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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Svenska Handelsbanken
Stockholm,
Sweden
| US$ 198 mi | -US$ 161 mi | -45% | 6,14% | – | 17 | 88,24% | 0,1 |
|
| 5502 |
5502
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 198 mi | +US$ 17,7 mi | +10% | 4,73% | 100% | 159 | 29,56% | 1,5 |
|
| 5503 |
5503
Doma Perpetual Capital Management
Miami,
Florida
| US$ 198 mi | -US$ 17,7 mi | -8% | 4,46% | – | 10 | 30% | 0,6 |
|
| 5504 |
5504
Lipe & Dalton
Syracuse,
New York
| US$ 198 mi | +US$ 12 mi | +6% | 8,73% | 101% | 105 | 9,52% | 5,5 |
|
| 5505 |
5505
Meridian Financial Partners
Warrenton,
Virginia
| US$ 198 mi | +US$ 29,5 mi | +18% | 6,3% | 80,8% | 104 | 25% | 1,4 |
|
| 5506 |
5506
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 198 mi | -US$ 109 mi | -36% | 29,8% | 60,6% | 32 | 25% | 2,1 |
|
| 5507 |
5507
Beaton Management Company
Haverhill,
Massachusetts
| US$ 198 mi | +US$ 11,7 mi | +6% | 7,56% | 95,9% | 140 | 6,43% | 5,2 |
|
| 5508 |
5508
ORBA Wealth Advisors
Chicago,
Illinois
| US$ 198 mi | +US$ 4,41 mi | +2% | 6,03% | 70,5% | 107 | 10,28% | 0,7 |
|
| 5509 |
5509
Painted Porch Advisors
Santa Barbara,
California
| US$ 198 mi | +US$ 20,6 mi | +12% | 8,71% | – | 446 | 12,11% | 0,3 |
|
| 5510 |
5510
Littlejohn & Co
Greenwich,
Connecticut
| US$ 198 mi | +US$ 1,38 mi | +0,7% | 50,5% | 56,2% | 30 | 20% | 2,1 |
|
| 5511 |
5511
Plum Street Advisors
New Orleans,
Louisiana
| US$ 197 mi | +US$ 26,1 mi | +15% | 6,41% | – | 84 | 22,62% | 0,6 |
|
| 5512 |
ASM
5512
AI-Squared Management
Hong Kong
| US$ 197 mi | +US$ 19,7 mi | +11% | 11,1% | – | 38 | 65,79% | 0,2 |
|
| 5513 |
5513
Boyd Wealth Management
Sacramento,
California
| US$ 197 mi | +US$ 16,2 mi | +9% | 5,9% | 56,8% | 50 | 16% | 1,9 |
|
| 5514 |
5514
Tri Ri Asset Management
Toronto,
Ontario, Canada
| US$ 197 mi | – | – | 10,2% | – | 29 | – | 0 |
|
| 5515 |
5515
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 197 mi | +US$ 10,8 mi | +6% | 5,69% | 43,1% | 51 | 5,88% | 1,5 |
|
| 5516 |
5516
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 197 mi | +US$ 7,07 mi | +4% | 6,6% | 52,1% | 111 | 8,11% | 6 |
|
| 5517 |
5517
Luminus Management
Houston,
Texas
| US$ 197 mi | +US$ 23,5 mi | +14% | 26% | 8,7% | 28 | 35,71% | 1,5 |
|
| 5518 |
5518
American Financial & Tax Strategies
New York
| US$ 197 mi | +US$ 7,38 mi | +4% | 6,41% | 46,9% | 93 | 1,08% | 0,7 |
|
| 5519 |
5519
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 197 mi | +US$ 20,1 mi | +11% | 6,26% | 75,1% | 165 | 19,39% | 2 |
|
| 5520 |
5520
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 197 mi | +US$ 12,5 mi | +7% | 8,49% | 105% | 121 | 9,09% | 3,8 |
|
| 5521 |
5521
Traveka Wealth
Los Altos,
California
| US$ 197 mi | -US$ 7,87 mi | -4% | 5,7% | 78,1% | 143 | 16,08% | 0,6 |
|
| 5522 |
5522
Fairway Wealth
Independence,
Ohio
| US$ 197 mi | +US$ 27,2 mi | +16% | 6,78% | 51,5% | 380 | 77,89% | 0,6 |
|
| 5523 |
HM
5523
Harvest Management
New York
| US$ 197 mi | +US$ 65,7 mi | +50% | 7,56% | 610% | 65 | 55,38% | 0,4 |
|
| 5524 |
5524
Jackson Hill Advisors
Houston,
Texas
| US$ 197 mi | +US$ 14,2 mi | +8% | 16,2% | 61,2% | 13 | 0% | 1,9 |
|
| 5525 |
5525
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 197 mi | -US$ 7,33 mi | -4% | 7,3% | 62% | 360 | 43,06% | 2,1 |
|