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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
Quaker Wealth Management
Moorestown,
New Jersey
| US$ 344 mi | +US$ 23,4 mi | +7% | 9,33% | – | 1.045 | 13,88% | 0,8 |
|
| 4902 |
4902
Eleva Capital
Paris,
France
| US$ 343 mi | US$ 0 | 0% | 3,51% | – | 24 | 0% | 0,4 |
|
| 4903 |
4903
Capital Planning
Bellevue,
Washington
| US$ 343 mi | +US$ 36 mi | +12% | 16% | 81,2% | 91 | 13,19% | 3,3 |
|
| 4904 |
4904
PFW Advisors
Atlanta,
Georgia
| US$ 343 mi | +US$ 25,1 mi | +8% | 11,1% | – | 131 | 15,27% | 4,8 |
|
| 4905 |
WA
4905
Wealthstar Advisors
Plano,
Texas
| US$ 343 mi | +US$ 130 mi | +61% | 32% | – | 127 | 22,83% | 1,4 |
|
| 4906 |
4906
Nova R Wealth
Overland Park,
Kansas
| US$ 343 mi | +US$ 29,4 mi | +9% | 10,6% | 60,7% | 94 | 12,77% | 2,9 |
|
| 4907 |
4907
Orion Investment Company
St. Louis,
Missouri
| US$ 343 mi | +US$ 27,6 mi | +9% | 24,2% | – | 73 | 5,48% | 1,7 |
|
| 4908 |
SP
4908
Saranac Partners
London,
| US$ 343 mi | +US$ 109 mi | +47% | 12,5% | 69% | 141 | 43,97% | 0,9 |
|
| 4909 |
4909
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 342 mi | -US$ 29,8 mi | -8% | 6,74% | 79,3% | 10 | 0% | 3,9 |
|
| 4910 |
4910
Idaho Trust Bank
Boise,
Idaho
| US$ 342 mi | +US$ 34,5 mi | +11% | 10,5% | 50,5% | 101 | 6,93% | 1,7 |
|
| 4911 |
4911
BCWM LLC
Overland Park,
Kansas
| US$ 342 mi | -US$ 10,8 mi | -3% | 0,18% | – | 60 | 10% | 4,7 |
|
| 4912 |
4912
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 342 mi | +US$ 45,8 mi | +15% | 18,6% | 97,3% | 136 | 16,18% | 2,5 |
|
| 4913 |
4913
Ferguson Shapiro
Decatur,
Georgia
| US$ 342 mi | +US$ 13,5 mi | +4% | 9,52% | 42,7% | 111 | 42,34% | 1,3 |
|
| 4914 |
4914
Owl Creek Wealth Partners
Denver,
Colorado
| US$ 342 mi | +US$ 61,1 mi | +22% | 15,6% | – | 1.360 | 14,12% | 0,2 |
|
| 4915 |
4915
Western Financial Corp
San Diego,
California
| US$ 341 mi | +US$ 86 mi | +34% | 50,1% | 275% | 142 | 17,61% | 1,7 |
|
| 4916 |
EWA
4916
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 341 mi | +US$ 27 mi | +9% | 7,88% | 39,3% | 33 | 6,06% | 4,5 |
|
| 4917 |
4917
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 341 mi | +US$ 2,16 mi | +0,6% | 6,6% | 58,3% | 13 | 0% | 8,3 |
|
| 4918 |
4918
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$ 341 mi | +US$ 15,4 mi | +5% | 19% | 66,3% | 96 | 15,63% | 2,7 |
|
| 4919 |
MCG
4919
McCollum Christoferson Group
Amherst,
New York
| US$ 341 mi | +US$ 8,21 mi | +2% | 10,4% | 59,4% | 86 | 17,44% | 4 |
|
| 4920 |
4920
Hixon Zuercher
Findlay,
Ohio
| US$ 341 mi | +US$ 19,7 mi | +6% | 15,1% | 101% | 90 | 7,78% | 3,5 |
|
| 4921 |
4921
Aikya Investment Management
London,
United Kingdom
| US$ 341 mi | -US$ 4,13 mi | -1% | 10,6% | – | 5 | 20% | 1,8 |
|
| 4922 |
4922
Coalescence Partners Investment Management
New York
| US$ 341 mi | -US$ 122 mi | -26% | 19% | – | 13 | 15,38% | 1,2 |
|
| 4923 |
4923
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 341 mi | +US$ 54 mi | +19% | 23,4% | 100% | 188 | 21,28% | 1,8 |
|
| 4924 |
4924
Act Wealth Management
Plano,
Texas
| US$ 340 mi | +US$ 42,5 mi | +14% | 11,8% | 70% | 65 | 6,15% | 2,7 |
|
| 4925 |
4925
Warner Financial
Bethesda,
Maryland
| US$ 340 mi | +US$ 48,5 mi | +17% | 14% | 62,1% | 146 | 8,22% | 2,9 |
|