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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
LBC
7401
Lane Brothers & Co
Prescott,
Arizona
| US$ 153 mi | +US$ 15,6 mi | +11% | 8,58% | – | 96 | 14,58% | 0,4 |
|
| 7402 |
TWA
7402
Trace Wealth Advisors
Los Angeles,
California
| US$ 153 mi | +US$ 19,4 mi | +15% | 13,5% | – | 72 | 12,5% | 1,2 |
|
| 7403 |
AFA
7403
Allium Financial Advisors
Lake Oswego,
Oregon
| US$ 153 mi | +US$ 28 mi | +22% | 20,2% | – | 86 | 15,12% | 1,1 |
|
| 7404 |
SOWBOCOPL
7404
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$ 153 mi | +US$ 842 mil | +0,6% | 0,41% | 4,83% | 6 | 0% | 3,3 |
|
| 7405 |
CCM
7405
Crestwood Capital Management
New York
| US$ 153 mi | +US$ 7,14 mi | +5% | 46,6% | 203% | 16 | 6,25% | 2,4 |
|
| 7406 |
DW
7406
Durante & Waters
Brewster,
New York
| US$ 153 mi | +US$ 14,5 mi | +10% | 10,1% | – | 31 | 0% | 2,4 |
|
| 7407 |
TL
7407
TowerView LLC
New York
| US$ 152 mi | -US$ 2,47 mi | -2% | 2,5% | 17,9% | 17 | 5,88% | 5,6 |
|
| 7408 |
SIP
7408
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$ 152 mi | +US$ 14,2 mi | +10% | 21,2% | 44,2% | 199 | 62,31% | 1,1 |
|
| 7409 |
HAM
7409
Hedges Asset Management
Reno,
Nevada
| US$ 152 mi | – | – | 12% | – | 108 | – | 3 |
|
| 7410 |
MWM
7410
Madrid Wealth Management
Albuquerque,
New Mexico
| US$ 152 mi | +US$ 19,9 mi | +15% | 11,9% | – | 72 | 5,56% | 0,5 |
|
| 7411 |
CIM
7411
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 152 mi | -US$ 103 mi | -40% | 3,29% | 162% | 68 | 67,65% | 1,2 |
|
| 7412 |
PAMP
7412
Phoenix Asset Management Partners
London,
| US$ 152 mi | +US$ 19,6 mi | +15% | 8,51% | 139% | 12 | 16,67% | 2,3 |
|
| 7413 |
RPA
7413
Redwood Park Advisors
Redwood City,
California
| US$ 152 mi | +US$ 2,09 mi | +1% | 3,16% | – | 361 | 11,36% | 1,2 |
|
| 7414 |
CP
7414
Clayton Partners
Berkeley,
California
| US$ 152 mi | +US$ 14,6 mi | +11% | 10,7% | 109% | 50 | 36% | 2,3 |
|
| 7415 |
TC
7415
Tannin Capital
Charlotte,
North Carolina
| US$ 152 mi | +US$ 14,4 mi | +10% | 14,7% | – | 179 | 20,67% | 0,4 |
|
| 7416 |
CL
7416
CRCM LP
San Francisco,
California
| US$ 152 mi | +US$ 10,9 mi | +8% | 15,6% | – | 15 | 53,33% | 0,6 |
|
| 7417 |
IA
7417
IF Advisors
San Antonio,
Texas
| US$ 152 mi | +US$ 10,7 mi | +8% | 9,95% | – | 60 | 11,67% | 0,4 |
|
| 7418 |
MWM
7418
Moulton Wealth Management
Spokane,
Washington
| US$ 152 mi | +US$ 5,2 mi | +4% | 8,63% | 47,8% | 83 | 57,83% | 0,6 |
|
| 7419 |
CWIG
7419
Chung Wu Investment Group
Sugar Land,
Texas
| US$ 152 mi | +US$ 36 mi | +31% | 44,7% | – | 315 | 27,94% | 0,8 |
|
| 7420 |
WCM
7420
WealthTrak Capital Management
Virginia Beach,
Virginia
| US$ 152 mi | +US$ 12 mi | +9% | 10,9% | – | 86 | 17,44% | 1,2 |
|
| 7421 |
HFAS
7421
Hummer Financial Advisory Services
Chicago,
Illinois
| US$ 152 mi | +US$ 10,6 mi | +7% | 13,1% | 71,8% | 135 | 8,89% | 4 |
|
| 7422 |
LAIC
7422
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 152 mi | +US$ 10,7 mi | +8% | 10,2% | 75,5% | 87 | 8,05% | 6 |
|
| 7423 |
PF
7423
Prota Financial
Houston,
Texas
| US$ 152 mi | +US$ 13,9 mi | +10% | 11,6% | – | 74 | 14,86% | 0,4 |
|
| 7424 |
UFA
7424
Uptown Financial Advisors
Dallas,
Texas
| US$ 152 mi | +US$ 26 mi | +21% | 10,4% | – | 91 | 19,78% | 1,1 |
|
| 7425 |
AL
7425
Advaya LLP
London,
United Kingdom
| US$ 152 mi | +US$ 8,05 mi | +6% | 28,5% | – | 8 | 37,5% | 0,4 |
|