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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 174 mi | -US$ 41,4 mi | -19% | 0,98% | 76,8% | 65 | 27,69% | 1,3 |
|
| 3027 |
AIA
3027
Allegis Investment Advisors
Idaho Falls,
Idaho
| US$ 174 mi | -US$ 4,66 mi | -3% | 1,29% | – | 1.171 | 84,03% | 0,2 |
|
| 3028 |
KL
3028
Kinsight LLC
Birmingham,
Alabama
| US$ 174 mi | +US$ 2,45 mi | +1% | 1,64% | 15,7% | 35 | 8,57% | 2,1 |
|
| 3029 |
IIC
3029
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 174 mi | +US$ 46,9 mi | +37% | 1,75% | 70,2% | 598 | 80,6% | 0 |
|
| 3030 |
BA
3030
Bard Associates
Chicago,
Illinois
| US$ 174 mi | +US$ 4,06 mi | +2% | 2,33% | 241% | 169 | 7,69% | 2,1 |
|
| 3031 |
PSC
3031
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 174 mi | -US$ 15,4 mi | -8% | 0,08% | 63,9% | 366 | 16,12% | 1,7 |
|
| 3032 |
3032
Summit Partners
Boston,
Massachusetts
| US$ 173 mi | -US$ 146 mi | -46% | 1,64% | 13,7% | 3 | 0% | 2,4 |
|
| 3033 |
RCM
3033
Riverpark Capital Management
New York
| US$ 173 mi | +US$ 19,8 mi | +13% | 0,59% | 152% | 49 | 36,73% | 1,4 |
|
| 3034 |
LWM
3034
LBA Wealth Management
Jacksonville,
Florida
| US$ 173 mi | -US$ 673 mil | -0,4% | 1,2% | 19,2% | 463 | 18,79% | 1,3 |
|
| 3035 |
CS
3035
Credential Securities
Vancouver,
| US$ 173 mi | +US$ 20,4 mi | +13% | 6,75% | 32,5% | 242 | 15,29% | 1,5 |
|
| 3036 |
WFC
3036
West Face Capital
Toronto,
Ontario, Canada
| US$ 173 mi | -US$ 32,5 mi | -16% | 1,05% | 10,9% | 5 | 20% | 1,9 |
|
| 3037 |
BCCM
3037
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 173 mi | +US$ 7,28 mi | +4% | 3,13% | 76,5% | 82 | 3,66% | 0,2 |
|
| 3038 |
BSWMG
3038
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$ 173 mi | +US$ 1,66 mi | +1% | 0,79% | 17,9% | 101 | 7,92% | 2,2 |
|
| 3039 |
FCT
3039
Family Capital Trust
Peabody,
Massachusetts
| US$ 173 mi | -US$ 10,6 mi | -6% | 0,65% | 32,3% | 81 | 24,69% | 2,1 |
|
| 3040 |
3040
IMA Advisory Services
Denver,
Colorado
| US$ 172 mi | +US$ 7,68 mi | +5% | 1,76% | 74,5% | 138 | 37,68% | 1,7 |
|
| 3041 |
VNA
3041
VNBTrust National Association
Charlottesville,
Virginia
| US$ 172 mi | -US$ 11,1 mi | -6% | 1,75% | 42,9% | 157 | 22,29% | 2 |
|
| 3042 |
HP
3042
HT Partners
Centerbrook,
Connecticut
| US$ 172 mi | +US$ 17,7 mi | +11% | 0,85% | 71,1% | 49 | 71,43% | 1,2 |
|
| 3043 |
GHA
3043
Garcia Hamilton & Associates
Houston,
Texas
| US$ 172 mi | +US$ 1,34 mi | +0,8% | 1,9% | 39,1% | 73 | 15,07% | 1,7 |
|
| 3044 |
RCS
3044
Retirement Capital Strategies
San Jose,
California
| US$ 172 mi | +US$ 8,66 mi | +5% | 1,98% | 59% | 17 | 17,65% | 1,4 |
|
| 3045 |
3045
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$ 172 mi | +US$ 5,76 mi | +3% | 2,84% | 88,9% | 55 | 1,82% | 1,8 |
|
| 3046 |
FSA
3046
Financial Sense Advisors
San Diego,
California
| US$ 172 mi | -US$ 41,9 mi | -20% | 6,35% | 152% | 109 | 44,95% | 1 |
|
| 3047 |
MMEA
3047
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| US$ 172 mi | +US$ 13,5 mi | +9% | 0,05% | 18,2% | 28 | 10,71% | 0,3 |
|
| 3048 |
OCM
3048
Oskie Capital Management
New York
| US$ 172 mi | -US$ 8,16 mi | -5% | 1,88% | 69,3% | 29 | 41,38% | 0,5 |
|
| 3049 |
3049
Gemmer Asset Management
Walnut Creek,
California
| US$ 171 mi | +US$ 2,18 mi | +1% | 0,11% | 96,8% | 1.387 | 13,05% | 1,7 |
|
| 3050 |
3050
Gladius Capital Management
Chicago,
Illinois
| US$ 171 mi | +US$ 1,76 mi | +1% | 1,09% | 78% | 2 | 0% | 2,3 |
|