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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$ 143 mi | +US$ 14,7 mi | +11% | 2,14% | 56,7% | 31 | 3,23% | 0,5 |
|
| 3327 |
3327
Cahill Financial Advisors
Edina,
Minnesota
| US$ 143 mi | +US$ 9,8 mi | +7% | 2,18% | 55,9% | 124 | 13,71% | 1,7 |
|
| 3328 |
FIM
3328
FourPoints Investment Managers
Paris,
France
| US$ 143 mi | -US$ 17,3 mi | -11% | 2,83% | – | 78 | 8,97% | 1,9 |
|
| 3329 |
MI
3329
Montage Investments
Leawood,
Kansas
| US$ 143 mi | +US$ 2,91 mi | +2% | 5,46% | – | 181 | 23,76% | 0,3 |
|
| 3330 |
NFGCM
3330
Norman Fields Gottscho Capital Management
New York
| US$ 143 mi | -US$ 7,38 mi | -5% | 1,28% | 96,9% | 75 | 12% | 1,7 |
|
| 3331 |
SFPM
3331
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 143 mi | +US$ 5,81 mi | +4% | 1,88% | 24,5% | 89 | 15,73% | 1 |
|
| 3332 |
3332
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 143 mi | -US$ 995 mi | -87% | 3,48% | 81,7% | 775 | 89,16% | 0 |
|
| 3333 |
NME
3333
Notis-McConarty Edward
| US$ 143 mi | +US$ 1,71 mi | +1% | 2,33% | 91,2% | 100 | 11% | 2,2 |
|
| 3334 |
BCP
3334
Berkeley Capital Partners
Milton,
Georgia
| US$ 142 mi | +US$ 4,18 mi | +3% | 3,95% | 62,8% | 124 | 22,58% | 0,4 |
|
| 3335 |
3335
Shah Capital Management
Raleigh,
North Carolina
| US$ 142 mi | +US$ 23,1 mi | +19% | 14,5% | 287% | 18 | 33,33% | 1,3 |
|
| 3336 |
WCWM
3336
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$ 142 mi | +US$ 6,8 mi | +5% | 1,16% | 39,1% | 23 | 26,09% | 1,7 |
|
| 3337 |
AWMG
3337
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 142 mi | +US$ 24,3 mi | +21% | 2,68% | – | 27 | 18,52% | 0,4 |
|
| 3338 |
WAP
3338
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$ 142 mi | – | – | 2% | 60,4% | 149 | – | 0 |
|
| 3339 |
AWW
3339
Alan W. Weber
| US$ 142 mi | +US$ 22,9 mi | +19% | 16,5% | 192% | 61 | 11,48% | 1,2 |
|
| 3340 |
BRA
3340
Bender Robert & Associates
Pasadena,
California
| US$ 142 mi | -US$ 5,99 mi | -4% | 0,11% | 116% | 51 | 5,88% | 2,7 |
|
| 3341 |
3341
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$ 142 mi | -US$ 8,48 mi | -6% | 13,5% | 125% | 51 | 21,57% | 1,6 |
|
| 3342 |
CCM
3342
Crossvault Capital Management
San Antonio,
Texas
| US$ 141 mi | +US$ 5,88 mi | +4% | 5,03% | 56,4% | 68 | 4,41% | 1,9 |
|
| 3343 |
PA
3343
Parkside Advisors
Berkeley,
California
| US$ 141 mi | -US$ 1,58 mi | -1% | 1,41% | 36,7% | 34 | 20,59% | 2,3 |
|
| 3344 |
LCM
3344
Lucas Capital Management
Red Bank,
New Jersey
| US$ 141 mi | +US$ 4,32 mi | +3% | 11,5% | 44,5% | 120 | 11,67% | 2,5 |
|
| 3345 |
MBA
3345
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$ 141 mi | +US$ 5,05 mi | +4% | 5,74% | 53,6% | 110 | 9,09% | 0,4 |
|
| 3346 |
DR
3346
Davis Rea
Toronto,
Ontario, Canada
| US$ 141 mi | +US$ 3,23 mi | +2% | 1,2% | 66,9% | 41 | 4,88% | 2,3 |
|
| 3347 |
ACI
3347
AB CarVal Investors
Minneapolis,
Minnesota
| US$ 141 mi | +US$ 132 mi | +1.488% | 0,79% | 24% | 6 | 50% | 0 |
|
| 3348 |
ATC
3348
Adirondack Trust Company
Saratoga Springs,
New York
| US$ 140 mi | +US$ 5,7 mi | +4% | 3,18% | 96,8% | 429 | 17,95% | 2,1 |
|
| 3349 |
PC
3349
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 140 mi | +US$ 7,83 mi | +6% | 7,46% | 121% | 34 | 8,82% | 2,2 |
|
| 3350 |
JWS
3350
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 140 mi | +US$ 4,78 mi | +4% | 3,3% | 76,5% | 80 | 17,5% | 1,1 |
|