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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 |
5826
MOR Wealth Management
Philadelphia,
Pennsylvania
| US$ 251 mi | +US$ 33,2 mi | +15% | 14,8% | – | 136 | 34,56% | 0,3 |
|
| 5827 |
5827
Client First Capital
San Diego,
California
| US$ 251 mi | +US$ 20,6 mi | +9% | 11,2% | 54,6% | 29 | 6,9% | 1,7 |
|
| 5828 |
5828
Aufman Associates
Sewickley,
Pennsylvania
| US$ 251 mi | +US$ 47 mi | +23% | 40,1% | 136% | 69 | 8,7% | 3,6 |
|
| 5829 |
CWMG
5829
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| US$ 251 mi | +US$ 16,8 mi | +7% | 12,5% | – | 76 | 7,89% | 0,8 |
|
| 5830 |
5830
LTS One Management
New York
| US$ 251 mi | +US$ 12,2 mi | +5% | 20,9% | 67,9% | 23 | 30,43% | 0,8 |
|
| 5831 |
5831
Abound Financial
Granite Bay,
California
| US$ 251 mi | +US$ 21,9 mi | +10% | 12,1% | – | 309 | 12,3% | 0,7 |
|
| 5832 |
LA
5832
Latitude Advisors
Vero Beach,
Florida
| US$ 251 mi | +US$ 32,5 mi | +15% | 13,9% | 79,6% | 249 | 18,47% | 2,6 |
|
| 5833 |
5833
Ballast Asset Management
Dallas,
Texas
| US$ 251 mi | +US$ 26 mi | +12% | 18% | 126% | 55 | 9,09% | 2 |
|
| 5834 |
5834
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$ 251 mi | +US$ 26,6 mi | +12% | 9,52% | 61,3% | 78 | 14,1% | 1,8 |
|
| 5835 |
5835
Sherborne Investors Management
New York
| US$ 251 mi | +US$ 9,7 mi | +4% | 4,03% | 54,2% | 1 | 0% | 3,5 |
|
| 5836 |
PK
5836
Pflug Koory
Omaha,
Nebraska
| US$ 250 mi | +US$ 32,1 mi | +15% | 22,7% | – | 429 | 3,03% | 6,5 |
|
| 5837 |
DCM
5837
Dudley Capital Management
Middleburg,
Virginia
| US$ 250 mi | +US$ 23,6 mi | +10% | 14,2% | 129% | 157 | 16,56% | 2,3 |
|
| 5838 |
5838
MW Advisory
Atlanta,
Georgia
| US$ 250 mi | – | – | 18,4% | – | 139 | – | 0 |
|
| 5839 |
5839
Quadratic Capital Management
Greenwich,
Connecticut
| US$ 250 mi | -US$ 133 mi | -35% | 0,4% | 0,6% | 2 | 0% | 5,1 |
|
| 5840 |
5840
Jupiter Wealth Management
Glendale,
Colorado
| US$ 250 mi | -US$ 3,03 mi | -1% | 15,1% | 99,2% | 97 | 11,34% | 3,2 |
|
| 5841 |
5841
Bernzott Capital Advisors
Camarillo,
California
| US$ 250 mi | +US$ 41,2 mi | +20% | 17,6% | 46,2% | 40 | 17,5% | 2,9 |
|
| 5842 |
5842
Matisse Capital
Portland,
Oregon
| US$ 250 mi | +US$ 15,3 mi | +7% | 15,8% | 73,3% | 179 | 20,11% | 2,5 |
|
| 5843 |
5843
Level Wealth Management
Greensboro,
North Carolina
| US$ 250 mi | +US$ 36,2 mi | +17% | 9,28% | – | 73 | 12,33% | 1,1 |
|
| 5844 |
5844
Brogan Financial
Knoxville,
Tennessee
| US$ 250 mi | +US$ 22,2 mi | +10% | 9,3% | 46,4% | 64 | 12,5% | 2,4 |
|
| 5845 |
5845
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$ 249 mi | +US$ 41,5 mi | +20% | 33,3% | – | 131 | 19,08% | 1,7 |
|
| 5846 |
5846
Mirabaud & Cie
Geneva,
Switzerland
| US$ 249 mi | +US$ 3,5 mi | +1% | 30,8% | 151% | 60 | 21,67% | 1,7 |
|
| 5847 |
5847
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 249 mi | +US$ 31,1 mi | +14% | 16,1% | 114% | 119 | 8,4% | 2,6 |
|
| 5848 |
VM
5848
VPR Management
Houston,
Texas
| US$ 249 mi | -US$ 1,21 mi | -0,5% | 0,73% | 54,5% | 66 | 1,52% | 3,7 |
|
| 5849 |
RSC
5849
Rising Stella Capital
Singapore,
| US$ 249 mi | +US$ 35,4 mi | +17% | 17,9% | – | 3 | 0% | 0,5 |
|
| 5850 |
5850
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$ 249 mi | +US$ 55,2 mi | +29% | 33,1% | 105% | 157 | 10,83% | 2,8 |
|