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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
Cooksen Wealth
The Woodlands,
Texas
| US$ 159 mi | +US$ 21 mi | +15% | 14,7% | 70,7% | 45 | 0% | 2,4 |
|
| 7302 |
AC
7302
Agman Capital
Omaha,
Nebraska
| US$ 159 mi | +US$ 33 mi | +26% | 28,9% | – | 19 | 5,26% | 0,5 |
|
| 7303 |
7303
Overlook Investments
Grand Cayman,
Cayman Islands
| US$ 159 mi | -US$ 60,8 mi | -28% | 10% | – | 2 | 50% | 0,5 |
|
| 7304 |
7304
Oppenheimer & Close
New York
| US$ 159 mi | -US$ 107 mil | -0,1% | 5,43% | 149% | 61 | 14,75% | 4,3 |
|
| 7305 |
7305
AGH Wealth Advisors
Wichita,
Kansas
| US$ 158 mi | +US$ 22,6 mi | +17% | 19,7% | – | 137 | 16,06% | 1,1 |
|
| 7306 |
BTC
7306
Bank & Trust Company
Litchfield,
Illinois
| US$ 158 mi | +US$ 10 mi | +7% | 12,2% | – | 310 | 4,19% | 1,8 |
|
| 7307 |
7307
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$ 158 mi | +US$ 35,9 mi | +29% | 0,44% | – | 85 | 4,71% | 0,2 |
|
| 7308 |
7308
Collaborative Capital Advisors
New York
| US$ 158 mi | – | – | 11,7% | – | 83 | – | 0 |
|
| 7309 |
7309
Seek First
Campbell,
California
| US$ 158 mi | +US$ 16,5 mi | +12% | 18,6% | – | 67 | 13,43% | 1 |
|
| 7310 |
7310
Flagship Capital Management
Media,
Pennsylvania
| US$ 158 mi | +US$ 22,3 mi | +16% | 17% | – | 50 | 4% | 0,5 |
|
| 7311 |
7311
Superstring Capital Management
New York
| US$ 158 mi | +US$ 18,4 mi | +13% | 40,7% | – | 43 | 44,19% | 0,6 |
|
| 7312 |
7312
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$ 158 mi | +US$ 21,4 mi | +16% | 11,4% | – | 73 | 26,03% | 1,1 |
|
| 7313 |
MA
7313
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 158 mi | +US$ 3,37 mi | +2% | 17,7% | 166% | 48 | 4,17% | 8,5 |
|
| 7314 |
7314
Brightwater Advisory
Tampa,
Florida
| US$ 158 mi | +US$ 7,07 mi | +5% | 11% | – | 61 | 4,92% | 2,2 |
|
| 7315 |
7315
Kopion Asset Management
Mckinney,
Texas
| US$ 158 mi | +US$ 29,7 mi | +23% | 27,1% | 80,5% | 21 | 4,76% | 4,1 |
|
| 7316 |
7316
Kastel Capital Advisors
Wellesley,
Massachusetts
| US$ 158 mi | -US$ 4,79 mi | -3% | 7,22% | – | 60 | 13,33% | 0,5 |
|
| 7317 |
7317
Seed Wealth Management
Evanston,
Illinois
| US$ 158 mi | +US$ 12,6 mi | +9% | 11,1% | 62% | 109 | 18,35% | 2,5 |
|
| 7318 |
7318
Ridgeline Wealth Planning
Centerville,
Ohio
| US$ 158 mi | +US$ 20,9 mi | +15% | 16,7% | – | 55 | 10,91% | 1,1 |
|
| 7319 |
7319
Centerpoint Advisory Group
Overland Park,
Kansas
| US$ 158 mi | +US$ 24,9 mi | +19% | 18,3% | – | 120 | 12,5% | 1,2 |
|
| 7320 |
7320
Town Capital
Bel Air,
Maryland
| US$ 158 mi | +US$ 34 mi | +28% | 14,4% | – | 88 | 36,36% | 0,4 |
|
| 7321 |
APW
7321
Aurora Private Wealth
Rockaway,
New Jersey
| US$ 158 mi | +US$ 17,1 mi | +12% | 18,9% | – | 195 | 23,59% | 2,8 |
|
| 7322 |
7322
Lepercq De Neuflize Asset Management
New York
| US$ 158 mi | +US$ 19,6 mi | +14% | 14,5% | – | 37 | 29,73% | 0,4 |
|
| 7323 |
7323
Blue Capital Inc
Omaha,
Nebraska
| US$ 158 mi | +US$ 4,41 mi | +3% | 14,4% | – | 153 | 50,33% | 0,5 |
|
| 7324 |
7324
ADG Wealth Management Group
Metairie,
Louisiana
| US$ 158 mi | +US$ 12,8 mi | +9% | 10,6% | – | 54 | 31,48% | 1 |
|
| 7325 |
7325
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 157 mi | +US$ 11 mi | +7% | 9,56% | 27,1% | 127 | 17,32% | 1,5 |
|