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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$ 295 mi | +US$ 12,5 mi | +4% | 5,56% | 86,1% | 198 | 5,56% | 6 |
|
| 3702 |
3702
Bornite Capital Management
New York
| US$ 295 mi | -US$ 88,9 mi | -23% | 3,32% | 208% | 61 | 52,46% | 0,3 |
|
| 3703 |
BDWCC
3703
B&D White Capital Company
Lakeway,
Texas
| US$ 295 mi | -US$ 105 mi | -26% | 0,07% | 44,2% | 112 | 66,07% | 0,8 |
|
| 3704 |
3704
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$ 295 mi | +US$ 23,8 mi | +9% | 6,06% | 58,6% | 153 | 13,07% | 3 |
|
| 3705 |
3705
Pelham Capital
London,
United Kingdom
| US$ 294 mi | -US$ 181 mi | -38% | 23,9% | 135% | 12 | 50% | 1,7 |
|
| 3706 |
3706
Stokes Capital Advisors
Greenwood,
South Carolina
| US$ 294 mi | +US$ 4,1 mi | +1% | 2,21% | 61,3% | 87 | 9,2% | 3,2 |
|
| 3707 |
3707
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 294 mi | +US$ 21 mi | +8% | 4,59% | 43,4% | 75 | 6,67% | 4,2 |
|
| 3708 |
3708
Accel Growth Fund IV Associates
Palo Alto,
California
| US$ 294 mi | -US$ 6,63 mi | -2% | 36,2% | 61,4% | 3 | 0% | 1,3 |
|
| 3709 |
3709
Crane Advisory
Fullerton,
California
| US$ 294 mi | +US$ 47,9 mi | +19% | 3,4% | 38,2% | 28 | 25% | 0,4 |
|
| 3710 |
3710
Rock Point Advisors
Burlington,
Vermont
| US$ 294 mi | +US$ 5,34 mi | +2% | 5,17% | 82,8% | 100 | 11% | 4,5 |
|
| 3711 |
3711
Cederberg Capital
London,
United Kingdom
| US$ 294 mi | -US$ 6,74 mi | -2% | 2,22% | 273% | 6 | 16,67% | 2,3 |
|
| 3712 |
3712
Mission Creek Capital Partners
San Francisco,
California
| US$ 294 mi | +US$ 14,2 mi | +5% | 7,75% | 138% | 228 | 5,7% | 2,6 |
|
| 3713 |
3713
Keystone Financial Planning
Cleveland,
Ohio
| US$ 294 mi | -US$ 2,77 mi | -0,9% | 1,7% | 46% | 47 | 10,64% | 5,4 |
|
| 3714 |
3714
Encompass Wealth Advisors
Portland,
Oregon
| US$ 294 mi | +US$ 19,6 mi | +7% | 6,24% | 68,7% | 294 | 13,95% | 1,5 |
|
| 3715 |
3715
Long Run Wealth Advisors
Lake Placid,
New York
| US$ 294 mi | +US$ 15,8 mi | +6% | 5,67% | 50,5% | 100 | 13% | 1,1 |
|
| 3716 |
LCM
3716
Lionstone Capital Management
New York
| US$ 294 mi | +US$ 13,8 mi | +5% | 13,1% | 74,1% | 12 | 8,33% | 3,5 |
|
| 3717 |
3717
Moss Adams Wealth Advisors
Seattle,
Washington
| US$ 294 mi | +US$ 93,6 mi | +47% | 6,63% | 79,6% | 218 | 33,94% | 0,2 |
|
| 3718 |
3718
Strategic Value Partners
Greenwich,
Connecticut
| US$ 294 mi | -US$ 359 mi | -55% | 0,6% | – | 6 | 33,33% | 1,6 |
|
| 3719 |
3719
JFG Wealth Management
Denver,
Colorado
| US$ 294 mi | -US$ 14,4 mi | -5% | 4,78% | 65,2% | 41 | 41,46% | 1,6 |
|
| 3720 |
CH
3720
Canton Hathaway
Providence,
Rhode Island
| US$ 293 mi | +US$ 5,77 mi | +2% | 3,2% | 87,8% | 252 | 15,08% | 2,4 |
|
| 3721 |
UAM
3721
UAS Asset Management
New York
| US$ 293 mi | +US$ 11,3 mi | +4% | 6,85% | 98% | 28 | 57,14% | 2,2 |
|
| 3722 |
WA
3722
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 293 mi | +US$ 6,64 mi | +2% | 3,7% | 125% | 263 | 9,89% | 5,3 |
|
| 3723 |
3723
Goehring & Rozencwajg Associates
New York
| US$ 293 mi | +US$ 11,8 mi | +4% | 0,08% | 148% | 48 | 4,17% | 0,2 |
|
| 3724 |
3724
Noble Family Wealth
Clearwater,
Florida
| US$ 293 mi | – | – | 3,35% | 60% | 59 | – | 0 |
|
| 3725 |
3725
First Wilshire Securities Management
Pasadena,
California
| US$ 293 mi | +US$ 7,16 mi | +3% | 3,12% | 135% | 90 | 8,89% | 4 |
|