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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
MPWS
5401
McCarter Private Wealth Services
Boston,
Massachusetts
| US$ 290 mi | +US$ 59,8 mi | +26% | 14,7% | – | 206 | 30,1% | 1 |
|
| 5402 |
RC
5402
Resolute Capital
Greenville,
South Carolina
| US$ 290 mi | +US$ 42,9 mi | +17% | 9,84% | – | 74 | 25,68% | 0,4 |
|
| 5403 |
VIP
5403
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 290 mi | +US$ 73,8 mi | +34% | 4,67% | 31,9% | 135 | 34,07% | 0,6 |
|
| 5404 |
BLAM
5404
Bourne Lent Asset Management
Pawling,
New York
| US$ 289 mi | +US$ 17,3 mi | +6% | 13,3% | 76,1% | 66 | 6,06% | 7,7 |
|
| 5405 |
IIM
5405
Ironwood Investment Management
Boston,
Massachusetts
| US$ 289 mi | +US$ 49,4 mi | +21% | 28,6% | 164% | 186 | 8,6% | 6,5 |
|
| 5406 |
FIC
5406
FCG Investment Company
Germantown,
Tennessee
| US$ 289 mi | +US$ 61,1 mi | +27% | 31,1% | – | 142 | 46,48% | 0,9 |
|
| 5407 |
TW
5407
Towerpoint Wealth
Sacramento,
California
| US$ 289 mi | +US$ 41,3 mi | +17% | 14,5% | 67,7% | 117 | 22,22% | 3,6 |
|
| 5408 |
FFC
5408
First Financial Corp
Terre Haute,
Indiana
| US$ 289 mi | +US$ 34,5 mi | +14% | 17,2% | 95,3% | 305 | 3,93% | 8,8 |
|
| 5409 |
DB
5409
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 289 mi | +US$ 42,8 mi | +17% | 10,2% | 45,2% | 55 | 9,09% | 3,1 |
|
| 5410 |
CCAM
5410
Codex Capital Asset Management
Dallas,
Texas
| US$ 289 mi | +US$ 30,3 mi | +12% | 16,2% | – | 34 | 11,76% | 1,5 |
|
| 5411 |
WIA
5411
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$ 289 mi | +US$ 37,1 mi | +15% | 13,1% | 72,2% | 147 | 16,33% | 1,8 |
|
| 5412 |
SCI
5412
Stableford Capital II
Scottsdale,
Arizona
| US$ 289 mi | +US$ 19,5 mi | +7% | 12,9% | 66,9% | 162 | 20,37% | 2 |
|
| 5413 |
CWA
5413
Crux Wealth Advisors
Long Beach,
California
| US$ 289 mi | +US$ 27,9 mi | +11% | 11,5% | – | 200 | 13,5% | 1,1 |
|
| 5414 |
FH
5414
FWG Holdings
Winter Park,
Florida
| US$ 288 mi | +US$ 23,4 mi | +9% | 20,4% | 91,6% | 145 | 26,21% | 2,3 |
|
| 5415 |
RCS
5415
Retirement Capital Strategies
San Jose,
California
| US$ 288 mi | +US$ 23,4 mi | +9% | 11,3% | 59% | 71 | 16,9% | 3,2 |
|
| 5416 |
5VM
5416
5AM Venture Management
San Francisco,
California
| US$ 288 mi | -US$ 72,3 mi | -20% | 23% | 546% | 20 | 20% | 2,2 |
|
| 5417 |
TA
5417
TKG Advisors
Valparaiso,
Indiana
| US$ 288 mi | +US$ 46 mi | +19% | 22,9% | 104% | 104 | 24,04% | 2 |
|
| 5418 |
APW
5418
Alliance Private Wealth
North Reading,
Massachusetts
| US$ 288 mi | +US$ 9,5 mi | +3% | 13,5% | – | 82 | 2,44% | 0,5 |
|
| 5419 |
IAMOG
5419
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 288 mi | +US$ 43,3 mi | +18% | 28,6% | 113% | 195 | 6,67% | 6,4 |
|
| 5420 |
MP
5420
Maestria Partners
Atlanta,
Georgia
| US$ 288 mi | +US$ 13,5 mi | +5% | 28,3% | – | 14 | 7,14% | 1,1 |
|
| 5421 |
OL
5421
Owen LaRue
Elizabethtown,
Kentucky
| US$ 288 mi | +US$ 27 mi | +10% | 13,8% | 126% | 151 | 21,85% | 1,5 |
|
| 5422 |
CFG
5422
Cambridge Financial Group
Columbus,
Ohio
| US$ 287 mi | +US$ 20 mi | +7% | 13,8% | – | 34 | 5,88% | 5,5 |
|
| 5423 |
MPAM
5423
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 287 mi | +US$ 8,17 mi | +3% | 10,7% | 75,1% | 145 | 14,48% | 6,2 |
|
| 5424 |
QFW
5424
QTR Family Wealth
Lake Mary,
Florida
| US$ 287 mi | +US$ 46,9 mi | +20% | 23,7% | – | 369 | 30,89% | 0,7 |
|
| 5425 |
OCM
5425
Ogborne Capital Management
San Francisco,
California
| US$ 287 mi | +US$ 90,1 mi | +46% | 34,6% | 251% | 20 | 80% | 0,6 |
|