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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
RWIA
6126
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 135 mi | +US$ 17,6 mi | +15% | 9,36% | 61,3% | 42 | 9,52% | 1,1 |
|
| 6127 |
6127
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 135 mi | +US$ 21,5 mi | +19% | 10,7% | 91,5% | 82 | 14,63% | 1,4 |
|
| 6128 |
6128
Petiole USA
New York
| US$ 135 mi | +US$ 26,1 mi | +24% | 24,5% | 105% | 40 | 5% | 1,5 |
|
| 6129 |
6129
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$ 135 mi | – | – | 9,22% | 48,4% | 36 | – | 0 |
|
| 6130 |
6130
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 135 mi | -US$ 270 mi | -67% | 0,06% | 352% | 156 | 51,92% | 0,9 |
|
| 6131 |
SMP
6131
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 135 mi | +US$ 5,65 mi | +4% | 7,64% | 102% | 17 | 5,88% | 5,3 |
|
| 6132 |
6132
Solstein Capital
Menlo Park,
California
| US$ 135 mi | +US$ 18,8 mi | +16% | 12,4% | 102% | 319 | 7,21% | 2,2 |
|
| 6133 |
6133
Union Square Park Capital Management
New York
| US$ 135 mi | +US$ 48,2 mi | +56% | 19,1% | 75,8% | 49 | 53,06% | 0,5 |
|
| 6134 |
6134
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 135 mi | +US$ 9,23 mi | +7% | 11,4% | 92,7% | 88 | 3,41% | 5,2 |
|
| 6135 |
6135
Ciovacco Capital Management
Atlanta,
Georgia
| US$ 135 mi | +US$ 14,5 mi | +12% | 13,2% | 88,5% | 25 | 12% | 1,1 |
|
| 6136 |
EL
6136
EQ LLC
Bellevue,
Washington
| US$ 135 mi | +US$ 333 mil | +0,2% | 10,4% | 72,9% | 51 | 15,69% | 2,3 |
|
| 6137 |
6137
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 135 mi | +US$ 13,4 mi | +11% | 11,3% | 66,9% | 70 | 5,71% | 4,8 |
|
| 6138 |
6138
Tacita Capital
Toronto,
Ontario, Canada
| US$ 135 mi | +US$ 7,12 mi | +6% | 10,8% | 72,3% | 227 | 18,5% | 2,1 |
|
| 6139 |
6139
W Advisors LLC
Germantown,
Tennessee
| US$ 135 mi | +US$ 13,3 mi | +11% | 9,37% | 88,7% | 116 | 18,97% | 1,4 |
|
| 6140 |
6140
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 135 mi | +US$ 3,4 mi | +3% | 10,4% | 70,6% | 594 | 30,3% | 2,3 |
|
| 6141 |
6141
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$ 135 mi | +US$ 10,9 mi | +9% | 2,32% | 14,4% | 46 | 17,39% | 1,4 |
|
| 6142 |
6142
Cypress Point Wealth Management
Dallas,
Texas
| US$ 135 mi | +US$ 20,8 mi | +18% | 9,77% | 255% | 61 | 26,23% | 1 |
|
| 6143 |
6143
Morgens Waterfall Vintiadis & Co
New York
| US$ 135 mi | +US$ 10,9 mi | +9% | 14,7% | 594% | 39 | 43,59% | 1,5 |
|
| 6144 |
6144
Fortitude Family Office
Scottsdale,
Arizona
| US$ 134 mi | – | – | 11% | 81,1% | 1.006 | – | 0 |
|
| 6145 |
6145
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 134 mi | +US$ 17,7 mi | +15% | 10,5% | 76,3% | 82 | 26,83% | 1 |
|
| 6146 |
6146
Nine Masts Capital
Central,
Hong Kong
| US$ 134 mi | -US$ 4,84 mi | -3% | 4,76% | 88,1% | 39 | 38,46% | 0,7 |
|
| 6147 |
6147
Flower City Capital
Pittsford,
New York
| US$ 134 mi | +US$ 36,5 mi | +37% | 9,5% | 69,5% | 36 | 22,22% | 1,2 |
|
| 6148 |
6148
Pacific Financial Group
Bellevue,
Washington
| US$ 134 mi | -US$ 19,1 mi | -12% | 11% | 61,1% | 58 | 3,45% | 6 |
|
| 6149 |
6149
Finer Wealth Management
Salem,
Massachusetts
| US$ 134 mi | +US$ 9,21 mi | +7% | 10,9% | 175% | 81 | 3,7% | 1,8 |
|
| 6150 |
6150
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 134 mi | -US$ 1,42 mi | -1% | 6,55% | 67,4% | 67 | 4,48% | 5,6 |
|