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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Mainsail Management Company
Austin,
Texas
| US$ 129 mi | -US$ 13 mi | -9% | 8,56% | 55% | 2 | 0% | 0,3 |
|
| 5752 |
5752
Penobscot Wealth Management
Portland,
Maine
| US$ 129 mi | +US$ 13,4 mi | +12% | 6,77% | 56,7% | 65 | 7,69% | 1,3 |
|
| 5753 |
5753
Cresta Advisors
Laredo,
Texas
| US$ 129 mi | +US$ 13,9 mi | +12% | 6,24% | 66,8% | 44 | 36,36% | 0,3 |
|
| 5754 |
5754
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 128 mi | +US$ 6,71 mi | +6% | 9,28% | 82,9% | 35 | 14,29% | 2,4 |
|
| 5755 |
5755
Tree Line Advisors
Central,
Hong Kong
| US$ 128 mi | +US$ 36,5 mi | +40% | 34,4% | 670% | 4 | 0% | 2,7 |
|
| 5756 |
5756
Mass General Brigham
Somerville,
Massachusetts
| US$ 128 mi | -US$ 12,1 mi | -9% | 10,4% | – | 7 | 42,86% | 1,3 |
|
| 5757 |
5757
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 128 mi | -US$ 4,36 mi | -3% | 7,27% | 110% | 623 | 16,37% | 2 |
|
| 5758 |
WF
5758
Williams Financial
North Bennington,
Vermont
| US$ 128 mi | +US$ 12,9 mi | +11% | 4,59% | 33,1% | 37 | 70,27% | 0,7 |
|
| 5759 |
5759
Firethorn Wealth Partners
Augusta,
Georgia
| US$ 128 mi | +US$ 9,6 mi | +8% | 5,94% | 75,1% | 147 | 25,17% | 1,4 |
|
| 5760 |
5760
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 128 mi | +US$ 5,64 mi | +5% | 5,98% | 60,9% | 70 | 25,71% | 1,7 |
|
| 5761 |
EFH
5761
Eaton Financial Holdings
Coral Springs,
Florida
| US$ 128 mi | +US$ 10,9 mi | +9% | 4,73% | – | 70 | 28,57% | 0,2 |
|
| 5762 |
OCP
5762
OCO Capital Partners
New York
| US$ 128 mi | -US$ 32,2 mi | -20% | 2,74% | 679% | 4 | 25% | 2,1 |
|
| 5763 |
5763
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 128 mi | +US$ 16,1 mi | +14% | 4,25% | 95,7% | 109 | 14,68% | 2,5 |
|
| 5764 |
5764
Birchview Capital
Burlington,
Vermont
| US$ 128 mi | -US$ 13,8 mi | -10% | 4,06% | 327% | 60 | 13,33% | 3 |
|
| 5765 |
AMC
5765
Asset Management Corp
Northbrook,
Illinois
| US$ 128 mi | +US$ 8,45 mi | +7% | 11,2% | 57,1% | 153 | 24,18% | 2 |
|
| 5766 |
5766
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 128 mi | +US$ 15 mi | +13% | 4,99% | 62,6% | 70 | 10% | 1,8 |
|
| 5767 |
5767
Coombe, Bender & Co
Ellenville,
New York
| US$ 128 mi | +US$ 17,9 mi | +16% | 4,31% | – | 84 | 9,52% | 0,6 |
|
| 5768 |
5768
MGO Private Wealth
Irvine,
California
| US$ 128 mi | -US$ 91,5 mi | -42% | 6,26% | 51,5% | 138 | 54,35% | 0,4 |
|
| 5769 |
IFS
5769
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$ 128 mi | +US$ 8,79 mi | +7% | 3,95% | 63,5% | 96 | 4,17% | 1,1 |
|
| 5770 |
5770
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 128 mi | -US$ 26,9 mi | -17% | 1,51% | 52,2% | 31 | 32,26% | 0,3 |
|
| 5771 |
5771
Hunting Hill Global Capital
New York
| US$ 127 mi | -US$ 25,8 mi | -17% | 5,72% | 132% | 119 | 62,18% | 0,4 |
|
| 5772 |
5772
Leverty Financial Group
Hudson,
Wisconsin
| US$ 127 mi | +US$ 10,5 mi | +9% | 6,06% | 57,3% | 29 | 3,45% | 1 |
|
| 5773 |
5773
GoalFusion Wealth Management
Austin,
Texas
| US$ 127 mi | +US$ 3,23 mi | +3% | 4,14% | 47,6% | 24 | 20,83% | 0,8 |
|
| 5774 |
5774
Technology Crossover Management XI
Menlo Park,
California
| US$ 127 mi | – | – | 69,2% | 135% | 1 | – | 0 |
|
| 5775 |
5775
Woodward Diversified Capital
Bakersfield,
California
| US$ 127 mi | +US$ 3,03 mi | +2% | 4,01% | 118% | 149 | 13,42% | 1,6 |
|