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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
Essex Savings Bank
Essex,
Connecticut
| US$ 259 mi | +US$ 30,3 mi | +13% | 7,17% | 95,2% | 214 | 9,81% | 1,8 |
|
| 4102 |
4102
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 258 mi | -US$ 26 mi | -9% | 6,24% | 137% | 108 | 12,04% | 3 |
|
| 4103 |
4103
Waypoint Wealth Partners
Mill Valley,
California
| US$ 258 mi | +US$ 121 mi | +88% | 2,27% | 52,1% | 43 | 13,95% | 0,4 |
|
| 4104 |
EE
4104
EWG Elevate
Roseville,
California
| US$ 258 mi | +US$ 32,1 mi | +14% | 6,01% | 76% | 93 | 31,18% | 0,8 |
|
| 4105 |
4105
Crestwood Capital Management
New York
| US$ 258 mi | +US$ 48,5 mi | +23% | 9,77% | 203% | 23 | 34,78% | 1,7 |
|
| 4106 |
4106
Shulman DeMeo Asset Management
Lake Success,
New York
| US$ 258 mi | -US$ 109 mi | -30% | 8,13% | 79,3% | 148 | 67,57% | 1,5 |
|
| 4107 |
4107
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 258 mi | +US$ 16,3 mi | +7% | 4,06% | 71,8% | 88 | 4,55% | 1,8 |
|
| 4108 |
4108
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$ 257 mi | +US$ 14,4 mi | +6% | 5,24% | 75,6% | 100 | 25% | 0,8 |
|
| 4109 |
4109
Knightsbridge Asset Management
Newport Beach,
California
| US$ 257 mi | +US$ 20,8 mi | +9% | 8,84% | 150% | 70 | 15,71% | 1,6 |
|
| 4110 |
4110
Liberty Wealth Management
Oakland,
California
| US$ 257 mi | +US$ 52,4 mi | +26% | 6,74% | 64,2% | 1.219 | 24,77% | 1,5 |
|
| 4111 |
4111
Red Door Wealth Management
Memphis,
Tennessee
| US$ 257 mi | +US$ 61 mi | +31% | 7,81% | 100% | 666 | 82,43% | 0,2 |
|
| 4112 |
CP
4112
CPV Partners
Stamford,
Connecticut
| US$ 257 mi | +US$ 81,7 mi | +47% | 54,2% | 105% | 4 | 25% | 1,7 |
|
| 4113 |
4113
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 257 mi | +US$ 20,8 mi | +9% | 7,14% | 66,9% | 117 | 6,84% | 4,9 |
|
| 4114 |
4114
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$ 257 mi | +US$ 58 mi | +29% | 5,37% | 57,9% | 50 | 54% | 1,1 |
|
| 4115 |
4115
Independent Family Office
Albany,
New York
| US$ 256 mi | +US$ 1,64 mi | +0,6% | 6,09% | 68,4% | 70 | 21,43% | 1,2 |
|
| 4116 |
MFM
4116
Mohican Financial Management
Wilton,
Connecticut
| US$ 256 mi | +US$ 102 mi | +66% | 0% | 0% | 73 | 34,25% | 0,8 |
|
| 4117 |
4117
Black Diamond Financial
Towson,
Maryland
| US$ 256 mi | +US$ 20,3 mi | +9% | 6,36% | 68,3% | 90 | 10% | 1,7 |
|
| 4118 |
4118
Frank Rimerman Advisors
Palo Alto,
California
| US$ 256 mi | +US$ 29,9 mi | +13% | 10,6% | 149% | 89 | 14,61% | 0,5 |
|
| 4119 |
4119
WealthOne
Albany,
New York
| US$ 256 mi | +US$ 23,2 mi | +10% | 6,25% | 23,4% | 142 | 27,46% | 1,4 |
|
| 4120 |
SA
4120
SoftVest Advisors
Abilene,
Texas
| US$ 256 mi | -US$ 83,2 mi | -25% | 4,2% | 178% | 11 | 36,36% | 0,7 |
|
| 4121 |
4121
Abacus Wealth Partners
Santa Monica,
California
| US$ 255 mi | +US$ 115 mi | +82% | 3,45% | 46% | 126 | 21,43% | 0,4 |
|
| 4122 |
4122
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 255 mi | +US$ 13,1 mi | +5% | 12,4% | 153% | 59 | 13,56% | 3 |
|
| 4123 |
KP
4123
Kuvari Partners
London,
United Kingdom
| US$ 255 mi | +US$ 151 mi | +145% | 0,84% | – | 9 | 77,78% | 0,1 |
|
| 4124 |
4124
Bandera Partners
New York
| US$ 255 mi | +US$ 834 mil | +0,3% | 38,8% | 55,4% | 18 | 0% | 3,4 |
|
| 4125 |
4125
Howard Financial Services
Dallas,
Texas
| US$ 255 mi | +US$ 32,6 mi | +15% | 6,94% | 55,9% | 134 | 14,18% | 1,4 |
|