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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Adaptive Financial Consulting
Beachwood,
Ohio
| US$ 160 mi | +US$ 11,5 mi | +8% | 5,48% | 33,4% | 18 | 5,56% | 1,3 |
|
| 5102 |
5102
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 160 mi | +US$ 55,2 mi | +53% | 5,69% | 103% | 111 | 18,92% | 0,2 |
|
| 5103 |
5103
Roubaix Capital
Denver,
Colorado
| US$ 160 mi | +US$ 12,1 mi | +8% | 11,1% | 174% | 59 | 42,37% | 0,6 |
|
| 5104 |
5104
Northstar Advisory Group
Northfield,
New Jersey
| US$ 160 mi | +US$ 29,1 mi | +22% | 7,72% | 141% | 112 | 15,18% | 0,4 |
|
| 5105 |
5105
Prosight Management
Dallas,
Texas
| US$ 160 mi | +US$ 37,8 mi | +31% | 6,58% | 39,5% | 54 | 46,3% | 0,6 |
|
| 5106 |
5106
CNB Bank
Clearfield,
Pennsylvania
| US$ 160 mi | +US$ 15,4 mi | +11% | 7,42% | 91,6% | 419 | 11,22% | 2,4 |
|
| 5107 |
5107
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 160 mi | +US$ 8,41 mi | +6% | 4,69% | 63% | 102 | 41,18% | 0,3 |
|
| 5108 |
5108
Kelso & Company
New York
| US$ 160 mi | -US$ 20,3 mi | -11% | 38,8% | – | 1 | 0% | 0,3 |
|
| 5109 |
5109
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 160 mi | +US$ 53 mil | +0% | 6,84% | 89,7% | 142 | 38,03% | 1,6 |
|
| 5110 |
5110
R.W. Roge & Company
Bohemia,
New York
| US$ 160 mi | +US$ 11,7 mi | +8% | 5,84% | 68,1% | 42 | 11,9% | 1,2 |
|
| 5111 |
5111
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 159 mi | +US$ 9,6 mi | +6% | 5,58% | 63,8% | 98 | 3,06% | 1,2 |
|
| 5112 |
5112
Vienna Insurance Group
Warsaw,
Poland
| US$ 159 mi | +US$ 54,5 mi | +52% | 13,4% | 188% | 27 | 44,44% | 0,3 |
|
| 5113 |
5113
FSA Wealth Management
Needham,
Massachusetts
| US$ 159 mi | +US$ 9,8 mi | +7% | 6,42% | – | 45 | 8,89% | 1,4 |
|
| 5114 |
5114
LDR Capital Management
New York
| US$ 159 mi | +US$ 27,2 mi | +21% | 6,51% | 28,4% | 44 | 36,36% | 0,5 |
|
| 5115 |
5115
Red Cedar Capital
Omaha,
Nebraska
| US$ 159 mi | +US$ 9,22 mi | +6% | 8,46% | 43% | 158 | 4,43% | 2,9 |
|
| 5116 |
5116
Newman & Schimel
Deerfield,
Illinois
| US$ 159 mi | +US$ 9,6 mi | +6% | 6,19% | – | 48 | 4,17% | 0,5 |
|
| 5117 |
5117
Ascension Capital Advisors
Houston,
Texas
| US$ 159 mi | +US$ 11,4 mi | +8% | 5,6% | 59,3% | 31 | 6,45% | 1 |
|
| 5118 |
5118
Mendel Money Management
Northbrook,
Illinois
| US$ 159 mi | +US$ 5,87 mi | +4% | 7,36% | 75,4% | 70 | 4,29% | 3,3 |
|
| 5119 |
5119
Catawba River Capital
Lake Wylie,
South Carolina
| US$ 159 mi | +US$ 9,8 mi | +7% | 6,3% | 89,5% | 30 | 16,67% | 0,8 |
|
| 5120 |
5120
Alethea Capital Management
Mercer Island,
Washington
| US$ 159 mi | -US$ 5 mi | -3% | 12,4% | 275% | 112 | 55,36% | 1,8 |
|
| 5121 |
5121
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 159 mi | +US$ 15,9 mi | +11% | 5,08% | 44,8% | 100 | 8% | 1,6 |
|
| 5122 |
5122
State of Wyoming
Cheyenne,
Wyoming
| US$ 159 mi | +US$ 97,9 mi | +161% | 10,3% | 131% | 1.254 | 59,33% | 0,1 |
|
| 5123 |
5123
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 159 mi | +US$ 14,2 mi | +10% | 8,69% | 128% | 89 | 10,11% | 1,2 |
|
| 5124 |
5124
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 159 mi | +US$ 5,02 mi | +3% | 5,51% | 71,4% | 287 | 9,76% | 2,8 |
|
| 5125 |
SC
5125
Sovarnum Capital
New York
| US$ 159 mi | +US$ 26 mi | +20% | 6,26% | – | 91 | 34,07% | 0,7 |
|