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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Vision Financial Markets
Stamford,
Connecticut
| US$ 106 mi | +US$ 14,2 mi | +15% | 11,6% | – | 458 | 10,04% | 0,4 |
|
| 7527 |
NI
7527
NCP Inc
La Quinta,
California
| US$ 106 mi | +US$ 32 mi | +43% | 26,2% | – | 133 | 62,41% | 1,2 |
|
| 7528 |
7528
swisspartners Advisors
Zurich,
Switzerland
| US$ 106 mi | +US$ 11,1 mi | +12% | 1,38% | 73,2% | 26 | 15,38% | 2,9 |
|
| 7529 |
7529
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$ 106 mi | – | – | 3,82% | – | 33 | – | 0 |
|
| 7530 |
7530
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$ 106 mi | +US$ 7,72 mi | +8% | 11% | 80,5% | 94 | 5,32% | 2,4 |
|
| 7531 |
7531
Svenska Handelsbanken
Stockholm,
Sweden
| US$ 106 mi | +US$ 5,52 mi | +5% | 12,7% | – | 11 | 63,64% | 0,2 |
|
| 7532 |
CPC
7532
CFC Planning Company
Cicero,
Indiana
| US$ 106 mi | +US$ 12,5 mi | +13% | 8,03% | – | 108 | 43,52% | 0,3 |
|
| 7533 |
7533
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$ 106 mi | -US$ 8,61 mi | -8% | 7,52% | – | 1 | 0% | 0,5 |
|
| 7534 |
7534
APEIRON Capital Ltd
Hong Kong
| US$ 106 mi | -US$ 112 mi | -51% | 17,1% | 487% | 13 | 76,92% | 0,8 |
|
| 7535 |
7535
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 106 mi | -US$ 34,7 mi | -25% | 23,9% | 526% | 85 | 45,88% | 1,1 |
|
| 7536 |
7536
OneAscent Family Office
Birmingham,
Alabama
| US$ 106 mi | -US$ 1,72 mi | -2% | 9,37% | – | 145 | 21,38% | 0,3 |
|
| 7537 |
7537
Mendota Financial Group
Madison,
Wisconsin
| US$ 106 mi | +US$ 13,6 mi | +15% | 6% | 50,1% | 119 | 21,01% | 1,8 |
|
| 7538 |
7538
Oregon Pacific Wealth Management
Medford,
Oregon
| US$ 106 mi | +US$ 5,58 mi | +6% | 8,71% | – | 133 | 9,02% | 0,4 |
|
| 7539 |
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| US$ 106 mi | +US$ 5,23 mi | +5% | 7,48% | – | 259 | 4,63% | 0,5 |
|
| 7540 |
7540
Santa Clara Valley Transportation Authority
San Jose,
California
| US$ 105 mi | +US$ 4,35 mi | +4% | 4,53% | – | 4 | 0% | 0,8 |
|
| 7541 |
7541
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 105 mi | +US$ 12,6 mi | +14% | 8,02% | – | 74 | 27,03% | 0,4 |
|
| 7542 |
7542
Platt Investment Counsel
Lake Mary,
Florida
| US$ 105 mi | +US$ 3,88 mi | +4% | 9,45% | 62,9% | 10 | 10% | 2,9 |
|
| 7543 |
WA
7543
Wilmar Advisors
Juno Beach,
Florida
| US$ 105 mi | +US$ 8,52 mi | +9% | 13,1% | – | 22 | 31,82% | 0,4 |
|
| 7544 |
7544
10Elms LLP
Tulsa,
Oklahoma
| US$ 105 mi | +US$ 5,57 mi | +6% | 5,74% | – | 528 | 5,87% | 0,5 |
|
| 7545 |
7545
Arrow Investment Advisors
Laurel,
Maryland
| US$ 105 mi | +US$ 10,5 mi | +11% | 5,36% | 36,3% | 77 | 67,53% | 0,8 |
|
| 7546 |
7546
Bingham Private Wealth
San Francisco,
California
| US$ 105 mi | +US$ 8,17 mi | +8% | 11,2% | – | 164 | 10,98% | 0,4 |
|
| 7547 |
7547
Caerus Investment Advisors
West Lake Hills,
Texas
| US$ 105 mi | +US$ 1,18 mi | +1% | 7,49% | 85% | 33 | 9,09% | 2,3 |
|
| 7548 |
7548
Hobbs Wealth Management
Zionsville,
Indiana
| US$ 105 mi | +US$ 14,6 mi | +16% | 12,1% | – | 58 | 27,59% | 0,4 |
|
| 7549 |
7549
Yorktown Management & Research Company
Forest,
Virginia
| US$ 105 mi | +US$ 12,8 mi | +14% | 22,6% | 223% | 245 | 31,02% | 1,5 |
|
| 7550 |
CG
7550
Curat Global
Springfield,
New Hampshire
| US$ 105 mi | +US$ 22,7 mi | +28% | 10,2% | – | 308 | 4,87% | 0,2 |
|