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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Financial Gravity Asset Management
Lakeway,
Texas
| US$ 506 mi | – | – | 4,46% | – | 993 | – | 1,8 |
|
| 3527 |
3527
Mission Creek Capital Partners
San Francisco,
California
| US$ 506 mi | +US$ 55,7 mi | +12% | 7,64% | 138% | 208 | 4,81% | 3,9 |
|
| 3528 |
3528
Madison Wealth Partners
Madison,
Wisconsin
| US$ 506 mi | +US$ 47,6 mi | +10% | 7,58% | 66,9% | 189 | 10,58% | 2,3 |
|
| 3529 |
3529
JMAC Enterprises
Newtown,
Pennsylvania
| US$ 506 mi | +US$ 38,6 mi | +8% | 5,89% | 68,5% | 121 | 5,79% | 2,5 |
|
| 3530 |
3530
TruNorth Capital Management
Kalamazoo,
Michigan
| US$ 506 mi | +US$ 55,5 mi | +12% | 5,86% | – | 417 | 17,51% | 1,1 |
|
| 3531 |
3531
Curran Financial Partners
Daniel Island,
South Carolina
| US$ 505 mi | +US$ 52,8 mi | +12% | 5,26% | 49,4% | 133 | 12,78% | 2,1 |
|
| 3532 |
3532
Asset Allocation Strategies
Farmington,
Michigan
| US$ 505 mi | +US$ 52,6 mi | +12% | 6,09% | 58,1% | 152 | 13,16% | 1,4 |
|
| 3533 |
DA
3533
Dash Acquisitions
Woodland Hills,
California
| US$ 504 mi | +US$ 32 mi | +7% | 5,13% | 52% | 74 | 18,92% | 2,2 |
|
| 3534 |
3534
Johnson & Johnson
New Brunswick,
New Jersey
| US$ 504 mi | +US$ 170 mi | +51% | 104% | 339% | 20 | 0% | 3,1 |
|
| 3535 |
3535
McRae Capital Management
Morristown,
New Jersey
| US$ 504 mi | +US$ 15,4 mi | +3% | 5,9% | 78,2% | 106 | 6,6% | 6,2 |
|
| 3536 |
3536
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$ 503 mi | – | – | 8,27% | – | 98 | – | 3,7 |
|
| 3537 |
3537
West Paces Advisors
Atlanta,
Georgia
| US$ 502 mi | +US$ 32,4 mi | +7% | 6,15% | 57,7% | 216 | 19,91% | 6,4 |
|
| 3538 |
3538
Chemung Canal Trust
Elmira,
New York
| US$ 502 mi | +US$ 25,6 mi | +5% | 7,93% | 80,9% | 120 | 2,5% | 7,9 |
|
| 3539 |
MLCM
3539
M & L Capital Management
London,
United Kingdom
| US$ 502 mi | +US$ 57,6 mi | +13% | 16,5% | – | 32 | 43,75% | 0,4 |
|
| 3540 |
3540
VisionPoint Advisory Group
Dallas,
Texas
| US$ 501 mi | +US$ 41,4 mi | +9% | 8,45% | 79,3% | 419 | 20,53% | 1,2 |
|
| 3541 |
MAM
3541
Morse Asset Management
Darien,
Connecticut
| US$ 501 mi | +US$ 44,7 mi | +10% | 15,1% | 222% | 415 | 23,37% | 1,9 |
|
| 3542 |
3542
Satovsky Asset Management
New York
| US$ 501 mi | +US$ 31,4 mi | +7% | 6,48% | 53,6% | 72 | 18,06% | 2,5 |
|
| 3543 |
3543
Mattern Wealth Management
Lawrence,
Kansas
| US$ 501 mi | +US$ 20,4 mi | +4% | 6,27% | 54% | 167 | 10,18% | 3,8 |
|
| 3544 |
3544
Blue Zone Wealth Advisors
Los Angeles,
California
| US$ 501 mi | +US$ 101 mi | +25% | 7,95% | 91,1% | 131 | 17,56% | 2,5 |
|
| 3545 |
3545
Manchester Financial
Westlake Village,
California
| US$ 501 mi | +US$ 23 mi | +5% | 7,27% | 73% | 139 | 17,99% | 3 |
|
| 3546 |
AHT
3546
Amanah Holdings Trust
London,
| US$ 501 mi | +US$ 96,6 mi | +24% | 33% | – | 16 | 12,5% | 0,3 |
|
| 3547 |
3547
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$ 500 mi | +US$ 9,35 mi | +2% | 4,63% | 34,2% | 44 | 2,27% | 7,9 |
|
| 3548 |
3548
FCPM III Services
Naarden,
Netherlands
| US$ 500 mi | +US$ 131 mi | +36% | 52,5% | – | 9 | 11,11% | 1,2 |
|
| 3549 |
3549
MIC Capital Management (UK)
London,
United Kingdom
| US$ 500 mi | -US$ 8,95 mi | -2% | 6,09% | 67,2% | 14 | 14,29% | 2,5 |
|
| 3550 |
3550
P/E Global LLC
Boston,
Massachusetts
| US$ 500 mi | +US$ 19,1 mi | +4% | 5,67% | 49% | 4 | 0% | 1,8 |
|