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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
Olympus Peak Asset Management
Greenwich,
Connecticut
| US$ 294 mi | +US$ 21,2 mi | +8% | 11,3% | – | 1 | 0% | 1 |
|
| 4902 |
4902
Encompass Wealth Advisors
Portland,
Oregon
| US$ 294 mi | +US$ 20,9 mi | +8% | 6,67% | 68,7% | 110 | 6,36% | 3,5 |
|
| 4903 |
4903
XY Planning Network
Bozeman,
Montana
| US$ 294 mi | US$ 0 | 0% | 6,03% | – | 173 | 0% | 0,5 |
|
| 4904 |
4904
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 294 mi | +US$ 26,2 mi | +10% | 5,64% | 60,9% | 87 | 18,39% | 1,8 |
|
| 4905 |
4905
25 LLC
St. Louis,
Missouri
| US$ 294 mi | +US$ 21,5 mi | +8% | 6,21% | 48,7% | 68 | 10,29% | 1,7 |
|
| 4906 |
AV
4906
Aspiring Ventures
Cincinnati,
Ohio
| US$ 293 mi | +US$ 66,4 mi | +29% | 22,2% | – | 74 | 20,27% | 0,5 |
|
| 4907 |
4907
Goepper Burkhardt
Greenville,
South Carolina
| US$ 293 mi | +US$ 21,9 mi | +8% | 6,35% | 50,4% | 103 | 6,8% | 2,8 |
|
| 4908 |
4908
Parkwoods Wealth Partners
Syracuse,
New York
| US$ 293 mi | +US$ 120 mi | +69% | 6,94% | – | 100 | 29% | 0,5 |
|
| 4909 |
4909
Davis Investment Partners
Charlotte,
North Carolina
| US$ 293 mi | +US$ 13,5 mi | +5% | 7,8% | 88,9% | 167 | 10,78% | 1,6 |
|
| 4910 |
4910
Richard W. Paul & Associates
Novi,
Michigan
| US$ 293 mi | +US$ 16,3 mi | +6% | 7,52% | 65,2% | 354 | 15,54% | 2,2 |
|
| 4911 |
4911
Lifestyle Asset Management
Friendswood,
Texas
| US$ 293 mi | +US$ 78,6 mi | +37% | 9,5% | 88,3% | 149 | 26,17% | 1 |
|
| 4912 |
4912
Twin Peaks Wealth Advisors
Burlingame,
California
| US$ 293 mi | -US$ 16 mi | -5% | 10,9% | – | 2.271 | 92,82% | 1,3 |
|
| 4913 |
BIMC
4913
Benson Investment Management Company
Roanoke,
Virginia
| US$ 293 mi | +US$ 28,8 mi | +11% | 10,1% | 99,8% | 60 | 23,33% | 1,7 |
|
| 4914 |
4914
Westshore Wealth
Newport Beach,
California
| US$ 293 mi | +US$ 32 mi | +12% | 7,36% | 58,8% | 107 | 14,95% | 3 |
|
| 4915 |
4915
Flagship Pioneering
Cambridge,
Massachusetts
| US$ 293 mi | +US$ 24,2 mi | +9% | 12,9% | 13,3% | 4 | 0% | 6,3 |
|
| 4916 |
4916
Rosalind Advisors
Toronto,
Ontario, Canada
| US$ 293 mi | +US$ 81,7 mi | +39% | 42% | – | 48 | 41,67% | 0,7 |
|
| 4917 |
4917
Oak Asset Management
Westlake Village,
California
| US$ 292 mi | +US$ 13,4 mi | +5% | 10,1% | 91,8% | 108 | 6,48% | 2,8 |
|
| 4918 |
4918
Q3 Asset Management
Birmingham,
Michigan
| US$ 292 mi | +US$ 9,12 mi | +3% | 6,54% | 96,2% | 80 | 73,75% | 0,4 |
|
| 4919 |
4919
Solitude Financial Services
Charlottesville,
Virginia
| US$ 292 mi | +US$ 16,2 mi | +6% | 7,13% | 62,4% | 42 | 19,05% | 2,8 |
|
| 4920 |
SC
4920
Stephens Consulting
Flint,
Michigan
| US$ 292 mi | -US$ 130 mi | -31% | 6,21% | 50,1% | 1.226 | 71,7% | 2,7 |
|
| 4921 |
4921
Leisure Capital Management
Costa Mesa,
California
| US$ 292 mi | +US$ 26,7 mi | +10% | 11% | 111% | 147 | 11,56% | 5,3 |
|
| 4922 |
4922
SoundView Advisors
Olympia,
Washington
| US$ 292 mi | +US$ 20,4 mi | +8% | 8,75% | – | 42 | 59,52% | 0,5 |
|
| 4923 |
VU
4923
Valence8 US
Cambridge,
Massachusetts
| US$ 292 mi | +US$ 54,1 mi | +23% | 6,83% | 76,6% | 14 | 14,29% | 1,5 |
|
| 4924 |
4924
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 292 mi | +US$ 11,3 mi | +4% | 3,17% | 17,7% | 121 | 24,79% | 4,4 |
|
| 4925 |
4925
Barrett & Company
Providence,
Rhode Island
| US$ 292 mi | +US$ 25 mi | +9% | 7,59% | 83,6% | 659 | 6,53% | 2,4 |
|