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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| US$ 946 mi | +US$ 547 mi | +137% | 9,32% | – | 647 | 88,1% | 0 |
|
| 2402 |
2402
Meteora Capital
Boca Raton,
Florida
| US$ 945 mi | +US$ 406 mi | +75% | 5,77% | 56,9% | 370 | 66,76% | 0,3 |
|
| 2403 |
2403
Polymer Capital Management
New York
| US$ 945 mi | +US$ 98,2 mi | +12% | 13,4% | – | 985 | 63,65% | 0,2 |
|
| 2404 |
2404
Gladius Capital Management
Chicago,
Illinois
| US$ 944 mi | +US$ 671 mi | +245% | 11,8% | 78% | 114 | 47,37% | 1,6 |
|
| 2405 |
2405
Coppell Advisory Solutions
Coppell,
Texas
| US$ 944 mi | +US$ 101 mi | +12% | 6,42% | – | 418 | 16,75% | 1,7 |
|
| 2406 |
2406
Sloy Dahl & Holst
Vancouver,
Washington
| US$ 944 mi | +US$ 224 mi | +31% | 31,4% | 132% | 121 | 12,4% | 2,6 |
|
| 2407 |
2407
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 944 mi | +US$ 77,6 mi | +9% | 9,14% | – | 309 | 7,44% | 4,8 |
|
| 2408 |
2408
Kora Management
Brooklyn,
New York
| US$ 942 mi | +US$ 128 mi | +16% | 22,9% | 307% | 7 | 14,29% | 2,4 |
|
| 2409 |
2409
Red Door Wealth Management
Memphis,
Tennessee
| US$ 942 mi | +US$ 104 mi | +12% | 8,62% | 100% | 306 | 14,71% | 2,5 |
|
| 2410 |
AP
2410
Archon Partners
Princeton Junction,
New Jersey
| US$ 941 mi | +US$ 74,3 mi | +9% | 7,58% | 99,5% | 41 | 19,51% | 5,9 |
|
| 2411 |
2411
Proem Advisors
Dallas,
Texas
| US$ 941 mi | +US$ 181 mi | +24% | 89,9% | – | 55 | 52,73% | 0,5 |
|
| 2412 |
2412
Cheviot Value Management
Beverly Hills,
California
| US$ 940 mi | +US$ 68 mi | +8% | 11,3% | 77,8% | 454 | 7,27% | 1,3 |
|
| 2413 |
2413
Focused Wealth Management
Newburgh,
New York
| US$ 939 mi | +US$ 114 mi | +14% | 7,8% | 73,9% | 243 | 31,28% | 5,8 |
|
| 2414 |
2414
SCHF (GPE)
Wilson,
Wyoming
| US$ 938 mi | +US$ 96,3 mi | +11% | 7,64% | – | 10 | 60% | 0,2 |
|
| 2415 |
2415
Harvey Investment Company
Louisville,
Kentucky
| US$ 937 mi | +US$ 27,2 mi | +3% | 7,94% | 56,4% | 104 | 4,81% | 8,3 |
|
| 2416 |
2416
FJ Capital Management
Mclean,
Virginia
| US$ 937 mi | -US$ 6,38 mi | -0,7% | 6,59% | 97,9% | 194 | 60,82% | 1 |
|
| 2417 |
2417
Center for Financial Planning
Southfied,
Michigan
| US$ 936 mi | +US$ 63,7 mi | +7% | 6,51% | 64,4% | 702 | 13,82% | 3,6 |
|
| 2418 |
2418
SYM Financial Corp
Winona Lake,
Indiana
| US$ 935 mi | +US$ 41,3 mi | +5% | 6,13% | 64,3% | 474 | 25,32% | 1,7 |
|
| 2419 |
2419
Coastline Trust
Providence,
Rhode Island
| US$ 932 mi | +US$ 58,7 mi | +7% | 8,4% | 106% | 407 | 7,13% | 4,9 |
|
| 2420 |
2420
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$ 930 mi | +US$ 92,1 mi | +11% | 9,38% | 82,9% | 162 | 30,25% | 2,9 |
|
| 2421 |
2421
Rossmore Private Capital
Glastonbury,
Connecticut
| US$ 928 mi | +US$ 71,5 mi | +8% | 7,87% | 87,1% | 331 | 23,26% | 3,8 |
|
| 2422 |
2422
Inscription Capital
Houston,
Texas
| US$ 928 mi | +US$ 234 mi | +34% | 8,07% | – | 668 | 32,78% | 1,4 |
|
| 2423 |
2423
Toth Financial Advisory
Leesburg,
Virginia
| US$ 928 mi | +US$ 70,4 mi | +8% | 7,67% | 90,4% | 849 | 22,85% | 3,9 |
|
| 2424 |
2424
Tairen Capital
Hong Kong
| US$ 925 mi | -US$ 53,1 mi | -5% | 19,8% | 462% | 101 | 67,33% | 0,3 |
|
| 2425 |
2425
Middleton & Co
Boston,
Massachusetts
| US$ 925 mi | +US$ 35 mi | +4% | 6,7% | 81,8% | 169 | 6,51% | 6,5 |
|