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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CWAG
3901
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 257 mi | +US$ 21,4 mi | +9% | 8,12% | 76,1% | 94 | 4,26% | 2,4 |
|
| 3902 |
3902
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$ 256 mi | +US$ 3,16 mi | +1% | 1,25% | 13,4% | 3 | 0% | 8 |
|
| 3903 |
3903
Vertex Planning Partners
Downers Grove,
Illinois
| US$ 256 mi | – | – | 7,43% | 55,4% | 140 | – | 0 |
|
| 3904 |
3904
Integris Wealth Management
Monterey,
California
| US$ 256 mi | – | – | 8,58% | 60,3% | 78 | – | 0 |
|
| 3905 |
3905
White Pine Capital
Bloomington,
Minnesota
| US$ 256 mi | +US$ 16 mi | +7% | 9,31% | 143% | 210 | 10,95% | 5,8 |
|
| 3906 |
3906
Bain Capital Credit
Boston,
Massachusetts
| US$ 256 mi | -US$ 31,2 mi | -11% | 2,02% | 14,4% | 10 | 40% | 1,4 |
|
| 3907 |
3907
Morton Capital Management
Calabasas,
California
| US$ 256 mi | +US$ 36,5 mi | +17% | 9,03% | 75,4% | 90 | 16,67% | 0,8 |
|
| 3908 |
3908
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 256 mi | +US$ 23,7 mi | +10% | 10,5% | 76,5% | 102 | 5,88% | 4,9 |
|
| 3909 |
3909
Keating Investment Counselors
Delray Beach,
Florida
| US$ 255 mi | +US$ 32,2 mi | +14% | 15,9% | 50% | 80 | 28,75% | 4,7 |
|
| 3910 |
3910
Knollwood Investment Advisory
Hunt Valley,
Maryland
| US$ 255 mi | – | – | 3,91% | 160% | 123 | – | 0 |
|
| 3911 |
3911
Affinity Asset Advisors
New York
| US$ 255 mi | -US$ 103 mi | -29% | 59,9% | 1.487% | 89 | 58,43% | 0,5 |
|
| 3912 |
3912
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 255 mi | – | – | 12,3% | 112% | 35 | – | 0 |
|
| 3913 |
3913
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 255 mi | +US$ 29,3 mi | +13% | 11,2% | 74% | 137 | 18,25% | 2,4 |
|
| 3914 |
3914
Hillman Capital Management
Bethesda,
Maryland
| US$ 255 mi | +US$ 13,6 mi | +6% | 12,3% | 20,2% | 53 | 11,32% | 2,4 |
|
| 3915 |
3915
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 255 mi | +US$ 18,7 mi | +8% | 9,18% | 92% | 150 | 10% | 3,5 |
|
| 3916 |
3916
Diversified
Wilmington,
Delaware
| US$ 254 mi | +US$ 55,9 mi | +28% | 8,91% | 34,4% | 162 | 28,4% | 1,1 |
|
| 3917 |
3917
Harrell Investment Partners
Austin,
Texas
| US$ 254 mi | +US$ 15,1 mi | +6% | 9,85% | 121% | 99 | 14,14% | 2,1 |
|
| 3918 |
3918
Waypoint Wealth Partners
Mill Valley,
California
| US$ 254 mi | +US$ 17,2 mi | +7% | 9,63% | 52,1% | 72 | 26,39% | 1,2 |
|
| 3919 |
3919
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| US$ 254 mi | – | – | 3,53% | – | 1 | – | 0 |
|
| 3920 |
3920
Peak Financial Management
Wellesley,
Massachusetts
| US$ 254 mi | +US$ 14,4 mi | +6% | 6,8% | 58,2% | 73 | 12,33% | 3,7 |
|
| 3921 |
3921
RW Investment Management
Eagle,
Idaho
| US$ 254 mi | – | – | 7,65% | – | 81 | – | 0 |
|
| 3922 |
CIM
3922
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 254 mi | +US$ 29,1 mi | +13% | 8,11% | 123% | 259 | 17,76% | 2,8 |
|
| 3923 |
NC
3923
Nokomis Capital
Dallas,
Texas
| US$ 254 mi | +US$ 25,7 mi | +11% | 9,93% | 145% | 67 | 28,36% | 2 |
|
| 3924 |
3924
Xcel Wealth Management
Holly Hill,
Florida
| US$ 254 mi | -US$ 14,6 mi | -5% | 9,32% | 98,8% | 133 | 13,53% | 2,5 |
|
| 3925 |
3925
Accenture
Dublin,
Ireland
| US$ 254 mi | +US$ 4,21 mi | +2% | 1,69% | – | 1 | 0% | 2 |
|