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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
SC
4826
Serenity Capital
Palo Alto,
California
| US$ 213 mi | -US$ 22,7 mi | -10% | 8,48% | – | 3 | 33,33% | 2,6 |
|
| 4827 |
4827
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 213 mi | +US$ 29,9 mi | +16% | 19,7% | 208% | 44 | 6,82% | 3,2 |
|
| 4828 |
4828
Sitrin Capital Management
Century City,
California
| US$ 213 mi | +US$ 3,74 mi | +2% | 7,43% | 139% | 37 | 21,62% | 2,9 |
|
| 4829 |
HWC
4829
Hill Winds Capital
High Falls,
New York
| US$ 213 mi | +US$ 298 mil | +0,1% | 14,1% | 8,52% | 63 | 47,62% | 0,4 |
|
| 4830 |
4830
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 212 mi | -US$ 3,79 mi | -2% | 6,46% | 27,4% | 42 | 21,43% | 1,8 |
|
| 4831 |
4831
Prudent Investors Network
Lake Forest,
California
| US$ 212 mi | +US$ 12,5 mi | +6% | 4,36% | – | 34 | 14,71% | 1,3 |
|
| 4832 |
4832
Arthedge Capital Management
Jericho,
New York
| US$ 212 mi | -US$ 7,05 mi | -3% | 0,32% | 80,7% | 18 | 0% | 0,9 |
|
| 4833 |
4833
Martin Capital Partners
Eugene,
Oregon
| US$ 212 mi | +US$ 13,8 mi | +7% | 7,49% | 42,3% | 70 | 4,29% | 2,5 |
|
| 4834 |
4834
Newbridge Financial Services Group
Boca Raton,
Florida
| US$ 212 mi | +US$ 51,8 mi | +32% | 9,04% | 189% | 1.598 | 23,53% | 0,8 |
|
| 4835 |
4835
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 212 mi | +US$ 14,7 mi | +7% | 6,69% | 67,4% | 83 | 14,46% | 4,3 |
|
| 4836 |
4836
RBA Wealth Management
Newport Beach,
California
| US$ 212 mi | +US$ 170 mi | +410% | 12,1% | 91% | 111 | 82,88% | 0,4 |
|
| 4837 |
MAM
4837
Mystic Asset Management
Warwick,
Rhode Island
| US$ 212 mi | – | – | 10,4% | 114% | 437 | – | 0 |
|
| 4838 |
MFC
4838
Mechanics Financial Corp
Mansfield,
Ohio
| US$ 211 mi | – | – | 12,3% | 82,7% | 220 | – | 0 |
|
| 4839 |
FP
4839
Financial Perspectives
Minneapolis,
Minnesota
| US$ 211 mi | +US$ 13 mi | +7% | 6,47% | 104% | 684 | 11,26% | 1,6 |
|
| 4840 |
4840
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 211 mi | -US$ 12,1 mi | -5% | 6,86% | 114% | 20 | 30% | 1,7 |
|
| 4841 |
4841
Lipe & Dalton
Syracuse,
New York
| US$ 211 mi | +US$ 16,8 mi | +9% | 9,2% | 101% | 110 | 5,45% | 4 |
|
| 4842 |
4842
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 211 mi | +US$ 13,3 mi | +7% | 6,89% | 97,3% | 54 | 3,7% | 2,1 |
|
| 4843 |
4843
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$ 211 mi | +US$ 13 mi | +7% | 4,04% | 110% | 46 | 32,61% | 0,6 |
|
| 4844 |
4844
BNC Wealth Management
Beaverton,
Oregon
| US$ 211 mi | +US$ 42,7 mi | +25% | 12% | 204% | 132 | 36,36% | 0,7 |
|
| 4845 |
4845
Towerpoint Wealth
Sacramento,
California
| US$ 211 mi | +US$ 10,5 mi | +5% | 4,39% | 67,7% | 87 | 12,64% | 2,3 |
|
| 4846 |
4846
Matrix Private Capital Group
New York
| US$ 211 mi | +US$ 20,9 mi | +11% | 6,75% | 62,5% | 273 | 14,29% | 1,4 |
|
| 4847 |
4847
Trellis Advisors
Ellensburg,
Washington
| US$ 211 mi | +US$ 16,5 mi | +8% | 7,57% | 23,3% | 87 | 10,34% | 2,3 |
|
| 4848 |
4848
Northwest Capital Management
Lake Oswego,
Oregon
| US$ 211 mi | +US$ 18,9 mi | +10% | 4,66% | 57% | 105 | 20% | 1,9 |
|
| 4849 |
4849
Marion Wealth Management
Monroeville,
Pennsylvania
| US$ 211 mi | – | – | 4,47% | 51,7% | 99 | – | 0 |
|
| 4850 |
4850
Selway Asset Management
| US$ 211 mi | +US$ 27,9 mi | +15% | 13,8% | 36,5% | 77 | 11,69% | 3,9 |
|