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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
GSI Capital Advisors
Newport Beach,
California
| US$ 212 mi | +US$ 27,8 mi | +15% | 12,6% | 39,7% | 33 | 24,24% | 2,3 |
|
| 6402 |
6402
Banque de Luxembourg
Luxembourg
| US$ 212 mi | +US$ 18,7 mi | +10% | 12,3% | – | 79 | 6,33% | 1,2 |
|
| 6403 |
6403
FPC Investment Advisory
Petaluma,
California
| US$ 212 mi | +US$ 11,4 mi | +6% | 7,94% | – | 38 | 15,79% | 1,5 |
|
| 6404 |
6404
David J. Yvars Group
University Park,
Florida
| US$ 212 mi | +US$ 33 mi | +18% | 22,8% | 143% | 111 | 21,62% | 2,6 |
|
| 6405 |
6405
Clark Financial Services Group
Chesterfield,
Missouri
| US$ 212 mi | +US$ 27,3 mi | +15% | 27,8% | 116% | 118 | 24,58% | 2,2 |
|
| 6406 |
6406
Addison Advisors
Middlebury,
Vermont
| US$ 212 mi | -US$ 241 mi | -53% | 10,4% | 50,2% | 1.037 | 36,26% | 3,2 |
|
| 6407 |
6407
StoryOne LLC
Overland Park,
Kansas
| US$ 212 mi | +US$ 34,2 mi | +19% | 22,7% | – | 79 | 98,73% | 0,4 |
|
| 6408 |
6408
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$ 212 mi | +US$ 49,2 mi | +30% | 15% | – | 80 | 31,25% | 0,9 |
|
| 6409 |
6409
Merrion Investment Management
Cranford,
New Jersey
| US$ 211 mi | +US$ 25,2 mi | +14% | 20,9% | 161% | 114 | 11,4% | 3,5 |
|
| 6410 |
6410
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| US$ 211 mi | -US$ 184 mi | -46% | 9,6% | – | 106 | 28,3% | 1,1 |
|
| 6411 |
AFC
6411
Alpine Fox Capital
Las Vegas,
Nevada
| US$ 211 mi | +US$ 57,3 mi | +37% | 51,2% | – | 21 | 28,57% | 0,5 |
|
| 6412 |
6412
RCS Financial Planning
Annapolis,
Maryland
| US$ 211 mi | +US$ 18,4 mi | +10% | 10,7% | 48,2% | 105 | 9,52% | 1,9 |
|
| 6413 |
6413
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$ 211 mi | +US$ 27,5 mi | +15% | 14,9% | 63,6% | 41 | 14,63% | 3,3 |
|
| 6414 |
6414
Kaufman Rossin Wealth
Miami,
Florida
| US$ 211 mi | +US$ 36,6 mi | +21% | 15,1% | – | 116 | 18,97% | 0,9 |
|
| 6415 |
6415
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 211 mi | +US$ 29 mi | +16% | 21,7% | 101% | 129 | 12,4% | 2,9 |
|
| 6416 |
6416
McCarthy Asset Management
Redwood Shores,
California
| US$ 211 mi | – | – | 10,1% | – | 29 | – | 3,7 |
|
| 6417 |
6417
Kure Advisory
Plymouth,
Minnesota
| US$ 211 mi | +US$ 27,3 mi | +15% | 8,99% | – | 67 | 23,88% | 1,6 |
|
| 6418 |
6418
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 211 mi | +US$ 28,5 mi | +16% | 25,5% | 153% | 53 | 15,09% | 4,9 |
|
| 6419 |
6419
Stegner Investment Associates
Louisville,
Kentucky
| US$ 210 mi | +US$ 27,7 mi | +15% | 16,9% | 84,8% | 31 | 6,45% | 3,6 |
|
| 6420 |
6420
Aristotle Pacific Capital
Newport Beach,
California
| US$ 210 mi | +US$ 87,3 mi | +71% | 0,28% | 1,84% | 5 | 0% | 4,3 |
|
| 6421 |
6421
Three Cord True Wealth Management
Beaver,
Pennsylvania
| US$ 210 mi | +US$ 30,2 mi | +17% | 11,1% | – | 43 | 9,3% | 1 |
|
| 6422 |
6422
Beckerman Institutional
Ocean Grove,
New Jersey
| US$ 210 mi | +US$ 21,9 mi | +12% | 8,57% | – | 127 | 7,09% | 1,5 |
|
| 6423 |
6423
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 210 mi | +US$ 20,1 mi | +11% | 10,3% | – | 224 | 5,36% | 3,4 |
|
| 6424 |
6424
Index Venture Growth Associates V
St. Helier,
Jersey
| US$ 210 mi | +US$ 25,4 mi | +14% | 29,8% | – | 3 | 0% | 0,5 |
|
| 6425 |
6425
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 210 mi | +US$ 24,2 mi | +13% | 12,4% | 55,5% | 56 | 5,36% | 4,2 |
|