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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
KB Financial Partners
Princeton,
New Jersey
| US$ 364 mi | +US$ 23,7 mi | +7% | 5,03% | – | 646 | 16,1% | 1,4 |
|
| 3377 |
3377
Cannon Financial Strategists
Athens,
Georgia
| US$ 364 mi | +US$ 68,5 mi | +23% | 3,14% | 56,7% | 81 | 17,28% | 2,6 |
|
| 3378 |
NAMP
3378
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$ 364 mi | +US$ 23,5 mi | +7% | 8,19% | 90,2% | 147 | 3,4% | 5,7 |
|
| 3379 |
3379
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 364 mi | +US$ 8,53 mi | +2% | 2,89% | 72,4% | 121 | 4,13% | 5,4 |
|
| 3380 |
3380
Janiczek Wealth Management
Denver,
Colorado
| US$ 363 mi | +US$ 10,8 mi | +3% | 3,42% | 16,4% | 1.030 | 6,8% | 2,4 |
|
| 3381 |
AGM
3381
Alpine Global Management
New York
| US$ 363 mi | +US$ 106 mi | +41% | 8,28% | 149% | 285 | 81,05% | 0,3 |
|
| 3382 |
3382
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 363 mi | +US$ 79,3 mi | +28% | 12,7% | 112% | 564 | 74,47% | 1,3 |
|
| 3383 |
RC
3383
Reik & Co
New York
| US$ 363 mi | +US$ 23,3 mi | +7% | 7,42% | 38,6% | 55 | 5,45% | 6,8 |
|
| 3384 |
LT
3384
Legacy Trust
Grand Rapids,
Michigan
| US$ 363 mi | +US$ 27,1 mi | +8% | 8,48% | 95% | 169 | 10,65% | 0,5 |
|
| 3385 |
3385
Waller Financial Planning Group
Columbus,
Ohio
| US$ 363 mi | +US$ 9,8 mi | +3% | 2,6% | 47,5% | 58 | 6,9% | 3,2 |
|
| 3386 |
3386
Kirr Marbach & Co
Columbus,
Indiana
| US$ 362 mi | +US$ 39,8 mi | +12% | 7,43% | 121% | 49 | 8,16% | 4 |
|
| 3387 |
3387
Gries Financial
Cleveland,
Ohio
| US$ 362 mi | +US$ 23,9 mi | +7% | 5,42% | 71,3% | 173 | 13,87% | 1,4 |
|
| 3388 |
3388
Hohimer Wealth Management
Seattle,
Washington
| US$ 362 mi | +US$ 16,8 mi | +5% | 7,15% | 99,7% | 197 | 12,18% | 2,1 |
|
| 3389 |
3389
Bender Robert & Associates
Pasadena,
California
| US$ 362 mi | +US$ 39,2 mi | +12% | 17,3% | 146% | 56 | 12,5% | 6,2 |
|
| 3390 |
3390
Berkshire Bank
Pittsfield,
Massachusetts
| US$ 362 mi | +US$ 25,6 mi | +8% | 6,61% | 69,7% | 138 | 7,97% | 2,2 |
|
| 3391 |
3391
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$ 362 mi | +US$ 14,7 mi | +4% | 3,94% | 45,6% | 56 | 5,36% | 4,8 |
|
| 3392 |
3392
Cornerstone Retirement Group
Reno,
Nevada
| US$ 362 mi | +US$ 20,9 mi | +6% | 3,46% | – | 25 | 20% | 0,5 |
|
| 3393 |
3393
Goodman Financial
Houston,
Texas
| US$ 361 mi | +US$ 16,5 mi | +5% | 4,7% | 52,5% | 54 | 20,37% | 2,8 |
|
| 3394 |
3394
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 361 mi | +US$ 103 mi | +40% | 8,63% | 58,9% | 99 | 24,24% | 1,3 |
|
| 3395 |
3395
Analog Century Management
New York
| US$ 360 mi | +US$ 30,4 mi | +9% | 21,8% | 785% | 22 | 18,18% | 1,6 |
|
| 3396 |
3396
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$ 360 mi | +US$ 25,2 mi | +8% | 8,9% | 83,3% | 77 | 6,49% | 5,1 |
|
| 3397 |
3397
Heritage Investment Group
Pompano Beach,
Florida
| US$ 360 mi | +US$ 30,3 mi | +9% | 4,85% | 51,2% | 93 | 17,2% | 1,1 |
|
| 3398 |
HWM
3398
HFR Wealth Management
Niskayuna,
New York
| US$ 360 mi | +US$ 7,33 mi | +2% | 5,09% | 47,5% | 62 | 12,9% | 1,8 |
|
| 3399 |
3399
Sage Rhino Capital
Menlo Park,
California
| US$ 359 mi | +US$ 16,2 mi | +5% | 4,45% | 86,8% | 234 | 9,83% | 2,7 |
|
| 3400 |
WCMN
3400
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$ 359 mi | +US$ 11,4 mi | +3% | 5,37% | 121% | 46 | 4,35% | 6,8 |
|