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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Wakefield Asset Management
Englewood,
Colorado
| US$ 253 mi | -US$ 23,5 mi | -8% | 4,34% | 139% | 246 | 45,53% | 0,4 |
|
| 3127 |
3127
Plancorp LLC
Saint Louis,
Missouri
| US$ 253 mi | -US$ 11,5 mi | -4% | 1,58% | 67,3% | 183 | 12,02% | 2,3 |
|
| 3128 |
3128
Cahill Financial Advisors
Edina,
Minnesota
| US$ 252 mi | +US$ 12,2 mi | +5% | 2,55% | 55,9% | 161 | 11,18% | 3,2 |
|
| 3129 |
3129
Patton Fund Management
Dallas,
Texas
| US$ 252 mi | – | – | 4,84% | 211% | 65 | – | 0 |
|
| 3130 |
3130
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$ 252 mi | +US$ 61,7 mi | +32% | 4,02% | 116% | 506 | 77,87% | 0,1 |
|
| 3131 |
3131
Ellevest Inc
New York
| US$ 252 mi | +US$ 41,7 mi | +20% | 2,58% | 73,8% | 493 | 48,28% | 0,3 |
|
| 3132 |
3132
Technology Crossover Management IX
Menlo Park,
California
| US$ 252 mi | +US$ 97,8 mi | +64% | 15,3% | 13% | 3 | 0% | 0,8 |
|
| 3133 |
3133
First Wilshire Securities Management
Pasadena,
California
| US$ 251 mi | -US$ 42 mi | -14% | 6,23% | 135% | 122 | 13,93% | 3,6 |
|
| 3134 |
3134
Income Research & Management
Boston,
Massachusetts
| US$ 251 mi | -US$ 18,9 mi | -7% | 0,18% | 1,19% | 25 | 16% | 3,1 |
|
| 3135 |
3135
Stratos Wealth Advisors
Beachwood,
Ohio
| US$ 251 mi | +US$ 65,7 mi | +35% | 3,62% | 65,7% | 239 | 12,97% | 0,4 |
|
| 3136 |
3136
BCWM LLC
Overland Park,
Kansas
| US$ 250 mi | +US$ 27,5 mi | +12% | 2,41% | – | 76 | 14,47% | 2,4 |
|
| 3137 |
3137
FinTrust Capital Advisors
Greenville,
South Carolina
| US$ 250 mi | +US$ 11,4 mi | +5% | 3,53% | 23,6% | 1.351 | 27,39% | 0,5 |
|
| 3138 |
3138
McRae Capital Management
Morristown,
New Jersey
| US$ 250 mi | +US$ 9,9 mi | +4% | 5,46% | 78,2% | 94 | 6,38% | 4,1 |
|
| 3139 |
KC
3139
Keenan Capital
Burlingame,
California
| US$ 250 mi | +US$ 20,1 mi | +9% | 1,92% | 110% | 12 | 0% | 1,3 |
|
| 3140 |
3140
Amarillo National Bank
Amarillo,
Texas
| US$ 250 mi | -US$ 4,04 mi | -2% | 3,28% | 63,5% | 90 | 4,44% | 4 |
|
| 3141 |
SWK
3141
Stephen W. Kidder
| US$ 250 mi | +US$ 3,41 mi | +1% | 3,88% | 94,7% | 77 | 7,79% | 4,7 |
|
| 3142 |
3142
Fruth Investment Management
Houston,
Texas
| US$ 250 mi | +US$ 11 mi | +5% | 4,81% | 79,4% | 205 | 5,85% | 4,5 |
|
| 3143 |
FCT
3143
Family Capital Trust
Peabody,
Massachusetts
| US$ 250 mi | +US$ 12,9 mi | +5% | 7,58% | 39,1% | 57 | 7,02% | 4,4 |
|
| 3144 |
RG
3144
Riverstone Group
Richmond,
Virginia
| US$ 249 mi | +US$ 90,3 mi | +57% | 3,28% | 305% | 5 | 0% | 0,6 |
|
| 3145 |
3145
Brio Consultants
San Francisco,
California
| US$ 249 mi | +US$ 23,3 mi | +10% | 4,07% | 42,7% | 73 | 10,96% | 0,4 |
|
| 3146 |
3146
Silicon Valley Capital Partners
San Jose,
California
| US$ 249 mi | +US$ 14,6 mi | +6% | 4,17% | 103% | 40 | 22,5% | 1,4 |
|
| 3147 |
3147
Arrow Investment Advisors
Laurel,
Maryland
| US$ 248 mi | +US$ 2,66 mi | +1% | 1,71% | 36,3% | 86 | 39,53% | 1,5 |
|
| 3148 |
3148
Viridian RIA
Bothell,
Washington
| US$ 248 mi | +US$ 22 mi | +10% | 3,92% | 63,1% | 61 | 22,95% | 0,8 |
|
| 3149 |
3149
Cutler Capital Management
Worcester,
Massachusetts
| US$ 248 mi | +US$ 5,82 mi | +2% | 1,43% | 39,7% | 105 | 20% | 2 |
|
| 3150 |
3150
Marathon Asset Management (New York)
New York
| US$ 248 mi | -US$ 136 mi | -36% | 0,64% | 490% | 13 | 61,54% | 0,6 |
|