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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Wealth Quarterback
Toms River,
New Jersey
| US$ 151 mi | -US$ 13,9 mi | -8% | 1,47% | 109% | 907 | 13,45% | 0,4 |
|
| 5202 |
SSCM
5202
Summit Street Capital Management
New York
| US$ 150 mi | -US$ 5,66 mi | -4% | 3,86% | 217% | 32 | 0% | 3,2 |
|
| 5203 |
5203
WJ Wealth Management
Glendale,
Arizona
| US$ 150 mi | +US$ 118 mi | +366% | 0,18% | 95,6% | 57 | 31,58% | 0,9 |
|
| 5204 |
5204
IDG-Accel China Capital GP II Associates
Hong Kong
| US$ 150 mi | -US$ 28,5 mi | -16% | 15,8% | – | 2 | 0% | 0,8 |
|
| 5205 |
5205
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 150 mi | -US$ 1,99 mi | -1% | 0,13% | 151% | 121 | 15,7% | 0,2 |
|
| 5206 |
5206
Mosaic Advisors
Houston,
Texas
| US$ 150 mi | -US$ 3,18 mi | -2% | 0,85% | 50,9% | 46 | 28,26% | 0,6 |
|
| 5207 |
5207
Activest Wealth Management
Aventure,
Florida
| US$ 150 mi | +US$ 17,1 mi | +13% | 0,94% | 117% | 417 | 27,58% | 0,4 |
|
| 5208 |
5208
HBC Financial Services
Seattle,
Washington
| US$ 150 mi | +US$ 2,06 mi | +1% | 0,67% | 12,6% | 203 | 11,82% | 1,2 |
|
| 5209 |
5209
SVB Investment Services
Salt Lake City,
Utah
| US$ 150 mi | +US$ 24 mil | +0% | 1,02% | – | 38 | 5,26% | 1,6 |
|
| 5210 |
BRC
5210
BHF RG Capital
Scottsdale,
Arizona
| US$ 150 mi | +US$ 3,05 mi | +2% | 0,65% | – | 33 | 30,3% | 1,3 |
|
| 5211 |
OCP
5211
OCO Capital Partners
New York
| US$ 150 mi | +US$ 6,14 mi | +4% | 8,35% | 679% | 3 | 0% | 1,3 |
|
| 5212 |
5212
Financial Avengers
Oakland,
California
| US$ 150 mi | +US$ 1,94 mi | +1% | 0,22% | 108% | 161 | 3,73% | 0,7 |
|
| 5213 |
5213
Quantamental Technologies
White Plains,
New York
| US$ 150 mi | +US$ 36,5 mi | +32% | 3,11% | 24,2% | 425 | 78,59% | 0,1 |
|
| 5214 |
5214
Trinity Financial Advisors
Columbus,
Ohio
| US$ 149 mi | +US$ 6,69 mi | +5% | 1,38% | 74,5% | 55 | 9,09% | 0,6 |
|
| 5215 |
5215
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 149 mi | +US$ 17,4 mi | +13% | 0,81% | 234% | 183 | 32,79% | 1,6 |
|
| 5216 |
LAI
5216
Legal Advantage Investments
Los Altos Hills,
California
| US$ 149 mi | +US$ 3,06 mi | +2% | 0,93% | 116% | 82 | 10,98% | 0,7 |
|
| 5217 |
5217
Meridian Financial Partners
Warrenton,
Virginia
| US$ 149 mi | +US$ 2,6 mi | +2% | 0,73% | 80,8% | 82 | 9,76% | 1,6 |
|
| 5218 |
5218
First National Bank of South Miami
South Miami,
Florida
| US$ 149 mi | +US$ 2,36 mi | +2% | 0,73% | 35,2% | 344 | 4,65% | 1,9 |
|
| 5219 |
5219
Banco de Sabadell
Miami,
Florida
| US$ 149 mi | -US$ 1,41 mi | -0,9% | 1,54% | 75,1% | 129 | 32,56% | 2,8 |
|
| 5220 |
CSA
5220
Cottage Street Advisors
Marion,
Massachusetts
| US$ 149 mi | -US$ 19,7 mi | -12% | 0,57% | 95,8% | 106 | 20,75% | 3,2 |
|
| 5221 |
EGVF
5221
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| US$ 149 mi | +US$ 260 mil | +0,2% | 0,59% | – | 5 | 0% | 0,8 |
|
| 5222 |
5222
Michael & Susan Dell Foundation
New York
| US$ 149 mi | -US$ 34,1 mi | -19% | 9,53% | 238% | 3 | 0% | 1 |
|
| 5223 |
5223
Cox Capital Management
Andover,
Massachusetts
| US$ 148 mi | -US$ 715 mil | -0,5% | 2,54% | 106% | 81 | 7,41% | 2,5 |
|
| 5224 |
5224
Camarda Financial Advisors
Fleming Island,
Florida
| US$ 148 mi | -US$ 13,4 mi | -8% | 2,21% | 196% | 120 | 67,5% | 1 |
|
| 5225 |
5225
Motive Wealth Advisors
Birmingham,
Michigan
| US$ 148 mi | +US$ 8,3 mi | +6% | 0,46% | 73,4% | 78 | 7,69% | 0,2 |
|