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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 149 mi | +US$ 8,64 mi | +6% | 9,11% | 167% | 23 | 52,17% | 1,7 |
|
| 7502 |
7502
Whipplewood Advisors
Littleton,
Colorado
| US$ 149 mi | -US$ 44,1 mi | -23% | 7,96% | – | 1.070 | 41,03% | 0,7 |
|
| 7503 |
7503
swisspartners Advisors
Zurich,
Switzerland
| US$ 148 mi | -US$ 10,7 mi | -7% | 1,2% | 73,2% | 24 | 4,17% | 3,6 |
|
| 7504 |
7504
Northstar Financial Companies
Conshohocken,
Pennsylvania
| US$ 148 mi | +US$ 22,7 mi | +18% | 16,7% | – | 125 | 16,8% | 1,1 |
|
| 7505 |
7505
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| US$ 148 mi | -US$ 2,97 mi | -2% | 8,35% | – | 16 | 50% | 0,3 |
|
| 7506 |
7506
Tuttle Capital Management
Riverside,
Connecticut
| US$ 148 mi | +US$ 87,6 mi | +144% | 54,2% | 115% | 200 | 80% | 0,4 |
|
| 7507 |
7507
Monetta Financial Services
Wheaton,
Illinois
| US$ 148 mi | +US$ 19,4 mi | +15% | 44,2% | 275% | 80 | 53,75% | 2,1 |
|
| 7508 |
IUC
7508
Ivory Union Consulting
Road Town,
| US$ 148 mi | +US$ 20,8 mi | +16% | 17,7% | – | 3 | 0% | 0,5 |
|
| 7509 |
PAYA
7509
Phil A. Younker & Associates
Fairbanks,
Alaska
| US$ 148 mi | -US$ 1,57 mi | -1% | 6,13% | – | 37 | 24,32% | 1,2 |
|
| 7510 |
7510
Accordant Advisory Group
Annapolis,
Maryland
| US$ 148 mi | -US$ 13,1 mi | -8% | 10,6% | – | 252 | 9,52% | 1,1 |
|
| 7511 |
7511
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 148 mi | +US$ 33 mi | +29% | 11,9% | – | 85 | 22,35% | 1,5 |
|
| 7512 |
7512
Sacks & Associates
Warren,
New Jersey
| US$ 148 mi | +US$ 13,7 mi | +10% | 15,5% | – | 84 | 11,9% | 0,5 |
|
| 7513 |
VIS
7513
Vertex Investment Solutions
Chiyoda-Ku,
| US$ 148 mi | +US$ 61,7 mi | +71% | 3,73% | – | 29 | 24,14% | 0,4 |
|
| 7514 |
7514
Peapod Lane Capital
Bedford Hills,
New York
| US$ 148 mi | +US$ 26,3 mi | +22% | 27,7% | – | 69 | 21,74% | 1 |
|
| 7515 |
NCM
7515
Nitor Capital Management
Englewood Cliffs,
New Jersey
| US$ 148 mi | +US$ 18,3 mi | +14% | 3,7% | – | 26 | 15,38% | 0,5 |
|
| 7516 |
7516
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 148 mi | +US$ 5,82 mi | +4% | 16,4% | 96,8% | 431 | 7,89% | 3,8 |
|
| 7517 |
7517
9823 Capital
Dallas,
Texas
| US$ 148 mi | +US$ 15,6 mi | +12% | 13,7% | – | 64 | 78,13% | 0,2 |
|
| 7518 |
7518
Moon Capital Management
New York
| US$ 148 mi | -US$ 17,6 mi | -11% | 12,2% | 76,3% | 15 | 20% | 3,4 |
|
| 7519 |
7519
Harbour Wealth Management Group
Daniel Island,
South Carolina
| US$ 148 mi | +US$ 15,1 mi | +11% | 16,3% | – | 91 | 4,4% | 0,5 |
|
| 7520 |
7520
Partnership Wealth Management
Towson,
Maryland
| US$ 148 mi | +US$ 16,8 mi | +13% | 15,6% | 67,6% | 68 | 4,41% | 2,3 |
|
| 7521 |
7521
Ahara Advisors
Jersey City,
New Jersey
| US$ 148 mi | +US$ 28,3 mi | +24% | 22,4% | – | 56 | 7,14% | 0,4 |
|
| 7522 |
7522
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$ 148 mi | +US$ 12,5 mi | +9% | 20,5% | – | 238 | 25,21% | 1 |
|
| 7523 |
7523
Navi International
Sao Paulo,
Brazil
| US$ 148 mi | -US$ 74,4 mi | -33% | 7,42% | – | 18 | 55,56% | 0,3 |
|
| 7524 |
7524
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 148 mi | +US$ 25,1 mi | +20% | 10,1% | – | 116 | 9,48% | 1,4 |
|
| 7525 |
7525
Alcosta Capital Management
San Ramon,
California
| US$ 148 mi | +US$ 16,6 mi | +13% | 22,3% | 175% | 23 | 4,35% | 2,7 |
|