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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
APW
7126
Aurora Private Wealth
Rockaway,
New Jersey
| US$ 152 mi | – | – | 1,17% | – | 163 | – | 2,7 |
|
| 7127 |
7127
Empirical Capital Management
Hendersonville,
Tennessee
| US$ 152 mi | +US$ 4,25 mi | +3% | 8,16% | 205% | 13 | 23,08% | 3,4 |
|
| 7128 |
7128
Leigh Baldwin & Co
Cazenovia,
New York
| US$ 152 mi | -US$ 25,5 mi | -14% | 3,82% | – | 212 | 28,77% | 0,8 |
|
| 7129 |
7129
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| US$ 152 mi | – | – | 2,87% | – | 115 | – | 0 |
|
| 7130 |
7130
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$ 152 mi | +US$ 4,84 mi | +3% | 3,18% | – | 47 | 8,51% | 0,9 |
|
| 7131 |
CAM
7131
Crown Advisors Management
Larkspur,
California
| US$ 152 mi | +US$ 2,57 mi | +2% | 3,18% | 284% | 41 | 17,07% | 3 |
|
| 7132 |
7132
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 152 mi | -US$ 1,63 mi | -1% | 2,64% | 83,4% | 149 | 10,74% | 6,3 |
|
| 7133 |
7133
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$ 152 mi | -US$ 4,53 mi | -3% | 1,33% | 74,9% | 47 | 12,77% | 2,2 |
|
| 7134 |
7134
Terra Nova Asset Management
New York
| US$ 152 mi | -US$ 6,67 mi | -4% | 3,68% | 172% | 97 | 17,53% | 3,7 |
|
| 7135 |
7135
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$ 152 mi | -US$ 2,55 mi | -2% | 2,02% | 36,9% | 76 | 6,58% | 7,7 |
|
| 7136 |
7136
Travelers Companies
Saint Paul,
Minnesota
| US$ 152 mi | +US$ 19,7 mi | +15% | 4,71% | – | 3 | 33,33% | 0,8 |
|
| 7137 |
7137
U.S. Wealth Group
Woodbury,
New York
| US$ 152 mi | -US$ 1,31 mi | -0,9% | 2,32% | – | 43 | 4,65% | 0,9 |
|
| 7138 |
7138
WealthGarden F.S.
El Segundo,
California
| US$ 152 mi | +US$ 11,4 mi | +8% | 2,37% | – | 165 | 13,33% | 1 |
|
| 7139 |
7139
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 152 mi | +US$ 12,2 mi | +9% | 6,59% | 160% | 35 | 0% | 1,8 |
|
| 7140 |
7140
Delos Wealth Advisors
Dallas,
Texas
| US$ 152 mi | +US$ 3,19 mi | +2% | 2,39% | 58% | 319 | 24,76% | 1 |
|
| 7141 |
MCM
7141
Monimus Capital Management
Woodbridge,
New Jersey
| US$ 152 mi | -US$ 10,7 mi | -7% | 5,46% | – | 76 | 47,37% | 0,5 |
|
| 7142 |
7142
Scalar Gauge Management
Dallas,
Texas
| US$ 152 mi | -US$ 44,9 mi | -23% | 6,47% | – | 48 | 66,67% | 0,3 |
|
| 7143 |
7143
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$ 152 mi | +US$ 6,8 mi | +5% | 1,45% | – | 81 | 18,52% | 0,7 |
|
| 7144 |
7144
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 151 mi | -US$ 4,54 mi | -3% | 0,91% | – | 653 | 49,62% | 0,9 |
|
| 7145 |
LWA
7145
Legacy Wealth Advisors
Miami,
Florida
| US$ 151 mi | – | – | 0,24% | – | 86 | – | 0 |
|
| 7146 |
FP
7146
Factorial Partners
Mt. Kisco,
New York
| US$ 151 mi | +US$ 6,14 mi | +4% | 7,19% | 88,7% | 70 | 15,71% | 3,1 |
|
| 7147 |
7147
Somnio Financial Group
Glastonbury,
Connecticut
| US$ 151 mi | +US$ 3,8 mi | +3% | 0,74% | – | 14 | 7,14% | 1,4 |
|
| 7148 |
7148
Vista Finance
Clayton,
Missouri
| US$ 151 mi | +US$ 629 mil | +0,4% | 2,25% | 50,7% | 59 | 18,64% | 1,3 |
|
| 7149 |
CFP
7149
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$ 151 mi | +US$ 5,29 mi | +4% | 2,08% | – | 432 | 23,61% | 0,7 |
|
| 7150 |
7150
Caspian Capital
New York
| US$ 151 mi | – | – | 27,7% | – | 11 | – | 1,1 |
|