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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
Xponance
Philadelphia,
Pennsylvania
| US$ 297 mi | +US$ 77,1 mi | +35% | 0,14% | 144% | 98 | 18,37% | 0,6 |
|
| 2827 |
2827
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 297 mi | +US$ 36,5 mi | +14% | 3,09% | 66,7% | 78 | 14,1% | 2,2 |
|
| 2828 |
2828
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$ 297 mi | +US$ 24,8 mi | +9% | 6,66% | 65,1% | 190 | 12,11% | 1,7 |
|
| 2829 |
2829
James Hambro & Partners
London,
United Kingdom
| US$ 297 mi | +US$ 23,2 mi | +8% | 10% | 97% | 23 | 13,04% | 0,6 |
|
| 2830 |
2830
Lyell Wealth Management
Menlo Park,
California
| US$ 297 mi | +US$ 23,4 mi | +9% | 9,08% | 128% | 124 | 15,32% | 1,3 |
|
| 2831 |
2831
Peak Asset Management
Louisville,
Colorado
| US$ 297 mi | +US$ 21,3 mi | +8% | 7,86% | 70,1% | 132 | 6,82% | 2,8 |
|
| 2832 |
2832
American Investment Services
Great Barrington,
Massachusetts
| US$ 297 mi | +US$ 7,14 mi | +2% | 4,19% | 63,1% | 119 | 5,04% | 3,3 |
|
| 2833 |
2833
Filament
Seattle,
Washington
| US$ 297 mi | +US$ 6,76 mi | +2% | 0,16% | 46,9% | 52 | 21,15% | 2,6 |
|
| 2834 |
2834
Litman Gregory Wealth Management
Larkspur,
California
| US$ 297 mi | +US$ 42,6 mi | +17% | 1,6% | 55,5% | 113 | 17,7% | 1,3 |
|
| 2835 |
WA
2835
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 296 mi | +US$ 13,1 mi | +5% | 5,99% | 125% | 244 | 11,48% | 3,6 |
|
| 2836 |
LA
2836
Lynch & Associates
Newburgh,
Indiana
| US$ 296 mi | +US$ 20,2 mi | +7% | 7,59% | 73,5% | 100 | 5% | 4,3 |
|
| 2837 |
2837
Institute for Wealth Management
Denver,
Colorado
| US$ 296 mi | -US$ 17,5 mi | -6% | 6,37% | 137% | 221 | 11,76% | 1,2 |
|
| 2838 |
2838
High Falls Advisors
Rochester,
New York
| US$ 296 mi | +US$ 5,07 mi | +2% | 3,19% | 56,9% | 98 | 18,37% | 1,9 |
|
| 2839 |
2839
Cambridge Advisors
Omaha,
Nebraska
| US$ 296 mi | +US$ 13,3 mi | +5% | 5,52% | 58,6% | 148 | 6,76% | 3 |
|
| 2840 |
2840
Kettle Hill Capital Management
New York
| US$ 296 mi | +US$ 33,7 mi | +13% | 4,86% | 37,4% | 50 | 68% | 0,4 |
|
| 2841 |
2841
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 296 mi | +US$ 78,2 mi | +36% | 7,82% | 104% | 168 | 51,79% | 1,8 |
|
| 2842 |
AMG
2842
Asset Management Group
Stamford,
Connecticut
| US$ 295 mi | +US$ 9 mi | +3% | 4,17% | 57% | 109 | 3,67% | 4,2 |
|
| 2843 |
2843
Hartford Financial Management
Hartford,
Connecticut
| US$ 295 mi | +US$ 14,5 mi | +5% | 7,34% | 87,9% | 432 | 12,96% | 2,3 |
|
| 2844 |
2844
Brian C. Broderick
| US$ 295 mi | +US$ 21,3 mi | +8% | 9,21% | 98,6% | 86 | 1,16% | 3,9 |
|
| 2845 |
2845
Permanens Capital
New York
| US$ 294 mi | +US$ 30,4 mi | +12% | 6,11% | 76,9% | 13 | 15,38% | 2,3 |
|
| 2846 |
2846
Versant Venture Management
San Francisco,
California
| US$ 294 mi | -US$ 26,5 mi | -8% | 14,6% | 409% | 10 | 10% | 2,1 |
|
| 2847 |
2847
Gibson Capital
Wexford,
Pennsylvania
| US$ 294 mi | +US$ 12,2 mi | +4% | 3,81% | 67,2% | 38 | 5,26% | 3,9 |
|
| 2848 |
2848
Focused Wealth Management
Newburgh,
New York
| US$ 294 mi | +US$ 5,28 mi | +2% | 3,89% | 73,9% | 757 | 19,42% | 3,1 |
|
| 2849 |
2849
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| US$ 293 mi | +US$ 15,9 mi | +6% | 4,4% | 28% | 441 | 80,5% | 1,4 |
|
| 2850 |
2850
Cutter & Co Brokerage
Ballwin,
Missouri
| US$ 293 mi | +US$ 33,9 mi | +13% | 5,29% | 40,4% | 297 | 22,22% | 2,1 |
|