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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
WFI
3551
West Family Investments
Carlsbad,
California
| US$ 352 mi | -US$ 14,9 mi | -4% | 12,3% | 116% | 360 | 30,83% | 0,8 |
|
| 3552 |
3552
Orchard Capital Management
Chicago,
Illinois
| US$ 352 mi | +US$ 10,8 mi | +3% | 5,58% | 140% | 54 | 24,07% | 1 |
|
| 3553 |
3553
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$ 352 mi | +US$ 198 mi | +129% | 3,9% | 56,8% | 223 | 49,78% | 0,6 |
|
| 3554 |
3554
Bender Robert & Associates
Pasadena,
California
| US$ 351 mi | +US$ 4,55 mi | +1% | 6,8% | 146% | 46 | 2,17% | 6,5 |
|
| 3555 |
3555
Peninsula Wealth
San Francisco,
California
| US$ 351 mi | -US$ 20,7 mi | -6% | 5,93% | 30% | 70 | 10% | 1,1 |
|
| 3556 |
3556
TFC Financial Management
Boston,
Massachusetts
| US$ 351 mi | +US$ 21,1 mi | +6% | 4,46% | 66,9% | 610 | 12,46% | 1,4 |
|
| 3557 |
3557
Nextech Invest
Zurich,
Switzerland
| US$ 350 mi | -US$ 29,3 mi | -8% | 20,5% | 982% | 14 | 21,43% | 0,2 |
|
| 3558 |
3558
Lineweaver Wealth Advisors
Valley View,
Ohio
| US$ 350 mi | +US$ 3 mi | +0,9% | 4,39% | 68,4% | 146 | 13,01% | 1,4 |
|
| 3559 |
3559
Pacific Capital Wealth Advisors
Corona,
California
| US$ 350 mi | +US$ 2,6 mi | +0,7% | 4,71% | 54,1% | 96 | 10,42% | 1,5 |
|
| 3560 |
3560
Inscription Capital
Houston,
Texas
| US$ 350 mi | -US$ 16,2 mi | -4% | 2,25% | – | 228 | 19,74% | 1,3 |
|
| 3561 |
3561
Holloway Wealth Management
Gainesville,
Florida
| US$ 350 mi | -US$ 730 mil | -0,2% | 0,29% | 50,7% | 349 | 0% | 2,1 |
|
| 3562 |
3562
Gould Asset Management
Claremont,
California
| US$ 349 mi | -US$ 7,85 mi | -2% | 4,07% | 42,8% | 148 | 6,76% | 4,5 |
|
| 3563 |
CBTWT
3563
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$ 349 mi | +US$ 9,36 mi | +3% | 0,58% | 124% | 140 | 9,29% | 4,3 |
|
| 3564 |
3564
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 349 mi | -US$ 9,7 mi | -3% | 5,34% | 47,1% | 40 | 2,5% | 3,9 |
|
| 3565 |
3565
Cartica Management
Washington,
District of Columbia
| US$ 349 mi | -US$ 124 mi | -26% | 12,5% | 92,9% | 15 | 13,33% | 1,1 |
|
| 3566 |
3566
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| US$ 349 mi | +US$ 41,7 mi | +14% | 2,05% | – | 1.119 | 29,58% | 0,2 |
|
| 3567 |
3567
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 349 mi | -US$ 19,2 mi | -5% | 3,78% | – | 172 | 8,72% | 1,8 |
|
| 3568 |
3568
Summit Asset Management
Memphis,
Tennessee
| US$ 348 mi | -US$ 4,27 mi | -1% | 3,46% | 48,9% | 165 | 10,3% | 4,5 |
|
| 3569 |
3569
Marathon Capital Management
Hunt Valley,
Maryland
| US$ 348 mi | -US$ 78,4 mi | -18% | 7,25% | 74% | 173 | 49,71% | 3,2 |
|
| 3570 |
3570
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$ 348 mi | -US$ 152 mi | -30% | 30% | 59,2% | 4 | 0% | 1,9 |
|
| 3571 |
AW
3571
Avion Wealth
The Woodlands,
Texas
| US$ 348 mi | -US$ 6,04 mi | -2% | 0,74% | 45,4% | 445 | 9,44% | 1,5 |
|
| 3572 |
3572
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| US$ 347 mi | +US$ 27,3 mi | +9% | 2,35% | 71,4% | 251 | 7,97% | 2,2 |
|
| 3573 |
3573
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 347 mi | -US$ 33,2 mi | -9% | 1,05% | 72,3% | 217 | 11,52% | 4,5 |
|
| 3574 |
3574
Engine Capital Management
New York
| US$ 347 mi | -US$ 30,3 mi | -8% | 3,93% | 21,1% | 37 | 27,03% | 1,2 |
|
| 3575 |
3575
WestHill Financial Advisors
San Rafael,
California
| US$ 347 mi | -US$ 7,15 mi | -2% | 5,76% | 62,9% | 134 | 15,67% | 0,9 |
|