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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
McNaughton Wealth Management
San Diego,
California
| US$ 180 mi | +US$ 11,5 mi | +7% | 5,38% | 55,6% | 53 | 3,77% | 3,3 |
|
| 5527 |
5527
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 180 mi | +US$ 14,4 mi | +9% | 7,19% | 92,4% | 427 | 13,11% | 5,1 |
|
| 5528 |
5528
Watchtower Advisors
Old Greenwich,
Connecticut
| US$ 180 mi | +US$ 31,2 mi | +21% | 19% | 384% | 17 | 47,06% | 0,6 |
|
| 5529 |
5529
RP Management
New York
| US$ 180 mi | +US$ 31,4 mi | +21% | 23,1% | 208% | 3 | 0% | 2,9 |
|
| 5530 |
5530
Twin Peaks Wealth Advisors
Burlingame,
California
| US$ 180 mi | +US$ 23,5 mi | +15% | 8,06% | – | 134 | 14,93% | 0,2 |
|
| 5531 |
5531
Diametric Capital
Boston,
Massachusetts
| US$ 180 mi | +US$ 15,8 mi | +10% | 9,71% | 175% | 434 | 64,98% | 0,5 |
|
| 5532 |
5532
New Potomac Partners
Bethesda,
Maryland
| US$ 180 mi | +US$ 12 mi | +7% | 9,2% | 37,2% | 88 | 4,55% | 3,7 |
|
| 5533 |
5533
Vesey Street Capital Partners
New York
| US$ 180 mi | -US$ 39,9 mi | -18% | 18% | 47,8% | 1 | 0% | 2,3 |
|
| 5534 |
5534
Vida Ventures Advisors
Boston,
Massachusetts
| US$ 180 mi | +US$ 96 mi | +114% | 8,74% | 154% | 8 | 50% | 2,6 |
|
| 5535 |
5535
Ally Bridge Group
New York
| US$ 180 mi | +US$ 38 mi | +27% | 56,7% | 844% | 34 | 70,59% | 0,3 |
|
| 5536 |
5536
Ascension Capital Advisors
Houston,
Texas
| US$ 180 mi | +US$ 25 mi | +16% | 7,54% | 59,3% | 33 | 24,24% | 2,6 |
|
| 5537 |
5537
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 180 mi | +US$ 3,7 mi | +2% | 7,27% | 332% | 110 | 26,36% | 1,5 |
|
| 5538 |
5538
Nierenberg Investment Management Company
Camas,
Washington
| US$ 180 mi | +US$ 12,8 mi | +8% | 9,04% | 135% | 46 | 4,35% | 1,5 |
|
| 5539 |
5539
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$ 180 mi | +US$ 54,5 mi | +44% | 9,5% | 73,7% | 86 | 20,93% | 4,3 |
|
| 5540 |
5540
Moser Wealth Advisors
Bellevue,
Washington
| US$ 179 mi | +US$ 22,8 mi | +15% | 11,4% | – | 152 | 8,55% | 2,9 |
|
| 5541 |
5541
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 179 mi | +US$ 9,27 mi | +5% | 6,46% | 78,9% | 126 | 7,14% | 4,3 |
|
| 5542 |
5542
IRON Financial
Northbrook,
Illinois
| US$ 179 mi | +US$ 3,19 mi | +2% | 4,39% | 60,6% | 117 | 32,48% | 3,1 |
|
| 5543 |
5543
TKG Advisors
Valparaiso,
Indiana
| US$ 179 mi | +US$ 11,7 mi | +7% | 10,2% | 116% | 114 | 33,33% | 1,1 |
|
| 5544 |
5544
Blue Barn Wealth
Orem,
Utah
| US$ 179 mi | +US$ 11 mi | +7% | 5,51% | 46,4% | 149 | 22,15% | 1,6 |
|
| 5545 |
5545
Verity Asset Management
Durham,
North Carolina
| US$ 179 mi | +US$ 22,5 mi | +14% | 8,56% | 87% | 224 | 25,45% | 2,4 |
|
| 5546 |
5546
Tidemark
San Diego,
California
| US$ 179 mi | +US$ 19,5 mi | +12% | 5,59% | – | 735 | 11,29% | 0,2 |
|
| 5547 |
5547
Meredith Wealth Planning
Maryville,
Illinois
| US$ 179 mi | +US$ 18,4 mi | +11% | 7,5% | 66,5% | 45 | 13,33% | 1 |
|
| 5548 |
5548
Laidlaw Wealth Management
New York City,
New York
| US$ 179 mi | -US$ 96 mi | -35% | 9,64% | 150% | 250 | 35,6% | 2,3 |
|
| 5549 |
5549
Soapstone Management
Bethesda,
Maryland
| US$ 179 mi | -US$ 3,69 mi | -2% | 12% | 30,3% | 20 | 25% | 2,6 |
|
| 5550 |
5550
Alexander Labrunerie & Co
Columbia,
Missouri
| US$ 179 mi | – | – | 10,1% | – | 92 | – | 0 |
|