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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
PDS Planning
Dublin,
Ohio
| US$ 221 mi | +US$ 64 mi | +41% | 15,9% | 62,7% | 135 | 25,93% | 1,4 |
|
| 3477 |
3477
ACK Asset Management
Greenwich,
Connecticut
| US$ 221 mi | +US$ 20,4 mi | +10% | 48,3% | 132% | 26 | 46,15% | 0,6 |
|
| 3478 |
QCI
3478
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$ 221 mi | +US$ 47,6 mi | +28% | 32,3% | 107% | 33 | 18,18% | 2,7 |
|
| 3479 |
3479
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 221 mi | +US$ 40,9 mi | +23% | 16,9% | – | 126 | 17,46% | 0,4 |
|
| 3480 |
3480
ESL Trust Services
Rochester,
New York
| US$ 221 mi | +US$ 32,6 mi | +17% | 17,9% | 53,9% | 33 | 39,39% | 0,4 |
|
| 3481 |
3481
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 220 mi | +US$ 36,2 mi | +20% | 20,8% | 88% | 131 | 13,74% | 2 |
|
| 3482 |
3482
Vanguard Personalized Indexing Management
Oakland,
California
| US$ 220 mi | +US$ 49 mi | +29% | 23,9% | 147% | 405 | 47,16% | 0,2 |
|
| 3483 |
GCMG
3483
Gyroscope Capital Management Group
Naples,
Florida
| US$ 220 mi | +US$ 7,94 mi | +4% | 20,4% | 24,8% | 133 | 35,34% | 1,9 |
|
| 3484 |
3484
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 220 mi | +US$ 26,9 mi | +14% | 10,7% | 43,7% | 21 | 0% | 0,5 |
|
| 3485 |
FNBOMD
3485
First National Bank of Mount Dora
Mount Dora,
Florida
| US$ 220 mi | +US$ 30,9 mi | +16% | 18,6% | 96,2% | 100 | 9% | 3,6 |
|
| 3486 |
3486
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 220 mi | +US$ 39,7 mi | +22% | 25,5% | 166% | 223 | 10,31% | 3 |
|
| 3487 |
3487
Summit Asset Management
Memphis,
Tennessee
| US$ 220 mi | +US$ 34,2 mi | +18% | 18,7% | 48,9% | 123 | 13,01% | 4,2 |
|
| 3488 |
3488
Shikiar Asset Management
New York
| US$ 219 mi | +US$ 70,5 mi | +47% | 33,1% | 117% | 95 | 27,37% | 2,6 |
|
| 3489 |
3489
Foresight Wealth Management
Draper,
Utah
| US$ 219 mi | +US$ 74,2 mi | +51% | 18,4% | 19,1% | 119 | 23,53% | 1,1 |
|
| 3490 |
LFG
3490
LifePlan Financial Group
Dayton,
Ohio
| US$ 219 mi | +US$ 34,7 mi | +19% | 15,6% | 20,2% | 599 | 5,51% | 2,5 |
|
| 3491 |
NC
3491
Nokomis Capital
Dallas,
Texas
| US$ 219 mi | +US$ 11,1 mi | +5% | 42,5% | 145% | 41 | 29,27% | 2,3 |
|
| 3492 |
3492
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 219 mi | +US$ 31,5 mi | +17% | 13,3% | 43,4% | 62 | 20,97% | 2,5 |
|
| 3493 |
3493
YorkBridge Wealth Partners
New York
| US$ 219 mi | +US$ 56,1 mi | +35% | 23,1% | 36,5% | 175 | 14,29% | 2,7 |
|
| 3494 |
3494
Firsthand Capital Management
San Jose,
California
| US$ 219 mi | +US$ 92,5 mi | +73% | 68,8% | 265% | 55 | 27,27% | 2,4 |
|
| 3495 |
3495
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 218 mi | +US$ 24,8 mi | +13% | 9,91% | 63,3% | 53 | 24,53% | 0,9 |
|
| 3496 |
3496
Pinz Capital Management
New York
| US$ 218 mi | +US$ 180 mi | +472% | 46,8% | 199% | 227 | 97,36% | 0 |
|
| 3497 |
3497
Oakview Capital Management
Dallas,
Texas
| US$ 218 mi | -US$ 9,46 mi | -4% | 21,5% | 21,2% | 20 | 25% | 1,4 |
|
| 3498 |
3498
Bridge City Capital
Lake Oswego,
Oregon
| US$ 218 mi | +US$ 11,3 mi | +5% | 27,6% | 120% | 92 | 5,43% | 2,3 |
|
| 3499 |
3499
Versant Capital Management
Phoenix,
Arizona
| US$ 218 mi | +US$ 28,1 mi | +15% | 18,8% | 97,3% | 1.701 | 9,47% | 3,2 |
|
| 3500 |
APW
3500
Aurora Private Wealth
Rockaway,
New Jersey
| US$ 217 mi | -US$ 66,7 mi | -23% | 17,3% | – | 249 | 33,73% | 0,4 |
|