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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$ 285 mi | -US$ 20,5 mi | -7% | 3,85% | 60,3% | 52 | 11,54% | 4,8 |
|
| 3777 |
3777
Greenup Street Wealth Management
Ann Arbor,
Michigan
| US$ 285 mi | +US$ 44,8 mi | +19% | 8,68% | 69,8% | 94 | 29,79% | 0,8 |
|
| 3778 |
3778
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 284 mi | -US$ 6,4 mi | -2% | 0,97% | 106% | 128 | 2,34% | 8 |
|
| 3779 |
3779
Spinnaker Investment Group
Newport Beach,
California
| US$ 284 mi | +US$ 3,2 mi | +1% | 4,24% | 56,9% | 90 | 13,33% | 1 |
|
| 3780 |
RS
3780
Retirement Solution
Redmond,
Washington
| US$ 284 mi | +US$ 102 mi | +56% | 6,78% | 77,3% | 44 | 40,91% | 1,2 |
|
| 3781 |
3781
Xcel Wealth Management
Holly Hill,
Florida
| US$ 284 mi | +US$ 30,3 mi | +12% | 11,7% | 98,8% | 135 | 8,15% | 2,7 |
|
| 3782 |
3782
PL Capital Advisors
Naples,
Florida
| US$ 284 mi | -US$ 79,8 mi | -22% | 14,6% | 100% | 48 | 27,08% | 3,4 |
|
| 3783 |
3783
Fourthstone LLC
St Louis,
Missouri
| US$ 284 mi | -US$ 96,6 mi | -25% | 14,5% | 104% | 50 | 36% | 1,3 |
|
| 3784 |
3784
Ellsworth Advisors
Hudson,
Ohio
| US$ 284 mi | +US$ 17 mi | +6% | 3,96% | 131% | 180 | 22,78% | 1,2 |
|
| 3785 |
3785
Fairfield, Bush & Co
Darien,
Connecticut
| US$ 284 mi | +US$ 132 mi | +87% | 10,7% | 112% | 148 | 22,3% | 4,8 |
|
| 3786 |
3786
WESCAP Management Group
Glendale,
California
| US$ 284 mi | -US$ 720 mil | -0,3% | 4,97% | 45,7% | 94 | 11,7% | 3,9 |
|
| 3787 |
3787
Trifecta Capital Advisors
Northbrook,
Illinois
| US$ 284 mi | +US$ 32,9 mi | +13% | 11,9% | 149% | 466 | 14,59% | 0,2 |
|
| 3788 |
KS
3788
Karpas Strategies
Litchfield,
Connecticut
| US$ 284 mi | -US$ 814 mil | -0,3% | 0,75% | 16,1% | 122 | 4,92% | 6,6 |
|
| 3789 |
3789
Hamilton Wealth
Encino,
California
| US$ 284 mi | +US$ 37,9 mi | +15% | 13% | 108% | 112 | 43,75% | 1 |
|
| 3790 |
SRAM
3790
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| US$ 284 mi | +US$ 149 mi | +111% | 13,9% | 74,7% | 195 | 38,46% | 0,7 |
|
| 3791 |
MKC
3791
M. Kraus & Co
Shelburne,
Vermont
| US$ 283 mi | +US$ 12,2 mi | +5% | 4,5% | 65,9% | 75 | 2,67% | 4,8 |
|
| 3792 |
3792
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$ 283 mi | +US$ 52,9 mi | +23% | 10,7% | 1.119% | 29 | 44,83% | 0,7 |
|
| 3793 |
3793
Montgomery Investment Management
Rockville,
Maryland
| US$ 283 mi | +US$ 1,45 mi | +0,5% | 2,27% | 105% | 86 | 8,14% | 6,6 |
|
| 3794 |
3794
Morton Capital Management
Calabasas,
California
| US$ 283 mi | +US$ 26,5 mi | +10% | 7,82% | 75,4% | 94 | 12,77% | 1 |
|
| 3795 |
3795
Pacific Life Fund Advisors
Newport Beach,
California
| US$ 282 mi | +US$ 2,15 mi | +0,8% | 3,83% | 47,6% | 8 | 0% | 0,3 |
|
| 3796 |
VARA
3796
Value Aligned Research Advisors
Princeton,
New Jersey
| US$ 282 mi | +US$ 61,8 mi | +28% | 33% | 1.641% | 24 | 20,83% | 0,3 |
|
| 3797 |
3797
Farmers National Bank
Danville,
Kentucky
| US$ 282 mi | +US$ 1,94 mi | +0,7% | 2,52% | – | 147 | 2,72% | 5,7 |
|
| 3798 |
3798
Wambolt & Associates
Littleton,
Colorado
| US$ 282 mi | +US$ 21,5 mi | +8% | 4,83% | 62,2% | 274 | 17,52% | 2,7 |
|
| 3799 |
3799
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 282 mi | +US$ 9,24 mi | +3% | 3,66% | 55,5% | 79 | 7,59% | 3,2 |
|
| 3800 |
3800
Shikiar Asset Management
New York
| US$ 281 mi | – | – | 11,4% | 117% | 80 | – | 3,7 |
|