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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Ariston Services Group
San Diego,
California
| US$ 103 mi | – | – | 10,5% | 71,7% | 53 | – | 0 |
|
| 6802 |
6802
Breed's Hill Capital
Charlestown,
Massachusetts
| US$ 103 mi | – | – | 11,5% | – | 88 | – | 0 |
|
| 6803 |
6803
Sanctuary Wealth Management
Pocatello,
Idaho
| US$ 103 mi | +US$ 11,5 mi | +13% | 12,1% | – | 299 | 8,7% | 1,1 |
|
| 6804 |
6804
CPR Investments
Rochester,
Michigan
| US$ 103 mi | +US$ 10,1 mi | +11% | 6,4% | 84% | 46 | 45,65% | 0,8 |
|
| 6805 |
6805
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| US$ 103 mi | – | – | 8,6% | – | 300 | – | 0 |
|
| 6806 |
6806
Redwood Financial Network
Solon,
Ohio
| US$ 103 mi | +US$ 8,71 mi | +9% | 9,49% | 82,2% | 146 | 11,64% | 1,4 |
|
| 6807 |
6807
Savvy Advisors Inc
New York
| US$ 103 mi | – | – | 9,51% | – | 157 | – | 0 |
|
| 6808 |
6808
Client First Investment Management
West Bend,
Wisconsin
| US$ 103 mi | – | – | 12,5% | 243% | 23 | – | 0 |
|
| 6809 |
6809
Precision Wealth Strategies
Saint Louis,
Missouri
| US$ 103 mi | +US$ 10,7 mi | +12% | 4,35% | 106% | 103 | 32,04% | 0,9 |
|
| 6810 |
6810
Courant Investment Management
Franklin,
Tennessee
| US$ 103 mi | +US$ 12,3 mi | +14% | 12,1% | 35,2% | 9 | 11,11% | 4,9 |
|
| 6811 |
6811
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$ 103 mi | – | – | 11,1% | 74,2% | 134 | – | 0 |
|
| 6812 |
6812
Seelaus Asset Management
Chatham,
New Jersey
| US$ 103 mi | +US$ 14,8 mi | +17% | 11,9% | 134% | 191 | 17,8% | 2,7 |
|
| 6813 |
6813
Yarra Square Partners
New York
| US$ 103 mi | +US$ 362 mil | +0,4% | 6,55% | 55,9% | 23 | 17,39% | 1,3 |
|
| 6814 |
6814
QSV Equity Investors
Naperville,
Illinois
| US$ 103 mi | – | – | 16,4% | – | 89 | – | 0 |
|
| 6815 |
6815
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 103 mi | – | – | 10,9% | – | 240 | – | 0 |
|
| 6816 |
6816
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 103 mi | -US$ 264 mil | -0,3% | 9,81% | 60,5% | 8 | 0% | 3,2 |
|
| 6817 |
6817
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 103 mi | – | – | 9,83% | 101% | 103 | – | 2,5 |
|
| 6818 |
6818
Formation8
Los Altos,
California
| US$ 103 mi | – | – | 66,8% | – | 4 | – | 2,6 |
|
| 6819 |
6819
Invesco Senior Secured Management
New York
| US$ 103 mi | +US$ 5,84 mi | +6% | 18,5% | 18,1% | 9 | 22,22% | 1,7 |
|
| 6820 |
6820
Kinnevik AB
Stockholm,
Sweden
| US$ 103 mi | +US$ 23 mi | +29% | 28,9% | 51,4% | 1 | 0% | 1 |
|
| 6821 |
BAWM
6821
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 103 mi | – | – | 8,2% | 51% | 38 | – | 0 |
|
| 6822 |
6822
Finivi Inc
Westborough,
Massachusetts
| US$ 102 mi | – | – | 12,1% | 144% | 90 | – | 1,2 |
|
| 6823 |
6823
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$ 102 mi | -US$ 15 mi | -13% | 10,1% | 52,2% | 62 | 0% | 5,4 |
|
| 6824 |
6824
Fairfield University
Fairfield,
Connecticut
| US$ 102 mi | -US$ 10,5 mi | -9% | 11,8% | 61,9% | 4 | 25% | 6,3 |
|
| 6825 |
6825
Allen Wealth Management
Boone,
North Carolina
| US$ 102 mi | – | – | 3,59% | 60,3% | 52 | – | 0 |
|