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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
Hanwha Asset Management
Seoul,
South Korea
| US$ 150 mi | -US$ 11 mi | -7% | 6,82% | – | 1 | 0% | 1,3 |
|
| 6052 |
6052
Nvest Financial
Portsmouth,
New Hampshire
| US$ 150 mi | +US$ 22,9 mi | +18% | 9,52% | 92,8% | 81 | 16,05% | 1,2 |
|
| 6053 |
6053
Syncona Portfolio
St Peter Port,
Guernsey
| US$ 150 mi | -US$ 7,7 mi | -5% | 2,9% | 24% | 4 | 50% | 2,3 |
|
| 6054 |
6054
Criterion Capital Advisors
Nashville,
Tennessee
| US$ 150 mi | +US$ 12,4 mi | +9% | 7,74% | – | 377 | 13,53% | 0,2 |
|
| 6055 |
6055
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$ 150 mi | +US$ 8,32 mi | +6% | 7,48% | 55,1% | 113 | 18,58% | 1,6 |
|
| 6056 |
6056
Kestrel Investment Management
San Mateo,
California
| US$ 150 mi | +US$ 1,97 mi | +1% | 5,15% | 99,8% | 40 | 15% | 1,7 |
|
| 6057 |
6057
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 150 mi | +US$ 10,6 mi | +8% | 14,3% | 121% | 101 | 14,85% | 4,1 |
|
| 6058 |
6058
Rockport Wealth
Fairview Park,
Ohio
| US$ 150 mi | – | – | 8,51% | – | 62 | – | 0 |
|
| 6059 |
CC
6059
Checkpoint Capital
San Francisco,
California
| US$ 150 mi | -US$ 15,5 mi | -9% | 3,75% | – | 23 | 43,48% | 0,2 |
|
| 6060 |
CNFG
6060
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$ 150 mi | +US$ 11,7 mi | +8% | 7,83% | 52,6% | 78 | 6,41% | 6,1 |
|
| 6061 |
6061
Fortis Advisors
Wayne,
Pennsylvania
| US$ 149 mi | +US$ 9,13 mi | +7% | 4,17% | 72,8% | 100 | 13% | 3 |
|
| 6062 |
6062
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 149 mi | +US$ 10,4 mi | +8% | 8% | 59% | 8 | 0% | 0,9 |
|
| 6063 |
BWM
6063
Bullock Wealth Management
Bloomington,
Indiana
| US$ 149 mi | +US$ 16 mi | +12% | 12,5% | 101% | 613 | 9,95% | 2 |
|
| 6064 |
6064
ADE LLC
Baltimore,
Maryland
| US$ 149 mi | +US$ 4,97 mi | +3% | 5,85% | 59,8% | 84 | 7,14% | 2,4 |
|
| 6065 |
6065
Bull Oak Capital
San Diego,
California
| US$ 149 mi | -US$ 240 mi | -62% | 5,93% | 62,1% | 41 | 12,2% | 0,5 |
|
| 6066 |
6066
Rain Capital Management
Lake Oswego,
Oregon
| US$ 149 mi | +US$ 7,43 mi | +5% | 6,76% | 18,2% | 97 | 6,19% | 3 |
|
| 6067 |
6067
Acute Investment Advisory
Mesa,
Arizona
| US$ 149 mi | -US$ 20 mi | -12% | 0,52% | 15% | 13 | 23,08% | 1,1 |
|
| 6068 |
6068
Forthright Family Wealth Advisory
Houston,
Texas
| US$ 149 mi | +US$ 21,5 mi | +17% | 6,06% | 60,2% | 63 | 15,87% | 0,2 |
|
| 6069 |
ASBI
6069
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 149 mi | -US$ 8 mi | -5% | 13,1% | 149% | 336 | 63,69% | 3,1 |
|
| 6070 |
6070
Alcosta Capital Management
San Ramon,
California
| US$ 149 mi | +US$ 11 mi | +8% | 21,1% | 175% | 31 | 12,9% | 1,9 |
|
| 6071 |
6071
Robinson Value Management
San Antonio,
Texas
| US$ 149 mi | -US$ 3,08 mi | -2% | 7,91% | 79,3% | 83 | 19,28% | 3 |
|
| 6072 |
6072
RiverTree Advisors
Winter Park,
Florida
| US$ 149 mi | +US$ 1,86 mi | +1% | 4,82% | 25,4% | 31 | 16,13% | 0,9 |
|
| 6073 |
6073
Private Client Services
Louisville,
Kentucky
| US$ 149 mi | +US$ 27,1 mi | +22% | 6,92% | 72% | 155 | 30,32% | 0,2 |
|
| 6074 |
6074
Midwest Financial Group
Overland Park,
Kansas
| US$ 149 mi | +US$ 14,9 mi | +11% | 7,11% | 103% | 111 | 16,22% | 0,8 |
|
| 6075 |
6075
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 149 mi | +US$ 9,6 mi | +7% | 7,78% | 61,1% | 127 | 12,6% | 6,2 |
|