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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
IA
2551
Independence Advisors
Wayne,
Pennsylvania
| US$ 414 mi | +US$ 3,43 mi | +0,8% | 6,77% | 24,4% | 168 | 41,07% | 1,5 |
|
| 2552 |
2552
McAdam LLC
Philadelphia,
Pennsylvania
| US$ 414 mi | +US$ 47 mi | +13% | 6,32% | 65,4% | 91 | 15,38% | 1,7 |
|
| 2553 |
WFI
2553
West Family Investments
Carlsbad,
California
| US$ 414 mi | +US$ 11,2 mi | +3% | 4,11% | 116% | 92 | 16,3% | 3,8 |
|
| 2554 |
VCM
2554
Vivaldi Capital Management
Chicago,
Illinois
| US$ 414 mi | -US$ 8,6 mi | -2% | 4,95% | 69,2% | 249 | 21,69% | 1,3 |
|
| 2555 |
2555
AIP LLC
New York
| US$ 413 mi | +US$ 27 mi | +7% | 7% | 54,9% | 1 | 0% | 2 |
|
| 2556 |
2556
Serengeti Asset Management
New York
| US$ 413 mi | +US$ 207 mi | +101% | 11,2% | 14,9% | 27 | 51,85% | 1,3 |
|
| 2557 |
2557
HCR Wealth Advisors
Los Angeles,
California
| US$ 412 mi | +US$ 111 mi | +37% | 9,67% | 107% | 252 | 48,41% | 1,2 |
|
| 2558 |
2558
Private Ocean
San Rafael,
California
| US$ 412 mi | +US$ 9,36 mi | +2% | 3,08% | 2,82% | 661 | 34,19% | 2 |
|
| 2559 |
2559
Parkside Investments
Deerfield,
Illinois
| US$ 412 mi | +US$ 38,1 mi | +10% | 9,02% | 70,4% | 117 | 26,5% | 1,4 |
|
| 2560 |
TAM
2560
Tradition Asset Management
Richmond,
Virginia
| US$ 412 mi | +US$ 25,5 mi | +7% | 8,22% | – | 197 | 8,12% | 0,5 |
|
| 2561 |
2561
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 412 mi | +US$ 4,02 mi | +1% | 6,11% | 71,4% | 152 | 14,47% | 2,6 |
|
| 2562 |
2562
Empirical Finance
Havertown,
Pennsylvania
| US$ 411 mi | +US$ 53,1 mi | +15% | 8,72% | 124% | 205 | 23,9% | 1,1 |
|
| 2563 |
2563
Advisory Alpha
Holland,
Michigan
| US$ 411 mi | +US$ 73,3 mi | +22% | 7,85% | 50,3% | 965 | 32,12% | 0,4 |
|
| 2564 |
2564
German American Bancorp
Jasper,
Indiana
| US$ 409 mi | +US$ 32,7 mi | +9% | 8,39% | 92,3% | 89 | 7,87% | 1,2 |
|
| 2565 |
ECG
2565
EPIQ Capital Group
San Francisco,
California
| US$ 409 mi | – | – | 59,4% | 6,25% | 42 | – | 0 |
|
| 2566 |
2566
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 409 mi | +US$ 52,7 mi | +15% | 8,54% | 104% | 343 | 17,49% | 1,3 |
|
| 2567 |
2567
Gilbert & Cook
West Des Moines,
Iowa
| US$ 408 mi | +US$ 51,3 mi | +14% | 5,47% | 63,2% | 152 | 22,37% | 1,5 |
|
| 2568 |
2568
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| US$ 408 mi | +US$ 14,8 mi | +4% | 6,45% | 85,6% | 297 | 13,13% | 0,7 |
|
| 2569 |
2569
Private Capital Advisors
Darien,
Connecticut
| US$ 408 mi | +US$ 47,9 mi | +13% | 13,8% | 132% | 92 | 14,13% | 4,3 |
|
| 2570 |
2570
Incline Global Management
New York
| US$ 408 mi | -US$ 60,4 mi | -13% | 9,08% | 40,1% | 25 | 40% | 0,8 |
|
| 2571 |
2571
PFG Advisors
Phoenix,
Arizona
| US$ 408 mi | +US$ 45,2 mi | +12% | 6,19% | 82,7% | 322 | 13,04% | 1,3 |
|
| 2572 |
2572
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$ 407 mi | +US$ 239 mi | +142% | 7,22% | – | 5 | 20% | 1,6 |
|
| 2573 |
2573
Parker Investment Management
Menlo Park,
California
| US$ 407 mi | +US$ 72,6 mi | +22% | 9,07% | 208% | 44 | 13,64% | 1,5 |
|
| 2574 |
2574
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 407 mi | +US$ 37 mi | +10% | 5,68% | 55,7% | 122 | 2,46% | 5,3 |
|
| 2575 |
2575
Evermay Wealth Management
Arlington,
Virginia
| US$ 407 mi | +US$ 39,8 mi | +11% | 7,02% | 56,2% | 170 | 18,24% | 2,7 |
|