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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Tide Cove Capital Partners
San Diego,
California
| US$ 145 mi | +US$ 14,9 mi | +11% | 0,96% | – | 13 | 23,08% | 0,8 |
|
| 7302 |
7302
Bank of Marin
Novato,
California
| US$ 145 mi | +US$ 3,05 mi | +2% | 3,35% | 80,3% | 135 | 7,41% | 2,7 |
|
| 7303 |
7303
Exchange Bank
Santa Rosa,
California
| US$ 145 mi | +US$ 499 mil | +0,3% | 3,47% | 75,2% | 126 | 5,56% | 2,1 |
|
| 7304 |
7304
HC Advisors
Sandy Springs,
Georgia
| US$ 145 mi | +US$ 2,21 mi | +2% | 2,66% | 63,5% | 62 | 4,84% | 3,4 |
|
| 7305 |
7305
Amara Financial
San Francisco,
California
| US$ 144 mi | +US$ 8,62 mi | +6% | 2,66% | – | 48 | 6,25% | 1,1 |
|
| 7306 |
7306
Compass Planning Associates
Greenfield,
Massachusetts
| US$ 144 mi | +US$ 35,3 mi | +32% | 1,25% | – | 31 | 9,68% | 0,9 |
|
| 7307 |
BAWM
7307
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 144 mi | +US$ 6,52 mi | +5% | 1,4% | 51% | 62 | 32,26% | 1 |
|
| 7308 |
7308
Ridgeline Wealth
Mesa,
Arizona
| US$ 144 mi | +US$ 8,72 mi | +6% | 2,96% | – | 54 | 9,26% | 0,8 |
|
| 7309 |
7309
Impact Investors
San Francisco,
California
| US$ 144 mi | -US$ 7,68 mi | -5% | 1,06% | – | 103 | 9,71% | 0,9 |
|
| 7310 |
7310
Cornerstone Select Advisors
St. Louis,
Missouri
| US$ 144 mi | +US$ 8,12 mi | +6% | 5,56% | – | 124 | 16,94% | 0,8 |
|
| 7311 |
7311
Teton Advisors
Rye,
New York
| US$ 144 mi | -US$ 18 mi | -11% | 2,2% | 139% | 164 | 8,54% | 9,3 |
|
| 7312 |
7312
Cornerstone Wealth Partners
Okemos,
Michigan
| US$ 144 mi | – | – | 2,38% | – | 17 | – | 0 |
|
| 7313 |
7313
Cathy Pareto & Associates
Coral Gables,
Florida
| US$ 144 mi | +US$ 11,5 mi | +9% | 3,22% | – | 94 | 6,38% | 0,9 |
|
| 7314 |
7314
Campion Asset Management
Falls Church,
Virginia
| US$ 144 mi | +US$ 3,18 mi | +2% | 2,37% | 70,2% | 83 | 3,61% | 4,1 |
|
| 7315 |
7315
Occam Crest Management
Darien,
Connecticut
| US$ 144 mi | -US$ 20,4 mi | -12% | 11,4% | – | 34 | 26,47% | 0,2 |
|
| 7316 |
7316
FSA Advisors
Troy,
Michigan
| US$ 144 mi | +US$ 17,6 mi | +14% | 1,31% | – | 245 | 55,51% | 0,7 |
|
| 7317 |
7317
Shepherd Wealth Management
Cincinnati,
Ohio
| US$ 144 mi | -US$ 6,64 mi | -4% | 0,82% | – | 49 | 24,49% | 0,6 |
|
| 7318 |
7318
Dahring Cusmano
Novi,
Michigan
| US$ 144 mi | +US$ 5,36 mi | +4% | 1,59% | – | 53 | 7,55% | 0,9 |
|
| 7319 |
7319
Brickwood Asset Management
London,
United Kingdom
| US$ 144 mi | +US$ 940 mil | +0,7% | 5,37% | – | 11 | 45,45% | 0,4 |
|
| 7320 |
7320
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 144 mi | -US$ 2,12 mi | -1% | 0,06% | 44,2% | 167 | 51,5% | 1,4 |
|
| 7321 |
7321
Aspire Growth Partners
Miromar Lakes,
Florida
| US$ 144 mi | +US$ 6,79 mi | +5% | 3,68% | – | 126 | 8,73% | 0,9 |
|
| 7322 |
SWM
7322
SpringVest Wealth Management
Dallas,
Texas
| US$ 144 mi | +US$ 7,51 mi | +6% | 1,23% | – | 73 | 10,96% | 0,8 |
|
| 7323 |
7323
Masterton Capital Management
New York
| US$ 143 mi | -US$ 39 mi | -21% | 2,88% | 1,94% | 25 | 28% | 1 |
|
| 7324 |
7324
Opinicus Capital
Tampa,
Florida
| US$ 143 mi | -US$ 931 mil | -0,6% | 3,94% | 129% | 115 | 16,52% | 1,5 |
|
| 7325 |
PAYA
7325
Phil A. Younker & Associates
Fairbanks,
Alaska
| US$ 143 mi | +US$ 12,9 mi | +10% | 0,87% | – | 38 | 18,42% | 0,7 |
|