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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 |
4101
Meridian Wealth Advisors
Austin,
Texas
| US$ 143 mi | +US$ 6,17 mi | +4% | 2,22% | 79,9% | 134 | 8,21% | 0,4 |
|
| 4102 |
4102
BigSur Wealth Management
Miami,
Florida
| US$ 143 mi | -US$ 9,14 mi | -6% | 4,07% | 94,8% | 109 | 11,01% | 1,9 |
|
| 4103 |
4103
Adirondack Trust Company
Saratoga Springs,
New York
| US$ 143 mi | -US$ 2,42 mi | -2% | 3,83% | 96,7% | 360 | 5,56% | 4,1 |
|
| 4104 |
4104
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| US$ 143 mi | +US$ 20,8 mi | +17% | 2,76% | – | 79 | 37,97% | 0,8 |
|
| 4105 |
4105
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 143 mi | +US$ 10 mi | +7% | 3,67% | 130% | 50 | 12% | 0,9 |
|
| 4106 |
4106
Aries Wealth Management
Portland,
Maine
| US$ 143 mi | +US$ 9,3 mi | +7% | 3,33% | 87,7% | 169 | 14,2% | 1 |
|
| 4107 |
4107
Perkins Capital Management
Wayzata,
Minnesota
| US$ 143 mi | -US$ 9,08 mi | -6% | 5,62% | 303% | 128 | 16,41% | 2,6 |
|
| 4108 |
4108
Towerpoint Wealth
Sacramento,
California
| US$ 143 mi | -US$ 610 mil | -0,4% | 2,4% | 67,7% | 58 | 13,79% | 0,9 |
|
| 4109 |
4109
LCNB Corp
Lebanon,
Ohio
| US$ 142 mi | +US$ 4,27 mi | +3% | 4,46% | 75,2% | 140 | 5% | 1,7 |
|
| 4110 |
4110
Riverview Trust Company
Vancouver,
Washington
| US$ 142 mi | +US$ 10,1 mi | +8% | 2,11% | 87,6% | 449 | 41,43% | 0,5 |
|
| 4111 |
HA
4111
Havens Advisors
New York
| US$ 142 mi | +US$ 38,8 mi | +38% | 14% | 460% | 46 | 65,22% | 0,2 |
|
| 4112 |
4112
DeDora Capital
Napa,
California
| US$ 142 mi | +US$ 9,5 mi | +7% | 3,93% | 81,7% | 92 | 10,87% | 1,2 |
|
| 4113 |
4113
Emory University
Atlanta,
Georgia
| US$ 142 mi | -US$ 208 mil | -0,1% | 5,99% | – | 51 | 21,57% | 1,6 |
|
| 4114 |
4114
Kayak Investment Partners
San Francisco,
California
| US$ 142 mi | +US$ 12,3 mi | +9% | 3,77% | 27% | 19 | 52,63% | 0,9 |
|
| 4115 |
4115
Axel Capital Management
New York
| US$ 142 mi | -US$ 45,9 mi | -24% | 10,6% | 194% | 17 | 41,18% | 1,2 |
|
| 4116 |
4116
Harbour Investment Management
Edmonds,
Washington
| US$ 142 mi | +US$ 6,31 mi | +5% | 5,03% | 58,8% | 69 | 4,35% | 4,6 |
|
| 4117 |
4117
Marshall & Sullivan
Seattle,
Washington
| US$ 142 mi | +US$ 5,56 mi | +4% | 4,68% | 82% | 45 | 13,33% | 3,8 |
|
| 4118 |
4118
Brandywine Trust
Hockessin,
Delaware
| US$ 142 mi | +US$ 28 mi | +25% | 1,06% | 32,7% | 39 | 5,13% | 3,6 |
|
| 4119 |
LIC
4119
Laurus Investment Counsel
Toronto,
Canada
| US$ 142 mi | +US$ 13,7 mi | +11% | 7,11% | 14,1% | 29 | 3,45% | 1,3 |
|
| 4120 |
4120
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 141 mi | -US$ 18,8 mi | -12% | 3,25% | 38,5% | 182 | 16,48% | 2,3 |
|
| 4121 |
4121
Private Capital Management (Colorado)
Denver,
Colorado
| US$ 141 mi | +US$ 6,85 mi | +5% | 3,69% | 20% | 105 | 14,29% | 0,4 |
|
| 4122 |
4122
WealthOne
Albany,
New York
| US$ 141 mi | +US$ 52,8 mi | +60% | 3,31% | 23,4% | 107 | 39,25% | 0,3 |
|
| 4123 |
SAM
4123
Shamrock Asset Management
Dallas,
Texas
| US$ 141 mi | +US$ 15,1 mi | +12% | 2,61% | 31% | 271 | 16,61% | 3 |
|
| 4124 |
4124
Martin Capital Partners
Eugene,
Oregon
| US$ 141 mi | +US$ 11,8 mi | +9% | 4,43% | 42,3% | 64 | 26,56% | 1,2 |
|
| 4125 |
4125
Peninsula Asset Management
Bradenton,
Florida
| US$ 141 mi | +US$ 2,61 mi | +2% | 3,34% | 44,1% | 47 | 2,13% | 4,5 |
|