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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
Ascent Wealth Partners
New Hartford,
New York
| US$ 524 mi | +US$ 63,6 mi | +14% | 7,73% | 105% | 148 | 18,24% | 3,4 |
|
| 2802 |
BC
2802
Bruce & Co
Chicago,
Illinois
| US$ 524 mi | -US$ 10,2 mi | -2% | 2,47% | 94,5% | 35 | 14,29% | 5,4 |
|
| 2803 |
2803
Mizuho Securities
Tokyo,
Japan
| US$ 523 mi | +US$ 40,3 mi | +8% | 1,11% | 109% | 214 | 14,49% | 0,8 |
|
| 2804 |
2804
Chemung Canal Trust
Elmira,
New York
| US$ 523 mi | +US$ 24,4 mi | +5% | 6,94% | 80,9% | 121 | 4,96% | 5 |
|
| 2805 |
2805
Destiny Wealth Partners
Tavares,
Florida
| US$ 523 mi | +US$ 43,3 mi | +9% | 4,74% | 63,7% | 558 | 69,35% | 0,5 |
|
| 2806 |
2806
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 522 mi | +US$ 38,8 mi | +8% | 5,24% | 108% | 207 | 11,59% | 4,6 |
|
| 2807 |
2807
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 522 mi | -US$ 2,44 mi | -0,5% | 5,52% | 48,1% | 67 | 5,97% | 3,1 |
|
| 2808 |
2808
Cartica Management
Washington,
District of Columbia
| US$ 522 mi | +US$ 148 mi | +40% | 11,1% | 92,9% | 14 | 21,43% | 0,7 |
|
| 2809 |
2809
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 521 mi | +US$ 38,4 mi | +8% | 6,84% | 57,8% | 164 | 1,83% | 3,9 |
|
| 2810 |
2810
KWB Wealth
Redlands,
California
| US$ 521 mi | -US$ 2,19 mi | -0,4% | 5,01% | 54,8% | 85 | 0% | 0,5 |
|
| 2811 |
2811
Montecito Bank & Trust
Santa Barbara,
California
| US$ 521 mi | +US$ 39 mi | +8% | 6,81% | – | 257 | 6,61% | 3,7 |
|
| 2812 |
HCP
2812
Holt Capital Partners
Fort Worth,
Texas
| US$ 521 mi | +US$ 34,1 mi | +7% | 6,39% | 69,5% | 158 | 3,16% | 4,6 |
|
| 2813 |
CF
2813
Clarity Financial
Houston,
Texas
| US$ 521 mi | +US$ 26,8 mi | +5% | 7,02% | 56,8% | 154 | 46,75% | 0,3 |
|
| 2814 |
2814
Kathmere Capital Management
Wayne,
Pennsylvania
| US$ 520 mi | +US$ 14,2 mi | +3% | 4,17% | 68,3% | 135 | 5,19% | 1,1 |
|
| 2815 |
2815
Parkside Investments
Deerfield,
Illinois
| US$ 520 mi | +US$ 39,2 mi | +8% | 5,35% | 70,4% | 93 | 10,75% | 2,3 |
|
| 2816 |
IMOV
2816
Investment Management of Virginia
Richmond,
Virginia
| US$ 520 mi | +US$ 23,2 mi | +5% | 5,82% | 93,4% | 167 | 9,58% | 4,5 |
|
| 2817 |
2817
Smith Anglin Financial
Dallas,
Texas
| US$ 519 mi | +US$ 56,7 mi | +12% | 5,87% | 52,8% | 150 | 12,67% | 0,4 |
|
| 2818 |
2818
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$ 519 mi | +US$ 42,1 mi | +9% | 7,04% | 82,9% | 105 | 18,1% | 2,2 |
|
| 2819 |
2819
Advantage Alpha Capital Partners
San Francisco,
California
| US$ 519 mi | +US$ 43,6 mi | +9% | 7,78% | 79,2% | 135 | 6,67% | 0,8 |
|
| 2820 |
2820
Chatham Capital Group
Savannah,
Georgia
| US$ 517 mi | +US$ 39,5 mi | +8% | 5,54% | 97% | 194 | 10,31% | 3,9 |
|
| 2821 |
2821
Resonant Capital Advisors
Madison,
Wisconsin
| US$ 517 mi | +US$ 31 mi | +6% | 5,77% | 56,5% | 176 | 9,09% | 1,3 |
|
| 2822 |
2822
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| US$ 517 mi | +US$ 766 mil | +0,1% | 7,92% | 83,8% | 157 | 14,01% | 4,9 |
|
| 2823 |
GIM
2823
Greylin Investment Management
Orange,
Virginia
| US$ 517 mi | +US$ 36,9 mi | +8% | 6,79% | 52,1% | 100 | 17% | 3,4 |
|
| 2824 |
2824
Towercrest Capital Management
Newtown,
Pennsylvania
| US$ 516 mi | +US$ 49,1 mi | +11% | 4,11% | 42,6% | 90 | 7,78% | 2,9 |
|
| 2825 |
OH
2825
Overlook Holdings
Tortola,
British Virgin Islands
| US$ 516 mi | +US$ 124 mi | +32% | 3,99% | – | 3 | 66,67% | 2,7 |
|