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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 154 mi | +US$ 15,4 mi | +11% | 7% | 83,4% | 147 | 5,44% | 6,1 |
|
| 6802 |
6802
Bay Capital Advisors
Virginia Beach,
Virginia
| US$ 154 mi | +US$ 22,4 mi | +17% | 7,96% | – | 115 | 6,96% | 0,7 |
|
| 6803 |
6803
Fingerlakes Wealth Management
Ithaca,
New York
| US$ 153 mi | +US$ 19,3 mi | +14% | 9,21% | 80,2% | 101 | 11,88% | 2,8 |
|
| 6804 |
6804
Adams Street Partners
Chicago,
Illinois
| US$ 153 mi | +US$ 11,2 mi | +8% | 33% | 399% | 7 | 42,86% | 3,7 |
|
| 6805 |
6805
Code Waechter
Tampa,
Florida
| US$ 153 mi | +US$ 12,7 mi | +9% | 6,74% | – | 119 | 12,61% | 0,7 |
|
| 6806 |
6806
Cox Capital Management
Andover,
Massachusetts
| US$ 153 mi | +US$ 6,45 mi | +4% | 11,1% | 106% | 67 | 16,42% | 3,2 |
|
| 6807 |
6807
Vannoy Advisory Group
Austin,
Texas
| US$ 153 mi | +US$ 8,37 mi | +6% | 6% | 52,5% | 29 | 6,9% | 1,6 |
|
| 6808 |
6808
U.S. Wealth Group
Woodbury,
New York
| US$ 153 mi | +US$ 24,8 mi | +19% | 9,58% | – | 41 | 0% | 0,7 |
|
| 6809 |
6809
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 153 mi | -US$ 20,2 mi | -12% | 11,7% | 40,8% | 1 | 0% | 3,8 |
|
| 6810 |
6810
Waterfront Capital Partners
New York
| US$ 153 mi | -US$ 255 mi | -63% | 7,25% | 88,3% | 38 | 63,16% | 0,6 |
|
| 6811 |
6811
Rochester Wealth Strategies
Rochester,
Michigan
| US$ 153 mi | +US$ 13,4 mi | +10% | 6,13% | – | 23 | 4,35% | 0,5 |
|
| 6812 |
6812
Bluegrass Capital Partners
Palm Beach,
Florida
| US$ 153 mi | +US$ 8,53 mi | +6% | 1,7% | 60,1% | 11 | 9,09% | 3 |
|
| 6813 |
VFS
6813
Valpey Financial Services
Concord,
New Hampshire
| US$ 153 mi | +US$ 8,18 mi | +6% | 5,13% | – | 72 | 6,94% | 0,2 |
|
| 6814 |
6814
Mittelman Wealth Management
Andover,
Massachusetts
| US$ 153 mi | +US$ 34,3 mi | +29% | 6,64% | – | 42 | 11,9% | 1 |
|
| 6815 |
AIFAIM
6815
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 153 mi | +US$ 11,3 mi | +8% | 8,21% | 72,8% | 151 | 5,96% | 3,3 |
|
| 6816 |
6816
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| US$ 153 mi | +US$ 20 mi | +15% | 8,18% | – | 100 | 13% | 0,6 |
|
| 6817 |
6817
JCP Investment Management
Houston,
Texas
| US$ 153 mi | -US$ 20,7 mi | -12% | 14,9% | 94,7% | 28 | 64,29% | 0,9 |
|
| 6818 |
DIS
6818
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 153 mi | +US$ 4,68 mi | +3% | 5,07% | 93,8% | 52 | 5,77% | 5,2 |
|
| 6819 |
6819
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$ 153 mi | +US$ 10,7 mi | +8% | 6,6% | 55,4% | 69 | 8,7% | 1,4 |
|
| 6820 |
6820
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 152 mi | +US$ 36,9 mi | +32% | 13,4% | 162% | 32 | 56,25% | 1,2 |
|
| 6821 |
6821
Lummis Asset Management
Fort Worth,
Texas
| US$ 152 mi | -US$ 596 mil | -0,4% | 9,64% | – | 166 | 9,64% | 1,5 |
|
| 6822 |
6822
Financially Speaking
Greenwood Village,
Colorado
| US$ 152 mi | +US$ 265 mil | +0,2% | 13% | – | 183 | 18,58% | 0,4 |
|
| 6823 |
6823
EQ Wealth Advisors
Dallas,
Texas
| US$ 152 mi | +US$ 5,46 mi | +4% | 4,59% | – | 251 | 80,48% | 0,7 |
|
| 6824 |
6824
Retirement Wealth Solutions
Marshfield,
Wisconsin
| US$ 152 mi | +US$ 15,2 mi | +11% | 6,41% | – | 865 | 53,99% | 0,4 |
|
| 6825 |
6825
Fidato Wealth
Middleburg Heights,
Ohio
| US$ 152 mi | +US$ 12,2 mi | +9% | 5,92% | 61,1% | 15 | 26,67% | 1,9 |
|