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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Spring Capital Management
Amarillo,
Texas
| US$ 126 mi | – | – | 13,6% | 73,6% | 32 | – | 0 |
|
| 6077 |
6077
January Capital Advisors
San Francisco,
California
| US$ 126 mi | – | – | 5,35% | – | 46 | – | 0 |
|
| 6078 |
6078
PACK Private Wealth
Wayzata,
Minnesota
| US$ 126 mi | – | – | 8,7% | 52,8% | 38 | – | 0 |
|
| 6079 |
6079
Addition Three General Partner
New York
| US$ 126 mi | – | – | 13,2% | – | 1 | – | 0 |
|
| 6080 |
6080
Accel XI Associates
Palo Alto,
California
| US$ 126 mi | -US$ 28,8 mi | -19% | 5,75% | – | 2 | 50% | 0,5 |
|
| 6081 |
6081
HighVista Strategies
Boston,
Massachusetts
| US$ 126 mi | -US$ 25,5 mi | -17% | 5,08% | 622% | 143 | 62,94% | 0,6 |
|
| 6082 |
6082
Applied Capital
Little Rock,
Arkansas
| US$ 126 mi | +US$ 11,3 mi | +10% | 4,58% | 52,6% | 52 | 13,46% | 0,6 |
|
| 6083 |
6083
Lifeworks Advisors
Grand Rapids,
Michigan
| US$ 126 mi | – | – | 10,8% | 80,4% | 111 | – | 0 |
|
| 6084 |
6084
Resurgent Financial Advisors
Atlanta,
Georgia
| US$ 125 mi | – | – | 10,7% | 86,4% | 130 | – | 0 |
|
| 6085 |
6085
Northern Capital Management (Washington)
Spokane,
Washington
| US$ 125 mi | +US$ 8,42 mi | +7% | 6,69% | 90,9% | 44 | 9,09% | 0,9 |
|
| 6086 |
6086
Gordian Capital (Singapore)
Singapore
| US$ 125 mi | – | – | 7,54% | 321% | 128 | – | 0 |
|
| 6087 |
6087
Planning Center Inc
Moline,
Illinois
| US$ 125 mi | – | – | 6,21% | 38,9% | 52 | – | 0 |
|
| 6088 |
6088
Wells Financial Advisors
Framingham,
Massachusetts
| US$ 125 mi | +US$ 6,95 mi | +6% | 6,98% | 58,9% | 64 | 10,94% | 0,9 |
|
| 6089 |
6089
SBK Financial
Richmond,
Virginia
| US$ 125 mi | – | – | 12,9% | – | 132 | – | 0 |
|
| 6090 |
6090
Whitefort Capital Management
New York
| US$ 125 mi | – | – | 2,58% | 243% | 40 | – | 0 |
|
| 6091 |
6091
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$ 125 mi | +US$ 11,5 mi | +10% | 8,82% | 82,6% | 60 | 8,33% | 4,4 |
|
| 6092 |
EIM
6092
Ervin Investment Management
Seattle,
Washington
| US$ 125 mi | – | – | 12,1% | 92,9% | 31 | – | 0 |
|
| 6093 |
6093
Future Financial Wealth Management
Cincinnati,
Ohio
| US$ 125 mi | +US$ 27,8 mi | +29% | 5,8% | 65,2% | 559 | 78% | 0,2 |
|
| 6094 |
6094
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$ 125 mi | +US$ 378 mil | +0,3% | 0,3% | 21,9% | 2 | 0% | 2,9 |
|
| 6095 |
6095
Echo45 Advisors
Walnut Creek,
California
| US$ 125 mi | – | – | 4,52% | 53,6% | 90 | – | 0 |
|
| 6096 |
6096
Touchstone Capital
Pittsburgh,
Pennsylvania
| US$ 125 mi | +US$ 15,1 mi | +14% | 7,89% | – | 17 | 11,76% | 0,9 |
|
| 6097 |
MW
6097
Milestone Wealth
Buffalo,
New York
| US$ 125 mi | – | – | 5,19% | – | 245 | – | 0 |
|
| 6098 |
6098
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 125 mi | +US$ 8,84 mi | +8% | 8,9% | – | 174 | 8,62% | 0,7 |
|
| 6099 |
IPCP
6099
Iron Park Capital Partners
New York
| US$ 125 mi | – | – | 1,4% | – | 48 | – | 0 |
|
| 6100 |
6100
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 125 mi | +US$ 12,3 mi | +11% | 6,29% | 62,6% | 68 | 10,29% | 0,9 |
|