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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Mirsky Financial Management
Rochester,
New York
| US$ 242 mi | +US$ 18,2 mi | +8% | 4,95% | 39,3% | 54 | 16,67% | 1,7 |
|
| 4502 |
4502
Childress Capital Advisors
Houston,
Texas
| US$ 242 mi | -US$ 3,85 mi | -2% | 8% | 107% | 190 | 16,84% | 0,8 |
|
| 4503 |
4503
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$ 242 mi | -US$ 13,5 mi | -5% | 4,07% | 70,4% | 44 | 9,09% | 0,5 |
|
| 4504 |
PWP
4504
Personal Wealth Partners
Bloomington,
Minnesota
| US$ 242 mi | +US$ 4,98 mi | +2% | 7,07% | 37,2% | 83 | 16,87% | 1,9 |
|
| 4505 |
LA
4505
LFL Advisers
Evanston,
Illinois
| US$ 242 mi | +US$ 23,9 mi | +11% | 12,9% | 83% | 11 | 0% | 3,5 |
|
| 4506 |
4506
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 242 mi | +US$ 36,2 mi | +18% | 3,89% | 53,7% | 22 | 0% | 4,5 |
|
| 4507 |
4507
Venator Capital Management
Toronto,
Ontario, Canada
| US$ 242 mi | +US$ 31,2 mi | +15% | 4,67% | 154% | 70 | 27,14% | 0,7 |
|
| 4508 |
4508
Oxler Private Wealth
Rye Brook,
New York
| US$ 241 mi | +US$ 14,4 mi | +6% | 9,42% | 119% | 128 | 8,59% | 0,9 |
|
| 4509 |
4509
MBM Wealth Consultants
Chesterfield,
Missouri
| US$ 241 mi | +US$ 21,9 mi | +10% | 4,71% | 57,1% | 314 | 10,51% | 1,9 |
|
| 4510 |
4510
Wealth Effects
Boston,
Massachusetts
| US$ 241 mi | – | – | 5,44% | 235% | 215 | – | 0 |
|
| 4511 |
4511
Sweet Financial Partners
Fairmont,
Minnesota
| US$ 241 mi | – | – | 6,19% | 22,4% | 156 | – | 0 |
|
| 4512 |
4512
Game Creek Capital
Boston,
Massachusetts
| US$ 241 mi | +US$ 8,21 mi | +4% | 8,4% | 176% | 84 | 25% | 1,7 |
|
| 4513 |
4513
Gradient Capital Advisors
San Diego,
California
| US$ 240 mi | +US$ 22,1 mi | +10% | 8,2% | 78,5% | 125 | 5,6% | 2,7 |
|
| 4514 |
OFCM
4514
One Fin Capital Management
San Francisco,
California
| US$ 240 mi | +US$ 24,2 mi | +11% | 14,5% | 92% | 31 | 67,74% | 0,6 |
|
| 4515 |
WA
4515
WP Advisors
San Francisco,
California
| US$ 240 mi | -US$ 3,84 mi | -2% | 8,6% | 113% | 111 | 9,01% | 2,1 |
|
| 4516 |
4516
Autumn Glory Partners
Dallas,
Texas
| US$ 240 mi | – | – | 9,02% | 76% | 218 | – | 0 |
|
| 4517 |
4517
Affiance Financial
St. Louis Park,
Minnesota
| US$ 240 mi | +US$ 9,6 mi | +4% | 7% | 57,8% | 157 | 8,28% | 3,5 |
|
| 4518 |
4518
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 240 mi | +US$ 39,9 mi | +20% | 5,3% | 53,9% | 536 | 80,78% | 0,2 |
|
| 4519 |
4519
DFPG Investments
Sandy,
Utah
| US$ 239 mi | -US$ 24,8 mi | -9% | 6,53% | 38,2% | 199 | 19,1% | 1,7 |
|
| 4520 |
4520
Ceeto Capital Group
Coral Gables,
Florida
| US$ 239 mi | +US$ 25,6 mi | +12% | 12,6% | 94,4% | 159 | 7,55% | 2,9 |
|
| 4521 |
4521
FC Advisory
West Chester,
Pennsylvania
| US$ 239 mi | +US$ 15,2 mi | +7% | 4,16% | 46,6% | 69 | 7,25% | 4,1 |
|
| 4522 |
4522
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$ 239 mi | +US$ 28,9 mi | +14% | 6,85% | 81,6% | 80 | 20% | 1,5 |
|
| 4523 |
4523
Aprio Wealth Management
Atlanta,
Georgia
| US$ 239 mi | +US$ 19,8 mi | +9% | 5% | 66,1% | 82 | 20,73% | 1,1 |
|
| 4524 |
4524
Audent Global Asset Management
West Hollywood,
California
| US$ 239 mi | – | – | 10,1% | 112% | 46 | – | 0 |
|
| 4525 |
4525
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$ 239 mi | -US$ 43,8 mi | -15% | 12,2% | 667% | 10 | 10% | 0,8 |
|