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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Mendel Capital Management
Little Rock,
Arkansas
| US$ 139 mi | +US$ 17,4 mi | +14% | 11,7% | – | 94 | 7,45% | 1,5 |
|
| 6052 |
6052
Once Capital Management
New York
| US$ 139 mi | +US$ 34 mi | +32% | 30,5% | 627% | 24 | 8,33% | 1,7 |
|
| 6053 |
6053
Blue Creek Capital Management
Hong Kong
| US$ 139 mi | +US$ 10,5 mi | +8% | 19,4% | – | 6 | 16,67% | 0,8 |
|
| 6054 |
6054
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 139 mi | +US$ 7,1 mi | +5% | 12,4% | 121% | 104 | 14,42% | 4,1 |
|
| 6055 |
6055
Peak Planning Group
Centennial,
Colorado
| US$ 139 mi | +US$ 11,3 mi | +9% | 11,4% | 105% | 75 | 9,33% | 2,5 |
|
| 6056 |
6056
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 139 mi | +US$ 15,2 mi | +12% | 9,97% | 59% | 9 | 33,33% | 0,7 |
|
| 6057 |
LI
6057
Latash Investments
Anchorage,
Alaska
| US$ 139 mi | +US$ 21,8 mi | +19% | 19,8% | 110% | 21 | 9,52% | 3,4 |
|
| 6058 |
6058
JPL Wealth Management
Highlands Ranch,
Colorado
| US$ 139 mi | – | – | 10,3% | – | 100 | – | 0 |
|
| 6059 |
6059
Green Alpha Advisors
Niwot,
Colorado
| US$ 139 mi | +US$ 8,55 mi | +7% | 19,2% | 316% | 163 | 11,66% | 2 |
|
| 6060 |
6060
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 139 mi | -US$ 42 mi | -23% | 18% | 241% | 14 | 21,43% | 2,1 |
|
| 6061 |
6061
Brightlight Capital Management
Westport,
Connecticut
| US$ 139 mi | -US$ 3,77 mi | -3% | 1,94% | 202% | 11 | 18,18% | 2,4 |
|
| 6062 |
6062
Applied Fundamental Research
Cambridge,
Massachusetts
| US$ 139 mi | +US$ 1,01 mi | +0,7% | 8,66% | 44,6% | 12 | 8,33% | 2,4 |
|
| 6063 |
BWG
6063
Boomfish Wealth Group
Alpharetta,
Georgia
| US$ 139 mi | – | – | 13,2% | 86% | 83 | – | 0 |
|
| 6064 |
6064
Walker Asset Management
Verona,
Missouri
| US$ 138 mi | +US$ 26,1 mi | +23% | 8,17% | 87,6% | 134 | 32,84% | 1,2 |
|
| 6065 |
6065
Fee-Only Financial Planning
Okatie,
South Carolina
| US$ 138 mi | +US$ 14,3 mi | +12% | 11,5% | 72,6% | 42 | 7,14% | 0,9 |
|
| 6066 |
KIA
6066
KLR Investment Advisors
Providence,
Rhode Island
| US$ 138 mi | +US$ 28,3 mi | +26% | 9,21% | – | 211 | 33,65% | 0,7 |
|
| 6067 |
6067
4Thought Financial Group
Syosset,
New York
| US$ 138 mi | +US$ 14 mi | +11% | 8,9% | 40,8% | 116 | 25% | 1,9 |
|
| 6068 |
6068
Lakeridge Wealth Management
Mentor,
Ohio
| US$ 138 mi | – | – | 11,2% | – | 130 | – | 0 |
|
| 6069 |
6069
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 138 mi | +US$ 28,4 mi | +26% | 8,59% | 55,5% | 101 | 20,79% | 0,4 |
|
| 6070 |
6070
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 138 mi | – | – | 10,4% | 72,1% | 56 | – | 1,4 |
|
| 6071 |
6071
LCM Capital Management
Chicago,
Illinois
| US$ 138 mi | +US$ 15,7 mi | +13% | 12,2% | 128% | 90 | 3,33% | 2,4 |
|
| 6072 |
SPI
6072
Sutton Place Investors
Katonah,
New York
| US$ 138 mi | +US$ 61,3 mi | +80% | 9,49% | 84% | 119 | 40,34% | 0,7 |
|
| 6073 |
6073
Alcosta Capital Management
San Ramon,
California
| US$ 138 mi | +US$ 18,1 mi | +15% | 17,8% | 175% | 33 | 15,15% | 1,7 |
|
| 6074 |
6074
Pantechnicon Advisors
London,
United Kingdom
| US$ 138 mi | -US$ 93,4 mi | -40% | 13,4% | – | 19 | 47,37% | 0,6 |
|
| 6075 |
6075
Ravenstone Capital Management
Toronto,
| US$ 138 mi | +US$ 17,6 mi | +15% | 12,6% | 63% | 34 | 5,88% | 2,2 |
|