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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Atlantic Investment Management
New York
| US$ 221 mi | -US$ 42,5 mi | -16% | 10,1% | 28,8% | 12 | 25% | 2,8 |
|
| 4027 |
4027
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$ 221 mi | -US$ 1,3 mi | -0,6% | 2,42% | 110% | 48 | 22,92% | 0,9 |
|
| 4028 |
4028
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$ 221 mi | -US$ 22 mi | -9% | 11,4% | 58,7% | 27 | 11,11% | 5,3 |
|
| 4029 |
WA
4029
WP Advisors
San Francisco,
California
| US$ 221 mi | -US$ 9,2 mi | -4% | 1,92% | 113% | 109 | 7,34% | 2,7 |
|
| 4030 |
4030
Round Rock Advisors
Wilton,
Connecticut
| US$ 221 mi | -US$ 1,18 mi | -0,5% | 5,26% | 87,4% | 149 | 10,07% | 1 |
|
| 4031 |
4031
Financial Strategies Group
Okemos,
Michigan
| US$ 221 mi | -US$ 18,1 mi | -8% | 5,97% | 44,9% | 89 | 19,1% | 1,9 |
|
| 4032 |
4032
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 221 mi | -US$ 11,9 mi | -5% | 5,64% | 107% | 210 | 16,67% | 1,4 |
|
| 4033 |
4033
Perennial Investment Advisors
Los Angeles,
California
| US$ 220 mi | -US$ 35,5 mi | -14% | 4,38% | 84,3% | 232 | 25,43% | 1,6 |
|
| 4034 |
4034
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 220 mi | -US$ 14,4 mi | -6% | 4,82% | 101% | 136 | 5,15% | 5,2 |
|
| 4035 |
4035
NovaPoint Capital
Atlanta,
Georgia
| US$ 220 mi | -US$ 9,9 mi | -4% | 4,63% | 94% | 128 | 7,81% | 2 |
|
| 4036 |
4036
Holderness Investments Company
Greensboro,
North Carolina
| US$ 220 mi | -US$ 19,6 mi | -8% | 6,01% | 144% | 201 | 10,95% | 4,8 |
|
| 4037 |
4037
AlphaCore Capital
La Jolla,
California
| US$ 220 mi | +US$ 4,45 mi | +2% | 7,25% | 85,9% | 169 | 18,93% | 1 |
|
| 4038 |
4038
Stelac Advisory Services
New York
| US$ 220 mi | -US$ 29 mi | -12% | 6,13% | 84,9% | 172 | 10,47% | 2,7 |
|
| 4039 |
4039
Morton Capital Management
Calabasas,
California
| US$ 220 mi | -US$ 9,9 mi | -4% | 7,17% | 75,4% | 86 | 9,3% | 0,7 |
|
| 4040 |
4040
Ten Capital Wealth Advisors
Spokane,
Washington
| US$ 220 mi | -US$ 10,1 mi | -4% | 5,51% | 25% | 652 | 30,83% | 1 |
|
| 4041 |
4041
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 220 mi | -US$ 13,6 mi | -6% | 4,2% | 57,3% | 172 | 12,79% | 3,4 |
|
| 4042 |
4042
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$ 219 mi | -US$ 5,08 mi | -2% | 4,24% | 74,6% | 203 | 31,53% | 1 |
|
| 4043 |
4043
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 219 mi | +US$ 53,6 mi | +32% | 4,43% | 34,3% | 792 | 34,72% | 0,2 |
|
| 4044 |
4044
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 219 mi | -US$ 12,7 mi | -5% | 5,81% | 71,8% | 84 | 1,19% | 2,9 |
|
| 4045 |
4045
Astoria Strategic Wealth
Conroe,
Texas
| US$ 219 mi | -US$ 8,52 mi | -4% | 5,97% | 42,1% | 32 | 6,25% | 2,1 |
|
| 4046 |
4046
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 219 mi | -US$ 5,7 mi | -3% | 5,01% | 56,7% | 102 | 5,88% | 1,5 |
|
| 4047 |
4047
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 219 mi | -US$ 14,8 mi | -6% | 5,32% | 65,9% | 173 | 12,14% | 3,6 |
|
| 4048 |
4048
SR One Capital Management
Wayne,
Pennsylvania
| US$ 219 mi | +US$ 14,4 mi | +7% | 9,64% | 656% | 4 | 0% | 0,6 |
|
| 4049 |
4049
Avalon Global Asset Management
San Francisco,
California
| US$ 219 mi | -US$ 110 mi | -33% | 5% | 278% | 49 | 53,06% | 3,2 |
|
| 4050 |
4050
Retirement Capital Strategies
San Jose,
California
| US$ 219 mi | -US$ 4,36 mi | -2% | 0,66% | 59% | 70 | 48,57% | 2,3 |
|