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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 |
SIA
2801
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$ 529 mi | +US$ 12 mi | +2% | 4,45% | 66,1% | 211 | 22,27% | 1,7 |
|
| 2802 |
2802
Allen Capital Group
Grand Island,
Nebraska
| US$ 529 mi | -US$ 276 mi | -34% | 2,24% | 62,8% | 190 | 21,05% | 2,5 |
|
| 2803 |
2803
ACG Wealth
Atlanta,
Georgia
| US$ 529 mi | -US$ 174 mi | -25% | 3,16% | 45,5% | 349 | 23,21% | 4 |
|
| 2804 |
2804
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 529 mi | -US$ 9,45 mi | -2% | 0,78% | 67,4% | 544 | 10,29% | 2,4 |
|
| 2805 |
2805
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$ 529 mi | +US$ 17,3 mi | +3% | 3,72% | 52% | 790 | 7,59% | 4 |
|
| 2806 |
2806
Arcadia Investment Management
Kalamazoo,
Michigan
| US$ 529 mi | -US$ 69,2 mi | -12% | 7,01% | 83,5% | 297 | 5,72% | 4,3 |
|
| 2807 |
2807
Johnson & Johnson
New Brunswick,
New Jersey
| US$ 529 mi | -US$ 349 mi | -40% | 20% | 339% | 24 | 8,33% | 0,5 |
|
| 2808 |
2808
Angeles Wealth Management
Santa Monica,
California
| US$ 528 mi | – | – | 4,91% | 80,6% | 192 | – | 0 |
|
| 2809 |
2809
Buffington Mohr McNeal
Boise,
Idaho
| US$ 528 mi | -US$ 55,8 mi | -10% | 6,39% | 29,3% | 137 | 14,6% | 4,2 |
|
| 2810 |
2810
South Street Advisors
New York
| US$ 528 mi | -US$ 43 mi | -8% | 2,79% | 169% | 76 | 14,47% | 2,4 |
|
| 2811 |
2811
Brasada Capital Management
Houston,
Texas
| US$ 528 mi | -US$ 2,6 mi | -0,5% | 4,53% | 76,5% | 164 | 34,15% | 1,9 |
|
| 2812 |
NEWAS
2812
N.E.W. Advisory Services
De Pere,
Wisconsin
| US$ 528 mi | -US$ 134 mi | -20% | 3,6% | 51,1% | 161 | 30,43% | 1,5 |
|
| 2813 |
2813
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 528 mi | -US$ 53,5 mi | -9% | 7,22% | 51,8% | 21 | 14,29% | 2,2 |
|
| 2814 |
2814
Dillon & Associates
Jackson,
Michigan
| US$ 527 mi | -US$ 46,7 mi | -8% | 7,33% | 117% | 83 | 12,05% | 5,5 |
|
| 2815 |
2815
Continuum Advisory
Eagle,
Idaho
| US$ 527 mi | +US$ 82,1 mi | +18% | 2,65% | 77% | 397 | 29,47% | 1,4 |
|
| 2816 |
2816
ICA Group Wealth Management
Denver,
Colorado
| US$ 526 mi | – | – | 2,11% | – | 377 | – | 0 |
|
| 2817 |
2817
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 526 mi | -US$ 3,11 mi | -0,6% | 2,52% | 73% | 299 | 7,36% | 2,1 |
|
| 2818 |
2818
Roble Belko & Company
Sewickley,
Pennsylvania
| US$ 526 mi | -US$ 6,28 mi | -1% | 4,44% | 53,3% | 409 | 15,65% | 3,5 |
|
| 2819 |
2819
FTV Management Company
San Francisco,
California
| US$ 525 mi | -US$ 251 mi | -32% | 28,4% | 15,1% | 2 | 0% | 0,4 |
|
| 2820 |
2820
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$ 525 mi | -US$ 37 mi | -7% | 4,56% | 149% | 130 | 6,15% | 4,7 |
|
| 2821 |
2821
Silver Rock Financial
Los Angeles,
California
| US$ 525 mi | -US$ 59,7 mi | -10% | 0,67% | 2,58% | 256 | 17,19% | 0,6 |
|
| 2822 |
2822
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$ 525 mi | -US$ 51,7 mi | -9% | 5,73% | – | 65 | 15,38% | 3,1 |
|
| 2823 |
2823
Silvant Capital Management
Atlanta,
Georgia
| US$ 525 mi | -US$ 60,2 mi | -10% | 5,88% | 168% | 347 | 8,93% | 3,2 |
|
| 2824 |
2824
Hill City Capital
Boston,
Massachusetts
| US$ 524 mi | +US$ 85,5 mi | +19% | 8,15% | 194% | 25 | 32% | 0,8 |
|
| 2825 |
2825
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$ 524 mi | -US$ 10,9 mi | -2% | 4,2% | 48,5% | 122 | 13,11% | 3,5 |
|