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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 |
HF
3851
Halpern Financial
Ashburn,
Virginia
| US$ 322 mi | +US$ 32,3 mi | +11% | 10,5% | 26,3% | 274 | 31,02% | 2,1 |
|
| 3852 |
3852
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$ 322 mi | +US$ 21,6 mi | +7% | 8,72% | 79,4% | 94 | 4,26% | 2,5 |
|
| 3853 |
3853
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 322 mi | +US$ 40,4 mi | +14% | 11,9% | 83,6% | 194 | 6,19% | 5,7 |
|
| 3854 |
3854
Creekmur Asset Management
Morton,
Illinois
| US$ 322 mi | – | – | 8,86% | – | 801 | – | 0 |
|
| 3855 |
BDWCC
3855
B&D White Capital Company
Lakeway,
Texas
| US$ 322 mi | +US$ 53,7 mi | +20% | 5,34% | 44,2% | 83 | 46,99% | 0,8 |
|
| 3856 |
3856
Accurate Wealth Management
Wesley Chapel,
Florida
| US$ 322 mi | +US$ 2,81 mi | +0,9% | 10,4% | 101% | 294 | 15,31% | 1,3 |
|
| 3857 |
3857
Harrell Investment Partners
Austin,
Texas
| US$ 322 mi | +US$ 28 mi | +10% | 11,5% | 121% | 102 | 8,82% | 2,9 |
|
| 3858 |
3858
Satovsky Asset Management
New York
| US$ 321 mi | +US$ 26,1 mi | +9% | 9,03% | 53,6% | 48 | 14,58% | 1,8 |
|
| 3859 |
GECH
3859
Garnet Equity Capital Holdings
New York
| US$ 321 mi | +US$ 145 mi | +82% | 7,86% | 302% | 36 | 25% | 1 |
|
| 3860 |
3860
Roberts, Glore & Co
Deerfield,
Illinois
| US$ 321 mi | +US$ 18,5 mi | +6% | 9,13% | 72,3% | 209 | 6,7% | 5,7 |
|
| 3861 |
3861
Viola Ventures VC Management 4
Herzliya,
Israel
| US$ 321 mi | -US$ 12,8 mi | -4% | 3,91% | 79,1% | 5 | 20% | 0,8 |
|
| 3862 |
3862
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 321 mi | +US$ 34,6 mi | +12% | 12,6% | 111% | 143 | 13,29% | 4,8 |
|
| 3863 |
HP
3863
Hound Partners
New York
| US$ 321 mi | -US$ 130 mi | -29% | 3,48% | 19,7% | 19 | 42,11% | 1,6 |
|
| 3864 |
3864
Apeiron RIA
Dallas,
Texas
| US$ 321 mi | +US$ 27,4 mi | +9% | 9,18% | 68,5% | 211 | 16,59% | 1,3 |
|
| 3865 |
3865
Monetary Management Group
St Louis,
Missouri
| US$ 321 mi | +US$ 20,6 mi | +7% | 11,9% | 138% | 341 | 8,21% | 6,4 |
|
| 3866 |
3866
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 320 mi | – | – | 8,1% | 43,4% | 76 | – | 4,8 |
|
| 3867 |
SEP
3867
Southland Equity Partners
Wildwood,
Missouri
| US$ 320 mi | +US$ 29,1 mi | +10% | 9,07% | 66,1% | 202 | 13,37% | 2,1 |
|
| 3868 |
3868
Financial Insights
Tacoma,
Washington
| US$ 320 mi | +US$ 39,7 mi | +14% | 11,4% | 82,1% | 158 | 10,13% | 2,2 |
|
| 3869 |
3869
Elevated Capital Advisors
Sandy,
Utah
| US$ 320 mi | +US$ 26,1 mi | +9% | 8,38% | 50,2% | 178 | 8,43% | 2,2 |
|
| 3870 |
3870
Geisinger Health
Danville,
Pennsylvania
| US$ 320 mi | +US$ 24,4 mi | +8% | 6,23% | – | 5 | 20% | 0,8 |
|
| 3871 |
3871
Arjuna Capital
Durham,
North Carolina
| US$ 319 mi | +US$ 40,3 mi | +14% | 12,1% | 118% | 108 | 27,78% | 2,4 |
|
| 3872 |
3872
Northside Capital Management
Hood River,
Oregon
| US$ 319 mi | -US$ 114 mi | -26% | 10,4% | 99,6% | 128 | 26,56% | 3,7 |
|
| 3873 |
3873
Orchard Capital Management
Chicago,
Illinois
| US$ 319 mi | +US$ 49 mi | +18% | 13,3% | 140% | 50 | 20% | 1,9 |
|
| 3874 |
3874
Donoghue Forlines
Boston,
Massachusetts
| US$ 319 mi | +US$ 38,2 mi | +14% | 9,86% | 229% | 266 | 37,59% | 1,2 |
|
| 3875 |
SM
3875
Scoggin Management
New York
| US$ 319 mi | +US$ 76,5 mi | +32% | 9,46% | 889% | 85 | 68,24% | 0,7 |
|