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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$ 292 mi | +US$ 18,4 mi | +7% | 7,01% | 75% | 166 | 5,42% | 5,6 |
|
| 3852 |
3852
Oak Grove Capital
North Hampton,
New Hampshire
| US$ 292 mi | +US$ 47,8 mi | +20% | 14,6% | 470% | 63 | 25,4% | 2,1 |
|
| 3853 |
3853
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 292 mi | +US$ 10,6 mi | +4% | 2,17% | 49,6% | 80 | 5% | 3,4 |
|
| 3854 |
3854
Strategic Equity Management
Tucson,
Arizona
| US$ 292 mi | +US$ 11,2 mi | +4% | 4,9% | 70,3% | 42 | 9,52% | 1,2 |
|
| 3855 |
3855
Apeiron RIA
Dallas,
Texas
| US$ 292 mi | +US$ 1,34 mi | +0,5% | 3,68% | 68,5% | 203 | 10,84% | 0,9 |
|
| 3856 |
3856
Waypoint Wealth Partners
Mill Valley,
California
| US$ 292 mi | +US$ 11,7 mi | +4% | 4,27% | 52,1% | 72 | 5,56% | 1,5 |
|
| 3857 |
3857
WESPAC Advisors SoCal
Pasadena,
California
| US$ 292 mi | +US$ 2,16 mi | +0,7% | 8,56% | 135% | 88 | 5,68% | 3,1 |
|
| 3858 |
HF
3858
Halpern Financial
Ashburn,
Virginia
| US$ 292 mi | +US$ 13,9 mi | +5% | 5,04% | 26,3% | 261 | 34,87% | 1,8 |
|
| 3859 |
3859
Presilium Private Wealth
Radnor,
Pennsylvania
| US$ 292 mi | +US$ 32,6 mi | +13% | 3,47% | 45,9% | 59 | 15,25% | 0,4 |
|
| 3860 |
3860
First Wilshire Securities Management
Pasadena,
California
| US$ 292 mi | -US$ 1,47 mi | -0,5% | 1,06% | 135% | 89 | 6,74% | 4,2 |
|
| 3861 |
3861
AH Equity Partners LSV I
Menlo Park,
California
| US$ 291 mi | +US$ 11 mi | +4% | 4% | – | 3 | 0% | 1,5 |
|
| 3862 |
3862
EdenTree Asset Management
London,
United Kingdom
| US$ 291 mi | – | – | 8,36% | 50,2% | 76 | – | 0 |
|
| 3863 |
3863
PRW Wealth Management
Quincy,
Massachusetts
| US$ 291 mi | +US$ 35,5 mi | +14% | 6,93% | 42,3% | 128 | 50,78% | 1,3 |
|
| 3864 |
3864
Bank of Stockton
Stockton,
California
| US$ 291 mi | +US$ 4,09 mi | +1% | 5,39% | 99,2% | 119 | 6,72% | 5,9 |
|
| 3865 |
JCP
3865
Jennifer C. Price
| US$ 291 mi | -US$ 22,8 mi | -7% | 4,78% | – | 87 | 32,18% | 0,8 |
|
| 3866 |
3866
PhiloSmith Capital
Stamford,
Connecticut
| US$ 291 mi | +US$ 20,3 mi | +7% | 8% | 47% | 24 | 0% | 5,2 |
|
| 3867 |
3867
Defender Capital
Charlotte,
North Carolina
| US$ 291 mi | +US$ 4,5 mi | +2% | 1,85% | 101% | 41 | 14,63% | 2,2 |
|
| 3868 |
3868
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 291 mi | +US$ 11 mi | +4% | 6,54% | 83,6% | 187 | 3,21% | 5,5 |
|
| 3869 |
3869
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 291 mi | +US$ 22 mi | +8% | 1,89% | 34,3% | 922 | 11,5% | 0,8 |
|
| 3870 |
3870
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 290 mi | +US$ 15,2 mi | +6% | 4,21% | 46,1% | 45 | 4,44% | 1,9 |
|
| 3871 |
3871
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 290 mi | +US$ 10,1 mi | +4% | 6,87% | 139% | 149 | 14,77% | 4,9 |
|
| 3872 |
3872
Cowen Prime Advisors
New York
| US$ 290 mi | +US$ 40,5 mi | +16% | 15,5% | 116% | 232 | 3,88% | 4,7 |
|
| 3873 |
3873
Pelham Capital
London,
United Kingdom
| US$ 290 mi | -US$ 4,18 mi | -1% | 26,2% | 135% | 9 | 33,33% | 2 |
|
| 3874 |
3874
Steamboat Capital Partners
Rye,
New York
| US$ 290 mi | -US$ 11,4 mi | -4% | 10,3% | 280% | 45 | 17,78% | 1,4 |
|
| 3875 |
3875
Ellsworth Advisors
Hudson,
Ohio
| US$ 290 mi | +US$ 6,27 mi | +2% | 2,98% | 131% | 187 | 29,95% | 1,3 |
|