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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
True Wind Capital Management
San Francisco,
California
| US$ 202 mi | +US$ 6,52 mi | +3% | 3,95% | 119% | 2 | 0% | 2,5 |
|
| 5252 |
5252
Caldwell Sutter Capital
Sausalito,
California
| US$ 202 mi | -US$ 5,72 mi | -3% | 0,34% | 79,5% | 954 | 6,5% | 1,1 |
|
| 5253 |
PIP
5253
Palisades Investment Partners
Santa Monica,
California
| US$ 202 mi | – | – | 24% | – | 40 | – | 0 |
|
| 5254 |
HPFG
5254
Hart & Patterson Financial Group
Amherst,
Massachusetts
| US$ 202 mi | -US$ 49,6 mil | -0% | 0,58% | – | 68 | 1,47% | 0,5 |
|
| 5255 |
5255
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 202 mi | +US$ 16,2 mi | +9% | 1,6% | 55,5% | 99 | 8,08% | 0,8 |
|
| 5256 |
5256
Brightline Capital Management
Miami,
Florida
| US$ 201 mi | +US$ 35,2 mi | +21% | 6,9% | 810% | 23 | 52,17% | 0,3 |
|
| 5257 |
5257
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 201 mi | -US$ 475 mil | -0,2% | 0,45% | 44% | 5 | 40% | 2,3 |
|
| 5258 |
AP
5258
Arlington Partners
Birmingham,
Alabama
| US$ 201 mi | +US$ 5,02 mi | +3% | 0,17% | 46,4% | 61 | 6,56% | 2,2 |
|
| 5259 |
5259
Darwin Wealth Management
Tampa,
Florida
| US$ 201 mi | -US$ 157 mi | -44% | 1,6% | 56,8% | 146 | 52,74% | 3 |
|
| 5260 |
5260
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 201 mi | -US$ 728 mil | -0,4% | 3,59% | 75,7% | 105 | 15,24% | 1,6 |
|
| 5261 |
5261
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 201 mi | +US$ 12,8 mi | +7% | 3% | 107% | 204 | 16,67% | 1,6 |
|
| 5262 |
5262
Pinion Investment Advisors
Wichita,
Kansas
| US$ 201 mi | +US$ 8,44 mi | +4% | 3,76% | 75,4% | 161 | 20,5% | 3 |
|
| 5263 |
5263
MKT Advisors
Escondido,
California
| US$ 201 mi | +US$ 18,7 mi | +10% | 2,63% | 55,5% | 155 | 5,81% | 1,9 |
|
| 5264 |
5264
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 201 mi | +US$ 13,4 mi | +7% | 1,37% | 44,1% | 38 | 5,26% | 3,5 |
|
| 5265 |
WCM
5265
Westerly Capital Management
San Francisco,
California
| US$ 201 mi | -US$ 62,9 mi | -24% | 7,98% | 116% | 56 | 42,86% | 1,5 |
|
| 5266 |
5266
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$ 201 mi | -US$ 41,1 mi | -17% | 1,54% | 172% | 12 | 41,67% | 0,7 |
|
| 5267 |
5267
WJ Interests
Sugar Land,
Texas
| US$ 201 mi | +US$ 11,3 mi | +6% | 1,19% | 55,2% | 15 | 20% | 1,3 |
|
| 5268 |
5268
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 200 mi | +US$ 6,74 mi | +3% | 1,7% | 56,7% | 49 | 10,2% | 2,4 |
|
| 5269 |
5269
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 200 mi | +US$ 3,63 mi | +2% | 4,49% | 120% | 134 | 14,93% | 2,5 |
|
| 5270 |
5270
Twin Peaks Wealth Advisors
Burlingame,
California
| US$ 200 mi | +US$ 20,3 mi | +11% | 4,47% | – | 137 | 14,6% | 0,4 |
|
| 5271 |
5271
Searcy Financial Services
Overland Park,
Kansas
| US$ 200 mi | +US$ 3,96 mi | +2% | 1,98% | 60,2% | 27 | 11,11% | 2,5 |
|
| 5272 |
5272
Weitzel Financial Services
Dubuque,
Iowa
| US$ 200 mi | +US$ 2,46 mi | +1% | 0,04% | 46,3% | 44 | 11,36% | 2,2 |
|
| 5273 |
5273
United Bank (Georgia)
Zebulon,
Georgia
| US$ 200 mi | +US$ 3,65 mi | +2% | 3,91% | 81,2% | 97 | 5,15% | 4,9 |
|
| 5274 |
CCC
5274
Chelsea Counsel Company
Los Angeles,
California
| US$ 200 mi | +US$ 24 mi | +14% | 6,18% | 106% | 206 | 16,99% | 2,9 |
|
| 5275 |
5275
IMZ Advisory
Boca Raton,
Florida
| US$ 200 mi | +US$ 6,43 mi | +3% | 2,56% | – | 31 | 3,23% | 0,5 |
|