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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Gentry Private Wealth
Wichita,
Kansas
| US$ 159 mi | +US$ 15,1 mi | +11% | 2,3% | – | 104 | 21,15% | 0,7 |
|
| 7002 |
7002
Round Hill Asset Management
Pasadena,
California
| US$ 159 mi | +US$ 6,78 mi | +4% | 4,05% | 43,2% | 64 | 3,13% | 5,8 |
|
| 7003 |
7003
Southern Capital Services
Daphne,
Alabama
| US$ 159 mi | – | – | 1,41% | – | 27 | – | 0 |
|
| 7004 |
7004
ELCO Management
New York
| US$ 159 mi | -US$ 33,2 mi | -17% | 2,56% | 98,3% | 175 | 17,14% | 4,1 |
|
| 7005 |
7005
Pathfinder Wealth Consulting
Wilmington,
North Carolina
| US$ 158 mi | – | – | 3,87% | – | 166 | – | 0 |
|
| 7006 |
ACA
7006
AG Campbell Advisory
Baltimore,
Maryland
| US$ 158 mi | – | – | 2,3% | – | 5 | – | 0 |
|
| 7007 |
EP
7007
Elkhorn Partners
Omaha,
Nebraska
| US$ 158 mi | +US$ 11 mi | +7% | 10,8% | 32,2% | 54 | 38,89% | 4,4 |
|
| 7008 |
MBAM
7008
Mink Brook Asset Management
West Palm Beach,
Florida
| US$ 158 mi | +US$ 9,8 mi | +7% | 6,84% | – | 52 | 25% | 0,6 |
|
| 7009 |
7009
Invera Wealth Advisors
Bend,
Oregon
| US$ 158 mi | -US$ 3,99 mi | -2% | 3,3% | 102% | 96 | 15,63% | 1,1 |
|
| 7010 |
7010
Retirement Wealth Solutions
Marshfield,
Wisconsin
| US$ 158 mi | +US$ 6,08 mi | +4% | 2,09% | – | 854 | 16,28% | 0,6 |
|
| 7011 |
7011
Argosy-Lionbridge Management
New York
| US$ 158 mi | +US$ 6,21 mi | +4% | 0,92% | – | 16 | 25% | 0,6 |
|
| 7012 |
7012
WealthCare Asset Management
Springfield,
Missouri
| US$ 158 mi | – | – | 0,24% | – | 35 | – | 0 |
|
| 7013 |
7013
RIHO Partners
Tucson,
Arizona
| US$ 158 mi | – | – | 1,5% | – | 12 | – | 0 |
|
| 7014 |
7014
Audent Global Asset Management
West Hollywood,
California
| US$ 158 mi | +US$ 20,5 mi | +15% | 2,44% | 112% | 56 | 16,07% | 2,7 |
|
| 7015 |
7015
Strategent Financial
Harrisonburg,
Virginia
| US$ 158 mi | +US$ 18,2 mi | +13% | 2,09% | – | 40 | 10% | 0,8 |
|
| 7016 |
7016
Crestwood Capital Management
New York
| US$ 158 mi | +US$ 14,4 mi | +10% | 11,9% | 203% | 14 | 14,29% | 2,7 |
|
| 7017 |
7017
Niatross Investments
Hong Kong,
| US$ 158 mi | – | – | 2,72% | – | 1 | – | 0 |
|
| 7018 |
HPM
7018
H. Partners Management
New York
| US$ 158 mi | -US$ 140 mi | -47% | 31,3% | 13,5% | 3 | 0% | 2,3 |
|
| 7019 |
7019
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| US$ 158 mi | -US$ 1,71 mi | -1% | 2,55% | – | 85 | 63,53% | 0,4 |
|
| 7020 |
7020
Lavelle Capital
San Francisco,
California
| US$ 158 mi | – | – | 0% | – | 89 | – | 0 |
|
| 7021 |
CWA
7021
Clearview Wealth Advisors
Salem,
Oregon
| US$ 158 mi | +US$ 1,6 mi | +1% | 1,51% | 45,2% | 105 | 4,76% | 3,2 |
|
| 7022 |
7022
Greycroft
New York
| US$ 158 mi | +US$ 45,1 mi | +40% | 39,4% | 20% | 14 | 21,43% | 1,5 |
|
| 7023 |
7023
Vannoy Advisory Group
Austin,
Texas
| US$ 158 mi | +US$ 4,74 mi | +3% | 2,51% | 52,5% | 30 | 6,67% | 1,8 |
|
| 7024 |
7024
Boyar Asset Management
New York
| US$ 158 mi | -US$ 343 mil | -0,2% | 2,93% | 75,5% | 80 | 10% | 7,6 |
|
| 7025 |
7025
Troluce Capital Advisors
Dorado,
Puerto Rico
| US$ 158 mi | -US$ 558 mi | -78% | 0,27% | 61,1% | 41 | 82,93% | 0,2 |
|