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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Great Point Partners
Greenwich,
Connecticut
| US$ 242 mi | +US$ 88,7 mi | +58% | 120% | 710% | 38 | 52,63% | 0,7 |
|
| 5427 |
5427
Davidson Trust Company
Seattle,
Washington
| US$ 242 mi | +US$ 25,6 mi | +12% | 7,74% | 77% | 176 | 10,23% | 3,4 |
|
| 5428 |
5428
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$ 242 mi | +US$ 27,3 mi | +13% | 7,35% | 76,1% | 67 | 10,45% | 2,5 |
|
| 5429 |
5429
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 242 mi | +US$ 28,7 mi | +13% | 8,91% | 105% | 179 | 12,29% | 1,6 |
|
| 5430 |
5430
Index Venture Life Associates VI
St. Helier,
Jersey
| US$ 242 mi | +US$ 111 mi | +85% | 84,6% | – | 1 | 0% | 3,8 |
|
| 5431 |
5431
Game Plan Financial Advisors
Westlake,
Ohio
| US$ 241 mi | +US$ 12,5 mi | +5% | 8,34% | – | 408 | 24,02% | 1,9 |
|
| 5432 |
5432
Prosperitas Financial
Valencia,
California
| US$ 241 mi | +US$ 28,3 mi | +13% | 11,1% | 118% | 69 | 14,49% | 1,3 |
|
| 5433 |
DIM
5433
DC Investments Management
Mclean,
Virginia
| US$ 241 mi | +US$ 1,14 mi | +0,5% | 3,75% | 56,3% | 107 | 14,02% | 1,3 |
|
| 5434 |
5434
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 241 mi | +US$ 28,6 mi | +13% | 9,21% | 112% | 230 | 17,83% | 1,8 |
|
| 5435 |
5435
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 241 mi | +US$ 18,6 mi | +8% | 6,52% | 58,2% | 134 | 7,46% | 3,2 |
|
| 5436 |
5436
Meridian Financial Partners
Warrenton,
Virginia
| US$ 241 mi | +US$ 27,9 mi | +13% | 8,22% | 80,8% | 113 | 7,08% | 2,1 |
|
| 5437 |
5437
Arena Capital Advisors
Los Angeles,
California
| US$ 241 mi | +US$ 171 mi | +248% | 2,94% | 127% | 30 | 23,33% | 1,5 |
|
| 5438 |
5438
Peirce Capital Management
The Woodlands,
Texas
| US$ 241 mi | +US$ 15 mi | +7% | 7,44% | 56,6% | 46 | 15,22% | 1,5 |
|
| 5439 |
5439
Robbins Farley
Bedford,
New Hampshire
| US$ 241 mi | +US$ 25,6 mi | +12% | 7,61% | 106% | 192 | 20,31% | 2,5 |
|
| 5440 |
5440
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$ 240 mi | +US$ 23,9 mi | +11% | 9,29% | 130% | 113 | 15,93% | 2 |
|
| 5441 |
5441
Legacy Bridge
West Des Moines,
Iowa
| US$ 240 mi | +US$ 29,6 mi | +14% | 15,8% | 236% | 317 | 5,99% | 4,1 |
|
| 5442 |
5442
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 240 mi | +US$ 22,6 mi | +10% | 7,32% | 72% | 131 | 9,16% | 3,4 |
|
| 5443 |
5443
CNB Bank
Clearfield,
Pennsylvania
| US$ 240 mi | +US$ 29,1 mi | +14% | 9,16% | 91,6% | 552 | 17,39% | 4,4 |
|
| 5444 |
5444
SGL Investment Advisors
Missoula,
Montana
| US$ 240 mi | +US$ 29,8 mi | +14% | 8,82% | – | 129 | 9,3% | 0,8 |
|
| 5445 |
WAM
5445
Westport Asset Management
Southport,
Connecticut
| US$ 240 mi | +US$ 13,5 mi | +6% | 8,43% | 64,2% | 76 | 1,32% | 7,2 |
|
| 5446 |
5446
Bernard Wealth Management
Royal Oak,
Michigan
| US$ 239 mi | +US$ 23,6 mi | +11% | 10,7% | – | 345 | 11,59% | 0,6 |
|
| 5447 |
ORC
5447
O'Rourke & Company
Boston,
Massachusetts
| US$ 239 mi | +US$ 25,1 mi | +12% | 8,38% | 71,9% | 168 | 6,55% | 2,6 |
|
| 5448 |
5448
Cary Street Partners Investment Advisory
Richmond,
Virginia
| US$ 239 mi | +US$ 32,6 mi | +16% | 7,65% | 84,1% | 640 | 12,5% | 2,6 |
|
| 5449 |
5449
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 239 mi | – | – | 8,51% | – | 222 | – | 1,9 |
|
| 5450 |
AFC
5450
Alpine Fox Capital
Las Vegas,
Nevada
| US$ 239 mi | – | – | 154% | – | 13 | – | 0 |
|