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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Silicon Hills Wealth Management
Austin,
Texas
| US$ 135 mi | +US$ 8,67 mi | +7% | 8,42% | 30,9% | 96 | 9,38% | 1,9 |
|
| 5502 |
5502
Banyan Capital Management
Atlanta,
Georgia
| US$ 135 mi | +US$ 214 mil | +0,2% | 11,7% | 42,5% | 18 | 11,11% | 3,7 |
|
| 5503 |
5503
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$ 134 mi | -US$ 74,4 mi | -36% | 15,7% | 87,7% | 9 | 22,22% | 1,1 |
|
| 5504 |
5504
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 134 mi | +US$ 1,09 mi | +0,8% | 8,29% | 19,7% | 78 | 23,08% | 2,4 |
|
| 5505 |
5505
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 134 mi | +US$ 13,7 mi | +11% | 11,8% | 81,5% | 135 | 8,89% | 6,8 |
|
| 5506 |
MA
5506
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 134 mi | +US$ 2,36 mi | +2% | 4,43% | 166% | 68 | 5,88% | 6,6 |
|
| 5507 |
5507
Cairn Investment Group
Vancouver,
Washington
| US$ 134 mi | +US$ 10,6 mi | +9% | 10,6% | 61,3% | 77 | 15,58% | 2,1 |
|
| 5508 |
GIS
5508
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| US$ 134 mi | -US$ 13,2 mi | -9% | 11,8% | 20,3% | 157 | 22,29% | 0,5 |
|
| 5509 |
5509
Genesee Capital Advisors
Auburn,
New York
| US$ 134 mi | +US$ 2,84 mi | +2% | 8,6% | 107% | 94 | 26,6% | 1 |
|
| 5510 |
PL
5510
Polianta Ltd
St Helier,
Jersey
| US$ 134 mi | +US$ 12,3 mi | +10% | 10,1% | 31,6% | 94 | 52,13% | 0,5 |
|
| 5511 |
5511
Oakcliff Capital Partners
New York
| US$ 134 mi | +US$ 15,1 mi | +13% | 15,3% | 133% | 10 | 30% | 4,3 |
|
| 5512 |
5512
PATRIZIA Pty Ltd
Barton,
Australia
| US$ 134 mi | – | – | 12,3% | – | 16 | – | 3,9 |
|
| 5513 |
5513
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$ 134 mi | +US$ 9,43 mi | +8% | 7,23% | 35,5% | 39 | 20,51% | 0,7 |
|
| 5514 |
LFWA
5514
LBJ Family Wealth Advisors
Austin,
Texas
| US$ 134 mi | +US$ 10,1 mi | +8% | 7,68% | 64,9% | 23 | 4,35% | 6,6 |
|
| 5515 |
5515
Denver Wealth Management
Denver,
Colorado
| US$ 134 mi | +US$ 28,4 mi | +27% | 6,26% | 64,4% | 72 | 30,56% | 0,9 |
|
| 5516 |
5516
Sowa Financial Group
Lincoln,
Rhode Island
| US$ 134 mi | +US$ 7,35 mi | +6% | 6,66% | 100% | 37 | 10,81% | 2,7 |
|
| 5517 |
5517
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 134 mi | – | – | 10,8% | 114% | 100 | – | 0 |
|
| 5518 |
5518
Mayport LLC
Newton,
Massachusetts
| US$ 134 mi | +US$ 11 mi | +9% | 5,45% | 57% | 59 | 13,56% | 0,8 |
|
| 5519 |
5519
Muzinich & Co
New York
| US$ 134 mi | +US$ 17,1 mi | +15% | 8,46% | 13,5% | 57 | 35,09% | 4,3 |
|
| 5520 |
5520
Insight Wealth Partners
Plano,
Texas
| US$ 134 mi | +US$ 27,7 mi | +26% | 9,59% | 56,2% | 66 | 22,73% | 1,9 |
|
| 5521 |
5521
Divisadero Street Capital Management
Miami,
Florida
| US$ 134 mi | +US$ 43,5 mi | +48% | 27,6% | 718% | 62 | 64,52% | 0,3 |
|
| 5522 |
MI
5522
Moneywise Inc
Forest,
Virginia
| US$ 134 mi | +US$ 11,2 mi | +9% | 7,37% | 60,8% | 52 | 15,38% | 3,3 |
|
| 5523 |
5523
First National Bank of South Miami
South Miami,
Florida
| US$ 134 mi | +US$ 4,52 mi | +3% | 9,17% | 35,2% | 281 | 6,05% | 3,3 |
|
| 5524 |
MAS
5524
Madden Advisory Services
Jacksonville,
Florida
| US$ 134 mi | +US$ 8,52 mi | +7% | 7,14% | 52,3% | 80 | 7,5% | 5 |
|
| 5525 |
5525
Left Brain Wealth Management
Naperville,
Illinois
| US$ 134 mi | – | – | 12,2% | 376% | 67 | – | 0 |
|