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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Covestor
London,
United Kingdom
| US$ 155 mi | -US$ 2,87 mi | -2% | 0,29% | 136% | 2.917 | 6,89% | 2 |
|
| 6002 |
6002
Yoder Wealth Management
Walnut Creek,
California
| US$ 154 mi | +US$ 1,2 mi | +0,8% | 2,27% | 69,3% | 111 | 9,91% | 1 |
|
| 6003 |
6003
Cobblestone Asset Management
Richmond,
Virginia
| US$ 154 mi | +US$ 6,98 mi | +5% | 1,51% | 60,6% | 47 | 12,77% | 0,6 |
|
| 6004 |
6004
Founders Capital Management (Texas)
Houston,
Texas
| US$ 154 mi | +US$ 6,38 mi | +4% | 3,08% | 131% | 388 | 12,89% | 4 |
|
| 6005 |
6005
Green Court Capital Management
Hong Kong
| US$ 154 mi | -US$ 96,3 mi | -38% | 3,29% | 33,4% | 2 | 0% | 1,5 |
|
| 6006 |
6006
Mittelman Wealth Management
Andover,
Massachusetts
| US$ 154 mi | +US$ 6,7 mi | +5% | 0,96% | – | 72 | 11,11% | 0,2 |
|
| 6007 |
6007
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 154 mi | +US$ 6,43 mi | +4% | 2,77% | 84,1% | 72 | 5,56% | 1,7 |
|
| 6008 |
6008
Propel Bio Management
Los Angeles,
California
| US$ 154 mi | -US$ 17,6 mi | -10% | 8,08% | – | 32 | 37,5% | 0,4 |
|
| 6009 |
6009
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 154 mi | -US$ 14,4 mi | -9% | 4,02% | 173% | 56 | 48,21% | 1 |
|
| 6010 |
6010
Lakeside Advisors
Seattle,
Washington
| US$ 154 mi | -US$ 2,3 mi | -1% | 2,37% | 83,7% | 65 | 4,62% | 2,2 |
|
| 6011 |
6011
True Vision MN
Woodbury,
Minnesota
| US$ 154 mi | +US$ 12 mi | +8% | 2,09% | – | 115 | 31,3% | 0,3 |
|
| 6012 |
6012
Axiom Financial Strategies
New Albany,
Indiana
| US$ 154 mi | -US$ 3,18 mi | -2% | 0,49% | 54,5% | 36 | 27,78% | 3,3 |
|
| 6013 |
6013
General Motors Holdings
Detroit,
Michigan
| US$ 154 mi | -US$ 113 mi | -42% | 25% | 4,78% | 5 | 0% | 1,4 |
|
| 6014 |
6014
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$ 154 mi | +US$ 8,63 mi | +6% | 3,49% | 105% | 123 | 4,07% | 1,7 |
|
| 6015 |
6015
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| US$ 154 mi | -US$ 246 mi | -62% | 3,57% | – | 68 | 67,65% | 0,2 |
|
| 6016 |
6016
Capital Square
Chattanooga,
Tennessee
| US$ 154 mi | +US$ 12,1 mi | +9% | 1,09% | 62,5% | 169 | 13,61% | 2 |
|
| 6017 |
6017
Integrity Wealth Solutions
Denver,
Colorado
| US$ 154 mi | +US$ 623 mil | +0,4% | 2,12% | – | 100 | 14% | 0,5 |
|
| 6018 |
6018
Sunpointe
St. Louis,
Missouri
| US$ 154 mi | +US$ 63,8 mi | +71% | 4,33% | 122% | 171 | 23,98% | 0,4 |
|
| 6019 |
6019
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 154 mi | -US$ 195 mil | -0,1% | 0,68% | 57,3% | 82 | 4,88% | 2,5 |
|
| 6020 |
6020
BCR Wealth Strategies
Vestavia,
Alabama
| US$ 154 mi | +US$ 5,96 mi | +4% | 0,19% | 42,2% | 31 | 35,48% | 1,5 |
|
| 6021 |
6021
Darrow Company
Needham,
Massachusetts
| US$ 154 mi | +US$ 916 mil | +0,6% | 0,6% | 44,5% | 46 | 4,35% | 1,4 |
|
| 6022 |
HCM
6022
Helios Capital Management
Singapore
| US$ 154 mi | +US$ 11,2 mi | +8% | 6,98% | 124% | 50 | 2% | 1,7 |
|
| 6023 |
6023
Strategic Equity Management
Tucson,
Arizona
| US$ 153 mi | +US$ 33,8 mi | +28% | 1,99% | 70,3% | 47 | 29,79% | 1,1 |
|
| 6024 |
WFG
6024
Wormser Freres Gestion
Paris,
France
| US$ 153 mi | +US$ 7,29 mi | +5% | 0,53% | 67,4% | 46 | 8,7% | 0,5 |
|
| 6025 |
SA
6025
Stonebridge Advisors
Wilton,
Connecticut
| US$ 153 mi | -US$ 11 mi | -7% | 1,39% | 3,35% | 4 | 0% | 2,2 |
|