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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
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 424 mi | +US$ 6,74 mi | +2% | 5,58% | 60,3% | 52 | 9,62% | 5,8 |
|
| 3552 |
3552
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 424 mi | -US$ 22 mi | -5% | 3,41% | – | 193 | 15,03% | 3,1 |
|
| 3553 |
3553
one8zero8 LLC
Greensboro,
North Carolina
| US$ 423 mi | -US$ 40,2 mi | -9% | 1,48% | – | 279 | 15,77% | 0,2 |
|
| 3554 |
3554
Financial Strategies Group
Okemos,
Michigan
| US$ 423 mi | +US$ 4,84 mi | +1% | 0,7% | 44,9% | 99 | 10,1% | 2,9 |
|
| 3555 |
LHC
3555
Lodge Hill Capital
New York
| US$ 423 mi | +US$ 60,1 mi | +17% | 7,2% | 17,9% | 29 | 48,28% | 1 |
|
| 3556 |
3556
Capco Asset Management
Tampa,
Florida
| US$ 423 mi | -US$ 22,1 mi | -5% | 2,57% | 46,1% | 18 | 0% | 6,1 |
|
| 3557 |
3557
Cutter & Co Brokerage
Ballwin,
Missouri
| US$ 423 mi | +US$ 12,8 mi | +3% | 3,75% | 40,4% | 243 | 38,68% | 3,8 |
|
| 3558 |
3558
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 422 mi | +US$ 14,5 mi | +4% | 2,4% | 74% | 164 | 7,32% | 3,7 |
|
| 3559 |
3559
Stordahl Capital Management
Greenwood Village,
Colorado
| US$ 422 mi | -US$ 1,1 mi | -0,3% | 2,45% | 54% | 62 | 9,68% | 4,9 |
|
| 3560 |
3560
Greenspring Advisors
Towson,
Maryland
| US$ 422 mi | -US$ 36,8 mi | -8% | 1,57% | – | 105 | 12,38% | 2,1 |
|
| 3561 |
3561
JMAC Enterprises
Newtown,
Pennsylvania
| US$ 421 mi | -US$ 216 mi | -34% | 0,68% | 68,5% | 175 | 41,14% | 2,4 |
|
| 3562 |
3562
Whalerock Point Partners
Providence,
Rhode Island
| US$ 421 mi | -US$ 8,98 mi | -2% | 3,16% | 103% | 191 | 6,81% | 5,4 |
|
| 3563 |
ACM
3563
Aljian Capital Management
Carson City,
Nevada
| US$ 421 mi | -US$ 39 mi | -8% | 7,08% | 162% | 123 | 10,57% | 1,8 |
|
| 3564 |
3564
Inspire Trust Company
Reno,
Nevada
| US$ 420 mi | +US$ 29,2 mi | +7% | 0,19% | 64,4% | 117 | 6,84% | 1 |
|
| 3565 |
3565
Miramar Capital
Northbrook,
Illinois
| US$ 420 mi | +US$ 1,03 mi | +0,2% | 2,37% | 47,3% | 59 | 8,47% | 3,7 |
|
| 3566 |
3566
Welch Capital Partners
Harrison,
New York
| US$ 420 mi | -US$ 42,9 mi | -9% | 5,91% | 79,2% | 23 | 8,7% | 5 |
|
| 3567 |
3567
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$ 420 mi | +US$ 47,5 mi | +13% | 2,21% | 73,7% | 142 | 14,79% | 3,2 |
|
| 3568 |
3568
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 420 mi | +US$ 113 mi | +37% | 0,73% | 86,3% | 18 | 0% | 2,1 |
|
| 3569 |
3569
CenterStar Asset Management
Chicago,
Illinois
| US$ 420 mi | +US$ 131 mi | +45% | 7,7% | 104% | 456 | 79,17% | 0,2 |
|
| 3570 |
3570
Crawford Fund Management
Boston,
Massachusetts
| US$ 419 mi | -US$ 158 mi | -27% | 1,75% | – | 239 | 30,13% | 0,8 |
|
| 3571 |
3571
Wealth Dimensions Group
Cincinnati,
Ohio
| US$ 419 mi | +US$ 10,7 mi | +3% | 0,54% | 63,6% | 163 | 6,75% | 3,1 |
|
| 3572 |
3572
RR Advisors
Dallas,
Texas
| US$ 419 mi | +US$ 29,6 mi | +8% | 12% | 115% | 31 | 32,26% | 3 |
|
| 3573 |
3573
Reverence Capital Partners
New York
| US$ 418 mi | +US$ 82,4 mi | +25% | 24,5% | 17,1% | 1 | 0% | 1 |
|
| 3574 |
3574
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 418 mi | +US$ 10,9 mi | +3% | 1,67% | 60% | 1.713 | 27,26% | 1,2 |
|
| 3575 |
3575
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 418 mi | -US$ 9,8 mil | -0% | 2,74% | 56,9% | 117 | 10,26% | 3,3 |
|