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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Pettinga Financial Advisors
Evansville,
Indiana
| US$ 513 mi | +US$ 56,6 mi | +12% | 9,22% | 78,1% | 144 | 13,19% | 3,2 |
|
| 3502 |
3502
Praesidium Investment Management Company
New York
| US$ 513 mi | -US$ 54,6 mi | -10% | 7,1% | 79% | 15 | 26,67% | 2,3 |
|
| 3503 |
3503
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 513 mi | +US$ 45 mi | +10% | 9,62% | 130% | 154 | 27,92% | 1,9 |
|
| 3504 |
3504
TBH Global Asset Management
Brentwood,
Tennessee
| US$ 512 mi | +US$ 44,7 mi | +10% | 9,19% | 70,7% | 260 | 39,23% | 2,3 |
|
| 3505 |
KC
3505
Keenan Capital
Burlingame,
California
| US$ 512 mi | +US$ 84 mi | +20% | 29,7% | 110% | 8 | 0% | 4,4 |
|
| 3506 |
3506
Cambridge Advisors
Omaha,
Nebraska
| US$ 512 mi | +US$ 33,3 mi | +7% | 6,27% | 58,6% | 172 | 4,07% | 6,7 |
|
| 3507 |
3507
Ripple Effect Asset Management
New York
| US$ 511 mi | -US$ 164 mi | -24% | 13,1% | – | 57 | 56,14% | 0,3 |
|
| 3508 |
3508
JFG Wealth Management
Denver,
Colorado
| US$ 511 mi | +US$ 32,6 mi | +7% | 6,72% | 65,2% | 68 | 10,29% | 2,3 |
|
| 3509 |
3509
WestHill Financial Advisors
San Rafael,
California
| US$ 510 mi | +US$ 38,8 mi | +8% | 6,4% | 62,9% | 79 | 10,13% | 3,3 |
|
| 3510 |
3510
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 510 mi | +US$ 16,2 mi | +3% | 5,78% | 53,1% | 75 | 4% | 5,3 |
|
| 3511 |
3511
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| US$ 510 mi | +US$ 77,2 mi | +18% | 6,63% | 106% | 372 | 26,61% | 1,5 |
|
| 3512 |
3512
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 510 mi | +US$ 49,5 mi | +11% | 6,15% | 56,9% | 128 | 7,81% | 3,4 |
|
| 3513 |
3513
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 510 mi | +US$ 209 mi | +69% | 6,1% | 74,3% | 105 | 22,86% | 2,7 |
|
| 3514 |
3514
Kesler Norman & Wride
Ogden,
Utah
| US$ 510 mi | -US$ 53,9 mi | -10% | 4,27% | 76% | 245 | 20% | 2,7 |
|
| 3515 |
SFC
3515
SEG Family Corp
Toronto,
| US$ 510 mi | -US$ 150 mi | -23% | 22,8% | – | 1 | 0% | 0,3 |
|
| 3516 |
3516
ESL Trust Services
Rochester,
New York
| US$ 510 mi | +US$ 20,1 mi | +4% | 5,77% | 53,9% | 310 | 30% | 1 |
|
| 3517 |
3517
Long Run Wealth Advisors
Lake Placid,
New York
| US$ 509 mi | +US$ 32,8 mi | +7% | 5,55% | 50,5% | 113 | 10,62% | 2,4 |
|
| 3518 |
3518
Rowlandmiller & Partners
Atlanta,
Georgia
| US$ 509 mi | +US$ 24,6 mi | +5% | 7,71% | 84% | 194 | 7,22% | 6,2 |
|
| 3519 |
3519
AA Financial Advisors
Columbus,
Ohio
| US$ 509 mi | +US$ 44,8 mi | +10% | 6,83% | 68,8% | 201 | 12,94% | 1,2 |
|
| 3520 |
3520
Mengis Capital Management
Portland,
Oregon
| US$ 509 mi | +US$ 37,9 mi | +8% | 7,05% | 104% | 211 | 7,58% | 5,5 |
|
| 3521 |
3521
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 508 mi | +US$ 17,2 mi | +4% | 8,22% | 111% | 500 | 26,4% | 2,5 |
|
| 3522 |
LT
3522
Legacy Trust
Grand Rapids,
Michigan
| US$ 507 mi | +US$ 100 mi | +24% | 9,36% | 95% | 190 | 25,26% | 1,9 |
|
| 3523 |
GF
3523
Greenfield FTC
Reno,
Nevada
| US$ 507 mi | +US$ 36,1 mi | +8% | 7,68% | 75,4% | 3 | 0% | 4,8 |
|
| 3524 |
EFL
3524
ERn Financial LLC
Middleton,
Wisconsin
| US$ 506 mi | +US$ 32,5 mi | +7% | 6,07% | 61,2% | 152 | 12,5% | 4 |
|
| 3525 |
3525
Thomist Capital Management
Houston,
Texas
| US$ 506 mi | +US$ 237 mi | +88% | 18,9% | 71,2% | 96 | 76,04% | 0,2 |
|