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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Family Management
New York
| US$ 378 mi | +US$ 59,5 mi | +19% | 8,1% | 69% | 208 | 26,44% | 1,5 |
|
| 3352 |
3352
First Ascent Asset Management
Denver,
Colorado
| US$ 377 mi | +US$ 102 mi | +37% | 4,16% | 4,15% | 24 | 8,33% | 1,2 |
|
| 3353 |
3353
Synergy Asset Management
Vancouver,
Washington
| US$ 377 mi | +US$ 43,2 mi | +13% | 8,68% | 97,3% | 139 | 64,03% | 0,2 |
|
| 3354 |
3354
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 377 mi | +US$ 57 mi | +18% | 6,02% | 60,2% | 83 | 14,46% | 2,4 |
|
| 3355 |
3355
Prestige Wealth Management Group
Flemington,
New Jersey
| US$ 377 mi | +US$ 10,9 mi | +3% | 5,77% | 55,8% | 1.065 | 5,82% | 1,5 |
|
| 3356 |
3356
CFM Wealth Partners
Austin,
Texas
| US$ 377 mi | +US$ 45 mi | +14% | 12,4% | 152% | 179 | 7,82% | 1,2 |
|
| 3357 |
3357
Brian C. Broderick
| US$ 376 mi | +US$ 29 mi | +8% | 7,34% | 98,6% | 81 | 3,7% | 5,5 |
|
| 3358 |
3358
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 376 mi | +US$ 28,1 mi | +8% | 6,48% | 64% | 205 | 4,39% | 3,9 |
|
| 3359 |
3359
B&I Capital
Zurich,
Switzerland
| US$ 376 mi | +US$ 31,9 mi | +9% | 11,6% | 30,5% | 35 | 22,86% | 0,4 |
|
| 3360 |
3360
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$ 376 mi | +US$ 28 mi | +8% | 7,21% | 72,3% | 82 | 3,66% | 4,8 |
|
| 3361 |
3361
Occidental Asset Management
Burlingame,
California
| US$ 376 mi | +US$ 39,7 mi | +12% | 6,02% | 82,5% | 204 | 9,31% | 2,5 |
|
| 3362 |
3362
Adelphi Capital
London,
United Kingdom
| US$ 375 mi | -US$ 17,6 mi | -4% | 1,46% | – | 2 | 0% | 4,1 |
|
| 3363 |
3363
Bulldog Investors
Saddle Brook,
New Jersey
| US$ 375 mi | +US$ 35 mi | +10% | 3,69% | 22,5% | 311 | 53,7% | 0,6 |
|
| 3364 |
3364
Wilsey Asset Management
San Diego,
California
| US$ 375 mi | +US$ 25,3 mi | +7% | 6,22% | 66,9% | 33 | 33,33% | 2,2 |
|
| 3365 |
3365
Searchlight Capital Partners
New York
| US$ 375 mi | -US$ 81,4 mi | -18% | 8,28% | 38,5% | 10 | 20% | 1,7 |
|
| 3366 |
3366
HUB Investment Partners
Austin,
Texas
| US$ 374 mi | +US$ 35,4 mi | +10% | 5,4% | 95,7% | 266 | 37,97% | 0,4 |
|
| 3367 |
3367
Quattro Financial Advisors
The Woodlands,
Texas
| US$ 374 mi | -US$ 66,4 mi | -15% | 5,03% | 77,6% | 98 | 10,2% | 0,8 |
|
| 3368 |
3368
Bank of New Hampshire
Laconia,
New Hampshire
| US$ 374 mi | – | – | 6,94% | 96,5% | 188 | – | 0 |
|
| 3369 |
3369
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$ 374 mi | +US$ 56,8 mi | +18% | 9,82% | 66,3% | 90 | 27,78% | 0,2 |
|
| 3370 |
3370
RV Capital
Schindellegi,
Switzerland
| US$ 374 mi | +US$ 61,6 mi | +20% | 15% | 250% | 5 | 0% | 1,5 |
|
| 3371 |
3371
SkyOak Wealth
Southfield,
Michigan
| US$ 374 mi | +US$ 14,3 mi | +4% | 7,45% | 80,7% | 252 | 12,7% | 1,1 |
|
| 3372 |
3372
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 374 mi | +US$ 10 mi | +3% | 3,06% | 66,7% | 121 | 6,61% | 2,3 |
|
| 3373 |
3373
Waller Financial Planning Group
Columbus,
Ohio
| US$ 373 mi | +US$ 25,1 mi | +7% | 4,33% | 47,5% | 54 | 12,96% | 1,9 |
|
| 3374 |
3374
Pettinga Financial Advisors
Evansville,
Indiana
| US$ 373 mi | +US$ 30 mi | +9% | 6,27% | 78,1% | 115 | 16,52% | 1,4 |
|
| 3375 |
3375
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$ 372 mi | +US$ 32,7 mi | +10% | 9,54% | 168% | 250 | 15,6% | 1,3 |
|