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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Zeno Equity Partners
London,
United Kingdom
| US$ 215 mi | -US$ 16,8 mi | -7% | 0,47% | – | 11 | 18,18% | 1,4 |
|
| 5802 |
5802
Boulder Wealth Advisors
Boulder,
Colorado
| US$ 215 mi | – | – | 7,28% | – | 28 | – | 1,8 |
|
| 5803 |
5803
Sterneck Capital Management
Kansas City,
Missouri
| US$ 215 mi | +US$ 17,9 mi | +9% | 8,45% | 61,5% | 108 | 10,19% | 4,5 |
|
| 5804 |
NME
5804
Notis-McConarty Edward
| US$ 215 mi | +US$ 9,7 mi | +5% | 6,98% | 91,2% | 78 | 3,85% | 7,6 |
|
| 5805 |
5805
Heritage Family Offices
Scottsdale,
Arizona
| US$ 215 mi | +US$ 17,1 mi | +9% | 5,95% | – | 209 | 19,14% | 1 |
|
| 5806 |
5806
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 215 mi | +US$ 17,2 mi | +9% | 8,99% | 128% | 122 | 11,48% | 3,3 |
|
| 5807 |
MWM
5807
MTC Wealth Management
Tampa,
Florida
| US$ 215 mi | +US$ 6,65 mi | +3% | 4,5% | 30,5% | 14 | 14,29% | 3,3 |
|
| 5808 |
5808
Roubaix Capital
Denver,
Colorado
| US$ 215 mi | +US$ 6,37 mi | +3% | 12,3% | 174% | 75 | 69,33% | 0,5 |
|
| 5809 |
5809
Woodward Diversified Capital
Bakersfield,
California
| US$ 215 mi | +US$ 17 mi | +9% | 11% | 118% | 193 | 16,58% | 2,3 |
|
| 5810 |
UFAC
5810
Urban Financial Advisory Corp
Chicago,
Illinois
| US$ 215 mi | +US$ 15,7 mi | +8% | 5,82% | – | 52 | 5,77% | 1,2 |
|
| 5811 |
5811
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 215 mi | -US$ 7,58 mi | -3% | 5,68% | 50% | 82 | 39,02% | 1,7 |
|
| 5812 |
5812
Watchtower Advisors
Old Greenwich,
Connecticut
| US$ 214 mi | +US$ 45,4 mi | +27% | 10,4% | 384% | 21 | 38,1% | 0,8 |
|
| 5813 |
5813
Vista Investment Partners II
Richmond,
Indiana
| US$ 214 mi | +US$ 6,98 mi | +3% | 5,82% | – | 155 | 20,65% | 0,6 |
|
| 5814 |
5814
Avos Capital Management
Seattle,
Washington
| US$ 214 mi | +US$ 38,9 mi | +22% | 3,99% | – | 59 | 30,51% | 0,4 |
|
| 5815 |
5815
Bull Street Advisors
Savannah,
Georgia
| US$ 214 mi | +US$ 6,24 mi | +3% | 4,4% | 48,5% | 89 | 0% | 5,5 |
|
| 5816 |
5816
Beech Hill Advisors
New York
| US$ 214 mi | -US$ 8,11 mi | -4% | 9,62% | 105% | 100 | 8% | 5 |
|
| 5817 |
SA
5817
Sunesis Advisors
Overland Park,
Kansas
| US$ 214 mi | – | – | 5,8% | – | 51 | – | 2,9 |
|
| 5818 |
5818
Cooper/Haims Advisors
Victor,
New York
| US$ 214 mi | +US$ 11 mi | +5% | 5,9% | 58,8% | 91 | 9,89% | 4,2 |
|
| 5819 |
5819
Unison Asset Management
North Miami Beach,
Florida
| US$ 214 mi | +US$ 15,6 mi | +8% | 9,7% | 81,4% | 32 | 12,5% | 3,2 |
|
| 5820 |
ERFOTCOFW
5820
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$ 214 mi | -US$ 5,06 mi | -2% | 3,04% | 30,5% | 19 | 31,58% | 1,5 |
|
| 5821 |
5821
Constitution Capital
Shelton,
Connecticut
| US$ 214 mi | +US$ 17,9 mi | +9% | 7% | 91,1% | 62 | 11,29% | 3,3 |
|
| 5822 |
5822
CastleKeep Investment Advisors
Westport,
Connecticut
| US$ 214 mi | +US$ 9,36 mi | +5% | 5,03% | – | 89 | 4,49% | 1,3 |
|
| 5823 |
5823
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 214 mi | +US$ 21,8 mi | +11% | 9,29% | 91,5% | 129 | 11,63% | 2,1 |
|
| 5824 |
5824
Kieckhefer Group
Mequon,
Wisconsin
| US$ 214 mi | +US$ 29,2 mi | +16% | 18,8% | – | 57 | 21,05% | 0,6 |
|
| 5825 |
5825
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$ 214 mi | +US$ 19,1 mi | +10% | 11,7% | – | 136 | 20,59% | 1,3 |
|