4913
Orin Green Financial
San Diego,
California
| US$ 180 mi | -US$ 11,2 mi | -6% | 4,28% | 59,1% | 80 | 13,75% | 2 |
|
| 4914 |
4914
Foresite Capital Management IV
Larkspur,
California
| US$ 180 mi | -US$ 23,4 mi | -11% | 6,79% | 151% | 7 | 0% | 2,6 |
|
| 4915 |
4915
Wilshire Advisors
Santa Monica,
California
| US$ 180 mi | -US$ 8,65 mi | -5% | 3,87% | 118% | 10 | 10% | 2,5 |
|
| 4916 |
4916
Westshore Wealth
Newport Beach,
California
| US$ 180 mi | -US$ 16 mi | -8% | 5,28% | 58,8% | 111 | 18,02% | 2 |
|
| 4917 |
4917
Soundmark Wealth Management
Kirkland,
Washington
| US$ 180 mi | +US$ 655 mil | +0,4% | 3,5% | 17,2% | 65 | 12,31% | 2,1 |
|
| 4918 |
4918
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 180 mi | -US$ 24,9 mi | -12% | 8,03% | 152% | 92 | 9,78% | 4 |
|
| 4919 |
4919
3G Capital Partners
New York
| US$ 180 mi | +US$ 80,9 mi | +82% | 9,73% | 351% | 16 | 43,75% | 0,6 |
|
| 4920 |
ODFS
4920
O'Donnell Financial Services
San Rafael,
California
| US$ 180 mi | +US$ 14,3 mi | +9% | 1,1% | 61% | 31 | 29,03% | 0,9 |
|
| 4921 |
4921
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 180 mi | -US$ 9,05 mi | -5% | 1,87% | 132% | 109 | 7,34% | 5,1 |
|
| 4922 |
4922
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 180 mi | -US$ 4,49 mi | -2% | 3,2% | 53,9% | 162 | 6,79% | 1,9 |
|
| 4923 |
4923
Foresight Global Investors
Purchase,
New York
| US$ 180 mi | -US$ 5,62 mi | -3% | 3,34% | 69,9% | 47 | 27,66% | 0,4 |
|
| 4924 |
4924
Maytus Capital Management
New York
| US$ 180 mi | -US$ 23,5 mi | -12% | 0,21% | 442% | 60 | 60% | 0,5 |
|
| 4925 |
4925
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 180 mi | +US$ 6,11 mi | +4% | 3,25% | 125% | 239 | 20,5% | 1,5 |
|