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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 165 mi | +US$ 26,7 mi | +19% | 8,47% | 56,9% | 172 | 12,79% | 0,8 |
|
| 4152 |
4152
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 165 mi | +US$ 8,41 mi | +5% | 7,06% | 51,3% | 81 | 20,99% | 2,4 |
|
| 4153 |
WR
4153
Watson Rebecca
| US$ 165 mi | – | – | 4,16% | – | 84 | – | 0 |
|
| 4154 |
4154
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 165 mi | +US$ 7,82 mi | +5% | 6,51% | 118% | 156 | 6,41% | 3,9 |
|
| 4155 |
4155
Barnett & Company
Chattanooga,
Tennessee
| US$ 164 mi | -US$ 6,48 mi | -4% | 6,07% | 65,9% | 524 | 23,09% | 1,9 |
|
| 4156 |
CCC
4156
Chelsea Counsel Company
Los Angeles,
California
| US$ 164 mi | -US$ 1,76 mi | -1% | 7,97% | 106% | 71 | 9,86% | 4,3 |
|
| 4157 |
PL
4157
Polianta Ltd
St Helier,
Jersey
| US$ 164 mi | +US$ 6,9 mi | +4% | 7,46% | 31,6% | 107 | 82,24% | 0,1 |
|
| 4158 |
4158
Pacific Edge Advisors
Corona Del Mar,
California
| US$ 164 mi | +US$ 11 mi | +7% | 5,81% | 31,3% | 49 | 14,29% | 1,4 |
|
| 4159 |
4159
Chartist Inc
Seal Beach,
California
| US$ 164 mi | +US$ 8,69 mi | +6% | 7,64% | – | 32 | 18,75% | 3,3 |
|
| 4160 |
4160
LCNB Corp
Lebanon,
Ohio
| US$ 164 mi | +US$ 7,77 mi | +5% | 7,13% | 75,2% | 151 | 5,96% | 2,1 |
|
| 4161 |
4161
Aries Wealth Management
Portland,
Maine
| US$ 164 mi | +US$ 13,5 mi | +9% | 7,58% | 87,7% | 166 | 7,83% | 1,5 |
|
| 4162 |
4162
Investment Security Group
Denver,
Colorado
| US$ 164 mi | +US$ 4,78 mi | +3% | – | – | 17 | 29,41% | 0,5 |
|
| 4163 |
4163
Procyon Advisors
Shelton,
Connecticut
| US$ 164 mi | – | – | 8,12% | 92,3% | 1.111 | – | 0 |
|
| 4164 |
KSCM
4164
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 164 mi | +US$ 49,9 mi | +44% | 3,92% | 7,47% | 76 | 75% | 0,5 |
|
| 4165 |
CAN
4165
Claraphi Advisory Network
Aliso Viejo,
United States
| US$ 163 mi | -US$ 1,61 mi | -1% | 9,23% | 88,3% | 427 | 56,67% | 1,4 |
|
| 4166 |
4166
Miramar Capital
Northbrook,
Illinois
| US$ 163 mi | +US$ 15,4 mi | +10% | 6,07% | 47,3% | 64 | 26,56% | 0,8 |
|
| 4167 |
HPC
4167
Hobart Private Capital
Charlotte,
North Carolina
| US$ 163 mi | +US$ 16,6 mi | +11% | 5,68% | 60% | 163 | 18,4% | 1,2 |
|
| 4168 |
4168
Medicxi Ventures Management
St. Helier,
Jersey
| US$ 163 mi | – | – | 147% | 505% | 4 | – | 0 |
|
| 4169 |
4169
Opes Wealth Management
Menlo Park,
California
| US$ 163 mi | +US$ 11,6 mi | +8% | 7,61% | 54,1% | 53 | 7,55% | 0,6 |
|
| 4170 |
4170
Xponance
Philadelphia,
Pennsylvania
| US$ 163 mi | -US$ 18,2 mi | -10% | 8,55% | 144% | 87 | 34,48% | 1,1 |
|
| 4171 |
PCA
4171
Prospect Capital Advisors
Sausalito,
California
| US$ 163 mi | -US$ 34,6 mi | -17% | 12,5% | 202% | 32 | 46,88% | 1,8 |
|
| 4172 |
AP
4172
Arlington Partners
Birmingham,
Alabama
| US$ 163 mi | +US$ 5,52 mi | +4% | 2,91% | 46,4% | 266 | 35,34% | 0,8 |
|
| 4173 |
4173
Campbell Capital Management
Miami,
Florida
| US$ 163 mi | +US$ 28,7 mi | +21% | 12,9% | – | 59 | 25,42% | 0,6 |
|
| 4174 |
4174
Cape Ann Asset Management
London,
United Kingdom
| US$ 163 mi | – | – | 15,4% | 199% | 8 | – | 0 |
|
| 4175 |
4175
First Ascent Asset Management
Denver,
Colorado
| US$ 163 mi | – | – | 4,7% | 4,15% | 32 | – | 0 |
|