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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Bayhunt Capital
Mill Valley,
California
| US$ 181 mi | – | – | 4,53% | – | 18 | – | 0 |
|
| 6552 |
6552
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 181 mi | +US$ 10,2 mi | +6% | 1,92% | – | 173 | 10,98% | 0,8 |
|
| 6553 |
SEP
6553
Signature Equity Partners
Columbus,
Ohio
| US$ 181 mi | – | – | 2,11% | – | 1.694 | – | 0 |
|
| 6554 |
6554
J. Hagan Capital
Louisville,
Kentucky
| US$ 181 mi | +US$ 15,6 mi | +9% | 2,62% | – | 100 | 45% | 0,5 |
|
| 6555 |
6555
Ryan Investment Management
Basalt,
Colorado
| US$ 181 mi | +US$ 643 mil | +0,4% | 1,58% | – | 20 | 5% | 0,5 |
|
| 6556 |
6556
Laurel Wealth Planning
Edina,
Minnesota
| US$ 180 mi | -US$ 8,62 mi | -5% | 2,11% | 59,5% | 58 | 3,45% | 3,5 |
|
| 6557 |
6557
Buckland Partners Management Co
Harrison,
New York
| US$ 180 mi | – | – | 3,44% | – | 104 | – | 0 |
|
| 6558 |
6558
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$ 180 mi | +US$ 14 mi | +8% | 2,77% | 80,6% | 213 | 20,19% | 1,7 |
|
| 6559 |
6559
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 180 mi | +US$ 4,98 mi | +3% | 4,13% | 125% | 108 | 15,74% | 2,6 |
|
| 6560 |
6560
Lotus Technology Management
Orlando,
Florida
| US$ 180 mi | – | – | 6,06% | – | 147 | – | 0 |
|
| 6561 |
6561
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| US$ 180 mi | – | – | 0,57% | – | 69 | – | 0 |
|
| 6562 |
6562
Pacific Financial Group
Bellevue,
Washington
| US$ 180 mi | +US$ 44,9 mi | +33% | 1,7% | 61,1% | 85 | 31,76% | 5 |
|
| 6563 |
6563
Meritech Capital Associates V
Palo Alto,
California
| US$ 180 mi | -US$ 103 mi | -36% | 22,5% | 133% | 2 | 0% | 4,9 |
|
| 6564 |
6564
Hara Capital
Bellevue,
Washington
| US$ 180 mi | +US$ 10 mi | +6% | 3,56% | 65,4% | 303 | 4,62% | 1,4 |
|
| 6565 |
6565
Jacobs Asset Management
New York
| US$ 180 mi | -US$ 3,15 mi | -2% | 6,55% | 114% | 40 | 40% | 2,2 |
|
| 6566 |
6566
MPWM Advisory Solutions
Alpharetta,
Georgia
| US$ 180 mi | +US$ 11,4 mi | +7% | 1,94% | – | 568 | 14,26% | 0,8 |
|
| 6567 |
LCA
6567
Legend Capital Advisors
New York
| US$ 180 mi | – | – | 2,37% | – | 56 | – | 0 |
|
| 6568 |
6568
MWA Asset Management
Lexington,
Massachusetts
| US$ 179 mi | -US$ 1,67 mi | -0,9% | 4,1% | 174% | 131 | 11,45% | 1,8 |
|
| 6569 |
SF
6569
Sun Financial
Midvale,
Utah
| US$ 179 mi | – | – | 1,29% | – | 157 | – | 0 |
|
| 6570 |
6570
Nolet Wealth Management
Fort Worth,
Texas
| US$ 179 mi | – | – | 2,33% | – | 91 | – | 0 |
|
| 6571 |
ALAM
6571
Asahi Life Asset Management
Tokyo,
Japan
| US$ 179 mi | -US$ 925 mil | -0,5% | 5,25% | 133% | 205 | 49,27% | 2,1 |
|
| 6572 |
6572
Gerber LLC
Columbus,
Ohio
| US$ 179 mi | +US$ 20,1 mi | +13% | 0,35% | 137% | 90 | 11,11% | 1,6 |
|
| 6573 |
6573
Everest Management Corp
Cupertino,
California
| US$ 179 mi | +US$ 22,4 mi | +14% | 5,5% | – | 71 | 16,9% | 0,8 |
|
| 6574 |
6574
Capital Financial Group
Greenwood Village,
Colorado
| US$ 179 mi | – | – | 1,58% | – | 105 | – | 0 |
|
| 6575 |
6575
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$ 179 mi | +US$ 34,9 mi | +24% | 2,37% | – | 121 | 13,22% | 0,8 |
|