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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Rikoon Group
Santa Fe,
New Mexico
| US$ 227 mi | +US$ 101 mi | +80% | 2,01% | 63,3% | 177 | 28,25% | 0,2 |
|
| 2827 |
IA
2827
Independence Advisors
Wayne,
Pennsylvania
| US$ 227 mi | +US$ 14,5 mi | +7% | 1,22% | 24,4% | 79 | 17,72% | 0,4 |
|
| 2828 |
2828
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 227 mi | +US$ 14,7 mi | +7% | 4,15% | 70,2% | 33 | 6,06% | 2,2 |
|
| 2829 |
2829
Pegasus Partners
Mequon,
Wisconsin
| US$ 227 mi | +US$ 15,9 mi | +8% | 6,15% | 32,6% | 120 | 14,17% | 1 |
|
| 2830 |
2830
McRae Capital Management
Morristown,
New Jersey
| US$ 226 mi | +US$ 6,4 mi | +3% | 3,61% | 78,2% | 105 | 11,43% | 2,3 |
|
| 2831 |
2831
Think Investments
San Francisco,
California
| US$ 226 mi | -US$ 5,09 mi | -2% | 2,04% | 285% | 8 | 12,5% | 1 |
|
| 2832 |
2832
United Bank (West Virginia)
Parkersburg,
West Virginia
| US$ 226 mi | +US$ 8,44 mi | +4% | 7,87% | 22,5% | 110 | 12,73% | 2,6 |
|
| 2833 |
CRB
2833
Chad R. Baker
| US$ 226 mi | -US$ 6,22 mi | -3% | 1,86% | 108% | 60 | 3,33% | 0,9 |
|
| 2834 |
2834
Gilbert & Cook
West Des Moines,
Iowa
| US$ 226 mi | – | – | 1,84% | 63,2% | 76 | – | 0 |
|
| 2835 |
2835
Cambridge Advisors
Omaha,
Nebraska
| US$ 226 mi | +US$ 295 mil | +0,1% | 0,9% | 58,6% | 137 | 8,03% | 1,7 |
|
| 2836 |
2836
Argent Trust Co
Nashville,
Tennessee
| US$ 226 mi | -US$ 9,6 mi | -4% | 3,36% | 86,2% | 278 | 17,63% | 1,4 |
|
| 2837 |
2837
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$ 226 mi | +US$ 14,5 mi | +7% | 1,7% | 33% | 317 | 23,97% | 0,8 |
|
| 2838 |
2838
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 226 mi | +US$ 1,56 mi | +0,7% | 0,48% | 53,1% | 17 | 17,65% | 1,2 |
|
| 2839 |
2839
Telos Capital Management
San Diego,
California
| US$ 225 mi | +US$ 9,9 mi | +5% | 2,41% | 71,1% | 146 | 9,59% | 2,5 |
|
| 2840 |
2840
Silver Rock Financial
Los Angeles,
California
| US$ 225 mi | – | – | 13,2% | 2,58% | 21 | – | 0,3 |
|
| 2841 |
2841
Wealth Architects
Mountain View,
California
| US$ 225 mi | +US$ 8,55 mi | +4% | 3,23% | 80,1% | 123 | 10,57% | 1,6 |
|
| 2842 |
2842
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 225 mi | +US$ 10,6 mi | +5% | 4,05% | 64% | 161 | 14,29% | 2,3 |
|
| 2843 |
2843
Goldstein Munger & Associates
San Ramon,
California
| US$ 225 mi | +US$ 5,26 mi | +2% | 1,37% | 11,9% | 37 | 16,22% | 2,4 |
|
| 2844 |
2844
Janiczek Wealth Management
Denver,
Colorado
| US$ 224 mi | – | – | 1,28% | 16,4% | 55 | – | 0 |
|
| 2845 |
2845
Cryder Capital Partners
London,
United Kingdom
| US$ 224 mi | +US$ 53,3 mi | +31% | 1,01% | 55,7% | 12 | 25% | 1,5 |
|
| 2846 |
2846
Northeast Financial Consultants
Westport,
Connecticut
| US$ 224 mi | -US$ 12,9 mi | -5% | 1,61% | 63,8% | 160 | 12,5% | 1,9 |
|
| 2847 |
2847
ARS Wealth Advisors
St. Petersburg,
Florida
| US$ 223 mi | -US$ 13,1 mi | -6% | 1,06% | 61,8% | 109 | 15,6% | 1,6 |
|
| 2848 |
2848
Old Second National Bank of Aurora
Aurora,
Illinois
| US$ 223 mi | +US$ 5,01 mi | +2% | 4,29% | 89,5% | 353 | 9,92% | 2,5 |
|
| 2849 |
2849
FCG Advisors
Chatham,
New Jersey
| US$ 223 mi | -US$ 103 mi | -32% | 3,19% | 19,7% | 126 | 19,05% | 1,9 |
|
| 2850 |
2850
Patten Group
Chattanooga,
Tennessee
| US$ 223 mi | +US$ 9,8 mi | +5% | 3,35% | 88,1% | 670 | 10,45% | 1,4 |
|