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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Essential Partners
Rancho Santa Fe,
California
| US$ 250 mi | – | – | 13,2% | – | 2.273 | – | 0 |
|
| 5152 |
5152
Sonata Capital Group
Seattle,
Washington
| US$ 250 mi | +US$ 20,5 mi | +9% | 8,55% | 66,5% | 123 | 10,57% | 5,4 |
|
| 5153 |
LA
5153
LFL Advisers
Evanston,
Illinois
| US$ 250 mi | +US$ 21,6 mi | +9% | 7,73% | 83% | 8 | 0% | 7,3 |
|
| 5154 |
5154
Stone Run Capital
New York
| US$ 250 mi | +US$ 12,8 mi | +5% | 8,22% | 77,8% | 72 | 13,89% | 7,1 |
|
| 5155 |
5155
Cura Wealth Advisors
Chicago,
Illinois
| US$ 250 mi | +US$ 2,96 mi | +1% | 1,3% | – | 133 | 33,83% | 0,4 |
|
| 5156 |
CCAM
5156
Codex Capital Asset Management
Dallas,
Texas
| US$ 250 mi | +US$ 37,8 mi | +18% | 21,1% | – | 34 | 5,88% | 0,9 |
|
| 5157 |
5157
IMZ Advisory
Boca Raton,
Florida
| US$ 250 mi | +US$ 29,4 mi | +13% | 10,4% | – | 42 | 7,14% | 1,3 |
|
| 5158 |
5158
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 250 mi | +US$ 28,1 mi | +13% | 9,77% | 72,1% | 77 | 7,79% | 2,1 |
|
| 5159 |
5159
Family Wealth Partners
Matthews,
North Carolina
| US$ 250 mi | +US$ 30,8 mi | +14% | 8,83% | 58,5% | 62 | 17,74% | 1 |
|
| 5160 |
5160
TPG Financial Advisors
Portland,
Oregon
| US$ 250 mi | +US$ 23,6 mi | +10% | 6,72% | – | 72 | 18,06% | 3,3 |
|
| 5161 |
IGYL
5161
I.G.Y. Ltd
London,
United Kingdom
| US$ 250 mi | +US$ 12,5 mi | +5% | 6,08% | 80,5% | 3 | 0% | 5,3 |
|
| 5162 |
5162
Elevation Capital Advisory
Bend,
Oregon
| US$ 249 mi | +US$ 20,2 mi | +9% | 10,9% | – | 82 | 60,98% | 0,5 |
|
| 5163 |
5163
Wind River Trust Company
Jackson,
Wyoming
| US$ 249 mi | +US$ 16,3 mi | +7% | 9,6% | 62,1% | 9 | 0% | 9,9 |
|
| 5164 |
5164
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$ 249 mi | +US$ 37,4 mi | +18% | 22% | 215% | 222 | 26,58% | 1,5 |
|
| 5165 |
5165
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 249 mi | +US$ 10,1 mi | +4% | 6,01% | 51,3% | 96 | 11,46% | 3,7 |
|
| 5166 |
5166
Jessup Wealth Management
Dayton,
Ohio
| US$ 249 mi | +US$ 11,3 mi | +5% | 12,3% | 181% | 81 | 16,05% | 1,2 |
|
| 5167 |
5167
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$ 249 mi | +US$ 21,6 mi | +9% | 9,93% | 73,4% | 102 | 8,82% | 2,6 |
|
| 5168 |
5168
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$ 249 mi | +US$ 2,7 mi | +1% | 8,83% | 73,6% | 30 | 16,67% | 5,8 |
|
| 5169 |
LFP
5169
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$ 249 mi | +US$ 8,72 mi | +4% | 6,63% | 65,4% | 79 | 3,8% | 1,4 |
|
| 5170 |
5170
Ruggaard & Associates
Hudson,
Ohio
| US$ 249 mi | +US$ 20,5 mi | +9% | 6,3% | 47,6% | 121 | 9,09% | 1,8 |
|
| 5171 |
5171
Sims Investment Management
Cincinnati,
Ohio
| US$ 249 mi | +US$ 24,9 mi | +11% | 8,29% | – | 45 | 13,33% | 0,4 |
|
| 5172 |
5172
JNE Partners
London,
United Kingdom
| US$ 249 mi | +US$ 56,7 mi | +30% | 16,4% | 100% | 8 | 12,5% | 1,8 |
|
| 5173 |
5173
Aragon Global Management
Miami,
Florida
| US$ 249 mi | -US$ 11,4 mi | -4% | 34,4% | – | 25 | 32% | 1 |
|
| 5174 |
5174
Sittner & Nelson
Eugene,
Oregon
| US$ 249 mi | +US$ 14,2 mi | +6% | 7,63% | 88,1% | 516 | 5,04% | 3,2 |
|
| 5175 |
5175
Kings Path Partners
Sugar Land,
Texas
| US$ 248 mi | +US$ 44 mi | +22% | 7,15% | – | 293 | 15,7% | 0,8 |
|