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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Newport Capital Group
Red Bank,
New Jersey
| US$ 133 mi | -US$ 1,53 mi | -1% | 3,86% | – | 60 | 3,33% | 1,2 |
|
| 5802 |
5802
Foresite Capital Management II
Larkspur,
California
| US$ 133 mi | -US$ 130 mi | -49% | 48,9% | 66,2% | 2 | 50% | 2,5 |
|
| 5803 |
CNFG
5803
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$ 133 mi | +US$ 1,26 mi | +1% | 0% | 52,6% | 77 | 1,3% | 4,8 |
|
| 5804 |
5804
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 133 mi | -US$ 23,4 mi | -15% | 6,64% | 161% | 278 | 24,46% | 0,2 |
|
| 5805 |
FCFC
5805
First Citizens Financial Corp
Mason City,
Iowa
| US$ 133 mi | -US$ 3,6 mi | -3% | 3,4% | 72,9% | 108 | 7,41% | 1,8 |
|
| 5806 |
5806
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 133 mi | +US$ 5,86 mi | +5% | 0,79% | 94% | 50 | 28% | 0,9 |
|
| 5807 |
5807
Indie Asset Partners
Carmel,
Indiana
| US$ 133 mi | -US$ 4,68 mi | -3% | 2,18% | 119% | 133 | 12,03% | 1,5 |
|
| 5808 |
5808
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 133 mi | +US$ 11,7 mi | +10% | 6,05% | – | 161 | 44,72% | 0,1 |
|
| 5809 |
LAI
5809
Legal Advantage Investments
Los Altos Hills,
California
| US$ 133 mi | -US$ 14,4 mi | -10% | 8,55% | 116% | 85 | 15,29% | 1 |
|
| 5810 |
5810
Robbins Farley
Bedford,
New Hampshire
| US$ 133 mi | -US$ 2,44 mi | -2% | 6,42% | 106% | 193 | 40,93% | 0,6 |
|
| 5811 |
5811
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 133 mi | -US$ 2,02 mi | -1% | 0,96% | 64,3% | 136 | 25% | 0,6 |
|
| 5812 |
5812
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 133 mi | -US$ 78,6 mi | -37% | 5,47% | 114% | 19 | 31,58% | 1,7 |
|
| 5813 |
5813
Agincourt Capital Management
Richmond,
Virginia
| US$ 133 mi | -US$ 2,61 mi | -2% | 5,27% | 0,36% | 4 | 0% | 0,3 |
|
| 5814 |
5814
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$ 133 mi | +US$ 262 mil | +0,2% | 4,57% | 53,4% | 43 | 11,63% | 0,2 |
|
| 5815 |
5815
William Allan Corp
Fort Collins,
Colorado
| US$ 133 mi | -US$ 7,98 mi | -6% | 5,88% | 94,2% | 94 | 52,13% | 0,2 |
|
| 5816 |
WIM
5816
Wilen Investment Management
Bonita Springs,
Florida
| US$ 133 mi | +US$ 1,62 mi | +1% | 13,7% | 79,9% | 96 | 10,42% | 3,6 |
|
| 5817 |
5817
RiverGlades Family Offices
Naples,
Florida
| US$ 133 mi | -US$ 5,49 mi | -4% | 2,66% | – | 85 | 8,24% | 2,3 |
|
| 5818 |
5818
Lakeside Advisors
Seattle,
Washington
| US$ 132 mi | -US$ 3,12 mi | -2% | 1,01% | 83,7% | 59 | 8,47% | 0,2 |
|
| 5819 |
5819
MKT Advisors
Escondido,
California
| US$ 132 mi | +US$ 4,8 mi | +4% | 2,9% | 55,5% | 155 | 16,13% | 0,2 |
|
| 5820 |
5820
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$ 132 mi | +US$ 1,84 mi | +1% | 4,39% | 54,5% | 232 | 38,36% | 0,2 |
|
| 5821 |
5821
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$ 132 mi | -US$ 113 mi | -46% | 10,6% | – | 6 | 16,67% | 0,2 |
|
| 5822 |
5822
W Advisors LLC
Germantown,
Tennessee
| US$ 132 mi | -US$ 1,87 mi | -1% | 1,68% | 73,8% | 120 | 21,67% | 0,2 |
|
| 5823 |
WF
5823
Williams Financial
North Bennington,
Vermont
| US$ 132 mi | -US$ 281 mil | -0,2% | 4,04% | 33,1% | 36 | 16,67% | 1 |
|
| 5824 |
5824
Red Tortoise LLC
Atlanta,
Georgia
| US$ 132 mi | -US$ 12,4 mi | -9% | 4,58% | 43,7% | 67 | 7,46% | 0,5 |
|
| 5825 |
5825
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 132 mi | -US$ 6,67 mi | -5% | 3,75% | 0,04% | 42 | 69,05% | 0,2 |
|