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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
American Economic Planning Group
Warren,
New Jersey
| US$ 254 mi | +US$ 5,24 mi | +2% | 2,44% | 25,9% | 81 | 12,35% | 1,7 |
|
| 2802 |
2802
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$ 254 mi | +US$ 12,5 mi | +5% | 2,13% | 119% | 52 | 26,92% | 1,5 |
|
| 2803 |
2803
Northeast Financial Consultants
Westport,
Connecticut
| US$ 254 mi | +US$ 14,3 mi | +6% | 2,18% | 63,8% | 152 | 8,55% | 2,3 |
|
| 2804 |
2804
White Pine Capital
Bloomington,
Minnesota
| US$ 254 mi | +US$ 7,56 mi | +3% | 3,75% | 143% | 227 | 9,69% | 2,8 |
|
| 2805 |
IFS
2805
Ifrah Financial Services
Little Rock,
Arkansas
| US$ 253 mi | +US$ 4,1 mi | +2% | 2,22% | 64,1% | 204 | 18,63% | 2,3 |
|
| 2806 |
IA
2806
IPL Advisers
New York
| US$ 253 mi | +US$ 20,9 mi | +9% | 13,6% | – | 20 | 35% | 0,4 |
|
| 2807 |
2807
Buffington Mohr McNeal
Boise,
Idaho
| US$ 253 mi | +US$ 25,8 mi | +11% | 3,54% | 29,3% | 139 | 25,18% | 1,4 |
|
| 2808 |
LA
2808
Lynch & Associates
Newburgh,
Indiana
| US$ 253 mi | +US$ 7,93 mi | +3% | 1,54% | 73,5% | 103 | 2,91% | 3,4 |
|
| 2809 |
2809
Archford Capital Strategies
Swansea,
Illinois
| US$ 253 mi | -US$ 12,1 mi | -5% | 2,55% | 87,4% | 755 | 75,36% | 2,3 |
|
| 2810 |
2810
Gargoyle Investment Advisor
Englewood,
New Jersey
| US$ 253 mi | -US$ 6,14 mi | -2% | 1,72% | 34,5% | 206 | 25,24% | 1,1 |
|
| 2811 |
SCM
2811
Springhouse Capital Management
Westport,
Connecticut
| US$ 253 mi | +US$ 15,7 mi | +7% | 0,44% | 52% | 22 | 31,82% | 1 |
|
| 2812 |
2812
Hawk Ridge Capital Management
Los Angeles,
California
| US$ 253 mi | +US$ 30,4 mi | +14% | 7,04% | 84,9% | 66 | 56,06% | 0,5 |
|
| 2813 |
2813
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 253 mi | +US$ 23,9 mi | +10% | 2,14% | 71,4% | 152 | 12,5% | 1,6 |
|
| 2814 |
HA
2814
Harbor Advisors
West Palm Beach,
Florida
| US$ 253 mi | +US$ 17,9 mi | +8% | 5,44% | 125% | 149 | 10,74% | 0,4 |
|
| 2815 |
CRB
2815
Chad R. Baker
| US$ 253 mi | +US$ 6,68 mi | +3% | 3,38% | 108% | 59 | 0% | 1,3 |
|
| 2816 |
2816
American Investment Services
Great Barrington,
Massachusetts
| US$ 252 mi | +US$ 6,32 mi | +3% | 0,59% | 63,1% | 115 | 11,3% | 2,4 |
|
| 2817 |
CMG
2817
Cavalry Management Group
San Francisco,
California
| US$ 252 mi | +US$ 6,91 mi | +3% | 5,79% | 59,6% | 33 | 45,45% | 0,5 |
|
| 2818 |
2818
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 252 mi | +US$ 33,7 mi | +15% | 1,95% | 86,3% | 155 | 28,39% | 1,3 |
|
| 2819 |
2819
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| US$ 252 mi | +US$ 5,67 mi | +2% | 2,48% | 28% | 448 | 11,83% | 1,2 |
|
| 2820 |
2820
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 252 mi | +US$ 26 mi | +12% | 1,94% | 10,4% | 60 | 11,67% | 0,4 |
|
| 2821 |
2821
Pura Vida Investments
New York
| US$ 252 mi | -US$ 86,3 mi | -26% | 11,7% | 38,3% | 113 | 70,8% | 0,4 |
|
| 2822 |
2822
Willingdon Wealth Management
Huntersville,
North Carolina
| US$ 252 mi | +US$ 4,58 mi | +2% | 1,94% | 15,3% | 130 | 20% | 1,5 |
|
| 2823 |
KWMG
2823
King Wealth Management Group
Naples,
Florida
| US$ 252 mi | +US$ 12,6 mi | +5% | 3,03% | 86% | 129 | 5,43% | 2,3 |
|
| 2824 |
2824
Newfoundland Capital Management
Sao Paulo,
Brazil
| US$ 251 mi | +US$ 82 mi | +48% | 0,84% | 49,5% | 36 | 58,33% | 0,2 |
|
| 2825 |
IA
2825
Independence Advisors
Wayne,
Pennsylvania
| US$ 251 mi | +US$ 12,8 mi | +5% | 3,14% | 24,4% | 79 | 7,59% | 0,8 |
|