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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
Optima Capital
Beaverton,
Oregon
| US$ 231 mi | +US$ 24,7 mi | +12% | 1,75% | – | 1.413 | 88,96% | 0,1 |
|
| 5802 |
VCM
5802
Viewpoint Capital Management
Seattle,
Washington
| US$ 231 mi | +US$ 3,7 mi | +2% | 2,63% | 127% | 153 | 14,38% | 3,4 |
|
| 5803 |
5803
American Capital Advisory
Ketchum,
Idaho
| US$ 231 mi | +US$ 15,3 mi | +7% | 3,87% | 69% | 1.149 | 18,45% | 0,9 |
|
| 5804 |
5804
Union Savings Bank
Litchfield,
Connecticut
| US$ 231 mi | – | – | 2,04% | – | 321 | – | 2 |
|
| 5805 |
5805
RPD Fund Management
New York
| US$ 231 mi | +US$ 71,4 mi | +45% | 18,5% | – | 7 | 42,86% | 0,5 |
|
| 5806 |
5806
Estate Planners Group
Yardley,
Pennsylvania
| US$ 231 mi | – | – | 3,87% | – | 476 | – | 0 |
|
| 5807 |
5807
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 230 mi | +US$ 3,61 mi | +2% | 2,33% | 55,9% | 40 | 7,5% | 1,9 |
|
| 5808 |
5808
Scholtz & Company
Stamford,
Connecticut
| US$ 230 mi | +US$ 2,68 mi | +1% | 1,22% | 89,2% | 55 | 14,55% | 2,4 |
|
| 5809 |
5809
Postrock Partners
Overland Park,
Oregon
| US$ 230 mi | +US$ 4,03 mi | +2% | 3,87% | – | 84 | 5,95% | 0,9 |
|
| 5810 |
5810
Blue Sky Capital Consultants Group
Poway,
California
| US$ 230 mi | -US$ 1,15 mi | -0,5% | 2,34% | – | 78 | 20,51% | 0,7 |
|
| 5811 |
5811
Banyan Capital Management
Atlanta,
Georgia
| US$ 230 mi | +US$ 9,9 mi | +4% | 3,19% | 44,4% | 59 | 11,86% | 1,7 |
|
| 5812 |
5812
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$ 230 mi | +US$ 7 mi | +3% | 3,2% | 74,4% | 157 | 4,46% | 3,2 |
|
| 5813 |
DCM
5813
Dudley Capital Management
Middleburg,
Virginia
| US$ 230 mi | +US$ 7,37 mi | +3% | 2,95% | 129% | 148 | 17,57% | 2,2 |
|
| 5814 |
5814
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 230 mi | +US$ 6,17 mi | +3% | 2,63% | 81,9% | 193 | 12,44% | 3 |
|
| 5815 |
5815
NBZ Investment Advisors
Knoxville,
Tennessee
| US$ 230 mi | +US$ 38,1 mi | +20% | 0,64% | – | 73 | 16,44% | 0,8 |
|
| 5816 |
5816
Johnson & White Wealth Management
York,
Pennsylvania
| US$ 230 mi | +US$ 11,4 mi | +5% | 2,65% | 85,1% | 116 | 7,76% | 1,6 |
|
| 5817 |
5817
Foresite Capital Management IV
Larkspur,
California
| US$ 230 mi | +US$ 47,1 mi | +26% | 25,1% | 151% | 7 | 14,29% | 1,7 |
|
| 5818 |
5818
93 Financial Group
Woburn,
Massachusetts
| US$ 230 mi | – | – | 0,63% | – | 9 | – | 0 |
|
| 5819 |
HCM
5819
Horrell Capital Management
Little Rock,
Arkansas
| US$ 229 mi | -US$ 8,27 mi | -3% | 0,43% | 55,6% | 203 | 8,87% | 7,1 |
|
| 5820 |
5820
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$ 229 mi | -US$ 4,79 mi | -2% | 1,59% | 63,5% | 104 | 22,12% | 0,9 |
|
| 5821 |
5821
Howard Wealth Management
Madison,
Connecticut
| US$ 229 mi | +US$ 11,5 mi | +5% | 1,99% | 69,9% | 140 | 10,71% | 2,8 |
|
| 5822 |
5822
Catalyst Private Wealth
San Mateo,
California
| US$ 229 mi | +US$ 1,16 mi | +0,5% | 0,82% | 120% | 81 | 6,17% | 3,5 |
|
| 5823 |
5823
Brogan Financial
Knoxville,
Tennessee
| US$ 229 mi | -US$ 5,84 mi | -2% | 0,57% | 46,4% | 62 | 6,45% | 2,2 |
|
| 5824 |
5824
Avos Capital Management
Seattle,
Washington
| US$ 229 mi | +US$ 14,6 mi | +7% | 1,25% | – | 70 | 22,86% | 0,5 |
|
| 5825 |
5825
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 229 mi | +US$ 6,61 mi | +3% | 2,22% | 63,8% | 87 | 12,64% | 4,4 |
|