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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Bradley & Co Private Wealth Management
Miami,
Florida
| US$ 146 mi | -US$ 13,7 mi | -9% | 4,94% | – | 189 | 1,59% | 3 |
|
| 6502 |
6502
Orchard Capital Management
Chicago,
Illinois
| US$ 146 mi | -US$ 107 mi | -42% | 9,59% | 140% | 58 | 32,76% | 2,8 |
|
| 6503 |
NWMP
6503
Noble Wealth Management PBC
Greenwood Village,
Colorado
| US$ 146 mi | +US$ 2,18 mi | +2% | 0,89% | – | 514 | 15,37% | 0,2 |
|
| 6504 |
6504
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 146 mi | -US$ 16,8 mi | -10% | 5,84% | 164% | 28 | 10,71% | 5,5 |
|
| 6505 |
6505
Q3 Asset Management
Birmingham,
Michigan
| US$ 146 mi | -US$ 14,7 mi | -9% | 3,82% | 105% | 91 | 86,81% | 0,2 |
|
| 6506 |
6506
Lowery Thomas LLC
Pebble Beach,
California
| US$ 146 mi | -US$ 7,21 mi | -5% | 5,6% | 74,7% | 60 | 15% | 2,2 |
|
| 6507 |
6507
Mainsail Asset Management
Birmingham,
Alabama
| US$ 146 mi | +US$ 3,02 mi | +2% | 1,13% | 90,4% | 69 | 13,04% | 1 |
|
| 6508 |
PCA
6508
Prospect Capital Advisors
Sausalito,
California
| US$ 146 mi | -US$ 26,2 mi | -15% | 3,43% | 202% | 33 | 30,3% | 3,2 |
|
| 6509 |
6509
LRT Capital Management
Austin,
Texas
| US$ 146 mi | +US$ 18,1 mi | +14% | 2,34% | 76,2% | 108 | 44,44% | 1 |
|
| 6510 |
6510
Schubert & Co
Mckinney,
Texas
| US$ 146 mi | -US$ 2,51 mi | -2% | 1,08% | 47,3% | 66 | 15,15% | 1,6 |
|
| 6511 |
SA
6511
Stonebridge Advisors
Wilton,
Connecticut
| US$ 146 mi | -US$ 3,99 mi | -3% | 0,77% | 0,03% | 4 | 25% | 3,3 |
|
| 6512 |
6512
KMT Wealth Management
El Segundo,
California
| US$ 146 mi | +US$ 21,2 mi | +17% | 4,46% | – | 17 | 29,41% | 0,2 |
|
| 6513 |
6513
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$ 146 mi | -US$ 16,1 mi | -10% | 0,31% | 110% | 93 | 13,98% | 1,9 |
|
| 6514 |
IC
6514
Immersion Capital
London,
United Kingdom
| US$ 146 mi | +US$ 26,3 mi | +22% | 0,78% | 63,4% | 10 | 30% | 1,6 |
|
| 6515 |
6515
FPC Investment Advisory
Petaluma,
California
| US$ 146 mi | +US$ 8,89 mi | +7% | 0,87% | – | 283 | 90,46% | 0,8 |
|
| 6516 |
6516
Wafra Inc
New York
| US$ 146 mi | -US$ 40,3 mi | -22% | 21,5% | 45,9% | 2 | 0% | 3 |
|
| 6517 |
6517
Aufman Associates
Sewickley,
Pennsylvania
| US$ 145 mi | -US$ 2,68 mi | -2% | 1,9% | 141% | 61 | 9,84% | 3,2 |
|
| 6518 |
6518
Insight Inv LLC
El Segundo,
California
| US$ 145 mi | +US$ 1,75 mi | +1% | 0,26% | 139% | 139 | 15,11% | 2,1 |
|
| 6519 |
6519
Allen Wealth Management
Boone,
North Carolina
| US$ 145 mi | +US$ 5,68 mi | +4% | 3,45% | 60,3% | 61 | 3,28% | 1,1 |
|
| 6520 |
AIM
6520
AHL Investment Management
Winter Park,
Florida
| US$ 145 mi | +US$ 2,27 mi | +2% | 2,84% | 57,7% | 70 | 5,71% | 2,5 |
|
| 6521 |
6521
Strategic Financial Planning
Plano,
Texas
| US$ 145 mi | -US$ 1,72 mi | -1% | 0,85% | 47,5% | 37 | 5,41% | 4,2 |
|
| 6522 |
AWM
6522
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 145 mi | -US$ 983 mil | -0,7% | 1,73% | 73,1% | 171 | 10,53% | 4 |
|
| 6523 |
6523
TSG Consumer Partners
Larkspur,
California
| US$ 145 mi | -US$ 38,8 mi | -21% | 17,9% | 12,3% | 1 | 0% | 3,3 |
|
| 6524 |
6524
Ampersand Capital Group
Burlingame,
California
| US$ 145 mi | -US$ 4,39 mi | -3% | 7,19% | – | 7 | 0% | 0,3 |
|
| 6525 |
6525
Syntax Research
Boca Raton,
Florida
| US$ 145 mi | +US$ 5,38 mi | +4% | 1,31% | 50,7% | 189 | 10,58% | 1,3 |
|