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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 |
7151
Koa Wealth Management
Encinitas,
California
| US$ 135 mi | +US$ 8,93 mi | +7% | 11,4% | 74,8% | 59 | 13,56% | 1,3 |
|
| 7152 |
7152
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 135 mi | +US$ 11,7 mi | +10% | 8,89% | – | 718 | 9,61% | 0,7 |
|
| 7153 |
7153
Persium Advisors
Atlanta,
Georgia
| US$ 135 mi | +US$ 14 mi | +12% | 6,54% | – | 65 | 6,15% | 0,6 |
|
| 7154 |
7154
Clio Asset Management
Charlottesville,
Virginia
| US$ 135 mi | +US$ 7,19 mi | +6% | 11,6% | 60,6% | 15 | 6,67% | 1,7 |
|
| 7155 |
7155
Point72 Italy
Milan,
Italy
| US$ 135 mi | -US$ 68,2 mi | -34% | 18,3% | – | 39 | 76,92% | 0,4 |
|
| 7156 |
BFS
7156
Burr Financial Services
Pleasant Hill,
California
| US$ 135 mi | +US$ 15,8 mi | +13% | 13,8% | 478% | 32 | 18,75% | 1,3 |
|
| 7157 |
7157
Blue Capital Inc
Omaha,
Nebraska
| US$ 135 mi | -US$ 6,42 mi | -5% | 7,91% | – | 121 | 59,5% | 0,4 |
|
| 7158 |
7158
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 135 mi | +US$ 17,9 mi | +15% | 19,1% | 392% | 44 | 65,91% | 0,4 |
|
| 7159 |
7159
Copia Wealth Management
Bend,
Oregon
| US$ 135 mi | +US$ 16 mi | +14% | 7,26% | – | 492 | 9,15% | 0,7 |
|
| 7160 |
NI
7160
NCP Inc
La Quinta,
California
| US$ 135 mi | +US$ 28,4 mi | +27% | 11,7% | – | 54 | 12,96% | 1,3 |
|
| 7161 |
7161
Bey-Douglas LLC
Marietta,
Georgia
| US$ 134 mi | -US$ 32,8 mi | -20% | 5,09% | – | 66 | 31,82% | 0,9 |
|
| 7162 |
KSCM
7162
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 134 mi | +US$ 12,2 mi | +10% | 2,96% | 7,47% | 23 | 65,22% | 1,1 |
|
| 7163 |
7163
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 134 mi | +US$ 14,1 mi | +12% | 9,96% | 64% | 32 | 34,38% | 1,6 |
|
| 7164 |
7164
Accredited Wealth Management
Louisville,
Kentucky
| US$ 134 mi | +US$ 10,8 mi | +9% | 6,08% | – | 395 | 9,37% | 0,6 |
|
| 7165 |
7165
Macroview Investment Management
Bethesda,
Maryland
| US$ 134 mi | +US$ 11,2 mi | +9% | 8,23% | 76,6% | 101 | 14,85% | 4,7 |
|
| 7166 |
7166
Shum Financial Group
Alameda,
California
| US$ 134 mi | – | – | 7,56% | – | 94 | – | 0,9 |
|
| 7167 |
7167
Gallo Partners
Bloomfield,
New Jersey
| US$ 134 mi | -US$ 18,9 mi | -12% | 15,4% | – | 83 | 79,52% | 0,1 |
|
| 7168 |
7168
Cooksen Wealth
The Woodlands,
Texas
| US$ 134 mi | +US$ 9,5 mi | +8% | 6,93% | 70,7% | 90 | 50% | 1,6 |
|
| 7169 |
7169
Arbor Wealth Advisors
Troy,
Michigan
| US$ 134 mi | +US$ 10,7 mi | +9% | 7,8% | 58,7% | 56 | 5,36% | 1,4 |
|
| 7170 |
7170
Mendota Financial Group
Madison,
Wisconsin
| US$ 134 mi | +US$ 28,2 mi | +27% | 4,33% | 50,1% | 118 | 20,34% | 1,7 |
|
| 7171 |
7171
Corient IA
Miami,
Florida
| US$ 134 mi | -US$ 35,9 mi | -21% | 7,95% | – | 327 | 33,33% | 0,4 |
|
| 7172 |
7172
Hickory Point Bank & Trust
Decatur,
Illinois
| US$ 134 mi | +US$ 9,9 mi | +8% | 8,04% | – | 128 | 5,47% | 0,7 |
|
| 7173 |
7173
Trace Wealth Advisors
Los Angeles,
California
| US$ 134 mi | +US$ 11,4 mi | +9% | 8,07% | – | 68 | 16,18% | 0,6 |
|
| 7174 |
7174
Navis Wealth Advisors
Rye Brook,
New York
| US$ 134 mi | +US$ 15 mi | +13% | 9,32% | 107% | 131 | 17,56% | 2,4 |
|
| 7175 |
RPGNY
7175
Retirement Planning Group (New York)
Malta,
New York
| US$ 134 mi | +US$ 19,9 mi | +17% | 6,7% | – | 90 | 17,78% | 0,6 |
|