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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Lagoda Investment Management
New York
| US$ 174 mi | +US$ 328 mil | +0,2% | 11,6% | 250% | 40 | 15% | 6,1 |
|
| 5852 |
5852
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 174 mi | +US$ 11,5 mi | +7% | 5,46% | – | 625 | 11,68% | 0,7 |
|
| 5853 |
5853
LCM Capital Management
Chicago,
Illinois
| US$ 174 mi | +US$ 13,5 mi | +8% | 6,89% | 128% | 100 | 13% | 2,8 |
|
| 5854 |
5854
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 174 mi | +US$ 8,07 mi | +5% | 5,31% | 72% | 121 | 8,26% | 2,8 |
|
| 5855 |
RWIA
5855
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 174 mi | +US$ 18 mi | +12% | 5,5% | 61,3% | 55 | 12,73% | 1,3 |
|
| 5856 |
FP
5856
Factorial Partners
Mt. Kisco,
New York
| US$ 174 mi | +US$ 11,3 mi | +7% | 11,2% | 88,7% | 87 | 25,29% | 2,9 |
|
| 5857 |
5857
Kestrel Investment Management
San Mateo,
California
| US$ 174 mi | +US$ 22,8 mi | +15% | 10,6% | 99,8% | 42 | 16,67% | 1,6 |
|
| 5858 |
5858
FourWorld Capital Management
New York
| US$ 174 mi | +US$ 6,72 mi | +4% | 11,4% | 132% | 38 | 47,37% | 0,8 |
|
| 5859 |
5859
Emprise Bank
Wichita,
Kansas
| US$ 174 mi | +US$ 11,5 mi | +7% | 5,11% | – | 108 | 14,81% | 0,5 |
|
| 5860 |
5860
Matrix Private Capital Group
New York
| US$ 174 mi | +US$ 14,4 mi | +9% | 6,4% | 62,5% | 156 | 7,05% | 3,4 |
|
| 5861 |
5861
Delta Capital Management
Red Bank,
New Jersey
| US$ 173 mi | +US$ 8,03 mi | +5% | 6,44% | 129% | 89 | 4,49% | 6 |
|
| 5862 |
5862
Castleview Partners
Dallas,
Texas
| US$ 173 mi | -US$ 2,52 mi | -1% | 6,43% | 61,3% | 957 | 47,44% | 2,1 |
|
| 5863 |
5863
Trivant Custom Portfolio Group
San Diego,
California
| US$ 173 mi | +US$ 10,6 mi | +6% | 5,99% | 86,1% | 202 | 21,29% | 1,1 |
|
| 5864 |
5864
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 173 mi | +US$ 11,1 mi | +7% | 6,25% | 66,3% | 15 | 20% | 3,8 |
|
| 5865 |
5865
CoreFirst Bank & Trust
Topeka,
Kansas
| US$ 173 mi | +US$ 24,5 mi | +16% | 8,38% | 61,4% | 344 | 65,12% | 1,2 |
|
| 5866 |
5866
Granite Harbor Advisors
Houston,
Texas
| US$ 173 mi | +US$ 15,1 mi | +10% | 5,1% | 61,5% | 91 | 10,99% | 1,3 |
|
| 5867 |
5867
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 173 mi | +US$ 6,62 mi | +4% | 5,51% | 70,2% | 84 | 8,33% | 5,9 |
|
| 5868 |
5868
Banyan Capital Management
Atlanta,
Georgia
| US$ 173 mi | +US$ 7,08 mi | +4% | 7,81% | 42,5% | 18 | 16,67% | 4,1 |
|
| 5869 |
MA
5869
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 173 mi | +US$ 22,6 mi | +15% | 21,2% | 166% | 57 | 0% | 7,5 |
|
| 5870 |
5870
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 173 mi | +US$ 12 mi | +7% | 6,73% | 52,3% | 40 | 7,5% | 1,2 |
|
| 5871 |
5871
PFG Private Wealth Management
Lutz,
Florida
| US$ 172 mi | +US$ 7,58 mi | +5% | 4,5% | 52,6% | 258 | 13,57% | 2,4 |
|
| 5872 |
5872
American Capital Advisory
Ketchum,
Idaho
| US$ 172 mi | +US$ 32,5 mi | +23% | 6,32% | 69% | 532 | 26,69% | 0,6 |
|
| 5873 |
5873
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$ 172 mi | +US$ 11,5 mi | +7% | 6,78% | – | 157 | 3,82% | 0,7 |
|
| 5874 |
5874
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 172 mi | +US$ 11,2 mi | +7% | 5,65% | 72,7% | 92 | 9,78% | 5,7 |
|
| 5875 |
5875
Propel Bio Management
Los Angeles,
California
| US$ 172 mi | +US$ 18,2 mi | +12% | 35,5% | – | 27 | 33,33% | 0,5 |
|