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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
PK
5826
Pflug Koory
Omaha,
Nebraska
| US$ 250 mi | +US$ 32,1 mi | +15% | 22,7% | – | 429 | 3,03% | 6,5 |
|
| 5827 |
DCM
5827
Dudley Capital Management
Middleburg,
Virginia
| US$ 250 mi | +US$ 23,6 mi | +10% | 14,2% | 110% | 157 | 16,56% | 2,3 |
|
| 5828 |
MA
5828
MW Advisory
Atlanta,
Georgia
| US$ 250 mi | – | – | 18,4% | – | 139 | – | 0 |
|
| 5829 |
QCM
5829
Quadratic Capital Management
Greenwich,
Connecticut
| US$ 250 mi | -US$ 133 mi | -35% | 0,4% | 0,6% | 2 | 0% | 5,1 |
|
| 5830 |
JWM
5830
Jupiter Wealth Management
Glendale,
Colorado
| US$ 250 mi | -US$ 3,03 mi | -1% | 15,1% | 99,2% | 97 | 11,34% | 3,2 |
|
| 5831 |
BCA
5831
Bernzott Capital Advisors
Camarillo,
California
| US$ 250 mi | +US$ 41,2 mi | +20% | 17,6% | 46,6% | 40 | 17,5% | 2,9 |
|
| 5832 |
MC
5832
Matisse Capital
Portland,
Oregon
| US$ 250 mi | +US$ 15,3 mi | +7% | 15,8% | 66,9% | 179 | 20,11% | 2,5 |
|
| 5833 |
LWM
5833
Level Wealth Management
Greensboro,
North Carolina
| US$ 250 mi | +US$ 36,2 mi | +17% | 9,28% | – | 73 | 12,33% | 1,1 |
|
| 5834 |
BF
5834
Brogan Financial
Knoxville,
Tennessee
| US$ 250 mi | +US$ 22,2 mi | +10% | 9,3% | 46,4% | 64 | 12,5% | 2,4 |
|
| 5835 |
FHWM
5835
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$ 249 mi | +US$ 41,5 mi | +20% | 33,3% | – | 131 | 19,08% | 1,7 |
|
| 5836 |
MC
5836
Mirabaud & Cie
Geneva,
Switzerland
| US$ 249 mi | +US$ 3,5 mi | +1% | 30,8% | – | 60 | 21,67% | 1,7 |
|
| 5837 |
RA
5837
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 249 mi | +US$ 31,1 mi | +14% | 16,1% | 114% | 119 | 8,4% | 2,6 |
|
| 5838 |
VM
5838
VPR Management
Houston,
Texas
| US$ 249 mi | -US$ 1,21 mi | -0,5% | 0,73% | 54,5% | 66 | 1,52% | 3,7 |
|
| 5839 |
RSC
5839
Rising Stella Capital
Singapore,
| US$ 249 mi | +US$ 35,4 mi | +17% | 17,9% | – | 3 | 0% | 0,5 |
|
| 5840 |
GITFIT
5840
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$ 249 mi | +US$ 55,2 mi | +29% | 33,1% | 105% | 157 | 10,83% | 2,8 |
|
| 5841 |
SC
5841
Schulhoff & Co
Cincinnati,
Ohio
| US$ 249 mi | +US$ 5,53 mi | +2% | 8,49% | 51,8% | 136 | 3,68% | 8,5 |
|
| 5842 |
IFO
5842
Independent Family Office
Albany,
New York
| US$ 249 mi | +US$ 5,94 mi | +2% | 6% | 68,4% | 97 | 19,59% | 3,6 |
|
| 5843 |
USB
5843
Union Savings Bank
Litchfield,
Connecticut
| US$ 249 mi | +US$ 20,8 mi | +9% | 13% | – | 328 | 4,27% | 2,4 |
|
| 5844 |
CWA
5844
Cascade Wealth Advisors
Wenatchee,
Washington
| US$ 249 mi | +US$ 21,1 mi | +9% | 8,91% | – | 63 | 7,94% | 1,6 |
|
| 5845 |
WW
5845
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 249 mi | +US$ 12,2 mi | +5% | 4,95% | 73% | 35 | 8,57% | 2,9 |
|
| 5846 |
BWM
5846
BlackDiamond Wealth Management
New York
| US$ 249 mi | +US$ 40,7 mi | +20% | 16,9% | 70,8% | 242 | 22,73% | 1,9 |
|
| 5847 |
FCM
5847
Fogel Capital Management
Stuart,
Florida
| US$ 249 mi | +US$ 30 mi | +14% | 11,6% | – | 60 | 18,33% | 1,6 |
|
| 5848 |
CSIA
5848
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 249 mi | +US$ 19,7 mi | +9% | 8,98% | 84,4% | 29 | 34,48% | 2,3 |
|
| 5849 |
AFT
5849
Alpha Family Trust
Los Angeles,
California
| US$ 249 mi | +US$ 42,5 mi | +21% | 42,8% | 198% | 225 | 20,89% | 2 |
|
| 5850 |
JSA
5850
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$ 249 mi | +US$ 43,1 mi | +21% | 7,7% | – | 160 | 18,13% | 1,1 |
|