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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CWM
3801
Catamount Wealth Management
Westport,
Connecticut
| US$ 146 mi | -US$ 62,3 mi | -30% | 13,2% | 70,7% | 237 | 36,29% | 1,7 |
|
| 3802 |
3802
Galibier Capital Management
Toronto,
Ontario, Canada
| US$ 146 mi | – | – | 16,7% | 66,8% | 30 | – | 0 |
|
| 3803 |
3803
Avestar Capital
New York
| US$ 146 mi | -US$ 26,6 mi | -15% | 13% | 101% | 1.073 | 19,48% | 0,8 |
|
| 3804 |
3804
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 146 mi | -US$ 22,7 mi | -13% | 9,14% | 63,3% | 324 | 18,52% | 2,7 |
|
| 3805 |
3805
Augustine Asset Management
Jacksonville,
Florida
| US$ 146 mi | -US$ 34,3 mi | -19% | 12,1% | 316% | 83 | 19,28% | 2,4 |
|
| 3806 |
3806
Antara Capital
New York
| US$ 146 mi | – | – | 3,47% | 39,8% | 30 | – | 0 |
|
| 3807 |
WWM
3807
Windsor Wealth Management
Indianapolis,
Indiana
| US$ 146 mi | -US$ 7,82 mi | -5% | 11,5% | 37,3% | 143 | 16,08% | 0,8 |
|
| 3808 |
3808
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 146 mi | -US$ 5,4 mi | -4% | 11,1% | 130% | 609 | 89,33% | 2 |
|
| 3809 |
3809
Boltwood Capital Management
Walnut Creek,
California
| US$ 146 mi | -US$ 21,6 mi | -13% | 10,2% | 63% | 137 | 15,33% | 3,6 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$ 146 mi | -US$ 7,85 mi | -5% | 13% | 56,7% | 226 | 82,3% | 1,6 |
|
| 3811 |
3811
RP Management
New York
| US$ 146 mi | – | – | 15,7% | 208% | 4 | – | 0 |
|
| 3812 |
3812
Chandler Asset Management
San Diego,
California
| US$ 146 mi | US$ 0 | 0% | 12,3% | 35,6% | 19 | 0% | 0,8 |
|
| 3813 |
3813
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 146 mi | -US$ 48,5 mi | -25% | 15,6% | 38,5% | 258 | 35,27% | 2 |
|
| 3814 |
3814
Intellectus Partners
San Francisco,
California
| US$ 146 mi | -US$ 140 mi | -49% | 14,1% | 157% | 607 | 59,14% | 1,6 |
|
| 3815 |
3815
Clearline Capital
New York
| US$ 146 mi | -US$ 23,1 mi | -14% | 27,2% | 57,4% | 76 | 56,58% | 0,3 |
|
| 3816 |
3816
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 146 mi | -US$ 18,2 mi | -11% | 14,7% | 87,7% | 84 | 42,86% | 0,6 |
|
| 3817 |
3817
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 146 mi | -US$ 30,1 mi | -17% | 14,9% | 121% | 93 | 20,43% | 2,6 |
|
| 3818 |
3818
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 146 mi | -US$ 22 mi | -13% | 14,7% | 126% | 37 | 10,81% | 3,4 |
|
| 3819 |
3819
FC Advisory
West Chester,
Pennsylvania
| US$ 146 mi | -US$ 14,6 mi | -9% | 8,64% | 46,6% | 54 | 18,52% | 2,6 |
|
| 3820 |
3820
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 145 mi | -US$ 7,75 mi | -5% | 12,9% | 47,4% | 280 | 18,21% | 0,8 |
|
| 3821 |
3821
ValueWorks
New York
| US$ 145 mi | -US$ 12,4 mi | -8% | 19,5% | 190% | 39 | 30,77% | 2,3 |
|
| 3822 |
KCM
3822
Kempner Capital Management
Galveston,
Texas
| US$ 145 mi | -US$ 10,6 mi | -7% | 14,7% | 60,9% | 51 | 9,8% | 3,4 |
|
| 3823 |
HCIA
3823
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$ 145 mi | -US$ 15,2 mi | -9% | 12,7% | 42,7% | 123 | 26,83% | 2 |
|
| 3824 |
3824
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 145 mi | -US$ 5,24 mi | -3% | 5,12% | – | 48 | 4,17% | 2,3 |
|
| 3825 |
3825
REDW Wealth
Albuquerque,
New Mexico
| US$ 145 mi | -US$ 5,56 mi | -4% | 7,37% | 54,1% | 89 | 16,85% | 1,6 |
|