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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Karani Asset Management
New York
| US$ 202 mi | -US$ 3,91 mi | -2% | 8,18% | – | 51 | 37,25% | 1,3 |
|
| 4952 |
AMC
4952
Asset Management Corp
Northbrook,
Illinois
| US$ 202 mi | +US$ 2,56 mi | +1% | 9,18% | 57,1% | 212 | 26,42% | 1,2 |
|
| 4953 |
4953
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 202 mi | +US$ 29,1 mi | +17% | 9,91% | 98,6% | 166 | 18,07% | 3,1 |
|
| 4954 |
4954
Monterey Private Wealth
Monterey,
California
| US$ 202 mi | +US$ 23,8 mi | +13% | 8,56% | 29,8% | 110 | 14,55% | 1,4 |
|
| 4955 |
4955
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 202 mi | -US$ 20,4 mi | -9% | 5,78% | 105% | 161 | 35,4% | 0,7 |
|
| 4956 |
4956
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$ 202 mi | +US$ 9,9 mi | +5% | 4,85% | 72,4% | 54 | 9,26% | 0,9 |
|
| 4957 |
4957
Innealta Capital
Austin,
Texas
| US$ 202 mi | +US$ 23 mi | +13% | 3,85% | 69,8% | 71 | 18,31% | 1,2 |
|
| 4958 |
4958
California First Leasing Corp
Newport Beach,
California
| US$ 201 mi | – | – | 14,4% | 377% | 39 | – | 0 |
|
| 4959 |
MA
4959
Menlo Advisors
Menlo Park,
California
| US$ 201 mi | +US$ 12 mi | +6% | 10,1% | 108% | 46 | 10,87% | 3,7 |
|
| 4960 |
4960
KFA Private Wealth Group
Tysons,
Virginia
| US$ 201 mi | +US$ 18,4 mi | +10% | 7,73% | 62,8% | 73 | 8,22% | 1,5 |
|
| 4961 |
4961
Oakwell Private Wealth Management
Austin,
Texas
| US$ 201 mi | +US$ 16 mi | +9% | 5,92% | 68,2% | 63 | 9,52% | 0,8 |
|
| 4962 |
4962
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 201 mi | +US$ 23,2 mi | +13% | 11% | 91% | 97 | 17,53% | 2,5 |
|
| 4963 |
4963
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 201 mi | +US$ 11,2 mi | +6% | 11,2% | – | 41 | 14,63% | 1,4 |
|
| 4964 |
GWM
4964
Gray Wealth Management
Bangor,
Maine
| US$ 201 mi | +US$ 22 mi | +12% | 8,52% | 22,1% | 133 | 13,53% | 1,3 |
|
| 4965 |
4965
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 201 mi | +US$ 18,4 mi | +10% | 5,21% | 47,5% | 31 | 0% | 2,6 |
|
| 4966 |
4966
G&S Capital
Denver,
Colorado
| US$ 201 mi | +US$ 18,9 mi | +10% | 10,2% | 85,6% | 124 | 33,06% | 1,4 |
|
| 4967 |
4967
Sandbar Asset Management
London,
United Kingdom
| US$ 200 mi | -US$ 719 mi | -78% | 12,2% | 128% | 74 | 48,65% | 0,7 |
|
| 4968 |
4968
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 200 mi | +US$ 21,9 mi | +12% | 8,8% | 63,9% | 106 | 11,32% | 1,3 |
|
| 4969 |
4969
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$ 200 mi | – | – | 8,69% | 82,3% | 452 | – | 0 |
|
| 4970 |
4970
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 200 mi | +US$ 801 mil | +0,4% | 3,83% | 27,1% | 86 | 6,98% | 0,9 |
|
| 4971 |
AP
4971
Agilis Partners
Waltham,
Massachusetts
| US$ 200 mi | -US$ 1,29 mi | -0,6% | 5,12% | 8,47% | 28 | 10,71% | 2,4 |
|
| 4972 |
NEGWA
4972
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 200 mi | +US$ 11 mi | +6% | 4,69% | 6,04% | 72 | 8,33% | 2,6 |
|
| 4973 |
4973
William Marsh Rice University
Houston,
Texas
| US$ 200 mi | -US$ 41,2 mi | -17% | 3,01% | 1,81% | 10 | 60% | 0,8 |
|
| 4974 |
4974
Key Financial Inc
West Chester,
Pennsylvania
| US$ 200 mi | +US$ 22,9 mi | +13% | 9% | 64,1% | 1.024 | 10,06% | 0,9 |
|
| 4975 |
4975
DCVC Opportunity Fund II
Palo Alto,
California
| US$ 200 mi | – | – | 21% | – | 4 | – | 0 |
|