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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Squar Milner Financial Services
Irvine,
California
| US$ 196 mi | +US$ 47,4 mi | +32% | 1,33% | – | 834 | 76,38% | 1,2 |
|
| 3527 |
3527
BMT Investment Advisors
Berwyn,
Pennsylvania
| US$ 196 mi | +US$ 4,94 mi | +3% | 0,84% | – | 86 | 8,14% | 1,7 |
|
| 3528 |
3528
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 196 mi | +US$ 261 mil | +0,1% | 3,69% | 97,5% | 464 | 13,58% | 1,8 |
|
| 3529 |
SSI
3529
Scott & Selber Inc
Houston,
Texas
| US$ 196 mi | -US$ 3,3 mi | -2% | 1% | 202% | 81 | 20,99% | 2,6 |
|
| 3530 |
3530
Financial Advisors Network
Tustin,
California
| US$ 195 mi | +US$ 9,38 mi | +5% | 0,71% | – | 110 | 6,36% | 1,6 |
|
| 3531 |
PS
3531
Portfolio Strategies
Monsey,
New York
| US$ 195 mi | +US$ 43,7 mi | +29% | 3,26% | 120% | 64 | 32,81% | 1 |
|
| 3532 |
3532
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 195 mi | -US$ 1,38 mi | -0,7% | 2,67% | 350% | 120 | 39,17% | 1,4 |
|
| 3533 |
3533
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 195 mi | +US$ 16,1 mi | +9% | 1% | 207% | 282 | 12,77% | 3,1 |
|
| 3534 |
3534
Tenzing Global Management
San Francisco,
California
| US$ 195 mi | +US$ 6,53 mi | +3% | 1,71% | 273% | 31 | 48,39% | 0,8 |
|
| 3535 |
3535
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$ 194 mi | +US$ 9,18 mi | +5% | 4,33% | 101% | 215 | 79,53% | 1,8 |
|
| 3536 |
3536
Employers Holdings
Reno,
Nevada
| US$ 194 mi | +US$ 15,2 mi | +8% | 1,86% | – | 228 | 40,79% | 0,2 |
|
| 3537 |
CC
3537
Claybrook Capital
Wellesley,
Massachusetts
| US$ 194 mi | +US$ 4,04 mi | +2% | 0,76% | 7,15% | 103 | 12,62% | 0,9 |
|
| 3538 |
3538
TLWM Financial
San Antonio,
Texas
| US$ 194 mi | +US$ 20,6 mi | +12% | 1,12% | 53,9% | 65 | 15,38% | 1,1 |
|
| 3539 |
SP
3539
StackLine Partners
New York
| US$ 194 mi | -US$ 30,2 mi | -13% | 3,74% | 12,7% | 23 | 39,13% | 0,5 |
|
| 3540 |
3540
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 194 mi | -US$ 1,09 mi | -0,6% | 1,12% | 70,2% | 175 | 21,71% | 2,4 |
|
| 3541 |
3541
D. Scott Neal
Lexington,
Kentucky
| US$ 194 mi | +US$ 10,1 mi | +5% | 0,55% | 105% | 37 | 21,62% | 2,8 |
|
| 3542 |
3542
Consolidated Investment Group
Englewood,
Colorado
| US$ 194 mi | +US$ 3,14 mi | +2% | 2,13% | 140% | 47 | 10,64% | 3,6 |
|
| 3543 |
3543
Day & Ennis
Macon,
Georgia
| US$ 194 mi | +US$ 4,02 mi | +2% | 1,52% | 15,2% | 93 | 9,68% | 2,6 |
|
| 3544 |
3544
Mathes Company
New York
| US$ 194 mi | +US$ 4,99 mi | +3% | 0,6% | 121% | 127 | 9,45% | 3,9 |
|
| 3545 |
3545
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 194 mi | -US$ 39,6 mi | -17% | 0,49% | 59,6% | 73 | 47,95% | 0,8 |
|
| 3546 |
3546
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 194 mi | +US$ 6,16 mi | +3% | 1,25% | 50,9% | 99 | 16,16% | 1,1 |
|
| 3547 |
3547
Lapides Asset Management
Greenwich,
Connecticut
| US$ 194 mi | -US$ 23,2 mi | -11% | 0,78% | 63% | 79 | 20,25% | 3,1 |
|
| 3548 |
3548
One Day In July LLC
Burlington,
Vermont
| US$ 193 mi | +US$ 13,9 mi | +8% | 1,61% | 43,1% | 35 | 0% | 0,7 |
|
| 3549 |
3549
Cowen Prime Advisors
New York
| US$ 193 mi | -US$ 13,7 mi | -7% | 0,16% | 116% | 175 | 8,57% | 4,1 |
|
| 3550 |
3550
Thomas Story & Son
Culver,
Indiana
| US$ 193 mi | -US$ 1,31 mi | -0,7% | 1,66% | 101% | 58 | 1,72% | 4 |
|