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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$ 152 mi | +US$ 11,9 mi | +8% | 9,73% | 60% | 247 | 11,74% | 0,9 |
|
| 5177 |
5177
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 152 mi | +US$ 10,9 mi | +8% | 6,49% | 41,6% | 181 | 11,05% | 1,5 |
|
| 5178 |
5178
Trinity Financial Advisors
Columbus,
Ohio
| US$ 152 mi | +US$ 14,1 mi | +10% | 11,2% | 74,5% | 72 | 18,06% | 0,7 |
|
| 5179 |
5179
Old North State Trust
Greensboro,
North Carolina
| US$ 152 mi | +US$ 36,4 mi | +31% | 8,75% | – | 456 | 27,41% | 1 |
|
| 5180 |
5180
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 152 mi | +US$ 10,7 mi | +8% | 5,72% | 42,2% | 27 | 3,7% | 2,4 |
|
| 5181 |
5181
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$ 152 mi | -US$ 10,8 mi | -7% | 1,26% | 6,16% | 3 | 0% | 0,8 |
|
| 5182 |
5182
AM Squared
Hong Kong
| US$ 152 mi | – | – | 0,52% | – | 131 | – | 0 |
|
| 5183 |
5183
Blue Barn Wealth
Orem,
Utah
| US$ 152 mi | +US$ 11,4 mi | +8% | 5,53% | 46,4% | 141 | 29,79% | 1 |
|
| 5184 |
5184
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$ 152 mi | +US$ 7,53 mi | +5% | 6,15% | 90,8% | 73 | 6,85% | 2,1 |
|
| 5185 |
5185
TKG Advisors
Valparaiso,
Indiana
| US$ 152 mi | +US$ 25,7 mi | +20% | 9,27% | 104% | 102 | 47,06% | 0,5 |
|
| 5186 |
5186
Family Capital Management
Grand Rapids,
Michigan
| US$ 152 mi | – | – | 4,91% | 70,5% | 73 | – | 0 |
|
| 5187 |
5187
Ironwood Investment Management
Boston,
Massachusetts
| US$ 152 mi | +US$ 8,71 mi | +6% | 12,4% | 164% | 173 | 9,83% | 5,7 |
|
| 5188 |
NCM
5188
NCM Capital Management
Ramsey,
New Jersey
| US$ 152 mi | +US$ 19,4 mi | +15% | 11,6% | 105% | 179 | 13,41% | 0,8 |
|
| 5189 |
5189
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 152 mi | +US$ 39 mi | +35% | 35,1% | 151% | 2 | 0% | 0,9 |
|
| 5190 |
WA1
5190
Wimmer Associates 1
Pasadena,
California
| US$ 152 mi | +US$ 427 mil | +0,3% | 9,7% | 78,9% | 111 | 2,7% | 5,1 |
|
| 5191 |
5191
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 151 mi | +US$ 9,9 mi | +7% | 10,4% | 112% | 127 | 12,6% | 5,5 |
|
| 5192 |
5192
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$ 151 mi | – | – | 7,1% | 41,9% | 392 | – | 0 |
|
| 5193 |
5193
Aisling Capital Management
New York
| US$ 151 mi | +US$ 879 mil | +0,6% | 28,6% | 793% | 17 | 5,88% | 2,7 |
|
| 5194 |
5194
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 151 mi | -US$ 4,73 mi | -3% | 7,34% | 87,7% | 69 | 27,54% | 2 |
|
| 5195 |
5195
Tieton Capital Management
Yakima,
Washington
| US$ 151 mi | +US$ 9,3 mi | +7% | 11% | 172% | 33 | 6,06% | 4,2 |
|
| 5196 |
5196
Addition One General Partner
New York
| US$ 151 mi | -US$ 44,9 mi | -23% | 22,8% | – | 2 | 0% | 1 |
|
| 5197 |
5197
Barrett & Company
Providence,
Rhode Island
| US$ 151 mi | US$ 0 | 0% | 7,91% | 83,6% | 590 | 0% | 0,3 |
|
| 5198 |
5198
Seaside Wealth Management
Carlsbad,
California
| US$ 151 mi | +US$ 6,46 mi | +4% | 7,92% | 53,4% | 50 | 10% | 0,4 |
|
| 5199 |
PCR
5199
Potrero Capital Research
San Francisco,
California
| US$ 151 mi | +US$ 4,86 mi | +3% | 2,92% | 226% | 56 | 64,29% | 1 |
|
| 5200 |
5200
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$ 151 mi | +US$ 12,8 mi | +9% | 11,8% | 108% | 146 | 15,75% | 0,5 |
|