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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
Westend Capital Management
Sausalito,
California
| US$ 285 mi | +US$ 26,7 mi | +10% | 13,1% | – | 334 | 37,13% | 1,3 |
|
| 4327 |
4327
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 285 mi | -US$ 1,64 mi | -0,6% | 2,51% | 84,3% | 212 | 25% | 2,4 |
|
| 4328 |
4328
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 285 mi | +US$ 3,3 mi | +1% | 2,78% | 26,6% | 117 | 5,98% | 4,5 |
|
| 4329 |
4329
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 284 mi | +US$ 18,4 mi | +7% | 1,03% | 41,9% | 139 | 17,99% | 1 |
|
| 4330 |
TPWM
4330
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 284 mi | +US$ 11,2 mi | +4% | 0,4% | 50,7% | 181 | 6,63% | 2 |
|
| 4331 |
4331
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 284 mi | +US$ 19,3 mi | +7% | 1,98% | 59,6% | 146 | 19,18% | 2,3 |
|
| 4332 |
ECG
4332
EPIQ Capital Group
San Francisco,
California
| US$ 284 mi | +US$ 32,9 mi | +13% | 1,72% | 6,25% | 72 | 16,67% | 2,2 |
|
| 4333 |
4333
Stolper & Co
Tulsa,
Oklahoma
| US$ 284 mi | +US$ 6,9 mi | +2% | 1,61% | 77,1% | 87 | 0% | 3,4 |
|
| 4334 |
4334
Reverence Capital Partners
New York
| US$ 284 mi | +US$ 184 mi | +186% | 0% | 5,38% | 2 | 50% | 0,3 |
|
| 4335 |
4335
AA Financial Advisors
Columbus,
Ohio
| US$ 284 mi | +US$ 35,8 mi | +14% | 1,62% | 68,8% | 168 | 13,69% | 0,3 |
|
| 4336 |
4336
Curtis Advisory Group
Santa Barbara,
California
| US$ 284 mi | +US$ 25,3 mi | +10% | 3,98% | 67,6% | 98 | 10,2% | 2,7 |
|
| 4337 |
4337
Shoker Investment Counsel
Oxford,
Ohio
| US$ 283 mi | +US$ 3,28 mi | +1% | 0,96% | 83,8% | 103 | 6,8% | 5,5 |
|
| 4338 |
4338
Hillman Capital Management
Bethesda,
Maryland
| US$ 283 mi | -US$ 27,9 mi | -9% | 5,11% | 20,2% | 54 | 5,56% | 3,2 |
|
| 4339 |
4339
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$ 283 mi | +US$ 2,89 mi | +1% | 0,78% | 67,5% | 108 | 12,04% | 2,4 |
|
| 4340 |
4340
GSG Advisors
Mount Laurel,
New Jersey
| US$ 283 mi | +US$ 10,8 mi | +4% | 4,17% | 88% | 112 | 12,5% | 0,6 |
|
| 4341 |
4341
HT Partners
Centerbrook,
Connecticut
| US$ 283 mi | +US$ 6,74 mi | +2% | 2,55% | 71,1% | 52 | 9,62% | 5,1 |
|
| 4342 |
4342
Prudent Man Advisors
Naperville,
Illinois
| US$ 283 mi | +US$ 16,3 mi | +6% | 2,15% | 82,8% | 184 | 9,78% | 2,6 |
|
| 4343 |
4343
West Wealth Group
Irvine,
California
| US$ 283 mi | +US$ 12,9 mi | +5% | 3,97% | 79,8% | 84 | 9,52% | 1,4 |
|
| 4344 |
4344
Modus Advisors
Excelsior,
Minnesota
| US$ 283 mi | +US$ 12,6 mi | +5% | 1,99% | 89,5% | 107 | 4,67% | 2,9 |
|
| 4345 |
4345
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$ 283 mi | +US$ 13,6 mi | +5% | 2,3% | 31,3% | 197 | 45,69% | 0,4 |
|
| 4346 |
4346
Henry James International Management
New York
| US$ 283 mi | -US$ 41,7 mi | -13% | 1,02% | 125% | 129 | 24,81% | 4,8 |
|
| 4347 |
4347
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$ 282 mi | +US$ 22,1 mi | +8% | 0,6% | 13,4% | 4 | 25% | 7,1 |
|
| 4348 |
4348
Operose Advisors
Milwaukee,
Wisconsin
| US$ 282 mi | -US$ 13,6 mi | -5% | 0,49% | 68,8% | 673 | 17,38% | 1,4 |
|
| 4349 |
4349
Beach Point Capital Management
Santa Monica,
California
| US$ 282 mi | -US$ 3,55 mi | -1% | 3,22% | 84,1% | 12 | 16,67% | 1,6 |
|
| 4350 |
4350
SailingStone Capital Partners
Houston,
Texas
| US$ 282 mi | +US$ 6,76 mi | +2% | 1,96% | 152% | 15 | 13,33% | 2,8 |
|