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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Opus Capital Group
Cincinnati,
Ohio
| US$ 564 mi | -US$ 13,8 mi | -2% | 2,9% | 49,7% | 126 | 8,73% | 4,5 |
|
| 2577 |
2577
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 564 mi | +US$ 12 mi | +2% | 3,11% | 96% | 160 | 17,5% | 2,4 |
|
| 2578 |
2578
SYM Financial Corp
Winona Lake,
Indiana
| US$ 563 mi | +US$ 70,1 mi | +14% | 4,33% | 64,3% | 201 | 44,78% | 1,6 |
|
| 2579 |
2579
Intelligence Driven Advisers
Carlsbad,
California
| US$ 563 mi | -US$ 7,33 mi | -1% | 2,81% | 65,6% | 101 | 20,79% | 1,9 |
|
| 2580 |
2580
Discovery Capital Management
South Norwalk,
Connecticut
| US$ 563 mi | -US$ 388 mi | -41% | 6,95% | 871% | 75 | 65,33% | 0,6 |
|
| 2581 |
2581
Thompson Investment Management
Madison,
Wisconsin
| US$ 563 mi | -US$ 53,3 mi | -9% | 5,51% | 100% | 425 | 5,65% | 2,9 |
|
| 2582 |
2582
One Day In July LLC
Burlington,
Vermont
| US$ 562 mi | +US$ 9,4 mi | +2% | 4,72% | 43,1% | 106 | 16,98% | 2,4 |
|
| 2583 |
2583
City Holding Co
Charleston,
West Virginia
| US$ 561 mi | -US$ 19,5 mi | -3% | 2,09% | 89,2% | 538 | 10,22% | 5,6 |
|
| 2584 |
2584
Acorn Financial Advisory Services
Reston,
Virginia
| US$ 560 mi | -US$ 2,74 mi | -0,5% | 2,55% | 96,9% | 254 | 9,45% | 2,4 |
|
| 2585 |
2585
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 559 mi | -US$ 30,3 mi | -5% | 3,24% | 80,3% | 213 | 7,04% | 5,5 |
|
| 2586 |
2586
Baker Ellis Asset Management
Vancouver,
Washington
| US$ 557 mi | -US$ 31,2 mi | -5% | 2,99% | 91,9% | 216 | 11,11% | 5,2 |
|
| 2587 |
2587
Hartline Investment Corp
Winnetka,
Illinois
| US$ 557 mi | -US$ 30 mi | -5% | 2,81% | 222% | 117 | 11,97% | 2,4 |
|
| 2588 |
GIM
2588
Greylin Investment Management
Orange,
Virginia
| US$ 557 mi | +US$ 2,97 mi | +0,5% | 2,53% | 52,1% | 74 | 12,16% | 5,6 |
|
| 2589 |
2589
Lake Street Private Wealth
Chicago,
Illinois
| US$ 556 mi | -US$ 13,2 mi | -2% | 2,24% | 105% | 305 | 12,13% | 2,4 |
|
| 2590 |
2590
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 555 mi | +US$ 149 mi | +37% | 2,78% | 82,3% | 33 | 60,61% | 0,9 |
|
| 2591 |
2591
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 555 mi | -US$ 10,6 mi | -2% | 2,05% | 86% | 479 | 18,37% | 3,2 |
|
| 2592 |
2592
Great Lakes Retirement
Sandusky,
Ohio
| US$ 555 mi | -US$ 10,8 mi | -2% | 2,3% | 118% | 236 | 16,95% | 1,6 |
|
| 2593 |
2593
Gateway Wealth Partners
Appleton,
Wisconsin
| US$ 555 mi | -US$ 4,69 mi | -0,8% | 3,39% | 58,9% | 273 | 18,32% | 0,6 |
|
| 2594 |
2594
Institute for Wealth Management
Denver,
Colorado
| US$ 554 mi | -US$ 38,4 mi | -6% | 2,39% | 137% | 481 | 8,94% | 3,6 |
|
| 2595 |
2595
Perennial Investment Advisors
Los Angeles,
California
| US$ 554 mi | -US$ 14,4 mi | -3% | 3,27% | 84,3% | 381 | 12,34% | 1,6 |
|
| 2596 |
2596
Mark Asset Management
New York
| US$ 553 mi | -US$ 65,4 mi | -11% | 3,21% | 325% | 61 | 37,7% | 2,6 |
|
| 2597 |
2597
NTV Asset Management
Charleston,
West Virginia
| US$ 552 mi | -US$ 21,4 mi | -4% | 2,59% | 110% | 266 | 8,27% | 5,8 |
|
| 2598 |
2598
Nemes Rush Group
Novi,
Michigan
| US$ 552 mi | -US$ 15,4 mi | -3% | 3,44% | 111% | 734 | 17,98% | 0,2 |
|
| 2599 |
2599
Hardy Reed
Tupelo,
Mississippi
| US$ 552 mi | -US$ 15,8 mi | -3% | 3,71% | 69,7% | 108 | 12,96% | 2,7 |
|
| 2600 |
2600
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$ 552 mi | -US$ 78,5 mi | -12% | 3,91% | – | 117 | 14,53% | 2,3 |
|