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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$ 340 mi | +US$ 45,5 mi | +15% | 12,5% | 79,3% | 81 | 29,63% | 0,8 |
|
| 3302 |
3302
Running Oak Capital
Edina,
Minnesota
| US$ 340 mi | +US$ 50,6 mi | +17% | 12,2% | 32,7% | 63 | 19,05% | 2 |
|
| 3303 |
3303
Fiducient Advisors
Chicago,
Illinois
| US$ 340 mi | +US$ 129 mi | +61% | 6,71% | 52,3% | 180 | 70,56% | 0,7 |
|
| 3304 |
WCMN
3304
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 340 mi | +US$ 29,8 mi | +10% | 13,1% | 121% | 50 | 6% | 6 |
|
| 3305 |
KI
3305
Kula Investments
Chicago,
Illinois
| US$ 340 mi | – | – | 6,57% | – | 562 | – | 0 |
|
| 3306 |
3306
IAG Wealth Partners
Waukesha,
Wisconsin
| US$ 339 mi | +US$ 38,4 mi | +13% | 9,16% | 47,3% | 494 | 21,26% | 2 |
|
| 3307 |
3307
Barometer Capital Management
Toronto,
Ontario, Canada
| US$ 339 mi | +US$ 96,5 mi | +40% | 17,3% | 339% | 149 | 75,17% | 0,2 |
|
| 3308 |
3308
America First Investment Advisors
Omaha,
Nebraska
| US$ 339 mi | +US$ 51,8 mi | +18% | 8,97% | 78,2% | 96 | 16,67% | 4,9 |
|
| 3309 |
3309
Psagot Value Holdings
Tel Aviv,
Israel
| US$ 339 mi | -US$ 15,2 mi | -4% | 7,17% | 45,9% | 398 | 26,38% | 2,7 |
|
| 3310 |
3310
HughesLittle Investment Management
Vancouver,
| US$ 339 mi | +US$ 16,2 mi | +5% | 6,02% | 106% | 16 | 6,25% | 4,6 |
|
| 3311 |
MPAM
3311
Monarch Partners Asset Management
Boston,
Massachusetts
| US$ 339 mi | +US$ 5,75 mi | +2% | 14% | 136% | 165 | 37,58% | 1 |
|
| 3312 |
3312
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$ 338 mi | +US$ 22,9 mi | +7% | 6,79% | 56,3% | 86 | 6,98% | 2,9 |
|
| 3313 |
3313
Old Second National Bank of Aurora
Aurora,
Illinois
| US$ 338 mi | +US$ 13,1 mi | +4% | 9,96% | 93,7% | 400 | 17,25% | 4,9 |
|
| 3314 |
3314
Marquette Asset Management
Minneapolis,
Minnesota
| US$ 338 mi | +US$ 18,3 mi | +6% | 7,15% | 69,6% | 294 | 41,16% | 2,5 |
|
| 3315 |
HP
3315
Hound Partners
New York
| US$ 338 mi | -US$ 189 mi | -36% | 10,8% | 19,7% | 17 | 29,41% | 1,8 |
|
| 3316 |
3316
Activest Wealth Management
Aventure,
Florida
| US$ 338 mi | +US$ 28,5 mi | +9% | 7,63% | 117% | 483 | 13,87% | 0,7 |
|
| 3317 |
3317
G2 Investment Partners Management
New York
| US$ 338 mi | +US$ 15,8 mi | +5% | 16,6% | 1.145% | 94 | 31,91% | 1,1 |
|
| 3318 |
3318
Fermata Advisors
Sonoma,
California
| US$ 337 mi | +US$ 30,2 mi | +10% | 5,67% | 58,3% | 151 | 23,18% | 1,1 |
|
| 3319 |
3319
Kerrisdale Advisers
Miami,
Florida
| US$ 337 mi | -US$ 74,5 mi | -18% | 14,1% | 78,8% | 97 | 25,77% | 0,6 |
|
| 3320 |
LDFR
3320
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| US$ 337 mi | +US$ 19,9 mi | +6% | 7,83% | 37,5% | 211 | 53,08% | 3 |
|
| 3321 |
3321
Brian C. Broderick
| US$ 337 mi | +US$ 17,1 mi | +5% | 9,92% | 98,6% | 84 | 10,71% | 6 |
|
| 3322 |
3322
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 337 mi | +US$ 39,4 mi | +13% | 5,54% | 47,1% | 40 | 7,5% | 4,2 |
|
| 3323 |
3323
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 337 mi | +US$ 24,2 mi | +8% | 11,8% | 72,4% | 118 | 5,93% | 5,3 |
|
| 3324 |
3324
Brickley Wealth Management
San Mateo,
California
| US$ 337 mi | +US$ 31,9 mi | +10% | 8,63% | 62,6% | 42 | 16,67% | 2,9 |
|
| 3325 |
ARG
3325
Advisory Resource Group
Tulsa,
Oklahoma
| US$ 336 mi | +US$ 34,1 mi | +11% | 9,25% | 72% | 148 | 13,51% | 1,7 |
|