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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Slocum, Gordon & Co
Newport,
Rhode Island
| US$ 124 mi | -US$ 10,1 mi | -8% | 1,63% | 65,3% | 143 | 18,18% | 1,9 |
|
| 7202 |
AC
7202
Anson Capital
Tyrone,
Georgia
| US$ 124 mi | +US$ 7,77 mi | +7% | 7,21% | 50,5% | 79 | 8,86% | 1,8 |
|
| 7203 |
HC
7203
Hoese & Co
Glencoe,
Minnesota
| US$ 124 mi | +US$ 8,66 mi | +8% | 5,79% | 51% | 177 | 26,55% | 2,8 |
|
| 7204 |
7204
Square Peg Capital
Surry Hills, NSW,
Australia
| US$ 124 mi | +US$ 11,8 mi | +10% | 33,9% | – | 10 | 10% | 0,5 |
|
| 7205 |
7205
Winebrenner Capital Management
Louisville,
Kentucky
| US$ 124 mi | +US$ 13,1 mi | +12% | 5,24% | – | 131 | 9,16% | 0,4 |
|
| 7206 |
7206
Hickory Point Bank & Trust
Decatur,
Illinois
| US$ 124 mi | +US$ 10,2 mi | +9% | 9,41% | – | 127 | 7,09% | 0,5 |
|
| 7207 |
7207
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 124 mi | -US$ 75,6 mi | -38% | 46,4% | 34,2% | 3 | 33,33% | 2,3 |
|
| 7208 |
7208
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$ 124 mi | +US$ 3,42 mi | +3% | 7,65% | – | 185 | 17,84% | 0,9 |
|
| 7209 |
7209
Foresite Capital Management IV
Larkspur,
California
| US$ 124 mi | +US$ 12,7 mi | +11% | 9,11% | 151% | 6 | 16,67% | 2,5 |
|
| 7210 |
GCA
7210
Gallagher Capital Advisors
Argyle,
Texas
| US$ 124 mi | -US$ 7,47 mi | -6% | 14,6% | – | 72 | 26,39% | 0,4 |
|
| 7211 |
TF
7211
TME Financial
Huntington Beach,
California
| US$ 124 mi | +US$ 8,58 mi | +7% | 5,24% | – | 79 | 15,19% | 0,4 |
|
| 7212 |
7212
Partnership Wealth Management
Towson,
Maryland
| US$ 124 mi | +US$ 5,71 mi | +5% | 5,89% | 67,6% | 72 | 4,17% | 1,4 |
|
| 7213 |
7213
Courant Investment Management
Franklin,
Tennessee
| US$ 124 mi | +US$ 4,14 mi | +3% | 5,36% | 35,2% | 8 | 0% | 5,3 |
|
| 7214 |
7214
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$ 124 mi | +US$ 18,1 mi | +17% | 17,3% | – | 243 | 28,81% | 0,4 |
|
| 7215 |
SWM
7215
SpringVest Wealth Management
Dallas,
Texas
| US$ 123 mi | +US$ 2,89 mi | +2% | 3,09% | – | 62 | 11,29% | 0,4 |
|
| 7216 |
7216
Seek First
Campbell,
California
| US$ 123 mi | +US$ 10,8 mi | +10% | 6,21% | – | 56 | 7,14% | 0,2 |
|
| 7217 |
7217
Accredited Wealth Management
Louisville,
Kentucky
| US$ 123 mi | +US$ 4,99 mi | +4% | 6,45% | – | 405 | 19,26% | 0,4 |
|
| 7218 |
7218
TT Capital Management
Coto De Caza,
California
| US$ 123 mi | +US$ 4,53 mi | +4% | 0,11% | – | 75 | 18,67% | 0,4 |
|
| 7219 |
7219
Arbor Wealth Advisors
Troy,
Michigan
| US$ 123 mi | +US$ 11,1 mi | +10% | 7,89% | 58,7% | 55 | 14,55% | 1,2 |
|
| 7220 |
MFC
7220
Miramar Fiduciary Corp
Reno,
Nevada
| US$ 123 mi | +US$ 12 mi | +11% | 11,8% | – | 5 | 0% | 3,5 |
|
| 7221 |
7221
Stage Harbor Financial
Westwood,
Massachusetts
| US$ 123 mi | +US$ 4,99 mi | +4% | 7,68% | – | 63 | 19,05% | 1 |
|
| 7222 |
7222
First Community Trust
Dubuque,
Iowa
| US$ 123 mi | +US$ 8,81 mi | +8% | 12,8% | 128% | 336 | 9,52% | 2,5 |
|
| 7223 |
7223
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 123 mi | +US$ 19,7 mi | +19% | 17,5% | – | 729 | 11,11% | 0,5 |
|
| 7224 |
7224
FSA Advisors
Troy,
Michigan
| US$ 123 mi | -US$ 3,05 mi | -2% | 8,65% | – | 207 | 28,5% | 0,8 |
|
| 7225 |
7225
Macroview Investment Management
Bethesda,
Maryland
| US$ 123 mi | +US$ 16 mi | +15% | 8,34% | 67,2% | 100 | 22% | 4,4 |
|