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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 278 mi | +US$ 17,6 mi | +7% | 8,18% | 82% | 98 | 17,35% | 3,2 |
|
| 5052 |
5052
ICW Investment Advisors
Scottsdale,
Arizona
| US$ 278 mi | +US$ 24,8 mi | +10% | 5,25% | 58,6% | 146 | 5,48% | 4,7 |
|
| 5053 |
5053
Saiph Capital
Wyckoff,
New Jersey
| US$ 278 mi | +US$ 21 mi | +8% | 6,73% | 52,4% | 72 | 11,11% | 1,8 |
|
| 5054 |
5054
David Kennon
Sarasota,
Florida
| US$ 278 mi | +US$ 10,2 mi | +4% | 6,14% | 52,4% | 36 | 0% | 2,4 |
|
| 5055 |
5055
Elevation Wealth Partners
Santa Rosa,
California
| US$ 278 mi | +US$ 24,5 mi | +10% | 8,4% | 69,9% | 887 | 48,03% | 1,1 |
|
| 5056 |
EFM
5056
Eley Financial Management
South Burlington,
Vermont
| US$ 278 mi | +US$ 17,1 mi | +7% | 7,2% | 74,9% | 68 | 2,94% | 2,4 |
|
| 5057 |
5057
Seven Post Investment Office
San Francisco,
California
| US$ 278 mi | +US$ 12,2 mi | +5% | 4,17% | 44,4% | 34 | 2,94% | 4,3 |
|
| 5058 |
5058
Socorro Asset Management
Dallas,
Texas
| US$ 278 mi | -US$ 22 mi | -7% | 3,99% | 43,8% | 35 | 11,43% | 2,9 |
|
| 5059 |
5059
Range Financial Group
Tigard,
Oregon
| US$ 277 mi | +US$ 22,7 mi | +9% | 13,9% | 195% | 219 | 21% | 1,5 |
|
| 5060 |
5060
Night Squared
New York
| US$ 277 mi | +US$ 52,7 mi | +24% | 9,53% | – | 84 | 71,43% | 0,2 |
|
| 5061 |
5061
Sunpointe
St. Louis,
Missouri
| US$ 277 mi | +US$ 24,9 mi | +10% | 10,2% | 122% | 269 | 17,1% | 1 |
|
| 5062 |
5062
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$ 277 mi | +US$ 78,5 mi | +40% | 51,5% | 740% | 3 | 33,33% | 2,5 |
|
| 5063 |
5063
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 277 mi | +US$ 24,9 mi | +10% | 6,8% | 56,5% | 201 | 3,48% | 2,6 |
|
| 5064 |
5064
Stableford Capital II
Scottsdale,
Arizona
| US$ 277 mi | +US$ 11,3 mi | +4% | 4,07% | 66,9% | 142 | 11,27% | 1,6 |
|
| 5065 |
5065
Long Path Partners
Stamford,
Connecticut
| US$ 277 mi | -US$ 18 mi | -6% | 4,78% | 9,18% | 7 | 14,29% | 2,2 |
|
| 5066 |
5066
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$ 277 mi | +US$ 17 mi | +7% | 6,18% | 63,1% | 597 | 7,2% | 2,1 |
|
| 5067 |
5067
Sims Investment Management
Cincinnati,
Ohio
| US$ 276 mi | +US$ 27,7 mi | +11% | 7,17% | – | 44 | 6,82% | 0,7 |
|
| 5068 |
5068
Weinberger Asset Management
Los Angeles,
California
| US$ 276 mi | +US$ 17,2 mi | +7% | 6,63% | 89,6% | 88 | 7,95% | 2,8 |
|
| 5069 |
5069
Quartz Partners
Saratoga Springs,
New York
| US$ 276 mi | +US$ 57,6 mi | +26% | 10,4% | – | 196 | 20,92% | 0,7 |
|
| 5070 |
5070
Access Financial Services
Minneapolis,
Minnesota
| US$ 276 mi | +US$ 11,5 mi | +4% | 4,74% | 44,8% | 109 | 17,43% | 3,7 |
|
| 5071 |
5071
TOBAM
Paris,
France
| US$ 276 mi | +US$ 19,8 mi | +8% | 4,62% | 76,5% | 282 | 22,7% | 3 |
|
| 5072 |
5072
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 276 mi | +US$ 20,1 mi | +8% | 8,49% | 66,8% | 113 | 7,96% | 6,5 |
|
| 5073 |
5073
Excalibur Management
Waltham,
Massachusetts
| US$ 276 mi | +US$ 9,06 mi | +3% | 5,83% | 93% | 168 | 2,98% | 6,1 |
|
| 5074 |
5074
Malaga Cove Capital
Pv Estates,
California
| US$ 276 mi | +US$ 21 mi | +8% | 5,15% | 97,3% | 189 | 22,22% | 2,7 |
|
| 5075 |
5075
Orion Resource Partners
New York
| US$ 275 mi | -US$ 264 mi | -49% | 31% | – | 35 | 54,29% | 0,5 |
|