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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
McCarter Private Wealth Services
Boston,
Massachusetts
| US$ 195 mi | +US$ 20,4 mi | +12% | 9,95% | – | 130 | 12,31% | 0,8 |
|
| 6077 |
6077
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$ 195 mi | -US$ 3,57 mi | -2% | 8,31% | 85,6% | 47 | 8,51% | 1,1 |
|
| 6078 |
6078
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 195 mi | +US$ 20,7 mi | +12% | 8,99% | 64,3% | 131 | 9,16% | 2,2 |
|
| 6079 |
6079
Touchstone Capital
Pittsburgh,
Pennsylvania
| US$ 195 mi | – | – | 8% | – | 49 | – | 0,8 |
|
| 6080 |
6080
R.W. Roge & Company
Bohemia,
New York
| US$ 195 mi | +US$ 18,9 mi | +11% | 7,8% | 68,1% | 59 | 11,86% | 3 |
|
| 6081 |
6081
Quarry Hill Advisors
St Paul,
Minnesota
| US$ 195 mi | +US$ 23,1 mi | +13% | 7,74% | 62,5% | 52 | 13,46% | 2,3 |
|
| 6082 |
6082
Main Line Retirement Advisors
Whitefish,
Montana
| US$ 195 mi | +US$ 19,3 mi | +11% | 5,19% | 47,6% | 46 | 10,87% | 1,5 |
|
| 6083 |
6083
Yorktown Energy Partners XI
New York
| US$ 195 mi | +US$ 79,8 mi | +69% | 111% | 105% | 3 | 0% | 5,1 |
|
| 6084 |
6084
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 195 mi | +US$ 17,9 mi | +10% | 11,9% | 112% | 122 | 11,48% | 6,3 |
|
| 6085 |
6085
Peninsula Asset Management
Bradenton,
Florida
| US$ 195 mi | +US$ 5,36 mi | +3% | 4,85% | 44,1% | 45 | 4,44% | 8,8 |
|
| 6086 |
6086
Brendel Financial Advisors
Hanover,
New Hampshire
| US$ 195 mi | +US$ 16,2 mi | +9% | 10,6% | 126% | 127 | 40,16% | 1,7 |
|
| 6087 |
6087
Tenon Financial
Metuchen,
New Jersey
| US$ 195 mi | -US$ 31,7 mi | -14% | 6,12% | – | 49 | 8,16% | 1,3 |
|
| 6088 |
6088
Makaira Partners
La Jolla,
California
| US$ 195 mi | -US$ 134 mi | -41% | 8,89% | 22% | 13 | 7,69% | 3,2 |
|
| 6089 |
BAM
6089
Bosun Asset Management
Chicago,
Illinois
| US$ 195 mi | -US$ 141 mi | -42% | 8,35% | 278% | 200 | 66,5% | 2,5 |
|
| 6090 |
6090
Trivant Custom Portfolio Group
San Diego,
California
| US$ 195 mi | +US$ 12,5 mi | +7% | 7,66% | 86,1% | 105 | 23,81% | 1,6 |
|
| 6091 |
6091
EntreWealth
Austin,
Texas
| US$ 194 mi | +US$ 49,7 mi | +34% | 5,26% | – | 86 | 26,74% | 0,5 |
|
| 6092 |
6092
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$ 194 mi | +US$ 6,61 mi | +4% | 8,06% | 112% | 170 | 12,35% | 7,3 |
|
| 6093 |
6093
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$ 194 mi | +US$ 19 mi | +11% | 8,15% | – | 5 | 40% | 0,6 |
|
| 6094 |
6094
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 194 mi | -US$ 4,26 mi | -2% | 6,36% | 91% | 93 | 25,81% | 4,4 |
|
| 6095 |
6095
Friedenthal Financial
Marlton,
New Jersey
| US$ 194 mi | +US$ 11,2 mi | +6% | 6,1% | 105% | 324 | 37,65% | 1,7 |
|
| 6096 |
6096
Birchcreek Wealth Management
Miami Township,
Ohio
| US$ 194 mi | +US$ 17 mi | +10% | 6,9% | 80,7% | 122 | 11,48% | 3,1 |
|
| 6097 |
6097
Delta Capital Management
Red Bank,
New Jersey
| US$ 193 mi | +US$ 14,6 mi | +8% | 10,1% | 129% | 106 | 8,49% | 5,6 |
|
| 6098 |
6098
Banque de Luxembourg
Luxembourg
| US$ 193 mi | +US$ 18,8 mi | +11% | 8,56% | – | 93 | 20,43% | 0,7 |
|
| 6099 |
6099
Birchbrook
Bangor,
Maine
| US$ 193 mi | +US$ 6,74 mi | +4% | 5,16% | 49,1% | 279 | 4,66% | 1,5 |
|
| 6100 |
6100
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 193 mi | +US$ 371 mil | +0,2% | 6,18% | 135% | 200 | 16% | 3,8 |
|