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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
FRM
5701
Fox Run Management
Greenwich,
Connecticut
| US$ 110 mi | +US$ 54,5 mi | +98% | 6,67% | 64% | 472 | 88,77% | 0,1 |
|
| 5702 |
5702
ADE LLC
Baltimore,
Maryland
| US$ 110 mi | +US$ 9,11 mi | +9% | 5,38% | 59,8% | 270 | 18,15% | 0,4 |
|
| 5703 |
5703
AWH Capital
Dallas,
Texas
| US$ 110 mi | +US$ 8,05 mi | +8% | 18,5% | 183% | 34 | 26,47% | 1,2 |
|
| 5704 |
5704
Navigation Wealth Management
Fort Collins,
Colorado
| US$ 110 mi | +US$ 13,3 mi | +14% | 3,74% | 9,65% | 91 | 40,66% | 0,2 |
|
| 5705 |
5705
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 110 mi | – | – | 6,08% | 59,7% | 27 | – | 0,2 |
|
| 5706 |
SFMG
5706
Sage Financial Management Group
Mclean,
Virginia
| US$ 110 mi | -US$ 20,2 mi | -16% | 6,08% | 47,3% | 123 | 78,05% | 0,5 |
|
| 5707 |
5707
CNO Financial Group
Carmel,
Indiana
| US$ 110 mi | -US$ 15,3 mi | -12% | 0,91% | – | 14 | 57,14% | 0,8 |
|
| 5708 |
5708
Essex Private Wealth Management
Topsfield,
Massachusetts
| US$ 110 mi | +US$ 4,74 mi | +5% | 6,15% | 29,3% | 66 | 7,58% | 1,3 |
|
| 5709 |
5709
Mount Vernon Associates
Baltimore,
Maryland
| US$ 109 mi | +US$ 7,38 mi | +7% | 7,88% | 136% | 57 | 1,75% | 5 |
|
| 5710 |
5710
Farley Capital
New York
| US$ 109 mi | +US$ 6,76 mi | +7% | 5,12% | 105% | 19 | 21,05% | 3,8 |
|
| 5711 |
5711
Dean Capital Management
Overland Park,
Kansas
| US$ 109 mi | -US$ 39,1 mi | -26% | 1,85% | 89,7% | 87 | 26,44% | 0,9 |
|
| 5712 |
5712
Tsai Capital
New York
| US$ 109 mi | +US$ 7,66 mi | +8% | 7,96% | 29,2% | 18 | 0% | 0,4 |
|
| 5713 |
HPM
5713
Hudson Portfolio Management
Garrison,
New York
| US$ 109 mi | +US$ 4,95 mi | +5% | 5,48% | – | 103 | 13,59% | 0,2 |
|
| 5714 |
5714
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 109 mi | -US$ 771 mil | -0,7% | 11,5% | 105% | 162 | 62,96% | 0,3 |
|
| 5715 |
AWM
5715
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 108 mi | -US$ 17,3 mi | -14% | 7,67% | 73,1% | 160 | 28,13% | 1,3 |
|
| 5716 |
HFAS
5716
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 108 mi | +US$ 5,32 mi | +5% | 6,32% | 71,8% | 110 | 9,09% | 1,2 |
|
| 5717 |
5717
Oppenheimer & Close
New York
| US$ 108 mi | +US$ 19,1 mi | +22% | 11% | 149% | 58 | 13,79% | 3,4 |
|
| 5718 |
5718
L2 Asset Management
Wayland,
Massachusetts
| US$ 108 mi | +US$ 10,8 mi | +11% | 6,84% | 128% | 107 | 34,58% | 0,7 |
|
| 5719 |
5719
JD Financial Services
Carlisle,
Pennsylvania
| US$ 108 mi | +US$ 28,9 mi | +37% | 4,58% | – | 47 | 36,17% | 0,4 |
|
| 5720 |
5720
Greenhouse Wealth Management
Westport,
Connecticut
| US$ 108 mi | +US$ 7,02 mi | +7% | 7,45% | 87,2% | 53 | 5,66% | 0,5 |
|
| 5721 |
5721
17 Capital Partners
Pheonix,
Arizona
| US$ 108 mi | – | – | 10,1% | – | 99 | – | 0 |
|
| 5722 |
5722
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 108 mi | -US$ 12,8 mi | -11% | 0,02% | 0,05% | 18 | 16,67% | 0,4 |
|
| 5723 |
5723
Tenret Company
Tampa,
Florida
| US$ 108 mi | – | – | 5% | – | 25 | – | 0 |
|
| 5724 |
5724
Opal Wealth Advisors
Jericho,
New York
| US$ 107 mi | +US$ 15,5 mi | +17% | 7,73% | 62,3% | 94 | 22,34% | 0,4 |
|
| 5725 |
5725
Aristotle Pacific Capital
Newport Beach,
California
| US$ 107 mi | -US$ 46,8 mi | -30% | 3,24% | 1,84% | 22 | 22,73% | 0,5 |
|