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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
YorkBridge Wealth Partners
New York
| US$ 218 mi | +US$ 19,7 mi | +10% | 8,89% | 36,5% | 188 | 12,23% | 2,5 |
|
| 3627 |
3627
Omnia Family Wealth
Aventura,
Florida
| US$ 218 mi | +US$ 81,1 mi | +59% | 7,52% | 80,6% | 99 | 17,17% | 2,4 |
|
| 3628 |
3628
Ativo Capital Management
Chicago,
Illinois
| US$ 218 mi | +US$ 13 mi | +6% | 10,3% | 63,2% | 114 | 16,67% | 2,3 |
|
| 3629 |
3629
BCBSM Inc
Eagan,
Minnesota
| US$ 218 mi | – | – | 0,04% | – | 1 | – | 0 |
|
| 3630 |
PS
3630
Portfolio Strategies
Monsey,
New York
| US$ 218 mi | +US$ 22,5 mi | +12% | 8,93% | 137% | 64 | 32,81% | 1,1 |
|
| 3631 |
3631
Abacus Planning Group
Columbia,
South Carolina
| US$ 218 mi | +US$ 15,9 mi | +8% | 8,78% | 67,8% | 187 | 14,97% | 1,2 |
|
| 3632 |
3632
Capital Insight Partners
Scottsdale,
Arizona
| US$ 218 mi | +US$ 103 mi | +90% | 5,33% | 51,7% | 106 | 36,79% | 1,9 |
|
| 3633 |
3633
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 218 mi | +US$ 21,9 mi | +11% | 9,01% | 111% | 469 | 16,63% | 2 |
|
| 3634 |
3634
Shaker Financial Services
Arlington,
Virginia
| US$ 218 mi | +US$ 21,5 mi | +11% | 4,23% | 12,9% | 172 | 37,79% | 1 |
|
| 3635 |
3635
Enstar Group
Hamilton,
Bermuda
| US$ 217 mi | – | – | 4,6% | 29,5% | 8 | – | 0 |
|
| 3636 |
3636
First Washington Corp
Seattle,
Washington
| US$ 217 mi | +US$ 16,2 mi | +8% | 10,8% | 142% | 89 | 29,21% | 3,3 |
|
| 3637 |
3637
Aquamarine Capital Management
New York
| US$ 217 mi | +US$ 19,3 mi | +10% | 10,1% | 23% | 12 | 0% | 4 |
|
| 3638 |
3638
BMT Investment Advisors
Berwyn,
Pennsylvania
| US$ 217 mi | +US$ 21,5 mi | +11% | 8,41% | – | 83 | 3,61% | 2 |
|
| 3639 |
3639
Cedar Capital
Barrington,
Illinois
| US$ 217 mi | +US$ 3,2 mi | +1% | 9,05% | 98% | 188 | 19,15% | 1,7 |
|
| 3640 |
3640
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$ 217 mi | +US$ 3,21 mi | +2% | 8,99% | 62% | 53 | 26,42% | 2,1 |
|
| 3641 |
3641
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 217 mi | +US$ 11,4 mi | +6% | 7,92% | 87,3% | 73 | 8,22% | 5,1 |
|
| 3642 |
3642
Investors Research Corp
Atlanta,
Georgia
| US$ 217 mi | +US$ 19,6 mi | +10% | 9,9% | 62,1% | 1.151 | 4,17% | 1 |
|
| 3643 |
3643
CAMG Solamere Management
Charlotte,
North Carolina
| US$ 217 mi | +US$ 17,1 mi | +9% | 9,66% | 51,7% | 98 | 13,27% | 2 |
|
| 3644 |
LJHT
3644
Laurie J. Hall Trustee
| US$ 217 mi | +US$ 20,6 mi | +11% | 9,55% | 105% | 349 | 10,6% | 3,5 |
|
| 3645 |
LC
3645
LNZ Capital
New York
| US$ 217 mi | +US$ 97,9 mi | +82% | 2,65% | 58,8% | 19 | 47,37% | 0,3 |
|
| 3646 |
3646
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$ 217 mi | +US$ 16,3 mi | +8% | 6,28% | 21,9% | 41 | 4,88% | 5,1 |
|
| 3647 |
3647
ESL Trust Services
Rochester,
New York
| US$ 217 mi | – | – | 5,95% | 53,9% | 32 | – | 0 |
|
| 3648 |
3648
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| US$ 216 mi | +US$ 19,5 mi | +10% | 10,3% | 47,5% | 203 | 7,88% | 1,8 |
|
| 3649 |
NFG
3649
Noven Financial Group
Denver,
Colorado
| US$ 216 mi | +US$ 14,8 mi | +7% | 7,57% | 45,1% | 36 | 22,22% | 2,5 |
|
| 3650 |
3650
Confluence Wealth Management
Portland,
Oregon
| US$ 216 mi | +US$ 11,9 mi | +6% | 6,99% | 31,9% | 118 | 5,08% | 3,8 |
|