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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
ACM
4451
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 403 mi | +US$ 44,1 mi | +12% | 14,1% | 60% | 110 | 10,91% | 2,5 |
|
| 4452 |
WI
4452
WBI Investments
Red Bank,
New Jersey
| US$ 403 mi | +US$ 41,1 mi | +11% | 20,6% | 97,3% | 381 | 52,76% | 0,8 |
|
| 4453 |
BHBT
4453
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 403 mi | +US$ 41,5 mi | +11% | 13,6% | 67,8% | 255 | 11,37% | 5,1 |
|
| 4454 |
OFP
4454
OLIO Financial Planning
Mclean,
Virginia
| US$ 403 mi | +US$ 42,2 mi | +12% | 11% | 47,8% | 73 | 8,22% | 2,8 |
|
| 4455 |
CYG
4455
Clean Yield Group
Norwich,
Vermont
| US$ 403 mi | +US$ 47,8 mi | +13% | 14,5% | 65% | 413 | 11,14% | 5,1 |
|
| 4456 |
OAJ
4456
Ogorek Anthony Joseph
Williamsville,
New York
| US$ 403 mi | +US$ 37,8 mi | +10% | 12,6% | 61,1% | 712 | 5,48% | 2,7 |
|
| 4457 |
MWM
4457
Manske Wealth Management
Houston,
Texas
| US$ 403 mi | +US$ 45,7 mi | +13% | 12% | – | 235 | 12,34% | 1,2 |
|
| 4458 |
GAM
4458
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 403 mi | +US$ 60,9 mi | +18% | 25,2% | 172% | 150 | 11,33% | 2,4 |
|
| 4459 |
SWM
4459
Sterling Wealth Management
Champaign,
Illinois
| US$ 402 mi | +US$ 38 mi | +10% | 10,3% | – | 121 | 11,57% | 1,9 |
|
| 4460 |
GMF
4460
Grace & Mercy Foundation
New York
| US$ 402 mi | -US$ 7,99 mi | -2% | 4,59% | 67,6% | 21 | 0% | 2,4 |
|
| 4461 |
C
4461
Cliffwater
Marina Del Rey,
California
| US$ 402 mi | +US$ 24,3 mi | +6% | 6,39% | 29,4% | 22 | 9,09% | 4,6 |
|
| 4462 |
PCM
4462
Ping Capital Management
New York
| US$ 401 mi | +US$ 50,7 mi | +14% | 0,51% | – | 106 | 33,96% | 1 |
|
| 4463 |
HWMO
4463
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$ 401 mi | +US$ 199 mi | +98% | 15,6% | – | 277 | 45,13% | 0,9 |
|
| 4464 |
ACM
4464
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$ 401 mi | +US$ 100 mi | +33% | 24,8% | 98,2% | 174 | 22,99% | 1,4 |
|
| 4465 |
WG
4465
Wealth Group
Raleigh,
North Carolina
| US$ 401 mi | +US$ 294 mi | +274% | 15,4% | – | 118 | 35,59% | 1,4 |
|
| 4466 |
PFS
4466
Physicians Financial Services
Raleigh,
North Carolina
| US$ 401 mi | +US$ 35,5 mi | +10% | 15,4% | 100% | 107 | 3,74% | 7,1 |
|
| 4467 |
RAM
4467
Redmond Asset Management
Henrico,
Virginia
| US$ 401 mi | +US$ 34,4 mi | +9% | 10,9% | 61,5% | 204 | 5,88% | 4,7 |
|
| 4468 |
I
4468
InterCapital
Austin,
Texas
| US$ 401 mi | +US$ 101 mi | +34% | 45,9% | – | 169 | 64,5% | 0,2 |
|
| 4469 |
OCM
4469
OLP Capital Management
Causeway Bay,
Hong Kong
| US$ 400 mi | -US$ 542 mi | -58% | 11% | 146% | 9 | 55,56% | 0,8 |
|
| 4470 |
PCM
4470
Presidio Capital Management
San Diego,
California
| US$ 400 mi | +US$ 55,6 mi | +16% | 12,9% | 56,1% | 96 | 28,13% | 1,8 |
|
| 4471 |
TWM
4471
TriaGen Wealth Management
Calabasas,
California
| US$ 400 mi | +US$ 33,8 mi | +9% | 19% | 132% | 211 | 31,28% | 2,5 |
|
| 4472 |
EWM
4472
Elmwood Wealth Management
Berkeley,
California
| US$ 400 mi | +US$ 38,2 mi | +11% | 10,9% | 42,1% | 203 | 13,79% | 3,2 |
|
| 4473 |
FFO
4473
Fiduciary Family Office
Boca Raton,
Florida
| US$ 400 mi | +US$ 48,9 mi | +14% | 16,8% | – | 198 | 20,2% | 1 |
|
| 4474 |
SCA
4474
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 400 mi | +US$ 65,7 mi | +20% | 16,8% | 78% | 166 | 15,66% | 2,5 |
|
| 4475 |
AA
4475
Argent Advisors
Monroe,
Louisiana
| US$ 400 mi | +US$ 33,5 mi | +9% | 10,3% | 63,1% | 191 | 12,04% | 3,6 |
|