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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Orleans Capital Management
Mandeville,
Louisiana
| US$ 156 mi | +US$ 8,97 mi | +6% | 7,11% | 94,6% | 81 | 6,17% | 1,1 |
|
| 5152 |
SSCM
5152
Summit Street Capital Management
New York
| US$ 156 mi | +US$ 1,98 mi | +1% | 4,02% | 217% | 33 | 3,03% | 2,9 |
|
| 5153 |
5153
Field & Main Bank
Henderson,
Kentucky
| US$ 156 mi | +US$ 16,7 mi | +12% | 7,9% | 107% | 209 | 11% | 4,5 |
|
| 5154 |
5154
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$ 156 mi | +US$ 1,38 mi | +0,9% | 6,09% | 53,3% | 52 | 15,38% | 1 |
|
| 5155 |
5155
Mad River Investors
Boston,
Massachusetts
| US$ 156 mi | +US$ 5,85 mi | +4% | 5,37% | 225% | 25 | 8% | 4,2 |
|
| 5156 |
5156
Ridgewood Investments
Springfield,
New Jersey
| US$ 156 mi | -US$ 7,44 mi | -5% | 6,03% | – | 210 | 17,62% | 2,1 |
|
| 5157 |
5157
Oakwell Private Wealth Management
Austin,
Texas
| US$ 156 mi | +US$ 14,6 mi | +10% | 6,06% | 63% | 65 | 12,31% | 0,5 |
|
| 5158 |
5158
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 156 mi | +US$ 6,52 mi | +4% | 7,94% | 82,9% | 43 | 4,65% | 1,3 |
|
| 5159 |
5159
Concentrum Wealth Management
San Jose,
California
| US$ 156 mi | +US$ 23,3 mi | +18% | 13,8% | 174% | 58 | 12,07% | 1,2 |
|
| 5160 |
5160
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 156 mi | +US$ 178 mil | +0,1% | 3,07% | 88,9% | 31 | 9,68% | 3,3 |
|
| 5161 |
5161
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 156 mi | +US$ 9,6 mi | +7% | 5,92% | 67,8% | 150 | 6% | 5,1 |
|
| 5162 |
5162
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$ 155 mi | +US$ 142 mi | +1.079% | 6,94% | 117% | 38 | 63,16% | 0,4 |
|
| 5163 |
5163
Doheny Asset Management
Los Angeles,
California
| US$ 155 mi | +US$ 7,81 mi | +5% | 10,8% | 135% | 105 | 11,43% | 4,4 |
|
| 5164 |
5164
Moser Wealth Advisors
Bellevue,
Washington
| US$ 155 mi | +US$ 12,9 mi | +9% | 7,36% | – | 175 | 28,57% | 1,1 |
|
| 5165 |
5165
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 155 mi | +US$ 26,2 mi | +20% | 6,41% | 59,6% | 95 | 23,16% | 1,6 |
|
| 5166 |
5166
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 155 mi | +US$ 14,3 mi | +10% | 7,31% | 73% | 36 | 5,56% | 1,1 |
|
| 5167 |
5167
Boyar Asset Management
New York
| US$ 155 mi | +US$ 7,35 mi | +5% | 4,97% | 75,5% | 85 | 3,53% | 4,5 |
|
| 5168 |
5168
TPB Wealth Advisors
San Antonio,
Texas
| US$ 155 mi | +US$ 38,7 mi | +33% | 5,83% | – | 39 | 17,95% | 0,4 |
|
| 5169 |
HCM
5169
Hall Capital Management
Barrington,
Rhode Island
| US$ 155 mi | – | – | 5,93% | – | 95 | – | 4,1 |
|
| 5170 |
5170
Masterton Capital Management
New York
| US$ 155 mi | +US$ 17 mi | +12% | 1,43% | 1,94% | 24 | 58,33% | 0,2 |
|
| 5171 |
TWS
5171
Thomas W. Smith
| US$ 155 mi | +US$ 11 mi | +8% | 10,6% | – | 8 | 0% | 6,2 |
|
| 5172 |
5172
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| US$ 155 mi | -US$ 165 mi | -52% | 16,8% | – | 2 | 0% | 0,4 |
|
| 5173 |
5173
&Partners
Nashville,
Tennessee
| US$ 155 mi | +US$ 17,1 mi | +12% | 6,87% | 78,4% | 183 | 16,94% | 1,2 |
|
| 5174 |
5174
Spreng Capital Management
Bucyrus,
Ohio
| US$ 155 mi | +US$ 10,9 mi | +8% | 5,49% | 72,5% | 108 | 10,19% | 1,1 |
|
| 5175 |
5175
Samalin Investment Counsel
Chappaqua,
New York
| US$ 154 mi | +US$ 5,21 mi | +3% | 6,85% | 62,8% | 248 | 13,31% | 1 |
|