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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 237 mi | +US$ 19,4 mi | +9% | 7,53% | 66,8% | 105 | 14,29% | 6,1 |
|
| 5002 |
5002
Kercheville Advisors
San Antonio,
Texas
| US$ 237 mi | +US$ 6,61 mi | +3% | 5,2% | 261% | 93 | 18,28% | 2,2 |
|
| 5003 |
5003
Infusive Asset Management
New York
| US$ 237 mi | -US$ 10,8 mi | -4% | 5,57% | 33,8% | 41 | 24,39% | 0,9 |
|
| 5004 |
5004
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 237 mi | +US$ 11,3 mi | +5% | 6,13% | 105% | 219 | 10,96% | 3 |
|
| 5005 |
5005
Clarus Group
Houston,
Texas
| US$ 237 mi | +US$ 10,4 mi | +5% | 4,23% | 67,5% | 126 | 20,63% | 2,1 |
|
| 5006 |
5006
Brightline Capital Management
Miami,
Florida
| US$ 237 mi | +US$ 35,3 mi | +18% | 21,4% | 810% | 25 | 44% | 0,4 |
|
| 5007 |
5007
Sonata Capital Group
Seattle,
Washington
| US$ 237 mi | +US$ 41,8 mi | +21% | 5,63% | 66,5% | 117 | 24,79% | 5,1 |
|
| 5008 |
5008
Holistic Planning
Nacogdoches,
Texas
| US$ 236 mi | +US$ 106 mi | +82% | 4,43% | – | 168 | 37,5% | 0,5 |
|
| 5009 |
5009
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 236 mi | +US$ 20,2 mi | +9% | 6,96% | 68,3% | 108 | 22,22% | 3,2 |
|
| 5010 |
5010
Edenbrook Capital
Mt. Kisco,
New York
| US$ 236 mi | -US$ 29,2 mi | -11% | 5,83% | 267% | 20 | 45% | 3 |
|
| 5011 |
5011
Ovata Capital Management
Hong Kong
| US$ 236 mi | +US$ 52,2 mi | +28% | 4,17% | 69,1% | 47 | 48,94% | 0,5 |
|
| 5012 |
SGH
5012
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 236 mi | -US$ 42,2 mi | -15% | 8,23% | 83,8% | 47 | 44,68% | 2,1 |
|
| 5013 |
5013
Visa Foundation
San Francisco,
California
| US$ 236 mi | +US$ 1,69 mi | +0,7% | 1,21% | 58,1% | 2 | 0% | 1,5 |
|
| 5014 |
5014
325 Capital
New York
| US$ 236 mi | -US$ 1,91 mi | -0,8% | 4,39% | 226% | 14 | 28,57% | 1,8 |
|
| 5015 |
5015
Purus Wealth Management
Newport Beach,
California
| US$ 236 mi | +US$ 9,7 mi | +4% | 4,39% | 174% | 121 | 7,44% | 2,5 |
|
| 5016 |
5016
Prairiewood Capital
Fargo,
North Dakota
| US$ 236 mi | +US$ 25,4 mi | +12% | 8,06% | 42,6% | 81 | 6,17% | 2,2 |
|
| 5017 |
5017
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$ 236 mi | +US$ 3,1 mi | +1% | 5,42% | 961% | 49 | 38,78% | 0,9 |
|
| 5018 |
5018
Perry Creek Capital
New York
| US$ 236 mi | +US$ 24,5 mi | +12% | 17,9% | 51,2% | 14 | 21,43% | 3,4 |
|
| 5019 |
BCH
5019
Berkshire Capital Holdings
San Jose,
California
| US$ 236 mi | -US$ 11,6 mi | -5% | 14,4% | 2.748% | 91 | 5,49% | 2,7 |
|
| 5020 |
5020
Providence First Trust
Scottsdale,
Arizona
| US$ 236 mi | +US$ 13,7 mi | +6% | 4,64% | 64,1% | 110 | 27,27% | 3,1 |
|
| 5021 |
5021
Dean Capital Management
Overland Park,
Kansas
| US$ 236 mi | +US$ 158 mi | +203% | 12,7% | 89,7% | 142 | 47,89% | 1 |
|
| 5022 |
5022
Maxwell Wealth Strategies
Pleasanton,
California
| US$ 235 mi | +US$ 31,2 mi | +15% | 6,14% | – | 109 | 7,34% | 0,7 |
|
| 5023 |
5023
BCS Wealth Management
Johnson City,
Tennessee
| US$ 235 mi | +US$ 29,6 mi | +14% | 4,15% | 46,7% | 169 | 9,47% | 1,8 |
|
| 5024 |
5024
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$ 235 mi | +US$ 19,3 mi | +9% | 18,7% | 70,2% | 19 | 26,32% | 2,2 |
|
| 5025 |
5025
Vienna Insurance Group
Warsaw,
Poland
| US$ 235 mi | -US$ 20,3 mi | -8% | 4,43% | 188% | 94 | 3,19% | 1,7 |
|