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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 281 mi | -US$ 10,7 mi | -4% | 2,42% | 107% | 85 | 2,35% | 4,5 |
|
| 4552 |
4552
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 281 mi | +US$ 6,48 mi | +2% | 0,71% | 78% | 186 | 16,67% | 2,2 |
|
| 4553 |
4553
JAT Capital Management
Greenwich,
Connecticut
| US$ 281 mi | -US$ 351 mi | -55% | 24,8% | 734% | 50 | 80% | 0,2 |
|
| 4554 |
NC
4554
Nokomis Capital
Dallas,
Texas
| US$ 281 mi | +US$ 643 mil | +0,2% | 0,95% | 145% | 67 | 29,85% | 1,9 |
|
| 4555 |
CWM
4555
Cedar Wealth Management
Walnut Creek,
California
| US$ 281 mi | +US$ 4,54 mi | +2% | 0,78% | 68,1% | 204 | 10,78% | 4,2 |
|
| 4556 |
4556
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| US$ 281 mi | -US$ 10,3 mi | -4% | 2,34% | 67,9% | 90 | 10% | 3,1 |
|
| 4557 |
4557
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 281 mi | +US$ 47,4 mi | +20% | 3,77% | 33,2% | 95 | 44,21% | 0,7 |
|
| 4558 |
4558
Harber Asset Management
Asheville,
North Carolina
| US$ 281 mi | -US$ 52,9 mi | -16% | 0,64% | 63,6% | 42 | 47,62% | 1,2 |
|
| 4559 |
4559
Somerset Trust
Somerset,
Pennsylvania
| US$ 281 mi | +US$ 15,1 mi | +6% | 0,91% | 80,5% | 174 | 13,79% | 5,5 |
|
| 4560 |
4560
Fortitude Family Office
Scottsdale,
Arizona
| US$ 281 mi | +US$ 533 mil | +0,2% | 2,2% | 81,1% | 1.303 | 13,12% | 1 |
|
| 4561 |
4561
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 281 mi | +US$ 3,39 mi | +1% | 1,48% | 81,9% | 104 | 7,69% | 3,4 |
|
| 4562 |
4562
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 281 mi | -US$ 8,12 mi | -3% | 0,99% | 106% | 167 | 20,96% | 2,2 |
|
| 4563 |
4563
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$ 281 mi | +US$ 12 mi | +4% | 3,47% | 59,2% | 83 | 9,64% | 3 |
|
| 4564 |
4564
Seaside Wealth Management
Carlsbad,
California
| US$ 280 mi | +US$ 7,1 mi | +3% | 0,95% | 53,4% | 61 | 4,92% | 2,2 |
|
| 4565 |
4565
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 280 mi | -US$ 11,2 mi | -4% | 1,2% | 65,9% | 160 | 3,75% | 5,4 |
|
| 4566 |
LJHT
4566
Laurie J. Hall Trustee
| US$ 280 mi | -US$ 24,4 mi | -8% | 0,34% | 105% | 251 | 56,18% | 8,8 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 280 mi | +US$ 7,63 mi | +3% | 0,13% | 41,2% | 86 | 9,3% | 1,5 |
|
| 4568 |
4568
Plan Group Financial
Oklahoma City,
Oklahoma
| US$ 280 mi | +US$ 90,8 mi | +48% | 1,15% | 63,4% | 161 | 36,65% | 1 |
|
| 4569 |
4569
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 280 mi | -US$ 4,63 mi | -2% | 1,15% | 91,5% | 180 | 6,67% | 2,4 |
|
| 4570 |
4570
Newton One Investments
Newark,
Delaware
| US$ 280 mi | +US$ 20,2 mi | +8% | 1,35% | 42% | 122 | 3,28% | 1,6 |
|
| 4571 |
4571
Highland Financial Advisors
Wayne,
New Jersey
| US$ 280 mi | -US$ 9,08 mi | -3% | 3,48% | 70% | 60 | 16,67% | 1,9 |
|
| 4572 |
LCM
4572
Lynx1 Capital Management
San Juan,
Puerto Rico
| US$ 279 mi | +US$ 12,5 mi | +5% | 4,47% | 883% | 20 | 40% | 1,2 |
|
| 4573 |
4573
SMART Wealth
Omaha,
Nebraska
| US$ 279 mi | -US$ 1,91 mi | -0,7% | 1,05% | 83,6% | 174 | 28,16% | 0,9 |
|
| 4574 |
4574
Redwood Grove Capital
Palo Alto,
California
| US$ 279 mi | -US$ 44 mi | -14% | 9,39% | 79,8% | 25 | 16% | 2,4 |
|
| 4575 |
FCT
4575
Family Capital Trust
Peabody,
Massachusetts
| US$ 279 mi | -US$ 16,2 mi | -5% | 2,99% | 39,1% | 65 | 13,85% | 6,7 |
|