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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Lion Street Advisors
Austin,
Texas
| US$ 270 mi | +US$ 25,3 mi | +10% | 0,41% | 38% | 283 | 19,08% | 1,4 |
|
| 4477 |
4477
Oxler Private Wealth
Rye Brook,
New York
| US$ 270 mi | +US$ 15,1 mi | +6% | 4,57% | 119% | 88 | 7,95% | 2,6 |
|
| 4478 |
RFG
4478
RFP Financial Group
Atlanta,
Georgia
| US$ 270 mi | +US$ 13,9 mi | +5% | 1,72% | 53,2% | 952 | 13,13% | 1 |
|
| 4479 |
4479
First Washington Corp
Seattle,
Washington
| US$ 270 mi | +US$ 8,55 mi | +3% | 3,62% | 142% | 59 | 6,78% | 3,9 |
|
| 4480 |
4480
Greenfield Seitz Capital Management
Dallas,
Texas
| US$ 270 mi | +US$ 1,59 mi | +0,6% | 1,19% | – | 108 | 8,33% | 0,5 |
|
| 4481 |
4481
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 270 mi | +US$ 8,21 mi | +3% | 2,84% | 81,6% | 92 | 4,35% | 2,6 |
|
| 4482 |
4482
Value Star Asset Management
Hong Kong
| US$ 270 mi | -US$ 20,1 mi | -7% | 9,56% | – | 24 | 33,33% | 0,9 |
|
| 4483 |
4483
Glassy Mountain Advisors
Bethesda,
Maryland
| US$ 270 mi | +US$ 4,07 mi | +2% | 2,3% | 91,5% | 56 | 3,57% | 0,9 |
|
| 4484 |
4484
Passive Capital Management
Baltimore,
Maryland
| US$ 269 mi | +US$ 13,9 mi | +5% | 0,46% | 37,7% | 67 | 13,43% | 1,7 |
|
| 4485 |
4485
BNC Wealth Management
Beaverton,
Oregon
| US$ 269 mi | +US$ 35,5 mi | +15% | 7,48% | 204% | 112 | 21,43% | 2,3 |
|
| 4486 |
4486
West Branch Capital
Amherst,
Massachusetts
| US$ 269 mi | +US$ 21,3 mi | +9% | 10,3% | 156% | 438 | 5,48% | 3 |
|
| 4487 |
4487
Highland Financial Advisors
Wayne,
New Jersey
| US$ 269 mi | +US$ 19,1 mi | +8% | 2,47% | 70% | 58 | 13,79% | 1,4 |
|
| 4488 |
4488
Flagstone Financial Management
Lincoln,
Nebraska
| US$ 269 mi | +US$ 10 mi | +4% | 0,71% | 43,9% | 45 | 4,44% | 1,2 |
|
| 4489 |
4489
First United Bank & Trust
Oakland,
Maryland
| US$ 269 mi | -US$ 1,38 mi | -0,5% | 2,14% | 78% | 423 | 6,86% | 2,5 |
|
| 4490 |
4490
Auour Investments
Woburn,
Massachusetts
| US$ 269 mi | -US$ 2,47 mi | -0,9% | 0,88% | 35,5% | 82 | 7,32% | 0,9 |
|
| 4491 |
SM
4491
Samjo Management
New York
| US$ 268 mi | -US$ 15,8 mi | -6% | 1,47% | – | 58 | 13,79% | 0,5 |
|
| 4492 |
4492
Newbridge Financial Services Group
Boca Raton,
Florida
| US$ 268 mi | +US$ 39,4 mi | +17% | 7,27% | 189% | 1.257 | 19,97% | 2,2 |
|
| 4493 |
4493
Westwood Wealth Management
Los Angeles,
California
| US$ 268 mi | +US$ 63,9 mi | +31% | 22,2% | 425% | 43 | 6,98% | 1,6 |
|
| 4494 |
4494
First Citizens Asset Management
Raleigh,
North Carolina
| US$ 268 mi | +US$ 4,24 mi | +2% | 1,28% | 44,2% | 33 | 0% | 1,4 |
|
| 4495 |
4495
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 268 mi | +US$ 7,27 mi | +3% | 4,27% | 71,9% | 95 | 5,26% | 6 |
|
| 4496 |
4496
BBJS Financial Advisors
Seattle,
Washington
| US$ 268 mi | -US$ 12,2 mi | -4% | 2,48% | – | 189 | 36,51% | 0,9 |
|
| 4497 |
4497
Seascape Capital Management
Portsmouth,
New Hampshire
| US$ 268 mi | -US$ 921 mil | -0,3% | 0,84% | 111% | 107 | 10,28% | 2,7 |
|
| 4498 |
4498
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 268 mi | -US$ 21,7 mi | -7% | 0,4% | 43,7% | 34 | 2,94% | 3,6 |
|
| 4499 |
4499
Central Asset Investments & Management Holdings
Hong Kong
| US$ 268 mi | +US$ 145 mi | +118% | 19,1% | 3.210% | 67 | 55,22% | 0,6 |
|
| 4500 |
4500
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| US$ 268 mi | +US$ 31,8 mi | +13% | 7,48% | – | 589 | 6,96% | 2,3 |
|