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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Data Collective IV
Palo Alto,
California
| US$ 143 mi | +US$ 27,4 mi | +24% | 24,2% | 317% | 6 | 16,67% | 1,9 |
|
| 6202 |
6202
BluePath Capital Management
Atlanta,
Georgia
| US$ 143 mi | +US$ 10,1 mi | +8% | 2,74% | 101% | 125 | 16,8% | 0,7 |
|
| 6203 |
6203
Exane Asset Management
Paris,
France
| US$ 143 mi | +US$ 13 mi | +10% | 6,64% | 74,5% | 21 | 52,38% | 0,5 |
|
| 6204 |
6204
Carson Advisory
Athens,
Georgia
| US$ 143 mi | +US$ 354 mil | +0,2% | 1,28% | 68,6% | 181 | 12,71% | 1,8 |
|
| 6205 |
6205
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$ 143 mi | +US$ 1,65 mi | +1% | 4,9% | – | 104 | 12,5% | 2,3 |
|
| 6206 |
PS
6206
Pennant Select
Summit,
New Jersey
| US$ 142 mi | +US$ 9,5 mi | +7% | 12,3% | – | 11 | 18,18% | 0,4 |
|
| 6207 |
6207
SVB Financial Group
Dallas,
Texas
| US$ 142 mi | -US$ 38,9 mi | -21% | 15% | – | 13 | 15,38% | 1,2 |
|
| 6208 |
6208
Sard Wealth Management Group
Atlanta,
Georgia
| US$ 142 mi | +US$ 31,8 mi | +29% | 0,13% | 51,3% | 49 | 24,49% | 0,4 |
|
| 6209 |
JCFM
6209
JBR Co Financial Management
Ardmore,
Oklahoma
| US$ 142 mi | +US$ 17,1 mi | +14% | 8,49% | 126% | 106 | 13,21% | 0,4 |
|
| 6210 |
6210
Echo45 Advisors
Walnut Creek,
California
| US$ 142 mi | +US$ 3,37 mi | +2% | 1,14% | 53,6% | 53 | 22,64% | 1,8 |
|
| 6211 |
6211
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$ 142 mi | -US$ 35,8 mi | -20% | 3,32% | 34,5% | 26 | 3,85% | 2,7 |
|
| 6212 |
APS
6212
American Planning Services
Sun City Center,
Florida
| US$ 142 mi | +US$ 3,65 mi | +3% | 4,08% | 23,8% | 54 | 12,96% | 1,1 |
|
| 6213 |
FA
6213
FF Advisors
Manhattan Beach,
California
| US$ 142 mi | -US$ 2,54 mi | -2% | 1,28% | 59,7% | 92 | 10,87% | 0,5 |
|
| 6214 |
6214
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$ 142 mi | +US$ 11,8 mi | +9% | 3,37% | 67,9% | 42 | 16,67% | 0,4 |
|
| 6215 |
6215
Avory & Company
Miami,
Florida
| US$ 142 mi | -US$ 4,85 mi | -3% | 2,89% | 74,9% | 29 | 3,45% | 2 |
|
| 6216 |
6216
Rain Capital Management
Lake Oswego,
Oregon
| US$ 142 mi | -US$ 7,19 mi | -5% | 2,63% | 18,2% | 97 | 4,12% | 3,2 |
|
| 6217 |
6217
Unconventional Investor
Portsmouth,
New Hampshire
| US$ 142 mi | +US$ 3,12 mi | +2% | 1,76% | 62,7% | 33 | 0% | 2 |
|
| 6218 |
6218
Fortis Advisors
Wayne,
Pennsylvania
| US$ 142 mi | -US$ 7,44 mi | -5% | 0,4% | 72,8% | 102 | 6,86% | 3,1 |
|
| 6219 |
6219
Efficient Frontier Advisors
Eastford,
Connecticut
| US$ 142 mi | +US$ 15,6 mi | +12% | 1,89% | – | 16 | 18,75% | 0,4 |
|
| 6220 |
6220
Capricorn Fund Managers
London,
United Kingdom
| US$ 142 mi | -US$ 24,3 mi | -15% | 1,37% | 169% | 64 | 26,56% | 0,9 |
|
| 6221 |
6221
Meritas Wealth Management
Larkspur,
California
| US$ 142 mi | -US$ 1,86 mi | -1% | 0,36% | 69,4% | 49 | 4,08% | 1,3 |
|
| 6222 |
6222
Gould Capital
Tacoma,
Washington
| US$ 142 mi | -US$ 141 mil | -0,1% | 1,05% | 60,1% | 220 | 14,09% | 2 |
|
| 6223 |
6223
Long Island Wealth Management
Melville,
New York
| US$ 142 mi | +US$ 145 mil | +0,1% | 1,27% | 58,2% | 74 | 5,41% | 0,5 |
|
| 6224 |
6224
Bright Financial Advisors
Portage,
Michigan
| US$ 142 mi | +US$ 7,79 mi | +6% | 1,62% | – | 61 | 40,98% | 0,2 |
|
| 6225 |
SH
6225
Spear Holdings
Dubai,
United Arab Emirates
| US$ 142 mi | -US$ 434 mi | -75% | 6,41% | – | 12 | 66,67% | 0,2 |
|