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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Edge Financial Advisors
Wheaton,
Illinois
| US$ 190 mi | +US$ 31,4 mi | +20% | 9,02% | – | 130 | 26,92% | 0,7 |
|
| 5977 |
5977
Triavera Capital
Larkspur,
California
| US$ 190 mi | +US$ 15,4 mi | +9% | 19,4% | – | 21 | 19,05% | 0,5 |
|
| 5978 |
5978
Wealth Advisors Northwest
Portland,
Oregon
| US$ 190 mi | +US$ 31,9 mi | +20% | 8,74% | – | 62 | 12,9% | 0,4 |
|
| 5979 |
CWM
5979
CCG Wealth Management
San Diego,
California
| US$ 190 mi | +US$ 22,6 mi | +14% | 12,4% | 82,6% | 81 | 8,64% | 3,2 |
|
| 5980 |
5980
Midwest Capital Advisors
Grand Rapids,
Michigan
| US$ 190 mi | +US$ 26,8 mi | +16% | 9,45% | – | 196 | 11,22% | 0,5 |
|
| 5981 |
5981
Spring Capital Management
Amarillo,
Texas
| US$ 190 mi | +US$ 6,46 mi | +4% | 6,4% | 73,6% | 53 | 9,43% | 1,8 |
|
| 5982 |
5982
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 190 mi | +US$ 9,28 mi | +5% | 5,47% | 31,7% | 127 | 29,13% | 1,3 |
|
| 5983 |
NAMNJ
5983
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$ 190 mi | +US$ 29,7 mi | +19% | 12,8% | – | 98 | 12,24% | 1,2 |
|
| 5984 |
5984
Innealta Capital
Austin,
Texas
| US$ 190 mi | +US$ 5,04 mi | +3% | 10,1% | 63,7% | 140 | 42,86% | 1,7 |
|
| 5985 |
5985
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 189 mi | -US$ 1,49 mi | -0,8% | 7,36% | 103% | 117 | 9,4% | 3 |
|
| 5986 |
5986
Udine Wealth Management
Boca Raton,
Florida
| US$ 189 mi | +US$ 39,9 mi | +27% | 15,7% | 141% | 38 | 34,21% | 1,3 |
|
| 5987 |
5987
Peninsula Asset Management
Bradenton,
Florida
| US$ 189 mi | +US$ 9,31 mi | +5% | 5,19% | 44,1% | 45 | 2,22% | 8,2 |
|
| 5988 |
5988
AGP Franklin
Franklin,
Tennessee
| US$ 189 mi | +US$ 26,9 mi | +17% | 22,4% | – | 89 | 19,1% | 0,4 |
|
| 5989 |
5989
Harrington Investments
Napa,
California
| US$ 189 mi | +US$ 13,1 mi | +7% | 11,2% | 109% | 83 | 1,2% | 5,9 |
|
| 5990 |
5990
Krensavage Asset Management
New York
| US$ 189 mi | +US$ 8,05 mi | +4% | 9,39% | 124% | 16 | 18,75% | 2,7 |
|
| 5991 |
5991
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 189 mi | +US$ 14,3 mi | +8% | 9,73% | 56% | 24 | 0% | 9,3 |
|
| 5992 |
BWM
5992
Bullock Wealth Management
Bloomington,
Indiana
| US$ 189 mi | +US$ 9,9 mi | +6% | 9,68% | 101% | 620 | 11,61% | 1,7 |
|
| 5993 |
5993
Dalton Investments
Las Vegas,
Nevada
| US$ 189 mi | +US$ 2,38 mi | +1% | 11,3% | 95,1% | 22 | 9,09% | 3,9 |
|
| 5994 |
5994
Traveka Wealth
Los Altos,
California
| US$ 189 mi | +US$ 10,4 mi | +6% | 10,2% | 78,1% | 157 | 17,2% | 1,2 |
|
| 5995 |
CI
5995
Carroll Investors
Mt Pleasant,
South Carolina
| US$ 189 mi | +US$ 38,5 mi | +26% | 31,3% | 241% | 34 | 23,53% | 1,7 |
|
| 5996 |
5996
PACK Private Wealth
Wayzata,
Minnesota
| US$ 189 mi | +US$ 20,6 mi | +12% | 7,37% | 52,8% | 48 | 14,58% | 2,4 |
|
| 5997 |
5997
Nalanda India Fund
Moka,
Mauritius
| US$ 189 mi | +US$ 5,22 mi | +3% | 2,85% | 15,3% | 1 | 0% | 6,5 |
|
| 5998 |
5998
Horizon Financial Services
Winston Salem,
North Carolina
| US$ 189 mi | +US$ 9,17 mi | +5% | 5,87% | 39,5% | 324 | 11,42% | 1,1 |
|
| 5999 |
5999
Orleans Capital Management
Mandeville,
Louisiana
| US$ 188 mi | +US$ 18,5 mi | +11% | 8,77% | 94,6% | 112 | 18,75% | 2,9 |
|
| 6000 |
6000
New Mountain Capital
New York
| US$ 188 mi | -US$ 38,5 mi | -17% | 17% | 64,8% | 1 | 0% | 2,8 |
|