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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
WPA
4101
Winning Points Advisors
Boca Raton,
Florida
| US$ 123 mi | +US$ 6,72 mi | +6% | 5,77% | – | 72 | 6,94% | 0,9 |
|
| 4102 |
4102
Northwest Wealth Management
Spencer,
Iowa
| US$ 123 mi | +US$ 51,3 mi | +72% | 4,05% | 63,4% | 92 | 31,52% | 0,7 |
|
| 4103 |
CRA
4103
Circle Road Advisors
New York
| US$ 123 mi | – | – | 6,92% | – | 19 | – | 0 |
|
| 4104 |
4104
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 123 mi | – | – | 6,5% | 99,6% | 45 | – | 1,4 |
|
| 4105 |
WEO
4105
William E. Oberndorf
| US$ 123 mi | -US$ 4,63 mi | -4% | 3,07% | 36,2% | 8 | 0% | 1,3 |
|
| 4106 |
4106
Winthrop Partners - WNY
Buffalo,
New York
| US$ 123 mi | – | – | 5,26% | – | 124 | – | 0 |
|
| 4107 |
4107
Luzich Partners
Las Vegas,
Nevada
| US$ 122 mi | +US$ 3,73 mi | +3% | 11,6% | – | 21 | 28,57% | 0,8 |
|
| 4108 |
4108
Day & Ennis
Macon,
Georgia
| US$ 122 mi | +US$ 8,91 mi | +8% | 3,51% | 15,2% | 81 | 9,88% | 1,5 |
|
| 4109 |
4109
Summit Financial Group
Moorefield,
West Virginia
| US$ 122 mi | +US$ 2,11 mi | +2% | 5,12% | 26,1% | 122 | 7,38% | 0,5 |
|
| 4110 |
4110
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 122 mi | +US$ 19,6 mi | +19% | 3,87% | 61,1% | 140 | 52,86% | 0,9 |
|
| 4111 |
4111
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 122 mi | +US$ 4,62 mi | +4% | 4,1% | 83,3% | 93 | 10,75% | 2,5 |
|
| 4112 |
4112
RiverGlades Family Offices
Naples,
Florida
| US$ 122 mi | – | – | 2,36% | – | 70 | – | 0 |
|
| 4113 |
4113
Central Asset Investments & Management Holdings
Hong Kong
| US$ 122 mi | -US$ 9,47 mi | -7% | 9,15% | 3.210% | 38 | 60,53% | 0,3 |
|
| 4114 |
4114
HM Capital Management
Clayton,
Missouri
| US$ 122 mi | +US$ 8,87 mi | +8% | 6,19% | 29,6% | 39 | 5,13% | 2,8 |
|
| 4115 |
WPEP
4115
Walnut Private Equity Partners
Omaha,
Nebraska
| US$ 122 mi | -US$ 2,95 mi | -2% | 0,84% | 48% | 22 | 0% | 2,8 |
|
| 4116 |
4116
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 122 mi | – | – | 3,3% | 95,7% | 452 | – | 0 |
|
| 4117 |
4117
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 122 mi | – | – | 8,16% | 104% | 66 | – | 0 |
|
| 4118 |
PCR
4118
Potrero Capital Research
San Francisco,
California
| US$ 122 mi | +US$ 2,74 mi | +2% | 4,72% | 226% | 48 | 35,42% | 0,8 |
|
| 4119 |
LFWA
4119
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 122 mi | +US$ 4,17 mi | +4% | 4,62% | 64,9% | 17 | 0% | 3 |
|
| 4120 |
4120
Pratt Collard Advisory Partners
Buffalo,
New York
| US$ 121 mi | – | – | 6,03% | 91,7% | 112 | – | 0 |
|
| 4121 |
4121
Bandera Partners
New York
| US$ 121 mi | +US$ 6,81 mi | +6% | 1,15% | 55,4% | 15 | 13,33% | 2,5 |
|
| 4122 |
4122
Paragon Wealth Strategies
Jacksonville,
Florida
| US$ 121 mi | +US$ 10,6 mi | +10% | 7,3% | 59,8% | 31 | 12,9% | 0,8 |
|
| 4123 |
4123
Kathryn A. Hall
| US$ 121 mi | +US$ 18,2 mi | +18% | 15,3% | 95,2% | 6 | 33,33% | 2,6 |
|
| 4124 |
4124
Sigma Investment Management
Portland,
Oregon
| US$ 121 mi | +US$ 4,08 mi | +3% | 2,88% | 8,4% | 16 | 6,25% | 3,2 |
|
| 4125 |
4125
Lesa Sroufe & Co
Seattle,
Washington
| US$ 121 mi | +US$ 6,93 mi | +6% | 6,81% | – | 44 | 6,82% | 2,8 |
|