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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
ACM
7151
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$ 121 mi | +US$ 3,97 mi | +3% | 25,4% | 2.106% | 16 | 62,5% | 0,3 |
|
| 7152 |
7152
Crew Capital Management
Cincinnati,
Ohio
| US$ 121 mi | -US$ 4,35 mi | -3% | 0,78% | 111% | 156 | 23,08% | 1,6 |
|
| 7153 |
7153
Momentous Wealth Management
Vancouver,
Washington
| US$ 121 mi | – | – | 2,29% | – | 39 | – | 0 |
|
| 7154 |
7154
Avant Capital
Lafayette,
Louisiana
| US$ 121 mi | – | – | 0,32% | – | 65 | – | 2,4 |
|
| 7155 |
7155
Marquette Associates
Chicago,
Illinois
| US$ 121 mi | -US$ 18,3 mi | -13% | 2,28% | – | 44 | 31,82% | 0,7 |
|
| 7156 |
7156
XXEC Inc
Tulsa,
Oklahoma
| US$ 121 mi | -US$ 11,8 mi | -9% | 3,26% | 30,1% | 22 | 13,64% | 2,5 |
|
| 7157 |
7157
Persistent Asset Partners
Hong Kong
| US$ 121 mi | – | – | 1,66% | – | 143 | – | 0 |
|
| 7158 |
BAWM
7158
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 121 mi | -US$ 1,59 mi | -1% | 3,08% | 51% | 51 | 21,57% | 0,7 |
|
| 7159 |
7159
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$ 120 mi | – | – | 1,77% | – | 63 | – | 0 |
|
| 7160 |
7160
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$ 120 mi | – | – | 0,86% | – | 14 | – | 0 |
|
| 7161 |
BWM
7161
BCO Wealth Management
Carlsbad,
New Mexico
| US$ 120 mi | – | – | 2% | – | 34 | – | 0 |
|
| 7162 |
7162
Parkworth Wealth Management
Los Gatos,
California
| US$ 120 mi | – | – | 1,86% | – | 1.271 | – | 0 |
|
| 7163 |
7163
Foresite Capital Management V
Larkspur,
California
| US$ 120 mi | -US$ 23,7 mi | -16% | 7,59% | 401% | 6 | 16,67% | 1,6 |
|
| 7164 |
7164
Partnership Wealth Management
Towson,
Maryland
| US$ 120 mi | -US$ 21,5 mi | -15% | 3,71% | 67,6% | 189 | 62,96% | 0,9 |
|
| 7165 |
7165
Collar Capital Management
Appleton,
Wisconsin
| US$ 120 mi | – | – | 16% | – | 75 | – | 0 |
|
| 7166 |
SR
7166
Summer Road
West Palm Beach,
Florida
| US$ 120 mi | -US$ 6,86 mi | -5% | 1,92% | 214% | 29 | 24,14% | 0,7 |
|
| 7167 |
7167
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 120 mi | +US$ 1,37 mi | +1% | 0,23% | – | 87 | 13,79% | 1,3 |
|
| 7168 |
7168
Oder Investment Management
Woodland Hills,
California
| US$ 120 mi | +US$ 3,66 mi | +3% | 12,4% | 97,5% | 96 | 10,42% | 2,7 |
|
| 7169 |
7169
Affinity Investment Advisors
Newport Beach,
California
| US$ 120 mi | -US$ 25,7 mi | -18% | 3,47% | 189% | 151 | 26,49% | 3,3 |
|
| 7170 |
7170
Richwood Investment Advisors
Cincinnati,
Ohio
| US$ 120 mi | -US$ 983 mil | -0,8% | 0,65% | 71,9% | 104 | 5,77% | 2,8 |
|
| 7171 |
7171
Synergy Financial Group
San Ramon,
California
| US$ 120 mi | +US$ 14,6 mi | +14% | 12% | 133% | 104 | 12,5% | 1,9 |
|
| 7172 |
7172
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 120 mi | -US$ 4,63 mi | -4% | 4,76% | 27,1% | 102 | 22,55% | 1,2 |
|
| 7173 |
7173
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$ 120 mi | – | – | 3,44% | – | 47 | – | 0 |
|
| 7174 |
7174
NDWM LLC
La Jolla,
California
| US$ 120 mi | -US$ 1,68 mi | -1% | 2,29% | 50,3% | 34 | 14,71% | 0,9 |
|
| 7175 |
7175
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 120 mi | -US$ 12,9 mi | -10% | 0,64% | 38,5% | 59 | 20,34% | 3,1 |
|