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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Center for Financial Planning
Southfied,
Michigan
| US$ 375 mi | -US$ 19 mi | -5% | 5,74% | 64,4% | 696 | 24,43% | 1,7 |
|
| 3002 |
3002
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$ 374 mi | -US$ 16,6 mi | -4% | 4,87% | 78,9% | 140 | 7,14% | 0,5 |
|
| 3003 |
VCM
3003
V3 Capital Management
Dallas,
Texas
| US$ 374 mi | -US$ 56,2 mi | -13% | 10% | 20,5% | 14 | 42,86% | 1,2 |
|
| 3004 |
3004
59 North Capital Management
Houston,
Texas
| US$ 374 mi | +US$ 24,8 mi | +7% | 2,39% | 81,4% | 13 | 15,38% | 1 |
|
| 3005 |
3005
TAP Consulting
Kirkwood,
Missouri
| US$ 374 mi | +US$ 13,2 mi | +4% | 2,2% | 3,08% | 132 | 18,94% | 1,9 |
|
| 3006 |
3006
NBW Capital
Boston,
Massachusetts
| US$ 373 mi | +US$ 8,45 mi | +2% | 0,2% | 86% | 92 | 14,13% | 3,9 |
|
| 3007 |
MAA
3007
Mraz Amerine & Associates
Modesto,
California
| US$ 372 mi | -US$ 16,7 mi | -4% | 3,32% | 69,8% | 174 | 6,9% | 4,7 |
|
| 3008 |
3008
Capital Planning Advisors
Roseville,
California
| US$ 372 mi | -US$ 5,43 mi | -1% | 5,03% | 64,2% | 138 | 16,67% | 3,7 |
|
| 3009 |
3009
IMA Advisory Services
Denver,
Colorado
| US$ 372 mi | -US$ 36,4 mi | -9% | 2,69% | 74,5% | 413 | 24,21% | 2,7 |
|
| 3010 |
3010
CHI Advisors
New York
| US$ 372 mi | +US$ 110 mi | +42% | 63% | 88,2% | 30 | 23,33% | 1,7 |
|
| 3011 |
3011
DAFNA Capital Management
Los Angeles,
California
| US$ 372 mi | +US$ 4,91 mi | +1% | 13,8% | 313% | 97 | 18,56% | 2,3 |
|
| 3012 |
3012
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 372 mi | +US$ 46,8 mi | +14% | 49,3% | 88,1% | 186 | 18,28% | 3 |
|
| 3013 |
HA
3013
Harbor Advisors
West Palm Beach,
Florida
| US$ 372 mi | -US$ 40,3 mi | -10% | 8,26% | 125% | 181 | 10,5% | 3,8 |
|
| 3014 |
3014
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 372 mi | +US$ 12,7 mi | +4% | 4,95% | 38,2% | 140 | 14,29% | 2,5 |
|
| 3015 |
3015
NFC Investments
Memphis,
Tennessee
| US$ 371 mi | +US$ 2,6 mi | +0,7% | 2,6% | – | 37 | 8,11% | 4,6 |
|
| 3016 |
3016
Rowlandmiller & Partners
Atlanta,
Georgia
| US$ 371 mi | -US$ 19,4 mi | -5% | 4,74% | 84% | 179 | 6,7% | 4,8 |
|
| 3017 |
3017
Capital Insight Partners
Scottsdale,
Arizona
| US$ 371 mi | -US$ 57,2 mi | -13% | 5,31% | 51,7% | 153 | 6,54% | 3,1 |
|
| 3018 |
LCM
3018
Lonestar Capital Management
San Francisco,
California
| US$ 371 mi | -US$ 128 mi | -26% | 5,33% | 260% | 32 | 50% | 0,7 |
|
| 3019 |
3019
Synergy Asset Management
Vancouver,
Washington
| US$ 371 mi | -US$ 6,62 mi | -2% | 3,11% | 97,3% | 145 | 60,69% | 0,5 |
|
| 3020 |
3020
Recurrent Investment Advisors
Houston,
Texas
| US$ 371 mi | +US$ 40,8 mi | +12% | 0,81% | 99,7% | 50 | 18% | 2,4 |
|
| 3021 |
3021
AdvisorShares Investments
Bethesda,
Maryland
| US$ 370 mi | +US$ 11,1 mi | +3% | 6,16% | 110% | 357 | 47,9% | 0,7 |
|
| 3022 |
VCM
3022
Vivaldi Capital Management
Chicago,
Illinois
| US$ 370 mi | -US$ 13,9 mi | -4% | 5,5% | 69,2% | 234 | 11,97% | 2,8 |
|
| 3023 |
3023
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$ 370 mi | -US$ 12 mi | -3% | 5,49% | 67,9% | 179 | 11,17% | 1,4 |
|
| 3024 |
3024
Stockman Wealth Management
Billings,
Montana
| US$ 370 mi | -US$ 22,4 mi | -6% | 7,59% | 73,5% | 184 | 7,61% | 4,3 |
|
| 3025 |
3025
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 370 mi | -US$ 33,5 mi | -8% | 5,13% | 14,7% | 20 | 15% | 3,1 |
|