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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 164 mi | +US$ 11,5 mi | +8% | 7,2% | 51,9% | 39 | 15,38% | 3,2 |
|
| 7177 |
7177
Cannon Advisors
Charlotte,
North Carolina
| US$ 164 mi | +US$ 29,5 mi | +22% | 15,5% | – | 120 | 50% | 0,9 |
|
| 7178 |
7178
JDH Wealth Management
Santa Rosa,
California
| US$ 164 mi | +US$ 16 mi | +11% | 13,1% | – | 62 | 14,52% | 1,1 |
|
| 7179 |
7179
Hemming & Wealth Management
Traverse City,
Michigan
| US$ 164 mi | +US$ 21 mi | +15% | 19,7% | – | 17 | 17,65% | 0,4 |
|
| 7180 |
7180
Winebrenner Capital Management
Louisville,
Kentucky
| US$ 164 mi | +US$ 8,52 mi | +5% | 5,89% | – | 158 | 15,19% | 1,1 |
|
| 7181 |
7181
Velan Capital Investment Management
Alpharetta,
Georgia
| US$ 164 mi | +US$ 4,56 mi | +3% | 19,9% | 2.395% | 56 | 21,43% | 1 |
|
| 7182 |
7182
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 164 mi | +US$ 16,7 mi | +11% | 10,2% | 41,2% | 65 | 21,54% | 2,8 |
|
| 7183 |
7183
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 164 mi | +US$ 11,2 mi | +7% | 11% | 47,6% | 79 | 7,59% | 7,5 |
|
| 7184 |
SC
7184
Simcoe Capital
Spokane,
Washington
| US$ 164 mi | +US$ 55 mi | +50% | 28,1% | – | 38 | 23,68% | 0,4 |
|
| 7185 |
7185
Family Legacy Financial Solutions
Cary,
North Carolina
| US$ 164 mi | +US$ 40,3 mi | +33% | 51,6% | – | 67 | 37,31% | 0,6 |
|
| 7186 |
7186
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 164 mi | +US$ 17,8 mi | +12% | 12,9% | 81,1% | 114 | 8,77% | 6,2 |
|
| 7187 |
7187
Breakout Capital Partners
New York
| US$ 164 mi | -US$ 10 mi | -6% | 1,38% | – | 10 | 40% | 1,2 |
|
| 7188 |
7188
Campion Asset Management
Falls Church,
Virginia
| US$ 164 mi | +US$ 16,4 mi | +11% | 11,9% | 70,2% | 85 | 5,88% | 4,3 |
|
| 7189 |
7189
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| US$ 164 mi | +US$ 13,9 mi | +9% | 18,5% | – | 134 | 19,4% | 0,4 |
|
| 7190 |
7190
S&A Financial Services
Overland Park,
Kansas
| US$ 164 mi | +US$ 18,2 mi | +13% | 11,5% | – | 93 | 11,83% | 0,2 |
|
| 7191 |
7191
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$ 164 mi | +US$ 9,26 mi | +6% | 15% | – | 153 | 20,92% | 3,4 |
|
| 7192 |
7192
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 164 mi | +US$ 17,3 mi | +12% | 12,5% | 52,4% | 43 | 6,98% | 6,4 |
|
| 7193 |
7193
Apex Wealth Management
Bedford,
New Hampshire
| US$ 164 mi | +US$ 18 mi | +12% | 13,9% | – | 64 | 12,5% | 1 |
|
| 7194 |
7194
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 164 mi | -US$ 105 mi | -39% | 15,2% | 95,7% | 150 | 22,67% | 4,1 |
|
| 7195 |
7195
Arbor Wealth Advisors
Troy,
Michigan
| US$ 164 mi | +US$ 21 mi | +15% | 13,4% | 58,7% | 60 | 6,67% | 1,9 |
|
| 7196 |
7196
Aurora Investment Managers
Naples,
Florida
| US$ 164 mi | +US$ 27,6 mi | +20% | 13,7% | 74,4% | 55 | 50,91% | 1,7 |
|
| 7197 |
7197
Climber Capital
Nyon,
Switzerland
| US$ 164 mi | +US$ 10,9 mi | +7% | 5,83% | – | 72 | 15,28% | 1,3 |
|
| 7198 |
7198
Petros Family Wealth
Bloomington,
Minnesota
| US$ 164 mi | +US$ 23,2 mi | +17% | 19,1% | – | 146 | 18,49% | 1 |
|
| 7199 |
7199
Totem Point Management
New York
| US$ 163 mi | +US$ 85,1 mi | +109% | 61% | 577% | 22 | 40,91% | 1,2 |
|
| 7200 |
7200
Waterfall Asset Management
New York
| US$ 163 mi | -US$ 15,4 mi | -9% | 9,72% | – | 22 | 31,82% | 0,7 |
|