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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Davidson Capital Management
Corpus Christi,
Texas
| US$ 200 mi | +US$ 35,8 mi | +22% | 7,02% | 79,4% | 85 | 4,71% | 1,9 |
|
| 4727 |
4727
Selective Wealth Management
Forest,
Virginia
| US$ 200 mi | – | – | 5,08% | 74,4% | 118 | – | 2,5 |
|
| 4728 |
4728
West Branch Capital
Amherst,
Massachusetts
| US$ 200 mi | +US$ 20,9 mi | +12% | 13,9% | 156% | 471 | 7,64% | 2,2 |
|
| 4729 |
4729
Camarda Financial Advisors
Fleming Island,
Florida
| US$ 200 mi | +US$ 67 mi | +50% | 9,34% | 196% | 88 | 47,73% | 1,1 |
|
| 4730 |
4730
Congress Park Capital
Saratoga Springs,
New York
| US$ 200 mi | +US$ 7,85 mi | +4% | 10,3% | 99,9% | 137 | 8,03% | 2,9 |
|
| 4731 |
LFGO
4731
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 200 mi | +US$ 19,3 mi | +11% | 5,23% | 64,2% | 73 | 16,44% | 0,4 |
|
| 4732 |
4732
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 200 mi | +US$ 17,6 mi | +10% | 8,7% | 47,8% | 112 | 4,46% | 3,9 |
|
| 4733 |
4733
Wynnefield Capital
New York
| US$ 200 mi | +US$ 45,6 mi | +30% | 39,5% | 52,1% | 20 | 10% | 3,7 |
|
| 4734 |
4734
3Chopt Investment Partners
Richmond,
Virginia
| US$ 200 mi | +US$ 12,2 mi | +7% | 7,75% | 116% | 147 | 12,24% | 0,5 |
|
| 4735 |
4735
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$ 200 mi | +US$ 12,2 mi | +6% | 7,18% | 125% | 70 | 4,29% | 4,2 |
|
| 4736 |
4736
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 200 mi | +US$ 53,1 mi | +36% | 31,2% | 151% | 4 | 25% | 0,8 |
|
| 4737 |
4737
Cota Capital Management
San Francisco,
California
| US$ 199 mi | +US$ 14,6 mi | +8% | 11,4% | 46% | 11 | 0% | 2,8 |
|
| 4738 |
4738
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 199 mi | +US$ 5,19 mi | +3% | 5,81% | 78,7% | 159 | 30,19% | 1,8 |
|
| 4739 |
4739
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 199 mi | +US$ 13,6 mi | +7% | 7,35% | 103% | 56 | 14,29% | 3,1 |
|
| 4740 |
LWMM
4740
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 199 mi | +US$ 18,2 mi | +10% | 8,36% | 89,1% | 76 | 10,53% | 2,8 |
|
| 4741 |
4741
FSM Wealth Advisors
Cleveland,
Ohio
| US$ 199 mi | +US$ 27 mi | +16% | 6,42% | 62,8% | 178 | 19,66% | 0,7 |
|
| 4742 |
4742
Pharo Management
New York
| US$ 199 mi | +US$ 3,49 mi | +2% | 0,24% | – | 8 | 50% | 1 |
|
| 4743 |
IP
4743
Isomer Partners
New York
| US$ 199 mi | -US$ 11,2 mi | -5% | 12,3% | 57,2% | 21 | 47,62% | 1,1 |
|
| 4744 |
4744
Newport Capital Group
Red Bank,
New Jersey
| US$ 199 mi | +US$ 112 mi | +129% | 7,62% | – | 69 | 73,91% | 0,1 |
|
| 4745 |
4745
Bullseye Asset Management
Denver,
Colorado
| US$ 199 mi | +US$ 3 mi | +2% | 6,22% | 81% | 74 | 6,76% | 2,7 |
|
| 4746 |
4746
Golden Gate Private Equity
San Francisco,
California
| US$ 199 mi | -US$ 24,3 mi | -11% | 10,8% | 8,72% | 3 | 0% | 2,3 |
|
| 4747 |
GWM
4747
Gray Wealth Management
Bangor,
Maine
| US$ 199 mi | +US$ 15,6 mi | +9% | 5,96% | 22,1% | 134 | 9,7% | 2,2 |
|
| 4748 |
4748
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 199 mi | -US$ 22,8 mi | -10% | 3,29% | 112% | 53 | 54,72% | 0,3 |
|
| 4749 |
4749
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 199 mi | +US$ 7,15 mi | +4% | 3,92% | 40% | 72 | 0% | 1,2 |
|
| 4750 |
4750
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 199 mi | +US$ 10,4 mi | +6% | 7,57% | 80,3% | 114 | 9,65% | 2,6 |
|