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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Lucia Wealth Services
San Diego,
California
| US$ 228 mi | -US$ 79,5 mi | -26% | 2,23% | 45,6% | 234 | 32,05% | 0,3 |
|
| 3177 |
3177
YorkBridge Wealth Partners
New York
| US$ 228 mi | +US$ 10,8 mi | +5% | 5,21% | 36,5% | 910 | 10% | 1,3 |
|
| 3178 |
3178
Arax Advisory Partners
Denver,
Colorado
| US$ 228 mi | +US$ 35,2 mi | +18% | 1,51% | 64,7% | 500 | 7,2% | 1,3 |
|
| 3179 |
3179
Stanley Capital Management
Houston,
Texas
| US$ 228 mi | +US$ 6,53 mi | +3% | 4,92% | 158% | 35 | 5,71% | 2,5 |
|
| 3180 |
3180
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 228 mi | -US$ 4,45 mi | -2% | 0,1% | 40,4% | 51 | 21,57% | 2,7 |
|
| 3181 |
3181
Engle Capital Management
Greenwich,
Connecticut
| US$ 228 mi | +US$ 24,7 mi | +12% | 18% | 398% | 27 | 40,74% | 0,7 |
|
| 3182 |
3182
BFSG LLC
Irvine,
California
| US$ 228 mi | +US$ 2,2 mi | +1% | 3,18% | 81,9% | 165 | 35,76% | 0,9 |
|
| 3183 |
3183
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 227 mi | +US$ 7,9 mi | +4% | 1,48% | 42,6% | 42 | 11,9% | 1,8 |
|
| 3184 |
3184
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 227 mi | -US$ 15,5 mi | -6% | 4,28% | 207% | 291 | 15,46% | 2,4 |
|
| 3185 |
3185
Atlas Venture Associates IX
Boston,
Massachusetts
| US$ 227 mi | +US$ 94,9 mi | +72% | 21,1% | 89,8% | 7 | 28,57% | 0,6 |
|
| 3186 |
3186
Aveo Capital Partners
Englewood,
Colorado
| US$ 227 mi | -US$ 12,8 mi | -5% | 2,15% | 19,1% | 157 | 20,38% | 1,1 |
|
| 3187 |
3187
Cedar Capital
Barrington,
Illinois
| US$ 226 mi | +US$ 11,8 mi | +5% | 4,96% | 98% | 171 | 25,15% | 1,1 |
|
| 3188 |
3188
Crestone Asset Management
Boulder,
Colorado
| US$ 226 mi | +US$ 6,79 mi | +3% | 2,49% | 6,65% | 49 | 22,45% | 1,5 |
|
| 3189 |
3189
Polunin Capital Partners
London,
United Kingdom
| US$ 226 mi | -US$ 14,7 mi | -6% | 11,9% | 268% | 12 | 25% | 0,5 |
|
| 3190 |
GCMG
3190
Gyroscope Capital Management Group
Naples,
Florida
| US$ 226 mi | +US$ 15,4 mi | +7% | 0,93% | 24,8% | 133 | 27,82% | 1,1 |
|
| 3191 |
3191
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$ 226 mi | -US$ 17,1 mi | -7% | 2,36% | 52% | 634 | 17,67% | 3,2 |
|
| 3192 |
3192
Claar Advisors
New York
| US$ 226 mi | -US$ 54,3 mi | -19% | 3,86% | 65,5% | 35 | 37,14% | 1 |
|
| 3193 |
3193
TCI Wealth Advisors
Tucson,
Arizona
| US$ 225 mi | +US$ 9,01 mi | +4% | 4,41% | 65% | 1.705 | 26,16% | 2,4 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| US$ 225 mi | +US$ 5,68 mi | +3% | 6,06% | 39,1% | 59 | 5,08% | 3,5 |
|
| 3195 |
3195
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$ 225 mi | +US$ 17 mi | +8% | 7,72% | 62% | 145 | 5,52% | 2,2 |
|
| 3196 |
3196
HughesLittle Investment Management
Vancouver,
| US$ 224 mi | +US$ 17,6 mi | +9% | 3,57% | 106% | 20 | 5% | 3,1 |
|
| 3197 |
3197
Shah Capital Management
Raleigh,
North Carolina
| US$ 224 mi | +US$ 9,23 mi | +4% | 14% | 287% | 12 | 0% | 2,9 |
|
| 3198 |
3198
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$ 224 mi | +US$ 3,63 mi | +2% | 4,47% | 81,3% | 2 | 0% | 0,5 |
|
| 3199 |
3199
Advisors Preferred
Rockville,
Maryland
| US$ 224 mi | +US$ 8,42 mi | +4% | 5,62% | 102% | 327 | 67,28% | 0,6 |
|
| 3200 |
3200
C.V. Starr & Co Trust
New York
| US$ 224 mi | +US$ 13,8 mi | +7% | 7,63% | 51,7% | 30 | 0% | 3,9 |
|