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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 363 mi | +US$ 19,6 mi | +6% | 11,1% | 107% | 124 | 10,48% | 3,7 |
|
| 4752 |
HA
4752
Hamel Associates
Chatham,
New Jersey
| US$ 363 mi | +US$ 12,1 mi | +3% | 2,44% | 50,6% | 94 | 15,96% | 5,9 |
|
| 4753 |
4753
O'Brien Greene & Co
Media,
Pennsylvania
| US$ 362 mi | +US$ 9,09 mi | +3% | 4,55% | 90,9% | 149 | 16,11% | 4,1 |
|
| 4754 |
WMA
4754
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 362 mi | +US$ 72,8 mi | +25% | 14,9% | 111% | 268 | 17,91% | 3,5 |
|
| 4755 |
4755
Foresite Capital Management V
Larkspur,
California
| US$ 362 mi | +US$ 91,2 mi | +34% | 23,1% | 401% | 10 | 20% | 1,9 |
|
| 4756 |
4756
Alteri Wealth
Westlake Village,
California
| US$ 362 mi | +US$ 53,5 mi | +17% | 28,2% | – | 314 | 12,74% | 1,2 |
|
| 4757 |
SI
4757
Saxon Interests
Houston,
Texas
| US$ 362 mi | +US$ 71,8 mi | +25% | 15,7% | 81,2% | 256 | 18,75% | 1,7 |
|
| 4758 |
4758
Francisco Partners Management
San Francisco,
California
| US$ 361 mi | +US$ 69,6 mi | +24% | 26,8% | 14,3% | 3 | 0% | 5,3 |
|
| 4759 |
4759
Pamplona Capital Management
New York
| US$ 361 mi | -US$ 112 mi | -24% | 20,1% | – | 5 | 0% | 1,3 |
|
| 4760 |
4760
Solitude Financial Services
Charlottesville,
Virginia
| US$ 361 mi | +US$ 23,1 mi | +7% | 8,81% | 62,4% | 42 | 7,14% | 2,8 |
|
| 4761 |
4761
ParaFi Capital
New York
| US$ 361 mi | -US$ 101 mi | -22% | 10,3% | – | 31 | 48,39% | 0,5 |
|
| 4762 |
4762
HT Partners
Centerbrook,
Connecticut
| US$ 361 mi | +US$ 30,9 mi | +9% | 13,6% | 71,1% | 56 | 7,14% | 6,1 |
|
| 4763 |
4763
Mass General Brigham
Somerville,
Massachusetts
| US$ 361 mi | -US$ 108 mi | -23% | 17,2% | – | 6 | 0% | 1,1 |
|
| 4764 |
4764
WT Wealth Management
Scottsdale,
Arizona
| US$ 361 mi | +US$ 24,7 mi | +7% | 12,3% | 72% | 155 | 21,94% | 2,4 |
|
| 4765 |
4765
Demars Financial Group
Spokane Valley,
Washington
| US$ 361 mi | +US$ 57,2 mi | +19% | 13,8% | 69,1% | 126 | 28,57% | 2,1 |
|
| 4766 |
4766
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$ 361 mi | +US$ 17,5 mi | +5% | 4,17% | 69,7% | 61 | 6,56% | 6,6 |
|
| 4767 |
4767
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 360 mi | +US$ 45,7 mi | +15% | 7,23% | 68,3% | 123 | 16,26% | 3,4 |
|
| 4768 |
4768
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$ 360 mi | +US$ 31 mi | +9% | 10,1% | 83,3% | 69 | 5,8% | 6,4 |
|
| 4769 |
4769
Equita Financial Network
Fort Washington,
Pennsylvania
| US$ 360 mi | +US$ 42,2 mi | +13% | 9,6% | 50,5% | 99 | 16,16% | 1,8 |
|
| 4770 |
4770
Morling Financial Advisors
Fremont,
California
| US$ 360 mi | +US$ 34,7 mi | +11% | 10,3% | 97,6% | 129 | 20,93% | 2,4 |
|
| 4771 |
MS
4771
Madden Securities
Dallas,
Texas
| US$ 360 mi | +US$ 27,4 mi | +8% | 12,9% | 108% | 126 | 16,67% | 2,7 |
|
| 4772 |
4772
Barometer Capital Management
Toronto,
Ontario, Canada
| US$ 360 mi | +US$ 66,5 mi | +23% | 21,6% | 339% | 159 | 42,77% | 0,6 |
|
| 4773 |
4773
PL Capital Advisors
Naples,
Florida
| US$ 360 mi | +US$ 28,1 mi | +8% | 17% | 100% | 32 | 9,38% | 3,4 |
|
| 4774 |
4774
Gen-Wealth Partners
Zeeland,
Michigan
| US$ 360 mi | +US$ 42,4 mi | +13% | 16,9% | – | 761 | 9,46% | 1,7 |
|
| 4775 |
BWIA
4775
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 360 mi | +US$ 87,8 mi | +32% | 15,6% | 74,4% | 88 | 37,5% | 2 |
|