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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
Town Capital
Bel Air,
Maryland
| US$ 122 mi | – | – | 2,21% | – | 91 | – | 0 |
|
| 7802 |
7802
Marrick Wealth
Irvine,
California
| US$ 122 mi | – | – | 2,53% | – | 55 | – | 0 |
|
| 7803 |
7803
Matters Capital
Miami,
Florida
| US$ 122 mi | – | – | 3,74% | – | 65 | – | 0 |
|
| 7804 |
7804
Karani Asset Management
New York
| US$ 122 mi | -US$ 3,1 mi | -2% | 8,61% | – | 38 | 7,89% | 2,4 |
|
| 7805 |
7805
Hingham Institution for Savings
Hingham,
Massachusetts
| US$ 122 mi | – | – | 12,2% | – | 12 | – | 0 |
|
| 7806 |
7806
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| US$ 122 mi | – | – | 0,68% | – | 79 | – | 0 |
|
| 7807 |
7807
Barden Capital Management
Austin,
Texas
| US$ 122 mi | +US$ 1,48 mi | +1% | 1,6% | 80,1% | 60 | 8,33% | 2,9 |
|
| 7808 |
7808
Bosman Wealth Management
Redlands,
California
| US$ 122 mi | -US$ 7,27 mi | -6% | 0,31% | – | 55 | 34,55% | 0,6 |
|
| 7809 |
7809
EDMP Inc
Lutz,
Florida
| US$ 122 mi | -US$ 4,49 mi | -4% | 3,28% | 78% | 74 | 14,86% | 4,6 |
|
| 7810 |
7810
Storgate
Dallas,
Texas
| US$ 122 mi | – | – | 4,06% | – | 153 | – | 0 |
|
| 7811 |
7811
Pitti Group Wealth Management
Victor,
New York
| US$ 122 mi | +US$ 4,16 mi | +4% | 2,93% | 65,3% | 80 | 10% | 2,5 |
|
| 7812 |
7812
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 122 mi | +US$ 20,5 mi | +20% | 2,18% | – | 117 | 16,24% | 1 |
|
| 7813 |
7813
Fulcrum Wealth Advisors
Bellevue,
Washington
| US$ 122 mi | – | – | 5,84% | – | 68 | – | 0 |
|
| 7814 |
7814
Expect Equity LLC
Pikesville,
Maryland
| US$ 121 mi | +US$ 19 mi | +19% | 6,62% | – | 63 | 30,16% | 0,7 |
|
| 7815 |
7815
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 121 mi | -US$ 2,15 mi | -2% | 5,61% | 119% | 51 | 17,65% | 2 |
|
| 7816 |
7816
SVRN Asset Management
Austin,
Texas
| US$ 121 mi | – | – | 1,66% | – | 43 | – | 0 |
|
| 7817 |
7817
Garda Capital Partners
Wayzata,
Minnesota
| US$ 121 mi | +US$ 96,4 mi | +387% | 5,4% | 34,1% | 18 | 61,11% | 1 |
|
| 7818 |
7818
Geremia Financial Services
Edison,
New Jersey
| US$ 121 mi | – | – | 1,36% | – | 10 | – | 0 |
|
| 7819 |
7819
True Blue Financial
Stevensville,
Michigan
| US$ 121 mi | – | – | 1,25% | – | 51 | – | 0 |
|
| 7820 |
7820
Prosperity Advisers
Fort Washington,
Pennsylvania
| US$ 121 mi | – | – | 2,21% | – | 40 | – | 0 |
|
| 7821 |
7821
Smith Asset Management
Chiefland,
Florida
| US$ 121 mi | +US$ 3,72 mi | +3% | 1,7% | – | 71 | 7,04% | 0,9 |
|
| 7822 |
7822
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 121 mi | -US$ 74,9 mi | -38% | 1,24% | 36,4% | 74 | 98,65% | 0,1 |
|
| 7823 |
7823
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 121 mi | -US$ 751 mil | -0,6% | 0,56% | 38,5% | 66 | 10,61% | 3,2 |
|
| 7824 |
7824
Chesapeake Asset Management
New York
| US$ 121 mi | +US$ 8,04 mi | +7% | 9,84% | 153% | 399 | 27,07% | 2,3 |
|
| 7825 |
7825
Troutman Wealth Management
Malvern,
Pennsylvania
| US$ 121 mi | – | – | 1,26% | – | 37 | – | 0 |
|