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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 151 mi | -US$ 2,97 mi | -2% | 0,25% | 153% | 49 | 14,29% | 4,4 |
|
| 5352 |
5352
Cordant Inc
Portland,
Oregon
| US$ 151 mi | -US$ 2,76 mi | -2% | 2,64% | 47% | 86 | 16,28% | 2,2 |
|
| 5353 |
5353
Visa Foundation
San Francisco,
California
| US$ 151 mi | -US$ 9,23 mi | -6% | 3,99% | 58,1% | 1 | 0% | 1,8 |
|
| 5354 |
5354
Warren Street Wealth Advisors
Newport Beach,
California
| US$ 151 mi | -US$ 398 mil | -0,3% | 2,31% | 84,6% | 85 | 16,47% | 1,2 |
|
| 5355 |
5355
Westwood Wealth Management
Los Angeles,
California
| US$ 151 mi | +US$ 9,22 mi | +6% | 3,54% | 495% | 47 | 19,15% | 1,5 |
|
| 5356 |
LCM
5356
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$ 151 mi | -US$ 1,44 mi | -0,9% | 4,55% | 883% | 25 | 56% | 0,7 |
|
| 5357 |
5357
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 151 mi | -US$ 4,59 mi | -3% | 3,22% | 31,7% | 128 | 20,31% | 1,3 |
|
| 5358 |
5358
Range Financial Group
Tigard,
Oregon
| US$ 151 mi | -US$ 6,24 mi | -4% | 0,2% | 195% | 180 | 27,22% | 1,4 |
|
| 5359 |
PHM
5359
Prospect Hill Management
Short Hills,
New Jersey
| US$ 151 mi | -US$ 14,1 mi | -9% | 8,18% | 85,1% | 16 | 12,5% | 2,3 |
|
| 5360 |
5360
Greenstone Partners & Co
Larkspur,
California
| US$ 151 mi | +US$ 4,88 mi | +3% | 15,7% | 527% | 10 | 10% | 2,1 |
|
| 5361 |
5361
HMS Capital Management
Nashville,
Tennessee
| US$ 151 mi | -US$ 13,6 mi | -8% | 3,63% | 140% | 114 | 11,4% | 2,3 |
|
| 5362 |
AIA
5362
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 151 mi | -US$ 1,54 mi | -1% | 3,21% | 56,4% | 91 | 15,38% | 3,9 |
|
| 5363 |
PCR
5363
Potrero Capital Research
San Francisco,
California
| US$ 151 mi | -US$ 10,1 mi | -6% | 7,06% | 226% | 32 | 43,75% | 0,9 |
|
| 5364 |
5364
Cairn Investment Group
Vancouver,
Washington
| US$ 151 mi | -US$ 3,55 mi | -2% | 1,57% | 67,4% | 65 | 7,69% | 2,9 |
|
| 5365 |
5365
Next Level Private
Harrison,
New York
| US$ 151 mi | -US$ 3,86 mi | -2% | 2,96% | 95,9% | 105 | 4,76% | 0,8 |
|
| 5366 |
5366
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 151 mi | -US$ 28,6 mi | -16% | 1,65% | 137% | 79 | 36,71% | 4,1 |
|
| 5367 |
5367
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 151 mi | -US$ 2,57 mi | -2% | 0,78% | 417% | 82 | 35,37% | 2,1 |
|
| 5368 |
5368
Warner Financial
Bethesda,
Maryland
| US$ 151 mi | -US$ 3,38 mi | -2% | 4,03% | 69,2% | 94 | 2,13% | 1,5 |
|
| 5369 |
5369
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 151 mi | +US$ 6,72 mi | +5% | 0,48% | 95,7% | 116 | 13,79% | 2,9 |
|
| 5370 |
5370
Column Group
San Francisco,
California
| US$ 151 mi | -US$ 107 mi | -42% | 23% | 95,1% | 7 | 0% | 2,4 |
|
| 5371 |
5371
Warther Private Wealth
Akron,
Ohio
| US$ 151 mi | +US$ 3,36 mi | +2% | 2,2% | 94,1% | 73 | 30,14% | 1,5 |
|
| 5372 |
APS
5372
American Planning Services
Sun City Center,
Florida
| US$ 150 mi | -US$ 2,15 mi | -1% | 1,65% | 23,8% | 33 | 9,09% | 1,1 |
|
| 5373 |
5373
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 150 mi | -US$ 4,26 mi | -3% | 3,39% | 56,5% | 154 | 1,3% | 1,4 |
|
| 5374 |
5374
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 150 mi | -US$ 1,03 mi | -0,7% | 2,62% | 68,2% | 66 | 6,06% | 4 |
|
| 5375 |
5375
McNaughton Wealth Management
San Diego,
California
| US$ 150 mi | -US$ 5,85 mi | -4% | 3,59% | 55,6% | 56 | 5,36% | 3 |
|