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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
TSA Wealth Management
Houston,
Texas
| US$ 235 mi | +US$ 5,23 mi | +2% | 2,53% | 62,4% | 69 | 21,74% | 0,4 |
|
| 4852 |
4852
Scholtz & Company
Stamford,
Connecticut
| US$ 235 mi | +US$ 8,28 mi | +4% | 5,09% | 89,2% | 56 | 21,43% | 2 |
|
| 4853 |
IAMH
4853
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 235 mi | +US$ 19,7 mi | +9% | 9,53% | 76% | 24 | 29,17% | 1 |
|
| 4854 |
PCR
4854
Potrero Capital Research
San Francisco,
California
| US$ 235 mi | +US$ 59,2 mi | +34% | 11,6% | 226% | 34 | 41,18% | 0,9 |
|
| 4855 |
4855
Sweeney & Michel
Chico,
California
| US$ 235 mi | +US$ 8,73 mi | +4% | 3,63% | – | 115 | 6,96% | 1,1 |
|
| 4856 |
4856
Jessup Wealth Management
Dayton,
Ohio
| US$ 235 mi | +US$ 1,01 mi | +0,4% | 8,21% | 181% | 70 | 34,29% | 0,9 |
|
| 4857 |
4857
Visa Foundation
San Francisco,
California
| US$ 235 mi | +US$ 69,3 mi | +42% | 0,27% | 58,1% | 2 | 50% | 1,3 |
|
| 4858 |
4858
Stonebridge Capital Management
Los Angeles,
California
| US$ 234 mi | +US$ 10,7 mi | +5% | 2,78% | – | 86 | 6,98% | 8 |
|
| 4859 |
4859
Aragon Global Management
Miami,
Florida
| US$ 234 mi | +US$ 11,6 mi | +5% | 10,5% | – | 21 | 33,33% | 0,4 |
|
| 4860 |
CVA
4860
Central Valley Advisors
Sacramento,
California
| US$ 234 mi | +US$ 40,7 mi | +21% | 3,07% | 77,8% | 196 | 50% | 0,3 |
|
| 4861 |
4861
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 234 mi | +US$ 21,7 mi | +10% | 13,5% | 214% | 43 | 2,33% | 2,4 |
|
| 4862 |
4862
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 234 mi | +US$ 7,57 mi | +3% | 1,03% | 61,6% | 76 | 5,26% | 1,7 |
|
| 4863 |
4863
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 234 mi | +US$ 2,21 mi | +1% | 2,95% | 80,3% | 105 | 4,76% | 3,3 |
|
| 4864 |
4864
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 234 mi | +US$ 2,62 mi | +1% | 1,84% | 103% | 64 | 15,63% | 3,5 |
|
| 4865 |
4865
Clear Rock Advisors
Kerrville,
Texas
| US$ 234 mi | +US$ 3,71 mi | +2% | 0,5% | – | 74 | 12,16% | 0,5 |
|
| 4866 |
CAGAS
4866
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 234 mi | +US$ 23,1 mi | +11% | 3,3% | 54,8% | 159 | 15,09% | 2,1 |
|
| 4867 |
4867
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 234 mi | +US$ 6,15 mi | +3% | 0,41% | 59,1% | 72 | 9,72% | 1,9 |
|
| 4868 |
4868
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 234 mi | -US$ 1,6 mi | -0,7% | 1,82% | 66,9% | 99 | 9,09% | 7,4 |
|
| 4869 |
4869
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 234 mi | +US$ 16,3 mi | +7% | 1,32% | 60,3% | 26 | 7,69% | 1,8 |
|
| 4870 |
4870
Rivermont Capital Management
New York
| US$ 234 mi | -US$ 39,2 mi | -14% | 0,35% | 555% | 23 | 34,78% | 0,9 |
|
| 4871 |
4871
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 234 mi | +US$ 7,39 mi | +3% | 0,74% | 31,6% | 80 | 10% | 1,7 |
|
| 4872 |
4872
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 234 mi | +US$ 4,89 mi | +2% | 2,68% | 82% | 87 | 19,54% | 2,6 |
|
| 4873 |
4873
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 234 mi | +US$ 12,6 mi | +6% | 0,7% | 87,5% | 85 | 15,29% | 2,8 |
|
| 4874 |
4874
Forager Capital Management
Birmingham,
Alabama
| US$ 234 mi | -US$ 25,5 mi | -10% | 8,47% | 52,6% | 14 | 14,29% | 1,9 |
|
| 4875 |
4875
Siguler Guff Advisers
New York
| US$ 233 mi | -US$ 17,5 mi | -7% | 4,55% | 37,7% | 6 | 16,67% | 2,9 |
|