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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Fiduciary Alliance
Greenville,
South Carolina
| US$ 754 mi | +US$ 138 mi | +22% | 7,58% | 104% | 270 | 26,67% | 0,9 |
|
| 2527 |
2527
MainStreet Investment Advisors
Chicago,
Illinois
| US$ 753 mi | -US$ 70,7 mi | -9% | 7,06% | 61% | 159 | 3,77% | 4,3 |
|
| 2528 |
2528
Heritage Financial Services
Westwood,
Massachusetts
| US$ 752 mi | +US$ 55 mi | +8% | 5,48% | 38,3% | 114 | 11,4% | 1,8 |
|
| 2529 |
2529
Orion Resource Partners
New York
| US$ 752 mi | +US$ 90,2 mi | +14% | 19,2% | – | 23 | 43,48% | 0,2 |
|
| 2530 |
2530
L.J. Altfest & Co
New York
| US$ 751 mi | +US$ 19,3 mi | +3% | 7,92% | 95,6% | 374 | 27,54% | 3,3 |
|
| 2531 |
2531
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 751 mi | +US$ 52,2 mi | +7% | 6,14% | 76,8% | 205 | 5,37% | 6,1 |
|
| 2532 |
2532
Daido Life Insurance Company
Osaka,
Japan
| US$ 751 mi | -US$ 123 mi | -14% | 5,35% | 68,7% | 6 | 16,67% | 5,3 |
|
| 2533 |
GWSG
2533
GPS Wealth Strategies Group
Centennial,
Colorado
| US$ 751 mi | +US$ 84,7 mi | +13% | 4,88% | 118% | 1.455 | 10,86% | 1,3 |
|
| 2534 |
2534
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 750 mi | +US$ 53 mi | +8% | 6,39% | 80,3% | 209 | 8,13% | 5,7 |
|
| 2535 |
2535
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| US$ 749 mi | +US$ 110 mi | +17% | 16,8% | 35,7% | 6 | 50% | 3,6 |
|
| 2536 |
2536
Strategies Wealth Advisors
Grand Rapids,
Michigan
| US$ 748 mi | +US$ 61,4 mi | +9% | 6,44% | 64,6% | 100 | 8% | 1,9 |
|
| 2537 |
2537
NTV Asset Management
Charleston,
West Virginia
| US$ 748 mi | +US$ 49,2 mi | +7% | 6,45% | 110% | 271 | 7,01% | 6,2 |
|
| 2538 |
2538
SYM Financial Corp
Winona Lake,
Indiana
| US$ 747 mi | +US$ 120 mi | +19% | 7,08% | 64,3% | 299 | 24,41% | 1,7 |
|
| 2539 |
2539
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 746 mi | +US$ 54,2 mi | +8% | 7,34% | 86% | 528 | 16,67% | 3,4 |
|
| 2540 |
2540
Toews Corporation
Northfield,
New Jersey
| US$ 746 mi | +US$ 140 mi | +23% | 4,33% | 22% | 17 | 0% | 2,1 |
|
| 2541 |
2541
WealthPLAN Partners
Omaha,
Nebraska
| US$ 745 mi | -US$ 187 mi | -20% | 6,53% | 71,6% | 319 | 26,96% | 4,3 |
|
| 2542 |
2542
Crosslink Capital
Menlo Park,
California
| US$ 745 mi | +US$ 28,4 mi | +4% | 13,7% | 135% | 21 | 19,05% | 3,9 |
|
| 2543 |
2543
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 745 mi | +US$ 64,8 mi | +10% | 5,8% | 97,3% | 532 | 15,41% | 3,7 |
|
| 2544 |
2544
Silverback Asset Management
Chapel Hill,
North Carolina
| US$ 744 mi | -US$ 69,2 mi | -9% | 0,36% | 92,1% | 85 | 8,24% | 1,1 |
|
| 2545 |
2545
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$ 743 mi | +US$ 71,1 mi | +11% | 6,59% | 53,4% | 110 | 14,55% | 1,4 |
|
| 2546 |
2546
Silchester International Investors
London,
United Kingdom
| US$ 743 mi | +US$ 176 mi | +31% | 0,02% | 53,9% | 4 | 0% | 2,3 |
|
| 2547 |
2547
2Xideas
Kusnacht,
Switzerland
| US$ 742 mi | -US$ 58,6 mi | -7% | 11,1% | 40,6% | 57 | 12,28% | 2,5 |
|
| 2548 |
2548
Sixth Street Partners
Dallas,
Texas
| US$ 742 mi | +US$ 1,27 mi | +0,2% | 8,05% | 5,31% | 18 | 27,78% | 1,4 |
|
| 2549 |
2549
Newbrook Capital Advisors
New York
| US$ 742 mi | +US$ 61,7 mi | +9% | 11,7% | 299% | 24 | 54,17% | 0,7 |
|
| 2550 |
2550
Great Waters Wealth Management
Shoreview,
Minnesota
| US$ 742 mi | +US$ 86,8 mi | +13% | 6,22% | 49% | 111 | 7,21% | 1,4 |
|