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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
First Business Financial Services
Madison,
Wisconsin
| US$ 811 mi | +US$ 13,9 mi | +2% | 5,56% | 74% | 180 | 13,89% | 3,7 |
|
| 2102 |
2102
SoFi Wealth
San Francisco,
California
| US$ 810 mi | +US$ 67,9 mi | +9% | 4,94% | 62,2% | 11 | 0% | 1,3 |
|
| 2103 |
2103
KWMG LLC
Overland Park,
Kansas
| US$ 808 mi | +US$ 66,7 mi | +9% | 3,34% | 76,2% | 140 | 4,29% | 5,4 |
|
| 2104 |
2104
Integral Health Asset Management
New York
| US$ 808 mi | +US$ 311 mi | +63% | 17,6% | 564% | 104 | 61,54% | 0,6 |
|
| 2105 |
CCA
2105
Castle Creek Arbitrage
Avon,
Colorado
| US$ 806 mi | -US$ 102 mi | -11% | 1,88% | 17,2% | 487 | 25,67% | 1 |
|
| 2106 |
2106
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 805 mi | -US$ 581 mil | -0,1% | 6% | 65,6% | 143 | 18,88% | 1,4 |
|
| 2107 |
2107
Royal Fund Management
Lady Lake,
Florida
| US$ 804 mi | +US$ 105 mi | +15% | 5,93% | 103% | 310 | 25,48% | 2,6 |
|
| 2108 |
PWMAG
2108
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 804 mi | +US$ 64 mi | +9% | 6,6% | 90,7% | 353 | 13,03% | 3,1 |
|
| 2109 |
2109
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 804 mi | +US$ 72,4 mi | +10% | 9,14% | 112% | 128 | 17,97% | 5,5 |
|
| 2110 |
2110
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$ 804 mi | +US$ 65 mi | +9% | 23,6% | 484% | 16 | 6,25% | 1,4 |
|
| 2111 |
2111
ACK Asset Management
Greenwich,
Connecticut
| US$ 803 mi | +US$ 148 mi | +23% | 14,8% | 132% | 26 | 23,08% | 1,5 |
|
| 2112 |
2112
United Asset Strategies
Garden City,
New York
| US$ 802 mi | +US$ 44,1 mi | +6% | 9,01% | 94,6% | 248 | 16,13% | 3 |
|
| 2113 |
2113
Geller Advisors
New York
| US$ 802 mi | +US$ 124 mi | +18% | 7,39% | 20,4% | 257 | 35,02% | 1,5 |
|
| 2114 |
2114
Cozad Asset Management
Champaign,
Illinois
| US$ 802 mi | +US$ 46,2 mi | +6% | 8,59% | 132% | 397 | 12,85% | 2,9 |
|
| 2115 |
2115
J.L. Bainbridge & Co
Sarasota,
Florida
| US$ 802 mi | +US$ 73,8 mi | +10% | 12,3% | 118% | 85 | 15,29% | 2,8 |
|
| 2116 |
2116
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$ 801 mi | +US$ 103 mi | +15% | 4,14% | 56,8% | 147 | 10,88% | 2,3 |
|
| 2117 |
2117
Litman Gregory Wealth Management
Larkspur,
California
| US$ 801 mi | +US$ 533 mi | +198% | 3,79% | 55,5% | 113 | 92,04% | 0,5 |
|
| 2118 |
2118
Zweig-DiMenna Associates
New York
| US$ 800 mi | +US$ 61,3 mi | +8% | 13% | 561% | 133 | 36,09% | 1,1 |
|
| 2119 |
2119
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 800 mi | +US$ 31,6 mi | +4% | 6,34% | 68,8% | 74 | 8,11% | 3,3 |
|
| 2120 |
2120
CenterBook Partners
Greenwich,
Connecticut
| US$ 800 mi | +US$ 92,3 mi | +13% | 3,39% | 62,4% | 508 | 45,87% | 0,7 |
|
| 2121 |
2121
Regents of the University of California
Oakland,
California
| US$ 799 mi | +US$ 261 mi | +48% | 6,08% | 86,1% | 31 | 12,9% | 5,5 |
|
| 2122 |
2122
Cypress Funds
Los Angeles,
California
| US$ 796 mi | +US$ 87,7 mi | +12% | 17,2% | 100% | 14 | 0% | 3,3 |
|
| 2123 |
2123
Duality Advisers
Miami,
Florida
| US$ 796 mi | -US$ 87,6 mi | -10% | 2,69% | 18,3% | 780 | 68,85% | 0,3 |
|
| 2124 |
2124
Procyon Advisors
Shelton,
Connecticut
| US$ 795 mi | +US$ 194 mi | +32% | 6,44% | 92,3% | 467 | 20,34% | 1,8 |
|
| 2125 |
2125
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 795 mi | +US$ 46,2 mi | +6% | 7,18% | 106% | 210 | 16,19% | 2,9 |
|