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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Wealth Effects
Boston,
Massachusetts
| US$ 203 mi | -US$ 24,7 mi | -11% | 8,7% | 235% | 208 | 8,17% | 1,4 |
|
| 4627 |
4627
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 202 mi | +US$ 82,8 mi | +69% | 19% | 58,2% | 22 | 9,09% | 1,4 |
|
| 4628 |
4628
Praetorian PR
Rincon,
Puerto Rico
| US$ 202 mi | +US$ 35,6 mi | +21% | 8,68% | 80,3% | 32 | 21,88% | 0,3 |
|
| 4629 |
4629
West Oak Capital
Westlake Village,
California
| US$ 201 mi | -US$ 4,43 mi | -2% | 2,39% | 110% | 326 | 2,45% | 5,7 |
|
| 4630 |
WC
4630
Weil Company
San Diego,
California
| US$ 201 mi | -US$ 23,4 mi | -10% | 4,24% | 71,7% | 154 | 19,48% | 2,8 |
|
| 4631 |
4631
Davidson Capital Management
Corpus Christi,
Texas
| US$ 201 mi | +US$ 719 mil | +0,4% | 3,06% | 79,4% | 86 | 8,14% | 2,1 |
|
| 4632 |
4632
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 201 mi | +US$ 29,4 mi | +17% | 1,8% | 44,1% | 49 | 16,33% | 1,4 |
|
| 4633 |
TPWM
4633
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 201 mi | +US$ 12,9 mi | +7% | 2,65% | 56,8% | 176 | 9,66% | 1,5 |
|
| 4634 |
4634
Finepoint Capital
Boston,
Massachusetts
| US$ 201 mi | -US$ 88,3 mi | -31% | 12,5% | 27,4% | 39 | 28,21% | 1,2 |
|
| 4635 |
SHFP
4635
Second Half Financial Partners
Sebring,
Florida
| US$ 201 mi | -US$ 237 mi | -54% | 2,82% | 36,8% | 157 | 76,43% | 1,1 |
|
| 4636 |
4636
Allred Capital Management
Dallas,
Texas
| US$ 201 mi | -US$ 3,08 mi | -2% | 2,52% | 73,5% | 161 | 6,83% | 3,8 |
|
| 4637 |
4637
Atlantic Investment Management
New York
| US$ 201 mi | -US$ 2,41 mi | -1% | 2,77% | 28,8% | 11 | 36,36% | 1,6 |
|
| 4638 |
4638
Vesey Street Capital Partners
New York
| US$ 201 mi | -US$ 52,2 mi | -21% | 20,6% | 47,8% | 1 | 0% | 1,8 |
|
| 4639 |
4639
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 200 mi | +US$ 2,14 mi | +1% | 0,16% | 350% | 133 | 45,86% | 1,3 |
|
| 4640 |
4640
Adirondack Trust Company
Saratoga Springs,
New York
| US$ 200 mi | -US$ 13,6 mi | -6% | 3,29% | 96,7% | 496 | 9,27% | 5,4 |
|
| 4641 |
4641
ABLE Financial Group
Scottsdale,
Arizona
| US$ 200 mi | +US$ 6,86 mi | +4% | 3,39% | 64,2% | 160 | 25,63% | 0,4 |
|
| 4642 |
4642
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 200 mi | -US$ 11,2 mi | -5% | 2,24% | 155% | 91 | 4,4% | 1,7 |
|
| 4643 |
4643
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 200 mi | -US$ 4,28 mi | -2% | 3,68% | 73,8% | 76 | 10,53% | 1,3 |
|
| 4644 |
HRC
4644
Hoertkorn Richard Charles
| US$ 200 mi | -US$ 7,74 mi | -4% | 3,29% | 182% | 86 | 6,98% | 6,7 |
|
| 4645 |
4645
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 200 mi | -US$ 13,6 mi | -6% | 3,77% | 65,8% | 126 | 20,63% | 1,8 |
|
| 4646 |
4646
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$ 200 mi | -US$ 5,89 mi | -3% | 4,46% | 62,6% | 104 | 4,81% | 1,4 |
|
| 4647 |
4647
Long Path Partners
Stamford,
Connecticut
| US$ 200 mi | -US$ 27,8 mi | -12% | 3,79% | 9,18% | 20 | 55% | 1,2 |
|
| 4648 |
4648
GoalVest Advisory
New York
| US$ 200 mi | +US$ 5,82 mi | +3% | 3,56% | 94,8% | 486 | 27,78% | 0,9 |
|
| 4649 |
4649
Rede Wealth
Charlottesville,
Virginia
| US$ 199 mi | -US$ 11,2 mi | -5% | 0,05% | 84,4% | 100 | 21% | 2,1 |
|
| 4650 |
4650
Tempus Wealth Planning
Irvine,
California
| US$ 199 mi | -US$ 22,2 mi | -10% | 3,29% | 95% | 196 | 20,41% | 2 |
|