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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
von Borstel & Associates
The Dalles,
Oregon
| US$ 488 mi | +US$ 50,7 mi | +12% | 9,57% | – | 45 | 8,89% | 1,5 |
|
| 3952 |
3952
Weaver Consulting Group
Huntington Beach,
California
| US$ 488 mi | +US$ 68,2 mi | +16% | 10,1% | 56,4% | 308 | 14,29% | 3,4 |
|
| 3953 |
3953
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 488 mi | +US$ 82,9 mi | +20% | 20,5% | 208% | 84 | 13,1% | 3,5 |
|
| 3954 |
3954
Investment Management Associates
Greenwood Village,
Colorado
| US$ 487 mi | +US$ 67,6 mi | +16% | 7,31% | 50,4% | 36 | 30,56% | 2,1 |
|
| 3955 |
LPC
3955
Lineage Point Capital
Palm Beach,
Florida
| US$ 487 mi | +US$ 78 mi | +19% | 3,12% | – | 394 | 37,06% | 0,3 |
|
| 3956 |
3956
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 487 mi | +US$ 46,2 mi | +10% | 14% | 105% | 39 | 15,38% | 3,6 |
|
| 3957 |
3957
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 487 mi | +US$ 67,4 mi | +16% | 23% | 137% | 158 | 15,19% | 3,8 |
|
| 3958 |
3958
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 487 mi | +US$ 38,3 mi | +9% | 11,4% | 60,5% | 160 | 17,5% | 2,3 |
|
| 3959 |
3959
Monetary Management Group
St Louis,
Missouri
| US$ 487 mi | +US$ 68 mi | +16% | 31,5% | 138% | 346 | 7,51% | 7,7 |
|
| 3960 |
3960
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 487 mi | +US$ 64,5 mi | +15% | 15% | 83,4% | 75 | 13,33% | 3,8 |
|
| 3961 |
3961
Harvey Capital Management
Palm Beach,
Florida
| US$ 486 mi | +US$ 47,5 mi | +11% | 15,8% | 147% | 100 | 20% | 3,8 |
|
| 3962 |
3962
Vodafone Ventures
Newbury,
United Kingdom
| US$ 486 mi | +US$ 32,8 mi | +7% | 7,23% | – | 1 | 0% | 0,5 |
|
| 3963 |
3963
Genworth Financial
Glen Allen,
Virginia
| US$ 486 mi | +US$ 58,4 mi | +14% | 13,7% | 73,6% | 2 | 0% | 5,1 |
|
| 3964 |
3964
Berkeley Capital Partners
Milton,
Georgia
| US$ 486 mi | +US$ 54,6 mi | +13% | 13% | 62,8% | 216 | 20,83% | 4 |
|
| 3965 |
3965
Vaquero Private Wealth
Dallas,
Texas
| US$ 486 mi | – | – | 17,5% | – | 194 | – | 0 |
|
| 3966 |
3966
First Wilshire Securities Management
Pasadena,
California
| US$ 486 mi | +US$ 41,8 mi | +9% | 14,4% | 135% | 88 | 10,23% | 5,4 |
|
| 3967 |
3967
Waller Financial Planning Group
Columbus,
Ohio
| US$ 486 mi | +US$ 32,5 mi | +7% | 10,7% | 47,5% | 82 | 14,63% | 4,5 |
|
| 3968 |
3968
Plan Group Financial
Oklahoma City,
Oklahoma
| US$ 486 mi | +US$ 59,3 mi | +14% | 9,21% | 63,4% | 277 | 27,44% | 1,3 |
|
| 3969 |
3969
Stephens Greth Foundation
Dallas,
Texas
| US$ 485 mi | +US$ 165 mi | +52% | 12,9% | – | 4 | 0% | 0,5 |
|
| 3970 |
3970
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 485 mi | +US$ 98,6 mi | +26% | 22,6% | 106% | 221 | 24,43% | 2 |
|
| 3971 |
3971
Crestview Partners IV
New York
| US$ 485 mi | +US$ 153 mi | +46% | 47% | 106% | 2 | 0% | 3,9 |
|
| 3972 |
3972
Field & Main Bank
Henderson,
Kentucky
| US$ 485 mi | +US$ 141 mi | +41% | 21,4% | 107% | 280 | 10% | 6,6 |
|
| 3973 |
AA
3973
Ashford Advisors
Pittsford,
New York
| US$ 485 mi | +US$ 55,5 mi | +13% | 13,7% | 75,4% | 24 | 8,33% | 3,5 |
|
| 3974 |
3974
Foursixthree Capital
New York
| US$ 485 mi | +US$ 216 mi | +81% | 11,1% | – | 26 | 61,54% | 0,4 |
|
| 3975 |
3975
Prentice Wealth Management
Rochester,
New York
| US$ 484 mi | +US$ 41,3 mi | +9% | 7,72% | 47,8% | 126 | 7,14% | 2,9 |
|