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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Doheny Asset Management
Los Angeles,
California
| US$ 102 mi | -US$ 1,06 mi | -1% | 11% | 135% | 72 | 12,5% | 6,2 |
|
| 6827 |
HC
6827
Hoese & Co
Glencoe,
Minnesota
| US$ 102 mi | +US$ 4,44 mi | +5% | 9,04% | 51% | 162 | 9,88% | 2,4 |
|
| 6828 |
6828
Upper Left Wealth Management
Tampa,
Florida
| US$ 102 mi | +US$ 5,93 mi | +6% | 7,72% | 52,7% | 64 | 10,94% | 1,5 |
|
| 6829 |
6829
Insight Inv LLC
El Segundo,
California
| US$ 102 mi | +US$ 11,8 mi | +13% | 10,8% | 139% | 89 | 5,62% | 1,9 |
|
| 6830 |
6830
FCG Investment Company
Germantown,
Tennessee
| US$ 102 mi | – | – | 12,3% | – | 90 | – | 0 |
|
| 6831 |
6831
Mount Vernon Associates
Baltimore,
Maryland
| US$ 102 mi | +US$ 11,5 mi | +13% | 14,8% | 136% | 52 | 3,85% | 7 |
|
| 6832 |
6832
BCK Capital Management
Stamford,
Connecticut
| US$ 102 mi | -US$ 94,6 mi | -48% | 21,3% | 161% | 113 | 58,41% | 0,6 |
|
| 6833 |
6833
EnCap Energy Capital Fund X
Houston,
Texas
| US$ 102 mi | -US$ 149 mi | -59% | 7,67% | – | 1 | 0% | 0,5 |
|
| 6834 |
6834
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$ 102 mi | – | – | 9,11% | 62,6% | 82 | – | 0 |
|
| 6835 |
6835
Life Planning Partners
Jacksonville,
Florida
| US$ 102 mi | – | – | 8,75% | 50,3% | 263 | – | 1,2 |
|
| 6836 |
6836
Capstone Capital
Henderson,
Nevada
| US$ 102 mi | – | – | 11% | 62,8% | 19 | – | 0 |
|
| 6837 |
6837
Financial Symmetry
Raleigh,
North Carolina
| US$ 102 mi | – | – | 9,93% | 68,4% | 32 | – | 0 |
|
| 6838 |
FWM
6838
FMFE Wealth Management
Syracuse,
New York
| US$ 102 mi | – | – | 11,4% | – | 22 | – | 0 |
|
| 6839 |
6839
M&G Investments (USA)
Chicago,
Illinois
| US$ 101 mi | – | – | 14,8% | – | 43 | – | 0 |
|
| 6840 |
6840
Stevard LLC
Chicago,
Illinois
| US$ 101 mi | +US$ 2,57 mi | +3% | 2,31% | – | 55 | 23,64% | 2,6 |
|
| 6841 |
6841
Doma Perpetual Capital Management
Miami,
Florida
| US$ 101 mi | – | – | 14,4% | – | 8 | – | 0 |
|
| 6842 |
6842
Gordian Advisors
Tucson,
Arizona
| US$ 101 mi | – | – | 9,47% | 55,4% | 24 | – | 0 |
|
| 6843 |
S2L
6843
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$ 101 mi | +US$ 15,7 mi | +18% | 10,6% | 86% | 10 | 20% | 0,5 |
|
| 6844 |
6844
Mosley Wealth Management
Anaheim,
California
| US$ 101 mi | – | – | 8,78% | – | 92 | – | 0 |
|
| 6845 |
6845
Alpha Financial Partners
Lexington,
Kentucky
| US$ 101 mi | +US$ 15,2 mi | +18% | 9,6% | 61,8% | 96 | 30,21% | 0,8 |
|
| 6846 |
6846
Koa Wealth Management
Encinitas,
California
| US$ 101 mi | – | – | 10,1% | 74,8% | 49 | – | 0 |
|
| 6847 |
6847
RedJay Asset Management
Toronto,
Ontario, Canada
| US$ 101 mi | – | – | 14,5% | – | 24 | – | 0 |
|
| 6848 |
6848
Exome Asset Management
New York
| US$ 101 mi | – | – | 43,4% | – | 52 | – | 0 |
|
| 6849 |
UAML
6849
US Asset Management LLC
Pittsburgh,
Pennsylvania
| US$ 101 mi | – | – | 12,3% | – | 124 | – | 2,1 |
|
| 6850 |
6850
International Private Wealth Advisors
San Diego,
California
| US$ 101 mi | – | – | 9,38% | – | 106 | – | 0 |
|