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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Harbor Asset Planning
Belmont,
Massachusetts
| US$ 105 mi | – | – | 8,18% | – | 410 | – | 0 |
|
| 7552 |
7552
Green Alpha Advisors
Niwot,
Colorado
| US$ 105 mi | +US$ 11,1 mi | +12% | 21,3% | 316% | 112 | 2,68% | 3,2 |
|
| 7553 |
7553
York GP
Grand Cayman,
Cayman Islands
| US$ 104 mi | -US$ 18,8 mi | -15% | 18,2% | – | 4 | 75% | 0,8 |
|
| 7554 |
7554
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$ 104 mi | +US$ 13,6 mi | +15% | 9,95% | – | 80 | 13,75% | 0,4 |
|
| 7555 |
7555
MY Wealth Management
Germantown,
Maryland
| US$ 104 mi | +US$ 1,01 mi | +1% | 4,59% | 41,2% | 32 | 21,88% | 2 |
|
| 7556 |
7556
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$ 104 mi | -US$ 6,32 mi | -6% | 14,3% | 91,4% | 216 | 16,67% | 2,4 |
|
| 7557 |
7557
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$ 104 mi | +US$ 40,1 mil | +0% | 1,28% | 52,2% | 63 | 3,17% | 5,9 |
|
| 7558 |
7558
Luts & Greenleigh Group
Bethesda,
Maryland
| US$ 104 mi | +US$ 3,66 mi | +4% | 5,08% | – | 80 | 7,5% | 1,9 |
|
| 7559 |
7559
Square Wave Capital
Brooklyn,
New York
| US$ 104 mi | +US$ 10,8 mi | +12% | 13,9% | – | 8 | 12,5% | 0,5 |
|
| 7560 |
7560
Michelson Medical Research Foundation
Los Angeles,
California
| US$ 104 mi | -US$ 15,3 mi | -13% | 7,51% | 52,2% | 27 | 33,33% | 1,5 |
|
| 7561 |
CWMGP
7561
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 104 mi | -US$ 71 mi | -41% | 8,23% | 75,9% | 76 | 40,79% | 2,1 |
|
| 7562 |
7562
Searchlight Capital Partners
New York
| US$ 104 mi | +US$ 8,18 mi | +9% | 3,73% | 38,5% | 3 | 0% | 7,3 |
|
| 7563 |
7563
Clarendon Private
Boston,
Massachusetts
| US$ 104 mi | +US$ 9,35 mi | +10% | 15,2% | – | 110 | 16,36% | 0,4 |
|
| 7564 |
7564
E Fund Management (HK)
Central,
Hong Kong
| US$ 104 mi | -US$ 7,54 mi | -7% | 4,07% | 163% | 177 | 27,68% | 1,1 |
|
| 7565 |
7565
LWM Advisors
El Dorado Hills,
California
| US$ 104 mi | +US$ 6,7 mi | +7% | 8,66% | – | 29 | 3,45% | 0,4 |
|
| 7566 |
7566
Nestegg Advisors
Hauppauge,
New York
| US$ 104 mi | +US$ 9,8 mi | +10% | 8,24% | – | 47 | 8,51% | 0,5 |
|
| 7567 |
7567
Post Resch Tallon Group
Pittsford,
New York
| US$ 104 mi | +US$ 5,8 mi | +6% | 8,01% | – | 110 | 16,36% | 0,5 |
|
| 7568 |
7568
Dynamic Financial Group
Cedar Falls,
Iowa
| US$ 104 mi | +US$ 3,9 mi | +4% | 3,68% | – | 63 | 12,7% | 0,4 |
|
| 7569 |
7569
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 104 mi | -US$ 4,58 mi | -4% | 1,24% | 47,6% | 23 | 0% | 4,3 |
|
| 7570 |
7570
Medici Capital
Newport Beach,
California
| US$ 104 mi | +US$ 21,6 mi | +26% | 9,18% | 127% | 30 | 56,67% | 0,6 |
|
| 7571 |
7571
Eagle Harbor Asset Management
Seattle,
Washington
| US$ 104 mi | +US$ 5,01 mi | +5% | 7,76% | 76,2% | 128 | 7,03% | 2,4 |
|
| 7572 |
7572
Cooper Capital Advisors
Encinitas,
California
| US$ 104 mi | +US$ 10,3 mi | +11% | 11,3% | – | 40 | 40% | 0,3 |
|
| 7573 |
7573
Measured Risk Portfolios
San Diego,
California
| US$ 104 mi | +US$ 10,3 mi | +11% | 0,5% | – | 60 | 3,33% | 0,5 |
|
| 7574 |
7574
Delphi Management
Brookline,
Massachusetts
| US$ 103 mi | +US$ 5,36 mi | +5% | 9,94% | 111% | 88 | 20,45% | 3,3 |
|
| 7575 |
7575
Karani Asset Management
New York
| US$ 103 mi | +US$ 8,78 mi | +9% | 13,4% | – | 48 | 33,33% | 2,2 |
|