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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
USA Financial Formulas
Ada,
Michigan
| US$ 617 mi | -US$ 57,2 mil | -0% | 3,16% | 104% | 391 | 47,31% | 1,3 |
|
| 2752 |
2752
Fiduciary Alliance
Greenville,
South Carolina
| US$ 616 mi | +US$ 49,6 mi | +9% | 2,6% | 104% | 231 | 22,94% | 0,9 |
|
| 2753 |
2753
Adventist Health System West
Roseville,
California
| US$ 616 mi | +US$ 59,7 mi | +11% | 2,25% | 60,2% | 8 | 50% | 1,9 |
|
| 2754 |
VC
2754
Vision Capital
Toronto,
Ontario, Canada
| US$ 616 mi | +US$ 126 mi | +26% | 1,42% | 19,8% | 21 | 61,9% | 0,5 |
|
| 2755 |
2755
EAM Investors
Solana Beach,
California
| US$ 615 mi | -US$ 26,4 mi | -4% | 25,3% | 6.012% | 357 | 67,79% | 0,3 |
|
| 2756 |
2756
Two Seas Capital
Rye,
New York
| US$ 615 mi | +US$ 105 mi | +21% | 9,22% | 344% | 21 | 19,05% | 0,8 |
|
| 2757 |
2757
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 615 mi | +US$ 316 mi | +106% | 0,11% | 57,8% | 156 | 30,77% | 1,7 |
|
| 2758 |
2758
Bison Wealth
Atlanta,
Georgia
| US$ 615 mi | -US$ 375 mil | -0,1% | 1,48% | 37,4% | 424 | 0,47% | 3 |
|
| 2759 |
2759
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$ 615 mi | -US$ 33,4 mi | -5% | 5,46% | 1.119% | 42 | 14,29% | 1,1 |
|
| 2760 |
2760
First Turn Management
Del Mar,
California
| US$ 615 mi | -US$ 53,7 mi | -8% | 6,37% | – | 44 | 40,91% | 0,3 |
|
| 2761 |
2761
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 614 mi | -US$ 711 mil | -0,1% | 0,99% | 57,8% | 198 | 7,58% | 5,2 |
|
| 2762 |
SP
2762
Solel Partners
Boston,
Massachusetts
| US$ 614 mi | +US$ 10,3 mi | +2% | 4,78% | 25,9% | 23 | 21,74% | 1,6 |
|
| 2763 |
2763
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 614 mi | -US$ 35,7 mi | -5% | 2,06% | 55,4% | 722 | 32,55% | 1,5 |
|
| 2764 |
2764
Lee Financial
Dallas,
Texas
| US$ 614 mi | +US$ 13,9 mi | +2% | 1,85% | 75% | 159 | 17,61% | 5 |
|
| 2765 |
2765
180 Wealth Advisors
Federal Way,
Washington
| US$ 613 mi | +US$ 56,8 mi | +10% | 4,73% | 136% | 450 | 13,78% | 3,1 |
|
| 2766 |
2766
Herald Investment Management
London,
United Kingdom
| US$ 610 mi | -US$ 6,58 mi | -1% | 2,12% | 493% | 99 | 4,04% | 5,2 |
|
| 2767 |
2767
Howard Financial Services
Dallas,
Texas
| US$ 610 mi | +US$ 29,7 mi | +5% | 1,37% | 55,9% | 165 | 8,48% | 2,9 |
|
| 2768 |
2768
Smartleaf Asset Management
Boston,
Massachusetts
| US$ 610 mi | +US$ 93,2 mi | +18% | 2,72% | – | 2.777 | 34,64% | 0,3 |
|
| 2769 |
2769
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$ 610 mi | +US$ 31,5 mi | +5% | 9,05% | 183% | 75 | 5,33% | 6 |
|
| 2770 |
2770
Total Wealth Planning
Cincinnati,
Ohio
| US$ 610 mi | +US$ 27,7 mi | +5% | 0,17% | 37,2% | 93 | 6,45% | 2,9 |
|
| 2771 |
2771
BSW Wealth Partners
Boulder,
Colorado
| US$ 609 mi | +US$ 19,2 mi | +3% | 2,53% | 75,4% | 308 | 5,84% | 3,4 |
|
| 2772 |
2772
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$ 609 mi | +US$ 49,3 mi | +9% | 2,53% | 74,6% | 280 | 8,57% | 1,7 |
|
| 2773 |
2773
Mayflower Financial Advisors
Boston,
Massachusetts
| US$ 609 mi | +US$ 10,9 mi | +2% | 2,32% | 68,7% | 374 | 9,36% | 2,5 |
|
| 2774 |
2774
Sanders Morris Harris
Houston,
Texas
| US$ 609 mi | +US$ 64,3 mi | +12% | 3,2% | 85,8% | 307 | 15,96% | 1,1 |
|
| 2775 |
2775
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$ 609 mi | +US$ 4,22 mi | +0,7% | 0,01% | 52,3% | 17 | 11,76% | 2 |
|