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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Seneschal Advisors
Tacoma,
Washington
| US$ 120 mi | – | – | 0,59% | – | 36 | – | 0 |
|
| 7177 |
7177
Jordan Park Trust
Portsmouth,
New Hampshire
| US$ 120 mi | – | – | 8,77% | – | 12 | – | 0 |
|
| 7178 |
7178
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 120 mi | -US$ 21,6 mi | -15% | 4,14% | 42,7% | 40 | 42,5% | 4,2 |
|
| 7179 |
7179
B. Riley Financial
Los Angeles,
California
| US$ 120 mi | -US$ 30,2 mi | -20% | 18,4% | 682% | 20 | 35% | 1,5 |
|
| 7180 |
IC
7180
Immersion Capital
London,
United Kingdom
| US$ 120 mi | -US$ 63,8 mi | -35% | 4,92% | 63,4% | 9 | 22,22% | 2 |
|
| 7181 |
7181
LPF Advisors
Sarasota,
Florida
| US$ 120 mi | +US$ 2,65 mi | +2% | 1,52% | – | 38 | 13,16% | 0,9 |
|
| 7182 |
7182
Roberts Capital Advisors
Denver,
Colorado
| US$ 119 mi | +US$ 2,55 mi | +2% | 6,46% | – | 89 | 10,11% | 2,9 |
|
| 7183 |
7183
Financial Life Planners
Tempe,
Arizona
| US$ 119 mi | – | – | 3,82% | – | 411 | – | 0 |
|
| 7184 |
7184
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 119 mi | -US$ 22,5 mi | -16% | 4,31% | 52,2% | 29 | 6,9% | 1,3 |
|
| 7185 |
KA
7185
Kailix Advisors
Fort Lauderdale,
Florida
| US$ 119 mi | +US$ 690 mil | +0,6% | 3,64% | 16,3% | 8 | 25% | 0,9 |
|
| 7186 |
7186
LTG Capital
Newton,
Massachusetts
| US$ 119 mi | -US$ 1,07 mi | -0,9% | 1,88% | 59% | 26 | 0% | 2,9 |
|
| 7187 |
7187
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$ 119 mi | -US$ 7,44 mi | -6% | 0,04% | 65,5% | 77 | 32,47% | 1,5 |
|
| 7188 |
BTC
7188
Bank & Trust Company
Litchfield,
Illinois
| US$ 119 mi | -US$ 4,18 mi | -3% | 1,04% | – | 287 | 0,7% | 0,5 |
|
| 7189 |
7189
Forge Financial Services
Edmond,
Oklahoma
| US$ 119 mi | – | – | 0,59% | – | 20 | – | 0 |
|
| 7190 |
7190
Opinicus Capital
Tampa,
Florida
| US$ 119 mi | -US$ 6,17 mi | -5% | 2,65% | 129% | 104 | 14,42% | 0,9 |
|
| 7191 |
7191
EnCap Energy Capital Fund IX
Houston,
Texas
| US$ 119 mi | +US$ 20,9 mi | +21% | 21% | 69,2% | 2 | 100% | 0 |
|
| 7192 |
7192
Shotwell Rutter Baer
Lansing,
Michigan
| US$ 119 mi | -US$ 2,94 mi | -2% | 2,82% | 45,5% | 34 | 0% | 0,7 |
|
| 7193 |
7193
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 119 mi | – | – | 1,11% | – | 130 | – | 0 |
|
| 7194 |
7194
Five Pine Wealth Management
Coeur D Alene,
Idaho
| US$ 119 mi | – | – | 1,24% | – | 40 | – | 0 |
|
| 7195 |
OP
7195
Orvieto Partners
Boston,
Massachusetts
| US$ 119 mi | – | – | 4,53% | – | 35 | – | 0 |
|
| 7196 |
7196
Leigh Baldwin & Co
Cazenovia,
New York
| US$ 119 mi | – | – | 2,91% | – | 160 | – | 0 |
|
| 7197 |
7197
Alterna Wealth Management
Houston,
Texas
| US$ 119 mi | +US$ 7,09 mi | +6% | 1,15% | 52,9% | 118 | 27,12% | 2,2 |
|
| 7198 |
7198
Financial Harvest
Winter Park,
Florida
| US$ 118 mi | – | – | 1,92% | – | 53 | – | 0 |
|
| 7199 |
CFP
7199
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$ 118 mi | – | – | 4,88% | – | 359 | – | 0 |
|
| 7200 |
7200
Miller Financial Services
Marshall,
Michigan
| US$ 118 mi | – | – | 3,61% | – | 128 | – | 0 |
|