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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
SH
2951
Sandia Holdings
Greenwich,
Connecticut
| US$ 233 mi | +US$ 18,5 mi | +9% | 4,29% | – | 28 | 21,43% | 0,5 |
|
| 2952 |
2952
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 233 mi | +US$ 121 mi | +109% | 3,33% | 89,6% | 70 | 47,14% | 0,3 |
|
| 2953 |
2953
American Financial Network Advisory Services
Calabasas,
California
| US$ 233 mi | – | – | 4,33% | – | 782 | – | 0 |
|
| 2954 |
2954
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 233 mi | +US$ 12,6 mi | +6% | 3,89% | 89,9% | 83 | 8,43% | 0,7 |
|
| 2955 |
2955
McRae Capital Management
Morristown,
New Jersey
| US$ 232 mi | -US$ 14 mi | -6% | 2,08% | 78,2% | 95 | 10,53% | 3,1 |
|
| 2956 |
2956
Rothschild Capital Partners
New York
| US$ 232 mi | -US$ 31,2 mi | -12% | 4,98% | 90,8% | 56 | 28,57% | 1,7 |
|
| 2957 |
KAS
2957
Kemnay Advisory Services
New York
| US$ 232 mi | +US$ 59,6 mi | +34% | 4,06% | 167% | 129 | 36,43% | 1,3 |
|
| 2958 |
2958
Domani Wealth
Lancaster,
Pennsylvania
| US$ 232 mi | -US$ 10,8 mi | -4% | 2,29% | 48,6% | 99 | 8,08% | 1,9 |
|
| 2959 |
2959
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$ 232 mi | +US$ 85,1 mi | +58% | 4,31% | 47,2% | 624 | 77,56% | 0,1 |
|
| 2960 |
2960
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$ 232 mi | +US$ 15,5 mi | +7% | 2,53% | 42,9% | 54 | 7,41% | 0,7 |
|
| 2961 |
2961
BP Capital Fund Advisors
Dallas,
Texas
| US$ 232 mi | +US$ 22,9 mi | +11% | 2,34% | 17,9% | 59 | 25,42% | 1 |
|
| 2962 |
2962
Lyell Wealth Management
Menlo Park,
California
| US$ 232 mi | +US$ 26,1 mi | +13% | 6,81% | 128% | 110 | 14,55% | 0,6 |
|
| 2963 |
2963
Tiptree Advisors
New York
| US$ 231 mi | -US$ 47,7 mi | -17% | 1,34% | – | 48 | 22,92% | 0,7 |
|
| 2964 |
NIC
2964
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$ 231 mi | +US$ 10,3 mi | +5% | 4,31% | 32,4% | 363 | 19,28% | 1,4 |
|
| 2965 |
2965
Rikoon Group
Santa Fe,
New Mexico
| US$ 231 mi | +US$ 5,5 mi | +2% | 4,44% | 63,3% | 172 | 10,47% | 0,9 |
|
| 2966 |
2966
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 231 mi | +US$ 5,61 mi | +2% | 5,17% | 174% | 159 | 11,32% | 3 |
|
| 2967 |
2967
Dorsey Asset Management
Chicago,
Illinois
| US$ 231 mi | +US$ 17,5 mi | +8% | 12,2% | 122% | 11 | 18,18% | 0,6 |
|
| 2968 |
SA
2968
Strategic Advisors
New York
| US$ 231 mi | +US$ 11,7 mi | +5% | 4,41% | 105% | 151 | 9,93% | 2,3 |
|
| 2969 |
2969
Watermark Asset Management
San Ramon,
California
| US$ 230 mi | +US$ 8,22 mi | +4% | 3,35% | – | 260 | 6,54% | 0,5 |
|
| 2970 |
2970
Evermay Wealth Management
Arlington,
Virginia
| US$ 230 mi | +US$ 4,82 mi | +2% | 3,59% | 56,2% | 106 | 12,26% | 2,3 |
|
| 2971 |
2971
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 230 mi | +US$ 8,56 mi | +4% | 3,96% | 70,2% | 663 | 14,48% | 1,2 |
|
| 2972 |
2972
Parker Investment Management
Menlo Park,
California
| US$ 230 mi | +US$ 30,7 mi | +15% | 7,27% | 208% | 23 | 26,09% | 1,1 |
|
| 2973 |
2973
Keating Investment Counselors
Delray Beach,
Florida
| US$ 230 mi | +US$ 1,68 mi | +0,7% | 2,43% | 50% | 64 | 0% | 3,4 |
|
| 2974 |
2974
Shikiar Asset Management
New York
| US$ 230 mi | -US$ 1,89 mi | -0,8% | 5,99% | 117% | 120 | 18,33% | 1,9 |
|
| 2975 |
2975
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 230 mi | +US$ 17 mi | +8% | 6,8% | 217% | 18 | 11,11% | 0,5 |
|