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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Family Wealth Partners
Matthews,
North Carolina
| US$ 326 mi | +US$ 33 mi | +11% | 10,7% | 58,5% | 125 | 28,8% | 1,3 |
|
| 5052 |
5052
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 326 mi | +US$ 31,7 mi | +11% | 4,61% | 17,7% | 148 | 35,14% | 3,4 |
|
| 5053 |
5053
Wilkerson Advisory Group
Columbia,
Missouri
| US$ 326 mi | +US$ 34,6 mi | +12% | 12,6% | – | 659 | 12,29% | 0,4 |
|
| 5054 |
5054
Triton Wealth Management
Sun City,
Arizona
| US$ 326 mi | +US$ 56 mi | +21% | 21,2% | – | 142 | 19,01% | 2,6 |
|
| 5055 |
5055
S.A. Mason
Holland,
Michigan
| US$ 326 mi | +US$ 59,1 mi | +22% | 20,6% | 116% | 294 | 13,61% | 4,5 |
|
| 5056 |
BOTBT
5056
Bank of the Bluegrass & Trust
Lexington,
Kentucky
| US$ 325 mi | – | – | 13,3% | – | 240 | – | 0 |
|
| 5057 |
5057
Mullooly Asset Management
Wall Township,
New Jersey
| US$ 325 mi | +US$ 53,9 mi | +20% | 20,4% | – | 60 | 15% | 1 |
|
| 5058 |
5058
Sykon Capital
Harrison,
New York
| US$ 325 mi | +US$ 24,8 mi | +8% | 11,2% | 63,7% | 132 | 48,48% | 1 |
|
| 5059 |
5059
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 325 mi | +US$ 33,3 mi | +11% | 11,1% | 47,6% | 26 | 0% | 6,9 |
|
| 5060 |
GPC
5060
Guardian Point Capital
Charlottesville,
Virginia
| US$ 325 mi | +US$ 82,1 mi | +34% | 21,4% | 142% | 14 | 21,43% | 2,3 |
|
| 5061 |
5061
Lazari Capital Management
Woodland Hills,
California
| US$ 325 mi | +US$ 37,2 mi | +13% | 18,4% | 145% | 198 | 16,67% | 2 |
|
| 5062 |
NCM
5062
NCM Capital Management
Ramsey,
New Jersey
| US$ 324 mi | +US$ 45,2 mi | +16% | 17,4% | 105% | 200 | 10,5% | 3,2 |
|
| 5063 |
PH
5063
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 324 mi | +US$ 15,1 mi | +5% | 11,2% | 79,6% | 265 | 25,66% | 5,1 |
|
| 5064 |
5064
NWK Group
San Francisco,
California
| US$ 324 mi | +US$ 63,6 mi | +24% | 33% | 268% | 75 | 17,33% | 3,6 |
|
| 5065 |
5065
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 324 mi | +US$ 36,9 mi | +13% | 9,02% | 37,7% | 31 | 9,68% | 3,2 |
|
| 5066 |
5066
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 324 mi | +US$ 63,9 mi | +25% | 59,5% | 39,8% | 4 | 0% | 7,3 |
|
| 5067 |
5067
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 324 mi | +US$ 42,6 mi | +15% | 17,1% | 105% | 132 | 16,67% | 2,4 |
|
| 5068 |
5068
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 324 mi | +US$ 37,6 mi | +13% | 14,7% | 105% | 325 | 18,15% | 2,8 |
|
| 5069 |
5069
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 324 mi | +US$ 31,9 mi | +11% | 13,2% | 104% | 79 | 6,33% | 5,1 |
|
| 5070 |
5070
Wealth Quarterback
Toms River,
New Jersey
| US$ 324 mi | +US$ 69,8 mi | +27% | 21,8% | 109% | 180 | 13,89% | 2,9 |
|
| 5071 |
MCM
5071
Magarian Capital Management
San Antonio,
Texas
| US$ 324 mi | – | – | 19,3% | – | 13 | – | 0 |
|
| 5072 |
5072
Legacy Bridge
West Des Moines,
Iowa
| US$ 324 mi | +US$ 61,6 mi | +23% | 38,3% | 236% | 334 | 7,78% | 4,5 |
|
| 5073 |
5073
HF Advisory Group
Annapolis,
Maryland
| US$ 323 mi | +US$ 30 mi | +10% | 8,78% | 73,2% | 174 | 8,05% | 2,8 |
|
| 5074 |
5074
Orion Capital Management
Coronado,
California
| US$ 323 mi | +US$ 33,2 mi | +11% | 15,2% | 75,3% | 534 | 14,04% | 1,9 |
|
| 5075 |
5075
Sims Investment Management
Cincinnati,
Ohio
| US$ 323 mi | +US$ 51,3 mi | +19% | 16,1% | – | 184 | 80,98% | 0,3 |
|