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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 240 mi | +US$ 9,37 mi | +4% | 3,21% | 72,4% | 107 | 3,74% | 3,7 |
|
| 3202 |
3202
Diker Management
New York
| US$ 240 mi | +US$ 75,9 mi | +46% | 9,76% | 210% | 43 | 34,88% | 2,3 |
|
| 3203 |
3203
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 240 mi | +US$ 21,8 mi | +10% | 2,68% | 62% | 136 | 16,91% | 1,2 |
|
| 3204 |
3204
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 240 mi | -US$ 2,35 mi | -1% | 3,65% | 75,5% | 180 | 5% | 2,6 |
|
| 3205 |
3205
Bessemer Securities
New York
| US$ 239 mi | -US$ 54,9 mi | -19% | 3,31% | 45% | 106 | 6,6% | 0,5 |
|
| 3206 |
3206
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 239 mi | +US$ 24,1 mi | +11% | 1,8% | 42,6% | 40 | 7,5% | 2,7 |
|
| 3207 |
3207
Brickley Wealth Management
San Mateo,
California
| US$ 239 mi | +US$ 12,5 mi | +6% | 2,6% | 62,6% | 45 | 17,78% | 1 |
|
| 3208 |
3208
Empowered Funds
Havertown,
Pennsylvania
| US$ 239 mi | -US$ 40,4 mi | -14% | 2,52% | 127% | 125 | 50,4% | 0,5 |
|
| 3209 |
3209
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$ 239 mi | +US$ 27,7 mi | +13% | 2,05% | 42,8% | 122 | 23,77% | 1,5 |
|
| 3210 |
3210
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 239 mi | +US$ 11,7 mi | +5% | 4,1% | 65,9% | 196 | 16,33% | 1 |
|
| 3211 |
3211
Cavalier Investments
Alpharetta,
Georgia
| US$ 239 mi | -US$ 4,04 mi | -2% | 5,21% | 171% | 153 | 50,98% | 0,6 |
|
| 3212 |
3212
Zhang Financial
Portage,
Michigan
| US$ 239 mi | +US$ 6,77 mi | +3% | 2,97% | 67,9% | 95 | 14,74% | 3,6 |
|
| 3213 |
3213
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 239 mi | +US$ 11,7 mi | +5% | 3,03% | 78,3% | 97 | 14,43% | 1,2 |
|
| 3214 |
3214
Mosaic Family Wealth
St. Louis,
Missouri
| US$ 239 mi | -US$ 9,44 mi | -4% | 3,01% | 85,2% | 707 | 76,24% | 3 |
|
| 3215 |
3215
Armbruster Capital Management
Pittsford,
New York
| US$ 238 mi | +US$ 7,14 mi | +3% | 2,41% | 66,7% | 73 | 4,11% | 3 |
|
| 3216 |
3216
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$ 238 mi | -US$ 6,12 mi | -3% | 3,98% | 72,3% | 66 | 1,52% | 4,2 |
|
| 3217 |
3217
Birinyi Associates
Westport,
Connecticut
| US$ 238 mi | +US$ 4,6 mi | +2% | 4,94% | 113% | 85 | 20% | 4,1 |
|
| 3218 |
3218
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$ 238 mi | +US$ 7,54 mi | +3% | 4,71% | 83,3% | 87 | 4,6% | 2,7 |
|
| 3219 |
3219
Twin Focus Capital Partners
Boston,
Massachusetts
| US$ 238 mi | +US$ 24,5 mi | +11% | 2,65% | 92,5% | 146 | 34,93% | 2,1 |
|
| 3220 |
3220
Inspire Investing
Meridian,
Idaho
| US$ 238 mi | +US$ 22,4 mi | +10% | 1,51% | 107% | 334 | 12,87% | 0,9 |
|
| 3221 |
3221
HT Partners
Centerbrook,
Connecticut
| US$ 237 mi | +US$ 6,96 mi | +3% | 2,7% | 71,1% | 29 | 6,9% | 2,9 |
|
| 3222 |
3222
Burleson & Co
Petaluma,
California
| US$ 237 mi | +US$ 1,82 mi | +0,8% | 1,59% | 49,1% | 109 | 9,17% | 1,2 |
|
| 3223 |
3223
Northwest Bancshares
Warren,
Pennsylvania
| US$ 237 mi | +US$ 5,4 mi | +2% | 3,67% | 84,8% | 149 | 11,41% | 1,2 |
|
| 3224 |
3224
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| US$ 237 mi | +US$ 26,8 mi | +13% | 20,3% | 350% | 8 | 50% | 0,5 |
|
| 3225 |
DMK
3225
David M. Knott
| US$ 237 mi | -US$ 13,8 mi | -6% | 1,61% | 81% | 121 | 17,36% | 2,4 |
|