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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| US$ 310 mi | +US$ 16,6 mi | +6% | 11,6% | 28% | 105 | 29,52% | 1,6 |
|
| 2602 |
2602
Paradigm Asset Management
New York
| US$ 310 mi | -US$ 49,6 mi | -14% | 8,91% | 73,8% | 452 | 19,03% | 2,3 |
|
| 2603 |
2603
FRG Family Wealth Advisors
Bellevue,
Washington
| US$ 310 mi | -US$ 60,4 mi | -16% | 11,3% | 76,4% | 142 | 10,56% | 2,7 |
|
| 2604 |
2604
HCR Wealth Advisors
Los Angeles,
California
| US$ 310 mi | +US$ 2,56 mi | +0,8% | 12,3% | 107% | 176 | 20,45% | 1,4 |
|
| 2605 |
2605
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| US$ 309 mi | -US$ 223 mi | -42% | 16,4% | 24,6% | 1.568 | 58,99% | 0,5 |
|
| 2606 |
2606
13D Management
New York
| US$ 309 mi | -US$ 53,6 mi | -15% | 14,3% | 157% | 35 | 28,57% | 1,6 |
|
| 2607 |
2607
American Economic Planning Group
Warren,
New Jersey
| US$ 309 mi | +US$ 27,3 mi | +10% | 10,1% | 25,9% | 87 | 27,59% | 2,2 |
|
| 2608 |
2608
Evermay Wealth Management
Arlington,
Virginia
| US$ 309 mi | -US$ 11,5 mi | -4% | 12,1% | 56,2% | 155 | 21,29% | 2,5 |
|
| 2609 |
2609
VisionPoint Advisory Group
Dallas,
Texas
| US$ 309 mi | – | – | 7,33% | 79,3% | 105 | – | 0 |
|
| 2610 |
2610
NTV Asset Management
Charleston,
West Virginia
| US$ 309 mi | -US$ 61,6 mi | -17% | 11,6% | 110% | 184 | 5,43% | 4,2 |
|
| 2611 |
2611
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 308 mi | +US$ 19,7 mi | +7% | 10,6% | 87,2% | 877 | 22,92% | 2,3 |
|
| 2612 |
2612
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 308 mi | -US$ 26,4 mi | -8% | 10,9% | 71,4% | 152 | 23,68% | 2,2 |
|
| 2613 |
2613
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 308 mi | -US$ 36,9 mi | -11% | 12% | 57,8% | 308 | 58,12% | 2,8 |
|
| 2614 |
2614
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 307 mi | -US$ 24,8 mi | -7% | 8,02% | 78,9% | 138 | 13,77% | 3,5 |
|
| 2615 |
2615
QVT Financial
New York
| US$ 307 mi | -US$ 80,7 mi | -21% | 4,42% | 267% | 61 | 29,51% | 1,5 |
|
| 2616 |
2616
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 306 mi | -US$ 28,7 mi | -9% | 9,84% | 44,9% | 51 | 19,61% | 0,9 |
|
| 2617 |
2617
NFC Investments
Memphis,
Tennessee
| US$ 306 mi | -US$ 5,59 mi | -2% | 14,3% | – | 44 | 20,45% | 3,2 |
|
| 2618 |
2618
Veritas Investment Management (UK)
London,
United Kingdom
| US$ 306 mi | -US$ 56,5 mi | -16% | 10,7% | 151% | 35 | 0% | 3,1 |
|
| 2619 |
2619
Oxford Financial Group
Carmel,
Indiana
| US$ 306 mi | +US$ 91,5 mi | +43% | 13,2% | 77,2% | 42 | 23,81% | 1,3 |
|
| 2620 |
2620
City Holding Co
Charleston,
West Virginia
| US$ 306 mi | -US$ 42,4 mi | -12% | 10,6% | 89,2% | 544 | 9,38% | 3,7 |
|
| 2621 |
2621
Moerus Capital Management
New York
| US$ 306 mi | – | – | 8,63% | 220% | 16 | – | 0 |
|
| 2622 |
2622
Cubic Asset Management
Boston,
Massachusetts
| US$ 306 mi | -US$ 59,1 mi | -16% | 13,7% | 40,5% | 177 | 12,99% | 3,7 |
|
| 2623 |
2623
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$ 306 mi | -US$ 78,1 mi | -20% | 11,4% | 61,9% | 14 | 14,29% | 3 |
|
| 2624 |
2624
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$ 305 mi | -US$ 32,5 mi | -10% | 13,5% | 49% | 74 | 12,16% | 3,4 |
|
| 2625 |
2625
Nadler Financial Group
Deerfield,
Illinois
| US$ 305 mi | -US$ 64,9 mi | -18% | 13,8% | 81,8% | 90 | 15,56% | 3,8 |
|