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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 173 mi | -US$ 21,4 mi | -11% | 2,77% | 16,6% | 9 | 44,44% | 2,6 |
|
| 3552 |
3552
Bogart Wealth LLC
Mclean,
Virginia
| US$ 173 mi | +US$ 17 mi | +11% | 2,63% | 60,5% | 369 | 11,92% | 0,6 |
|
| 3553 |
3553
UG Investment Advisers
Taipei,
Taiwan
| US$ 173 mi | -US$ 16,5 mi | -9% | 3,55% | 172% | 8 | 50% | 0,3 |
|
| 3554 |
3554
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$ 173 mi | -US$ 5,79 mi | -3% | 1,33% | 46,7% | 159 | 20,75% | 1,3 |
|
| 3555 |
3555
VNBTrust National Association
Charlottesville,
Virginia
| US$ 173 mi | +US$ 1,2 mi | +0,7% | 5,41% | 42,9% | 118 | 11,02% | 2,9 |
|
| 3556 |
3556
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 173 mi | +US$ 14,1 mi | +9% | 0,84% | – | 904 | 81,19% | 0,2 |
|
| 3557 |
3557
WESPAC Advisors SoCal
Pasadena,
California
| US$ 173 mi | -US$ 2,7 mi | -2% | 0,26% | 135% | 313 | 21,73% | 1,5 |
|
| 3558 |
3558
AMG Funds
Stamford,
Connecticut
| US$ 173 mi | -US$ 13 mi | -7% | 3,54% | 6,28% | 116 | 8,62% | 1,3 |
|
| 3559 |
3559
Kassirer Asset Management
Toronto,
Ontario, Canada
| US$ 173 mi | +US$ 75,3 mi | +77% | 19,6% | 577% | 105 | 64,76% | 0,4 |
|
| 3560 |
3560
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 172 mi | +US$ 60,4 mi | +54% | 1,32% | 72,7% | 127 | 33,86% | 0,2 |
|
| 3561 |
3561
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 172 mi | +US$ 43,4 mi | +34% | 1,01% | 27,4% | 62 | 41,94% | 1,3 |
|
| 3562 |
3562
Union Square GP 2008
New York
| US$ 172 mi | +US$ 54,2 mi | +46% | 46,2% | – | 1 | 0% | 0,3 |
|
| 3563 |
LFG
3563
LifePlan Financial Group
Dayton,
Ohio
| US$ 171 mi | +US$ 14,4 mi | +9% | 1,6% | 20,2% | 526 | 79,28% | 0,7 |
|
| 3564 |
3564
SigFig Wealth Management
San Francisco,
California
| US$ 171 mi | -US$ 37,7 mi | -18% | 0,75% | 49,3% | 41 | 43,9% | 0,8 |
|
| 3565 |
KC
3565
Keenan Capital
Burlingame,
California
| US$ 171 mi | +US$ 33,8 mi | +25% | 18,8% | 110% | 14 | 14,29% | 0,2 |
|
| 3566 |
3566
Pathway Financial Advisors
South Burlington,
Vermont
| US$ 171 mi | -US$ 1,88 mi | -1% | 1,39% | 52,7% | 490 | 13,47% | 0,2 |
|
| 3567 |
ECM
3567
EII Capital Management
New York
| US$ 171 mi | -US$ 65,4 mi | -28% | 7,6% | 46,9% | 255 | 37,65% | 0,9 |
|
| 3568 |
3568
MayTech Global Investments
New York
| US$ 171 mi | +US$ 19,4 mi | +13% | 8,32% | 158% | 48 | 43,75% | 0,1 |
|
| 3569 |
3569
CNB Bank
Clearfield,
Pennsylvania
| US$ 171 mi | +US$ 3,95 mi | +2% | 1,3% | 91,6% | 387 | 26,1% | 0,2 |
|
| 3570 |
3570
Silicon Valley Capital Partners
San Jose,
California
| US$ 171 mi | +US$ 5,67 mi | +3% | 0,19% | 103% | 27 | 22,22% | 1,3 |
|
| 3571 |
3571
AlphaSimPlex Group
Boston,
Massachusetts
| US$ 171 mi | +US$ 76,9 mi | +82% | 1,54% | 35,5% | 85 | 81,18% | 0 |
|
| 3572 |
3572
McIlrath & Eck
Arlington,
Washington
| US$ 171 mi | +US$ 15 mil | +0% | 0,76% | 44% | 605 | 18,68% | 0,2 |
|
| 3573 |
3573
Winch Advisory Services
Appleton,
Wisconsin
| US$ 171 mi | +US$ 4,38 mi | +3% | 0,81% | 80,8% | 353 | 15,3% | 1,8 |
|
| 3574 |
3574
Thomas Story & Son
Culver,
Indiana
| US$ 170 mi | -US$ 4,45 mi | -3% | 2,51% | 101% | 55 | 1,82% | 3,4 |
|
| 3575 |
NAH
3575
Neumann Advisory (HK)
Central,
Hong Kong
| US$ 170 mi | +US$ 20,4 mi | +14% | 7,01% | 77,3% | 11 | 0% | 0,3 |
|