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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Gallo Partners
Bloomfield,
New Jersey
| US$ 153 mi | +US$ 2,54 mi | +2% | 18,3% | – | 87 | 80,46% | 0,1 |
|
| 6602 |
6602
Lummis Asset Management
Fort Worth,
Texas
| US$ 153 mi | +US$ 8,86 mi | +6% | 7,24% | – | 165 | 5,45% | 1,3 |
|
| 6603 |
6603
Boyar Asset Management
New York
| US$ 153 mi | +US$ 14,9 mi | +11% | 12,2% | 75,5% | 82 | 9,76% | 7,2 |
|
| 6604 |
6604
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 153 mi | +US$ 9,5 mi | +7% | 11,7% | 150% | 195 | 2,05% | 1,8 |
|
| 6605 |
6605
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 153 mi | +US$ 4,39 mi | +3% | 4,06% | 41,2% | 54 | 3,7% | 2,5 |
|
| 6606 |
MKW
6606
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$ 153 mi | +US$ 4,29 mi | +3% | 2,05% | – | 61 | 6,56% | 0,9 |
|
| 6607 |
6607
Prodigy Asset Management
Omaha,
Nebraska
| US$ 153 mi | +US$ 28,9 mi | +23% | 5,64% | – | 24 | 8,33% | 0,4 |
|
| 6608 |
6608
Richmond Brothers
Jackson,
Michigan
| US$ 153 mi | -US$ 5,51 mi | -3% | 7,51% | 77,2% | 33 | 15,15% | 1,6 |
|
| 6609 |
6609
Two West Capital Advisors
Overland Park,
Kansas
| US$ 153 mi | +US$ 32,9 mi | +28% | 7,33% | – | 95 | 21,05% | 0,7 |
|
| 6610 |
MA
6610
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 153 mi | +US$ 11,9 mi | +8% | 12,2% | 166% | 57 | 5,26% | 7,8 |
|
| 6611 |
6611
HMV Wealth Advisors
Shreveport,
Louisiana
| US$ 153 mi | +US$ 26,5 mi | +21% | 8,65% | – | 90 | 23,33% | 0,4 |
|
| 6612 |
6612
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 152 mi | +US$ 17,9 mi | +13% | 10,9% | 75,5% | 64 | 25% | 3,6 |
|
| 6613 |
6613
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 152 mi | +US$ 16 mi | +12% | 36,4% | 144% | 25 | 56% | 0,6 |
|
| 6614 |
6614
RiverGlades Family Offices
Naples,
Florida
| US$ 152 mi | +US$ 13,5 mi | +10% | 7,55% | – | 90 | 13,33% | 4,1 |
|
| 6615 |
6615
Axis Wealth Partners
East Providence,
Rhode Island
| US$ 152 mi | +US$ 16,9 mi | +12% | 6,56% | – | 152 | 11,18% | 0,4 |
|
| 6616 |
6616
Leigh Baldwin & Co
Cazenovia,
New York
| US$ 152 mi | +US$ 27,8 mi | +22% | 11,9% | – | 192 | 17,19% | 0,4 |
|
| 6617 |
6617
Financially Speaking
Greenwood Village,
Colorado
| US$ 152 mi | +US$ 16,4 mi | +12% | 7,54% | – | 180 | 65,56% | 0,2 |
|
| 6618 |
SA
6618
Stonebridge Advisors
Wilton,
Connecticut
| US$ 152 mi | +US$ 5,96 mi | +4% | 1,59% | 3,35% | 4 | 25% | 2,6 |
|
| 6619 |
6619
Define Financial
San Diego,
California
| US$ 152 mi | +US$ 20,5 mi | +16% | 7,58% | – | 37 | 10,81% | 0,4 |
|
| 6620 |
6620
Guerra Pan Advisors
Montclair,
New Jersey
| US$ 152 mi | +US$ 24,2 mi | +19% | 19,2% | 149% | 117 | 14,53% | 2,5 |
|
| 6621 |
6621
Jericho Financial
Westerville,
Ohio
| US$ 152 mi | +US$ 14 mi | +10% | 15,6% | – | 41 | 0% | 0,5 |
|
| 6622 |
6622
Infini Capital Management
Central,
Hong Kong
| US$ 152 mi | +US$ 52,1 mi | +52% | 7,09% | – | 25 | 56% | 0,3 |
|
| 6623 |
6623
Palouse Capital Management
Spokane,
Washington
| US$ 152 mi | +US$ 5,07 mi | +3% | 3,92% | 67,8% | 146 | 19,18% | 2,4 |
|
| 6624 |
6624
Lepercq De Neuflize Asset Management
New York
| US$ 152 mi | +US$ 48,3 mi | +47% | 10,1% | – | 16 | 50% | 0,4 |
|
| 6625 |
6625
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$ 151 mi | +US$ 23 mi | +18% | 3,78% | 168% | 109 | 36,7% | 2,3 |
|