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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Blue Edge Capital
Richmond,
Virginia
| US$ 334 mi | +US$ 57,3 mi | +21% | 18,7% | 67,4% | 100 | 12% | 3,5 |
|
| 2777 |
2777
Security National Trust
Wheeling,
West Virginia
| US$ 334 mi | +US$ 59 mi | +22% | 21,9% | 58,3% | 494 | 20,85% | 4,9 |
|
| 2778 |
2778
Ackerman Capital Advisors
Dallas,
Texas
| US$ 334 mi | +US$ 76,8 mi | +30% | 12,6% | 40,4% | 143 | 50,35% | 0,6 |
|
| 2779 |
2779
Roble Belko & Company
Sewickley,
Pennsylvania
| US$ 334 mi | +US$ 24,3 mi | +8% | 16,8% | 53,3% | 349 | 11,46% | 3,2 |
|
| 2780 |
2780
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$ 334 mi | +US$ 46 mi | +16% | 20,2% | 65,9% | 127 | 14,96% | 4,8 |
|
| 2781 |
2781
Good Life Advisors
Reading,
Pennsylvania
| US$ 333 mi | +US$ 57,5 mi | +21% | 17,1% | 60% | 269 | 24,16% | 2,1 |
|
| 2782 |
2782
Sage Rock Capital Management
New York
| US$ 333 mi | +US$ 89,6 mi | +37% | 19,5% | 13% | 123 | 36,59% | 0,3 |
|
| 2783 |
2783
Quest Capital Management
Dallas,
Texas
| US$ 333 mi | +US$ 41,8 mi | +14% | 15% | 87,7% | 214 | 20,09% | 1,1 |
|
| 2784 |
2784
Muzinich & Co
New York
| US$ 333 mi | +US$ 136 mi | +69% | 26,3% | 13,5% | 62 | 38,71% | 3,2 |
|
| 2785 |
2785
Pathway Financial Advisors
South Burlington,
Vermont
| US$ 332 mi | +US$ 32,7 mi | +11% | 9,66% | 52,7% | 107 | 18,69% | 1,8 |
|
| 2786 |
2786
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 332 mi | -US$ 8,58 mi | -3% | 20,2% | 65,6% | 35 | 31,43% | 2,7 |
|
| 2787 |
CRB
2787
Chad R. Baker
| US$ 332 mi | +US$ 74,6 mi | +29% | 28% | 123% | 57 | 8,77% | 3,4 |
|
| 2788 |
2788
Plancorp LLC
Saint Louis,
Missouri
| US$ 332 mi | +US$ 73,5 mi | +28% | 23,6% | 67,3% | 184 | 14,67% | 2,8 |
|
| 2789 |
2789
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$ 332 mi | +US$ 37,6 mi | +13% | 14,4% | 54,3% | 293 | 6,14% | 4 |
|
| 2790 |
AMCA
2790
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 332 mi | +US$ 79,9 mi | +32% | 23,1% | 129% | 130 | 24,62% | 3,1 |
|
| 2791 |
2791
Zeal Asset Management
Central,
Hong Kong
| US$ 332 mi | +US$ 153 mi | +86% | 40,9% | 26,9% | 5 | 20% | 0,4 |
|
| 2792 |
2792
Bluescape Energy Partners
Dallas,
Texas
| US$ 331 mi | +US$ 51,3 mi | +18% | 18,7% | 57,9% | 2 | 0% | 1,5 |
|
| 2793 |
2793
Geller Advisors
New York
| US$ 330 mi | -US$ 17,6 mi | -5% | 20,2% | 20,4% | 105 | 56,19% | 1,1 |
|
| 2794 |
2794
Gifford Fong Associates
Lafayette,
California
| US$ 330 mi | +US$ 57,5 mi | +21% | 24% | 180% | 130 | 3,08% | 2 |
|
| 2795 |
2795
Creative Financial Designs
Kokomo,
Indiana
| US$ 330 mi | +US$ 136 mi | +70% | 17,9% | 56,2% | 1.233 | 61,56% | 0,8 |
|
| 2796 |
ARMC
2796
American Research & Management Company
Marion,
Massachusetts
| US$ 329 mi | +US$ 66,1 mi | +25% | 18,6% | 35,1% | 389 | 23,65% | 4,2 |
|
| 2797 |
2797
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 329 mi | +US$ 78,9 mi | +32% | 20,8% | 80,3% | 183 | 14,75% | 3,5 |
|
| 2798 |
2798
Zevin Asset Management
Boston,
Massachusetts
| US$ 329 mi | +US$ 60,4 mi | +22% | 25% | 71,7% | 81 | 8,64% | 4,4 |
|
| 2799 |
2799
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 329 mi | +US$ 40,7 mi | +14% | 18,2% | 107% | 78 | 52,56% | 0,5 |
|
| 2800 |
2800
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 328 mi | +US$ 73,4 mi | +29% | 17,6% | 64% | 192 | 14,58% | 3,5 |
|