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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Davis Wealth Advisors
Salem,
New Hampshire
| US$ 111 mi | +US$ 17,2 mi | +18% | 6,65% | – | 76 | 22,37% | 0,6 |
|
| 7527 |
7527
LWM Advisors
El Dorado Hills,
California
| US$ 111 mi | +US$ 7,36 mi | +7% | 6,88% | – | 29 | 10,34% | 0,7 |
|
| 7528 |
7528
Luminus Management
Houston,
Texas
| US$ 111 mi | -US$ 273 mi | -71% | 8,04% | 8,7% | 25 | 48% | 1,1 |
|
| 7529 |
7529
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$ 111 mi | +US$ 6,83 mi | +7% | 6,59% | – | 82 | 9,76% | 0,7 |
|
| 7530 |
7530
10Elms LLP
Tulsa,
Oklahoma
| US$ 111 mi | +US$ 6,14 mi | +6% | 4,77% | – | 505 | 2,97% | 0,7 |
|
| 7531 |
D
7531
Drystone
Ivy,
Virginia
| US$ 111 mi | +US$ 2,03 mi | +2% | 2% | – | 18 | 0% | 3,4 |
|
| 7532 |
MAM
7532
Maytree Asset Management
Hong Kong
| US$ 111 mi | +US$ 51,3 mi | +86% | 28,7% | 441% | 14 | 35,71% | 1 |
|
| 7533 |
7533
Trustco Bank (New York)
Albany,
New York
| US$ 111 mi | +US$ 8,99 mi | +9% | 9,57% | 131% | 72 | 8,33% | 7,4 |
|
| 7534 |
7534
SharpePoint
Phoenix,
Arizona
| US$ 111 mi | +US$ 13,7 mi | +14% | 11,5% | – | 45 | 11,11% | 0,6 |
|
| 7535 |
CWD
7535
Clarity Wealth Development
Corvallis,
Oregon
| US$ 111 mi | +US$ 10,3 mi | +10% | 6,37% | – | 47 | 10,64% | 0,7 |
|
| 7536 |
7536
Alan B. Lancz & Associates
Toledo,
Ohio
| US$ 111 mi | +US$ 10,8 mi | +11% | 12,6% | – | 137 | 10,95% | 2,9 |
|
| 7537 |
7537
DB Fitzpatrick & Co
Boise,
Idaho
| US$ 111 mi | -US$ 2,06 mi | -2% | 4,06% | 42,7% | 110 | 18,18% | 2,3 |
|
| 7538 |
7538
Square Peg Capital
Surry Hills, NSW,
Australia
| US$ 111 mi | -US$ 13,4 mi | -11% | 6,08% | – | 9 | 11,11% | 0,7 |
|
| 7539 |
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| US$ 110 mi | +US$ 4,81 mi | +5% | 5,8% | – | 259 | 6,18% | 0,7 |
|
| 7540 |
7540
Bolthouse Investments
Bakersfield,
California
| US$ 110 mi | +US$ 9,38 mi | +9% | 15% | – | 77 | 9,09% | 0,7 |
|
| 7541 |
SF
7541
Schaeffer Financial
Rockville,
Maryland
| US$ 110 mi | +US$ 7,9 mi | +8% | 5,61% | 52,2% | 20 | 10% | 2,4 |
|
| 7542 |
7542
Clarendon Private
Boston,
Massachusetts
| US$ 110 mi | +US$ 6,16 mi | +6% | 8,67% | – | 108 | 13,89% | 0,6 |
|
| 7543 |
7543
Shuttleworth & Co
Powell,
Ohio
| US$ 110 mi | – | – | 7,65% | – | 63 | – | 0 |
|
| 7544 |
7544
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 110 mi | +US$ 6,23 mi | +6% | 8,28% | 47,6% | 23 | 0% | 4,6 |
|
| 7545 |
7545
DRH Investments
Thousand Oaks,
California
| US$ 110 mi | +US$ 13,1 mi | +14% | 9,39% | 81,2% | 12 | 8,33% | 2,9 |
|
| 7546 |
7546
V.M. Manning & Co
Greenville,
South Carolina
| US$ 110 mi | +US$ 19,3 mi | +21% | 13,1% | – | 54 | 16,67% | 0,2 |
|
| 7547 |
7547
Kennebec Savings Bank
Augusta,
Maine
| US$ 110 mi | +US$ 7,67 mi | +8% | 9,12% | – | 264 | 6,44% | 0,9 |
|
| 7548 |
7548
TRV GP VI
Boston,
Massachusetts
| US$ 110 mi | +US$ 45,4 mi | +71% | 99,6% | – | 4 | 25% | 0,8 |
|
| 7549 |
7549
Katamaran Capital
London,
United Kingdom
| US$ 110 mi | +US$ 1,95 mi | +2% | 7,73% | – | 36 | 52,78% | 0,3 |
|
| 7550 |
7550
Blue Water Life Science Advisors
Larkspur,
California
| US$ 110 mi | -US$ 16,7 mi | -13% | 10,8% | 503% | 9 | 33,33% | 2,1 |
|