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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
Travelers Companies
Saint Paul,
Minnesota
| US$ 132 mi | +US$ 12,7 mi | +11% | 9,39% | – | 2 | 50% | 0,9 |
|
| 7202 |
7202
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$ 132 mi | +US$ 9,7 mi | +8% | 6,14% | – | 86 | 11,63% | 0,9 |
|
| 7203 |
7203
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$ 132 mi | +US$ 1,65 mi | +1% | 5,22% | – | 62 | 3,23% | 0,7 |
|
| 7204 |
7204
Flight Deck Capital
San Francisco,
California
| US$ 132 mi | +US$ 37,6 mi | +40% | 60% | 379% | 17 | 41,18% | 0,9 |
|
| 7205 |
7205
Orca Wealth Management
New Port Richey,
Florida
| US$ 132 mi | +US$ 13,3 mi | +11% | 11,2% | – | 70 | 10% | 0,7 |
|
| 7206 |
7206
Opulen Financial Group
Arlington,
Virginia
| US$ 132 mi | +US$ 10 mi | +8% | 5,46% | – | 108 | 9,26% | 0,6 |
|
| 7207 |
7207
Clayton Partners
Berkeley,
California
| US$ 132 mi | +US$ 12,8 mi | +11% | 12,4% | 109% | 41 | 21,95% | 2,4 |
|
| 7208 |
7208
Womack Financial
Dallas,
Texas
| US$ 132 mi | +US$ 11,7 mi | +10% | 7,35% | – | 68 | 4,41% | 0,7 |
|
| 7209 |
7209
Leibman Financial Services
Louisville,
Nebraska
| US$ 132 mi | +US$ 1,61 mi | +1% | 6,86% | 59,2% | 53 | 16,98% | 1,3 |
|
| 7210 |
7210
GeoSphere Capital Management
Miami Beach,
Florida
| US$ 132 mi | +US$ 14,9 mi | +13% | 33% | 446% | 55 | 49,09% | 0,4 |
|
| 7211 |
WSA
7211
Warm Springs Advisors
Larkspur,
California
| US$ 132 mi | +US$ 15,2 mi | +13% | 9,64% | – | 50 | 16% | 0,7 |
|
| 7212 |
7212
Finward Bancorp
Munster,
Indiana
| US$ 132 mi | +US$ 5 mi | +4% | 8,8% | – | 109 | 10,09% | 0,7 |
|
| 7213 |
7213
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| US$ 132 mi | -US$ 23 mi | -15% | 13,1% | 61,6% | 5 | 0% | 2,8 |
|
| 7214 |
7214
Affinity Wealth
Canton,
Ohio
| US$ 132 mi | +US$ 14,1 mi | +12% | 7,65% | – | 84 | 52,38% | 0,4 |
|
| 7215 |
7215
Institutional Venture Management XV
Menlo Park,
California
| US$ 131 mi | -US$ 111 mi | -46% | 8,8% | 116% | 4 | 25% | 3,1 |
|
| 7216 |
7216
PMG Wealth Management
Hawthorn Woods,
Illinois
| US$ 131 mi | +US$ 10,1 mi | +8% | 6,09% | – | 55 | 3,64% | 0,6 |
|
| 7217 |
7217
TT Capital Management
Coto De Caza,
California
| US$ 131 mi | +US$ 7,55 mi | +6% | 0,98% | – | 77 | 22,08% | 0,6 |
|
| 7218 |
7218
Pine Brook Road Advisors
Bedford,
New York
| US$ 131 mi | -US$ 1,02 mi | -0,8% | 9,47% | – | 2 | 50% | 1,8 |
|
| 7219 |
HC
7219
Hoese & Co
Glencoe,
Minnesota
| US$ 131 mi | +US$ 6,85 mi | +6% | 4,86% | 51% | 154 | 18,83% | 3 |
|
| 7220 |
7220
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$ 131 mi | +US$ 6,89 mi | +6% | 5,51% | – | 183 | 26,23% | 1 |
|
| 7221 |
7221
Kids Capital Management
Los Angeles,
California
| US$ 131 mi | +US$ 8,7 mi | +7% | 7,25% | – | 13 | 7,69% | 1,4 |
|
| 7222 |
7222
Family Legacy Financial Solutions
Cary,
North Carolina
| US$ 131 mi | +US$ 12,7 mi | +11% | 4,08% | – | 292 | 28,08% | 0,2 |
|
| 7223 |
7223
Kennondale Capital Management
Richmond,
Virginia
| US$ 131 mi | +US$ 32,6 mi | +33% | 17,2% | – | 84 | 4,76% | 0,7 |
|
| 7224 |
HAM
7224
Hedges Asset Management
Reno,
Nevada
| US$ 131 mi | +US$ 6,08 mi | +5% | 11,6% | – | 110 | 15,45% | 2,8 |
|
| 7225 |
PAYA
7225
Phil A. Younker & Associates
Fairbanks,
Alaska
| US$ 131 mi | +US$ 29,1 mi | +29% | 3,9% | – | 34 | 17,65% | 0,6 |
|