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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 124 mi | -US$ 5,04 mi | -4% | 1,4% | 76,5% | 133 | 30,83% | 2,2 |
|
| 4327 |
4327
MONECO Advisors
Fairfield,
Connecticut
| US$ 124 mi | +US$ 844 mil | +0,7% | 3,15% | 70,5% | 141 | 10,64% | 0,4 |
|
| 4328 |
4328
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 124 mi | -US$ 10,6 mi | -8% | 3% | 47,8% | 427 | 5,39% | 1,3 |
|
| 4329 |
4329
9258 Wealth Management
Blue Ash,
Ohio
| US$ 124 mi | +US$ 6,44 mi | +5% | 3% | 49,6% | 198 | 17,17% | 0,4 |
|
| 4330 |
4330
Elm Ridge Management
Briarcliff Manor,
New York
| US$ 124 mi | -US$ 10,4 mi | -8% | 5,9% | 93,6% | 34 | 26,47% | 2,3 |
|
| 4331 |
4331
Donor Advised Charitable Giving
San Francisco,
California
| US$ 124 mi | +US$ 4,78 mi | +4% | 4,02% | 365% | 56 | 57,14% | 0,4 |
|
| 4332 |
4332
Northwest Wealth Management
Spencer,
Iowa
| US$ 124 mi | -US$ 8,71 mi | -7% | 2,08% | 63,4% | 543 | 78,27% | 1,8 |
|
| 4333 |
4333
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 124 mi | +US$ 6,53 mi | +6% | 7,3% | 401% | 73 | 27,4% | 1,5 |
|
| 4334 |
4334
Great Point Wealth Advisors
Boston,
Massachusetts
| US$ 124 mi | +US$ 6,06 mi | +5% | 2,38% | – | 45 | 6,67% | 0,5 |
|
| 4335 |
4335
First Financial Corp
Terre Haute,
Indiana
| US$ 124 mi | -US$ 10,1 mi | -8% | 1,35% | 95,3% | 325 | 7,38% | 4,7 |
|
| 4336 |
4336
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 124 mi | +US$ 572 mil | +0,5% | 3,83% | 80,7% | 24 | 8,33% | 3,8 |
|
| 4337 |
4337
Harborview Advisors
Portland,
Maine
| US$ 124 mi | +US$ 8,22 mi | +7% | 2,26% | 27,1% | 87 | 11,49% | 0,9 |
|
| 4338 |
4338
Defender Capital
Charlotte,
North Carolina
| US$ 124 mi | -US$ 1,42 mi | -1% | 1,54% | 101% | 16 | 0% | 0,5 |
|
| 4339 |
4339
Shilanski & Associates
Anchorage,
Alaska
| US$ 123 mi | – | – | 4,12% | 84,2% | 91 | – | 0 |
|
| 4340 |
4340
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 123 mi | -US$ 7,22 mi | -6% | 3,18% | 107% | 99 | 13,13% | 2,9 |
|
| 4341 |
RCA
4341
Rex Capital Advisors
Providence,
Rhode Island
| US$ 123 mi | +US$ 3,2 mi | +3% | 3,17% | 7,31% | 17 | 5,88% | 3,4 |
|
| 4342 |
WC
4342
Weil Company
San Diego,
California
| US$ 123 mi | +US$ 3,57 mi | +3% | 7,67% | 71,7% | 110 | 17,27% | 1,1 |
|
| 4343 |
4343
GVO Asset Management
Zug,
Switzerland
| US$ 123 mi | +US$ 8,95 mi | +8% | 0,83% | 71,2% | 11 | 63,64% | 0,6 |
|
| 4344 |
HWC
4344
Hill Winds Capital
High Falls,
New York
| US$ 123 mi | -US$ 300 mil | -0,2% | 0,61% | 8,52% | 36 | 58,33% | 0,3 |
|
| 4345 |
4345
Groesbeck Investment Management
Paramus,
New Jersey
| US$ 123 mi | -US$ 8,08 mi | -6% | 1,48% | 147% | 104 | 14,42% | 2,7 |
|
| 4346 |
4346
Half Sky Capital (UK)
London,
United Kingdom
| US$ 123 mi | +US$ 2,34 mi | +2% | 3,2% | 13% | 8 | 50% | 0,4 |
|
| 4347 |
4347
TRB Advisors
New York
| US$ 123 mi | -US$ 211 mi | -63% | 7,65% | 64% | 20 | 45% | 1,6 |
|
| 4348 |
RMSCM
4348
R.M. Sincerbeaux Capital Management
New York
| US$ 123 mi | -US$ 1,24 mi | -1% | 6,01% | 76,4% | 53 | 7,55% | 4,6 |
|
| 4349 |
4349
S. Muoio & Co
New York
| US$ 123 mi | +US$ 13,7 mi | +13% | 11,4% | 327% | 88 | 40,91% | 2 |
|
| 4350 |
4350
Cerebellum
San Francisco,
California
| US$ 123 mi | +US$ 7,63 mi | +7% | 2,43% | – | 550 | 45,82% | 0,5 |
|