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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 465 mi | +US$ 39,5 mi | +9% | 0,37% | 42,6% | 95 | 32,63% | 4 |
|
| 3377 |
3377
Bourgeon Capital Management
Darien,
Connecticut
| US$ 465 mi | -US$ 71 mi | -13% | 5,09% | 121% | 127 | 24,41% | 4,1 |
|
| 3378 |
3378
Goodman Financial
Houston,
Texas
| US$ 464 mi | -US$ 4,16 mi | -0,9% | 1,4% | 52,5% | 82 | 40,24% | 2,4 |
|
| 3379 |
3379
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 464 mi | +US$ 29,5 mi | +7% | 0,32% | 60,4% | 112 | 8,93% | 3,3 |
|
| 3380 |
3380
Koch Inc
Wichita,
Kansas
| US$ 464 mi | -US$ 163 mi | -26% | 25,1% | – | 5 | 0% | 0,3 |
|
| 3381 |
3381
Brooklyn Investment Group
Brooklyn,
New York
| US$ 463 mi | +US$ 128 mi | +38% | 1,65% | – | 2.924 | 38,89% | 0,3 |
|
| 3382 |
3382
SeaBridge Investment Advisors
Summit,
New Jersey
| US$ 463 mi | -US$ 15,1 mi | -3% | 0,15% | 139% | 215 | 14,42% | 3,2 |
|
| 3383 |
3383
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$ 463 mi | +US$ 236 mi | +104% | 3,72% | 65% | 108 | 57,41% | 2 |
|
| 3384 |
3384
Capricorn Investment Group
Palo Alto,
California
| US$ 463 mi | -US$ 69,7 mi | -13% | 25,5% | 95,9% | 7 | 0% | 3,1 |
|
| 3385 |
3385
SilverOak Wealth Management
Edina,
Minnesota
| US$ 462 mi | -US$ 2,38 mi | -0,5% | 3,99% | 77,8% | 104 | 10,58% | 1,1 |
|
| 3386 |
LA
3386
Lynch & Associates
Newburgh,
Indiana
| US$ 462 mi | +US$ 1,46 mi | +0,3% | 0,73% | 73,5% | 119 | 3,36% | 7,7 |
|
| 3387 |
3387
Great Point Wealth Advisors
Boston,
Massachusetts
| US$ 462 mi | +US$ 4,74 mi | +1% | 0,1% | – | 58 | 5,17% | 3,7 |
|
| 3388 |
TWP
3388
Tyche Wealth Partners
Plano,
Texas
| US$ 462 mi | -US$ 11,4 mi | -2% | 1,11% | – | 328 | 17,68% | 1 |
|
| 3389 |
3389
Watts Gwilliam & Co
Gilbert,
Arizona
| US$ 462 mi | -US$ 11,9 mi | -3% | 5,43% | – | 225 | 12% | 0,8 |
|
| 3390 |
3390
Investors Research Corp
Atlanta,
Georgia
| US$ 462 mi | +US$ 6,56 mi | +1% | 1,79% | 62,1% | 1.000 | 9,4% | 4,3 |
|
| 3391 |
3391
Sierra Summit Advisors
Incline Village,
Nevada
| US$ 462 mi | -US$ 36,4 mi | -7% | 6,04% | 302% | 202 | 39,11% | 0,7 |
|
| 3392 |
3392
Essex LLC
Deer Park,
Illinois
| US$ 462 mi | -US$ 14,9 mi | -3% | 0,84% | 91,4% | 181 | 13,26% | 2,5 |
|
| 3393 |
CFSG
3393
Community Financial Services Group
Newport,
Vermont
| US$ 461 mi | -US$ 43,3 mi | -9% | 2,8% | – | 119 | 19,33% | 4,5 |
|
| 3394 |
3394
Quarry LP
New York
| US$ 461 mi | -US$ 251 mi | -35% | 1,65% | 83,2% | 2.083 | 47,14% | 0,6 |
|
| 3395 |
3395
Rather & Kittrell
Knoxville,
Tennessee
| US$ 461 mi | +US$ 35,6 mi | +8% | 1,04% | 41,1% | 87 | 9,2% | 2,2 |
|
| 3396 |
3396
Citizens Business Bank
Ontario,
California
| US$ 461 mi | -US$ 73,9 mi | -14% | 2,88% | 108% | 108 | 11,11% | 6,1 |
|
| 3397 |
3397
Truvestments Capital
Sarasota,
Florida
| US$ 461 mi | +US$ 71,9 mi | +19% | 2,95% | 131% | 1.180 | 26,19% | 1,1 |
|
| 3398 |
3398
Steadview Capital Management
London,
United Kingdom
| US$ 460 mi | -US$ 23,2 mi | -5% | 0,61% | 839% | 10 | 10% | 1,7 |
|
| 3399 |
3399
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 460 mi | +US$ 35,9 mi | +8% | 1,61% | 73,5% | 212 | 17,45% | 1,4 |
|
| 3400 |
3400
Advisors Management Group
La Crosse,
Wisconsin
| US$ 460 mi | +US$ 37 mi | +9% | 2,52% | 132% | 156 | 5,77% | 4,6 |
|