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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
Weaver Consulting Group
Huntington Beach,
California
| US$ 420 mi | +US$ 10,6 mi | +3% | 0,86% | 56,4% | 284 | 8,8% | 3,5 |
|
| 4027 |
4027
Harrell Investment Partners
Austin,
Texas
| US$ 419 mi | -US$ 4,85 mi | -1% | 0,14% | 121% | 148 | 16,89% | 2,7 |
|
| 4028 |
4028
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 419 mi | -US$ 5,59 mi | -1% | 1,11% | 67,6% | 117 | 11,97% | 2,8 |
|
| 4029 |
4029
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 419 mi | +US$ 33,6 mi | +9% | 2,15% | 59,7% | 117 | 22,22% | 2,1 |
|
| 4030 |
4030
Fairvoy Private Wealth
Birmingham,
Alabama
| US$ 419 mi | -US$ 27,7 mi | -6% | 0,06% | – | 231 | 30,3% | 0,9 |
|
| 4031 |
4031
Mattson Financial Services
Kentwood,
Michigan
| US$ 419 mi | -US$ 9,44 mi | -2% | 1,47% | – | 242 | 29,34% | 0,9 |
|
| 4032 |
4032
Vega Investment Solutions
Paris,
France
| US$ 419 mi | -US$ 210 mi | -33% | 3,82% | – | 191 | 13,61% | 1 |
|
| 4033 |
4033
Monetary Management Group
St Louis,
Missouri
| US$ 419 mi | -US$ 13,8 mi | -3% | 1,51% | 138% | 339 | 6,49% | 7,6 |
|
| 4034 |
4034
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 419 mi | +US$ 8,69 mi | +2% | 0,4% | 63% | 208 | 17,79% | 4 |
|
| 4035 |
4035
Praesidium Investment Management Company
New York
| US$ 419 mi | -US$ 121 mi | -22% | 17,7% | 79% | 12 | 0% | 2,9 |
|
| 4036 |
4036
Trigran Investments
Northbrook,
Illinois
| US$ 418 mi | -US$ 89,4 mi | -18% | 9,67% | 30,2% | 19 | 21,05% | 3,9 |
|
| 4037 |
WPI
4037
Walter Public Investments
Westmount,
Canada
| US$ 418 mi | -US$ 147 mi | -26% | 0,82% | 85,1% | 55 | 23,64% | 2 |
|
| 4038 |
FFA
4038
Florida Financial Advisors
Tampa,
Florida
| US$ 418 mi | +US$ 50,1 mi | +14% | 4,67% | – | 348 | 29,31% | 1,1 |
|
| 4039 |
4039
Millstreet Capital Management
Boston,
Massachusetts
| US$ 418 mi | -US$ 21,1 mi | -5% | 11,7% | – | 3 | 33,33% | 1,3 |
|
| 4040 |
PA
4040
PSI Advisors
Tampa,
Florida
| US$ 418 mi | +US$ 19,4 mi | +5% | 0,44% | 58,2% | 163 | 28,83% | 2,8 |
|
| 4041 |
4041
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 417 mi | +US$ 10,6 mi | +3% | 0,56% | 91,5% | 218 | 12,39% | 2,7 |
|
| 4042 |
4042
Alight Capital Management
New York
| US$ 417 mi | +US$ 26 mi | +7% | 4,14% | 466% | 84 | 50% | 0,8 |
|
| 4043 |
4043
Bender Robert & Associates
Pasadena,
California
| US$ 417 mi | -US$ 64,4 mi | -13% | 8,87% | 146% | 46 | 17,39% | 1,2 |
|
| 4044 |
4044
Alpine Woods Capital Investors
Purchase,
New York
| US$ 417 mi | -US$ 3,32 mi | -0,8% | 0,75% | 105% | 231 | 38,53% | 4 |
|
| 4045 |
4045
KFA Private Wealth Group
Tysons,
Virginia
| US$ 417 mi | +US$ 5,47 mi | +1% | 1,97% | 62,8% | 167 | 13,77% | 2,4 |
|
| 4046 |
4046
Westwind Capital
Las Cruces,
New Mexico
| US$ 416 mi | -US$ 73 mi | -15% | 7,31% | 87,6% | 80 | 50% | 1,5 |
|
| 4047 |
CEI
4047
Clark Estates Inc
New York
| US$ 416 mi | +US$ 4,1 mi | +1% | 2,74% | 34,5% | 110 | 22,73% | 2,5 |
|
| 4048 |
4048
Spruce Street Capital
New York
| US$ 416 mi | +US$ 113 mi | +37% | 44,4% | – | 34 | 38,24% | 0,2 |
|
| 4049 |
4049
Stevens Capital Partners
Omaha,
Nebraska
| US$ 416 mi | +US$ 33,8 mi | +9% | 2,86% | 76,3% | 129 | 22,48% | 1,5 |
|
| 4050 |
VM
4050
Venator Management
Pittsburgh,
Pennsylvania
| US$ 416 mi | -US$ 27,8 mi | -6% | 10,2% | 101% | 31 | 22,58% | 2,6 |
|