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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Elevate Capital Advisors
Eagle,
Colorado
| US$ 151 mi | +US$ 7,75 mi | +5% | 2,87% | – | 98 | 43,88% | 0,6 |
|
| 7152 |
7152
Authentikos Wealth Advisory
Morgan Hill,
California
| US$ 151 mi | -US$ 93,9 mil | -0,1% | 0,96% | 43,5% | 73 | 28,77% | 0,8 |
|
| 7153 |
7153
NDWM LLC
La Jolla,
California
| US$ 151 mi | +US$ 3,76 mi | +3% | 1,86% | 50,3% | 36 | 11,11% | 1,4 |
|
| 7154 |
7154
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$ 151 mi | +US$ 2,37 mi | +2% | 3,07% | 122% | 127 | 7,87% | 3,6 |
|
| 7155 |
7155
Versant Venture Management
San Francisco,
California
| US$ 151 mi | -US$ 61,4 mi | -29% | 42,3% | 409% | 9 | 22,22% | 1,9 |
|
| 7156 |
7156
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$ 151 mi | +US$ 1,79 mi | +1% | 2,88% | – | 92 | 9,78% | 3,1 |
|
| 7157 |
7157
Gordian Advisors
Tucson,
Arizona
| US$ 151 mi | +US$ 2,11 mi | +1% | 1,93% | 55,4% | 53 | 9,43% | 1,3 |
|
| 7158 |
7158
Accredited Investor Services
St. Cloud,
Minnesota
| US$ 151 mi | +US$ 5,45 mi | +4% | 2,86% | – | 79 | 8,86% | 0,8 |
|
| 7159 |
SA
7159
Sage Advisors
Boulder,
Colorado
| US$ 151 mi | +US$ 11,3 mi | +8% | 5,97% | – | 54 | 38,89% | 1 |
|
| 7160 |
7160
Fairscale Capital
Nashua,
New Hampshire
| US$ 151 mi | +US$ 5,37 mi | +4% | 3,03% | – | 470 | 14,68% | 1,2 |
|
| 7161 |
7161
GK Wealth Management
Reno,
Nevada
| US$ 151 mi | +US$ 14,1 mi | +10% | 5,03% | – | 215 | 27,44% | 0,6 |
|
| 7162 |
7162
Affinity Investment Advisors
Newport Beach,
California
| US$ 151 mi | +US$ 2,81 mi | +2% | 5,61% | 189% | 155 | 20% | 3,5 |
|
| 7163 |
7163
Lansing Management
New York
| US$ 151 mi | +US$ 12,7 mi | +9% | 0,53% | 76,9% | 14 | 42,86% | 2,2 |
|
| 7164 |
7164
Silvia McColl Wealth Management
San Diego,
California
| US$ 150 mi | +US$ 2,72 mi | +2% | 3,02% | 82,7% | 121 | 7,44% | 2,4 |
|
| 7165 |
ICMP
7165
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 150 mi | +US$ 6,97 mi | +5% | 1,91% | 39,7% | 62 | 8,06% | 2,9 |
|
| 7166 |
7166
Daventry Group
New York
| US$ 150 mi | +US$ 9,07 mi | +6% | 3,34% | 26,2% | 9 | 44,44% | 1,4 |
|
| 7167 |
7167
Sky-Mountain Capital Management
Ketchum,
Idaho
| US$ 150 mi | +US$ 7,14 mi | +5% | 0,03% | – | 40 | 12,5% | 0,6 |
|
| 7168 |
AAM
7168
Ackerman Asset Management
Rockville,
Maryland
| US$ 150 mi | +US$ 10,7 mi | +8% | 2,37% | – | 34 | 20,59% | 0,6 |
|
| 7169 |
7169
Arini Captial Management
London,
United Kingdom
| US$ 150 mi | – | – | 8,8% | – | 5 | – | 0 |
|
| 7170 |
7170
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 150 mi | -US$ 7,04 mi | -4% | 2,43% | 82,9% | 42 | 2,38% | 2,7 |
|
| 7171 |
7171
MontVue Capital Management
Lynchburg,
Virginia
| US$ 150 mi | +US$ 1,18 mi | +0,8% | 2,35% | 76% | 67 | 4,48% | 1,7 |
|
| 7172 |
7172
Brindle & Bay Financial Advisors
Frisco,
Texas
| US$ 150 mi | – | – | 1,59% | – | 68 | – | 0 |
|
| 7173 |
7173
Black Diamond Capital Management I
St. Thomas,
| US$ 150 mi | -US$ 180 mil | -0,1% | 8,55% | – | 14 | 14,29% | 0,3 |
|
| 7174 |
7174
Petros Family Wealth
Bloomington,
Minnesota
| US$ 150 mi | +US$ 30,7 mi | +26% | 3,45% | – | 176 | 42,05% | 0,6 |
|
| 7175 |
7175
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$ 150 mi | +US$ 11,2 mi | +8% | 6,49% | 74,3% | 59 | 37,29% | 1,4 |
|