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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Cosner Financial Group
Windsor,
Colorado
| US$ 158 mi | +US$ 2,78 mi | +2% | 0,28% | 56,1% | 37 | 2,7% | 1,2 |
|
| 6377 |
KFO
6377
Kopp Family Office
Bloomington,
Minnesota
| US$ 158 mi | +US$ 787 mil | +0,5% | 10,6% | 47,9% | 22 | 4,55% | 3 |
|
| 6378 |
6378
McCarter Private Wealth Services
Boston,
Massachusetts
| US$ 158 mi | -US$ 481 mil | -0,3% | 2,3% | – | 107 | 9,35% | 0,2 |
|
| 6379 |
6379
Westfuller Advisors
New York
| US$ 157 mi | +US$ 18,1 mi | +13% | 0,56% | – | 93 | 13,98% | 0,6 |
|
| 6380 |
6380
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$ 157 mi | +US$ 14,1 mi | +10% | 2,06% | 74,2% | 150 | 13,33% | 0,8 |
|
| 6381 |
6381
MOKAN Wealth Management
Overland Park,
Kansas
| US$ 157 mi | – | – | 1,78% | – | 72 | – | 0 |
|
| 6382 |
6382
Old North State Trust
Greensboro,
North Carolina
| US$ 157 mi | +US$ 34,2 mi | +28% | 0,55% | – | 144 | 13,89% | 4 |
|
| 6383 |
6383
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 157 mi | -US$ 5,95 mi | -4% | 6,39% | 85,5% | 33 | 6,06% | 4,9 |
|
| 6384 |
NAMNJ
6384
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$ 157 mi | +US$ 7,06 mi | +5% | 3% | – | 87 | 10,34% | 0,9 |
|
| 6385 |
6385
Teca Partners
Austin,
Texas
| US$ 157 mi | +US$ 14,2 mi | +10% | 4,54% | 66% | 11 | 9,09% | 1,6 |
|
| 6386 |
6386
Granite Group Advisors
Stamford,
Connecticut
| US$ 157 mi | +US$ 1,29 mi | +0,8% | 7,9% | 74% | 85 | 11,76% | 0,9 |
|
| 6387 |
6387
Abel Hall LLC
Baton Rouge,
Louisiana
| US$ 157 mi | +US$ 4,17 mi | +3% | 0,3% | 133% | 189 | 26,98% | 0,7 |
|
| 6388 |
6388
Cassia Capital Partners
Winston Salem,
North Carolina
| US$ 157 mi | +US$ 5,37 mi | +4% | 0,27% | 59,9% | 65 | 18,46% | 2 |
|
| 6389 |
6389
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 157 mi | +US$ 20,2 mi | +15% | 7,73% | 161% | 219 | 9,59% | 2,2 |
|
| 6390 |
6390
Sovereign's Capital Management
Atlanta,
Georgia
| US$ 157 mi | – | – | 0,2% | – | 83 | – | 0 |
|
| 6391 |
6391
Salvus Wealth Management
Red Bank,
New Jersey
| US$ 157 mi | -US$ 6,09 mi | -4% | 0,9% | 108% | 123 | 10,57% | 2,7 |
|
| 6392 |
6392
Seven Mile Advisory
Ewing,
New Jersey
| US$ 157 mi | +US$ 5,62 mi | +4% | 4,33% | 146% | 185 | 16,76% | 1,1 |
|
| 6393 |
6393
Ballew Advisors
Jackson,
Mississippi
| US$ 157 mi | +US$ 7,71 mi | +5% | 0,73% | 68% | 111 | 12,61% | 3,7 |
|
| 6394 |
6394
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 157 mi | -US$ 261 mil | -0,2% | 3,14% | 178% | 138 | 36,23% | 3,9 |
|
| 6395 |
6395
Chris Bulman
Roseville,
California
| US$ 157 mi | +US$ 9,8 mi | +7% | 1,5% | – | 127 | 14,17% | 0,4 |
|
| 6396 |
6396
WealthCollab
Bellevue,
Washington
| US$ 157 mi | +US$ 3,88 mi | +3% | 0,49% | – | 957 | 16,41% | 0,8 |
|
| 6397 |
GWM
6397
Global Wealth Management
Kingston,
New Jersey
| US$ 157 mi | +US$ 8,81 mi | +6% | 0,44% | – | 31 | 19,35% | 0,2 |
|
| 6398 |
6398
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$ 157 mi | -US$ 6,94 mi | -4% | 3,3% | 4,78% | 6 | 0% | 1,8 |
|
| 6399 |
6399
Kerusso Capital Management
Winston Salem,
North Carolina
| US$ 157 mi | -US$ 806 mil | -0,5% | 0,14% | – | 60 | 11,67% | 0,5 |
|
| 6400 |
YC
6400
Yunqi Capital
Hong Kong
| US$ 157 mi | -US$ 19 mi | -11% | 7,74% | 71,4% | 6 | 16,67% | 1,9 |
|