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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Provence Wealth Management Group
Irvine,
California
| US$ 186 mi | +US$ 23 mi | +14% | 11% | – | 486 | 8,02% | 0,5 |
|
| 5227 |
5227
Marks Wealth
Annapolis,
Maryland
| US$ 186 mi | +US$ 183 mi | +6.960% | 8,35% | 165% | 15 | 73,33% | 0,7 |
|
| 5228 |
WAM
5228
Westport Asset Management
Southport,
Connecticut
| US$ 186 mi | +US$ 16,3 mi | +10% | 14,1% | 64,2% | 73 | 0% | 6,3 |
|
| 5229 |
5229
Stelac Advisory Services
New York
| US$ 186 mi | +US$ 2,3 mi | +1% | 11,6% | 84,9% | 106 | 17,92% | 4,6 |
|
| 5230 |
5230
FIDELIS iM
Medford,
Oregon
| US$ 186 mi | +US$ 15 mi | +9% | 8,93% | 44,8% | 17 | 5,88% | 2,3 |
|
| 5231 |
5231
FourWorld Capital Management
New York
| US$ 186 mi | -US$ 345 mi | -65% | 4,82% | 132% | 30 | 60% | 1,1 |
|
| 5232 |
5232
Breakout Capital Partners
New York
| US$ 186 mi | – | – | 19% | – | 9 | – | 0 |
|
| 5233 |
5233
Anfield Capital Management
Irvine,
California
| US$ 186 mi | -US$ 24,2 mi | -12% | 9,64% | 65,3% | 85 | 10,59% | 1,5 |
|
| 5234 |
5234
IMZ Advisory
Boca Raton,
Florida
| US$ 186 mi | – | – | 9,96% | 73,1% | 34 | – | 0 |
|
| 5235 |
5235
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$ 185 mi | – | – | 11,4% | 80,2% | 225 | – | 0 |
|
| 5236 |
5236
Luken Investment Analytics
Brentwood,
Tennessee
| US$ 185 mi | +US$ 12,9 mi | +7% | 8,62% | 51% | 141 | 8,51% | 2,2 |
|
| 5237 |
5237
Amtrust Financial Services
New York
| US$ 185 mi | +US$ 17 mi | +10% | 9,47% | 61,9% | 15 | 0% | 2,5 |
|
| 5238 |
ALAM
5238
Asahi Life Asset Management
Tokyo,
Japan
| US$ 185 mi | -US$ 105 mi | -36% | 12,9% | 133% | 247 | 60,73% | 1,8 |
|
| 5239 |
5239
Act Wealth Management
Plano,
Texas
| US$ 185 mi | +US$ 36,4 mi | +24% | 9,53% | 70% | 47 | 25,53% | 1,8 |
|
| 5240 |
HIS
5240
Horizon Investment Services
Hammond,
Indiana
| US$ 185 mi | +US$ 18,9 mi | +11% | 12,1% | 250% | 121 | 27,27% | 3 |
|
| 5241 |
HCA
5241
Hyperion Capital Advisors
New York
| US$ 185 mi | +US$ 2,71 mi | +1% | 12,7% | 86,1% | 67 | 14,93% | 2,5 |
|
| 5242 |
5242
Daily Journal Corp
Los Angeles,
California
| US$ 185 mi | +US$ 26,4 mi | +17% | 17,9% | 109% | 4 | 0% | 8,2 |
|
| 5243 |
5243
Leisure Capital Management
Costa Mesa,
California
| US$ 185 mi | +US$ 11,1 mi | +6% | 11,4% | 111% | 140 | 12,86% | 4,8 |
|
| 5244 |
5244
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 185 mi | +US$ 16,5 mi | +10% | 23,8% | 105% | 185 | 44,32% | 1 |
|
| 5245 |
5245
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$ 185 mi | +US$ 20,5 mi | +12% | 12,6% | 105% | 330 | 6,97% | 3 |
|
| 5246 |
GF
5246
Genesis Fortune
Grand Cayman,
Cayman Islands
| US$ 185 mi | – | – | 5,23% | – | 1 | – | 0 |
|
| 5247 |
BIA
5247
Bigelow Investment Advisors
Portland,
Maine
| US$ 185 mi | +US$ 10,8 mi | +6% | 9,48% | 75,7% | 153 | 6,54% | 3,6 |
|
| 5248 |
5248
Blue Door Asset Management
Stamford,
Connecticut
| US$ 185 mi | +US$ 43,8 mi | +31% | 12,8% | 127% | 26 | 38,46% | 1,1 |
|
| 5249 |
5249
Barrett & Company
Providence,
Rhode Island
| US$ 185 mi | +US$ 14,9 mi | +9% | 9,99% | 83,6% | 645 | 6,67% | 1,2 |
|
| 5250 |
5250
G.F.W. Energy XII
Dallas,
Texas
| US$ 185 mi | -US$ 106 mi | -36% | 16,4% | 68,9% | 5 | 40% | 0,4 |
|