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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 434 mi | +US$ 47,9 mi | +12% | 12,1% | 52,9% | 1.354 | 8,57% | 1,4 |
|
| 4277 |
4277
B. Riley Financial
Los Angeles,
California
| US$ 434 mi | -US$ 22,7 mi | -5% | 0,19% | 682% | 45 | 68,89% | 0,6 |
|
| 4278 |
4278
Creative Capital Management Investments
San Diego,
California
| US$ 433 mi | +US$ 85 mi | +24% | 10,2% | 53,6% | 1.463 | 79,56% | 0,4 |
|
| 4279 |
4279
Shah Wealth Advisors
Chino Hills,
California
| US$ 433 mi | – | – | 15,8% | – | 79 | – | 0 |
|
| 4280 |
4280
Safeguard Investment Advisory Group
Corona,
California
| US$ 433 mi | +US$ 71,1 mi | +20% | 21,8% | 84,3% | 184 | 25,54% | 2,4 |
|
| 4281 |
4281
Heights Capital Management
San Francisco,
California
| US$ 433 mi | +US$ 74,3 mi | +21% | 27,4% | – | 429 | 62,94% | 0,3 |
|
| 4282 |
4282
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 433 mi | +US$ 92 mi | +27% | 15,6% | 73,8% | 151 | 21,19% | 2,1 |
|
| 4283 |
4283
Greenstone Partners & Co
Larkspur,
California
| US$ 433 mi | +US$ 37,5 mi | +9% | 21,7% | 527% | 9 | 11,11% | 4,1 |
|
| 4284 |
4284
Cornerstone Planning
Charlotte,
North Carolina
| US$ 432 mi | -US$ 10,7 mi | -2% | 14,2% | – | 143 | 6,29% | 1,1 |
|
| 4285 |
4285
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 432 mi | +US$ 5,27 mi | +1% | 16,8% | 96% | 93 | 26,88% | 2,2 |
|
| 4286 |
IPA
4286
Investment Planning Advisors
Cumming,
Georgia
| US$ 432 mi | +US$ 68,6 mi | +19% | 12,4% | – | 121 | 14,88% | 1,2 |
|
| 4287 |
MCM
4287
Monimus Capital Management
Woodbridge,
New Jersey
| US$ 432 mi | +US$ 71,1 mi | +20% | 16,1% | – | 66 | 31,82% | 0,7 |
|
| 4288 |
4288
Gradient Capital Advisors
San Diego,
California
| US$ 432 mi | +US$ 46 mi | +12% | 14,4% | 78,5% | 185 | 7,57% | 4,8 |
|
| 4289 |
4289
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 432 mi | +US$ 102 mi | +31% | 16,4% | 38,8% | 789 | 68,19% | 0,3 |
|
| 4290 |
BPH
4290
Boundless Plain Holdings
Hong Kong,
| US$ 432 mi | +US$ 128 mi | +42% | 147% | – | 24 | 62,5% | 0,4 |
|
| 4291 |
4291
Siemens Pension Trust
Munich Germany,
Germany
| US$ 431 mi | -US$ 5,74 mi | -1% | 44,5% | 25,4% | 1 | 0% | 3,5 |
|
| 4292 |
4292
BWM Planning
The Woodlands,
Texas
| US$ 431 mi | +US$ 52,1 mi | +14% | 10,4% | – | 102 | 17,65% | 1,3 |
|
| 4293 |
4293
Ripple Effect Asset Management
New York
| US$ 431 mi | -US$ 247 mi | -36% | 21,8% | – | 34 | 58,82% | 0,4 |
|
| 4294 |
CWM
4294
CCG Wealth Management
San Diego,
California
| US$ 431 mi | +US$ 62,2 mi | +17% | 18,5% | 82,6% | 162 | 22,84% | 2,3 |
|
| 4295 |
PWMG
4295
Private Wealth Management Group
Princeton,
New Jersey
| US$ 431 mi | +US$ 50,2 mi | +13% | 9,83% | 63,2% | 1.526 | 11,21% | 2 |
|
| 4296 |
4296
Cat Rock Capital Management
Greenwich,
Connecticut
| US$ 431 mi | -US$ 213 mi | -33% | 15,5% | 66,7% | 14 | 50% | 2,1 |
|
| 4297 |
4297
Doma Perpetual Capital Management
Miami,
Florida
| US$ 431 mi | +US$ 58,4 mi | +16% | 5,35% | – | 13 | 15,38% | 1,3 |
|
| 4298 |
4298
BOS Asset Management
Springfield,
Illinois
| US$ 431 mi | +US$ 39,2 mi | +10% | 13,9% | 70,3% | 223 | 18,83% | 2,1 |
|
| 4299 |
PA
4299
PSI Advisors
Tampa,
Florida
| US$ 430 mi | +US$ 12,9 mi | +3% | 13,9% | 58,2% | 174 | 23,56% | 3,1 |
|
| 4300 |
4300
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 430 mi | +US$ 59,8 mi | +16% | 22,9% | 108% | 119 | 18,49% | 3,3 |
|