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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
WealthOne
Albany,
New York
| US$ 140 mi | -US$ 1,59 mi | -1% | 1,04% | 23,4% | 105 | 25,71% | 0,5 |
|
| 4102 |
4102
Seven Post Investment Office
San Francisco,
California
| US$ 140 mi | -US$ 7,78 mi | -5% | 5,95% | 44,4% | 25 | 12% | 1,8 |
|
| 4103 |
4103
Sagil Capital
London,
United Kingdom
| US$ 140 mi | -US$ 5,34 mi | -4% | 9,21% | 104% | 31 | 51,61% | 0,6 |
|
| 4104 |
4104
Invesco Senior Secured Management
New York
| US$ 140 mi | -US$ 50,7 mi | -27% | 6,53% | 18,1% | 20 | 15% | 1,3 |
|
| 4105 |
4105
RV Capital
Schindellegi,
Switzerland
| US$ 140 mi | +US$ 3,9 mi | +3% | 5,86% | 250% | 4 | 0% | 0,8 |
|
| 4106 |
ILM
4106
Indigo Latam Management
Phoenix,
Arizona
| US$ 140 mi | +US$ 8,78 mi | +7% | 6,72% | 39,3% | 1 | 0% | 5,8 |
|
| 4107 |
WAM
4107
Westport Asset Management
Southport,
Connecticut
| US$ 139 mi | -US$ 6,98 mi | -5% | 2,7% | 64,2% | 64 | 3,13% | 3,3 |
|
| 4108 |
4108
Mirsky Financial Management
Rochester,
New York
| US$ 139 mi | +US$ 6,37 mi | +5% | 0,55% | 39,3% | 37 | 8,11% | 0,7 |
|
| 4109 |
4109
Shoker Investment Counsel
Oxford,
Ohio
| US$ 139 mi | +US$ 2,24 mi | +2% | 1,85% | 83,8% | 101 | 6,93% | 4 |
|
| 4110 |
NEGWA
4110
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 139 mi | +US$ 4,58 mi | +3% | 0,36% | 6,04% | 55 | 3,64% | 1,5 |
|
| 4111 |
4111
Monetta Financial Services
Wheaton,
Illinois
| US$ 139 mi | -US$ 6,79 mi | -5% | 1,35% | 275% | 45 | 33,33% | 2,1 |
|
| 4112 |
BIMC
4112
Benson Investment Management Company
Roanoke,
Virginia
| US$ 139 mi | +US$ 6,25 mi | +5% | 3,3% | 99,8% | 63 | 12,7% | 1,4 |
|
| 4113 |
4113
TCG Advisors
Austin,
Texas
| US$ 139 mi | +US$ 30 mi | +28% | 0,98% | – | 480 | 77,5% | 0,5 |
|
| 4114 |
SWMG
4114
Strategic Wealth Management Group
Fulton,
Maryland
| US$ 139 mi | +US$ 7,55 mi | +6% | 1,65% | – | 89 | 12,36% | 0,7 |
|
| 4115 |
4115
WealthBridge Capital Management
Westerville,
Ohio
| US$ 139 mi | +US$ 29,4 mi | +27% | 0,79% | 89,4% | 130 | 20% | 0,6 |
|
| 4116 |
4116
Beacon Wealthcare Inc
Raleigh,
North Carolina
| US$ 139 mi | +US$ 7,43 mi | +6% | 1,05% | 31,6% | 10 | 10% | 1,4 |
|
| 4117 |
4117
Foresight Wealth Management
Draper,
Utah
| US$ 139 mi | +US$ 6,33 mi | +5% | 1,06% | 19,1% | 130 | 16,92% | 0,6 |
|
| 4118 |
WPA
4118
Winning Points Advisors
Boca Raton,
Florida
| US$ 139 mi | +US$ 875 mil | +0,6% | 1,79% | – | 72 | 4,17% | 2,4 |
|
| 4119 |
4119
Acuta Capital Partners
Redwood City,
California
| US$ 139 mi | -US$ 143 mi | -51% | 8,44% | 7.269% | 41 | 51,22% | 1 |
|
| 4120 |
4120
Ceeto Capital Group
Coral Gables,
Florida
| US$ 138 mi | +US$ 2,5 mi | +2% | 2,61% | 94,4% | 137 | 7,3% | 1,6 |
|
| 4121 |
4121
Harvey Partners
Tarrytown,
New York
| US$ 138 mi | +US$ 65,9 mi | +91% | 1,77% | 174% | 37 | 43,24% | 0,9 |
|
| 4122 |
CCM
4122
Consolidated Capital Management
Burbank,
California
| US$ 138 mi | -US$ 12,3 mi | -8% | 0,59% | 166% | 35 | 2,86% | 2,4 |
|
| 4123 |
4123
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 138 mi | -US$ 5,89 mi | -4% | 0,98% | 152% | 89 | 8,99% | 2,7 |
|
| 4124 |
WPSG
4124
Wealth & Pension Services Group
Atlanta,
Georgia
| US$ 138 mi | +US$ 604 mil | +0,4% | 0,89% | – | 125 | 6,4% | 0,9 |
|
| 4125 |
4125
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 138 mi | +US$ 10,4 mi | +8% | 1,88% | 56,9% | 165 | 14,55% | 0,6 |
|