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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Varde Management
Minneapolis,
Minnesota
| US$ 242 mi | -US$ 105 mi | -30% | 3,51% | 149% | 16 | 68,75% | 0,8 |
|
| 4027 |
4027
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$ 242 mi | +US$ 121 mi | +100% | 3,65% | 2,24% | 413 | 39,23% | 0,6 |
|
| 4028 |
4028
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| US$ 242 mi | – | – | 9,39% | 48% | 103 | – | 0 |
|
| 4029 |
4029
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 242 mi | +US$ 28,7 mi | +13% | 9,24% | 73,3% | 102 | 8,82% | 5,3 |
|
| 4030 |
AC
4030
ASB Consultores
Aventura,
Florida
| US$ 242 mi | +US$ 29,1 mi | +14% | 10,6% | 84,6% | 208 | 22,6% | 0,7 |
|
| 4031 |
4031
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 242 mi | +US$ 26,9 mi | +13% | 8,6% | 76,7% | 71 | 12,68% | 2,8 |
|
| 4032 |
4032
New Harbor Financial Group
Worcester,
Massachusetts
| US$ 242 mi | +US$ 44,7 mi | +23% | 4,03% | 94,6% | 41 | 41,46% | 1,7 |
|
| 4033 |
4033
Fernwood Investment Management
Quincy,
Massachusetts
| US$ 242 mi | +US$ 4,67 mi | +2% | 8,46% | 83,4% | 191 | 7,85% | 4,5 |
|
| 4034 |
4034
VisionPoint Advisory Group
Dallas,
Texas
| US$ 242 mi | +US$ 33,7 mi | +16% | 7,56% | 79,3% | 136 | 31,62% | 0,9 |
|
| 4035 |
DI
4035
DDFG Inc
Thousand Oaks,
California
| US$ 242 mi | – | – | 7,83% | 56,3% | 71 | – | 0 |
|
| 4036 |
4036
SC&H Financial Advisors
Sparks,
Maryland
| US$ 241 mi | +US$ 41,4 mi | +21% | 9,94% | 66,2% | 131 | 8,4% | 0,9 |
|
| 4037 |
4037
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 241 mi | +US$ 12,2 mi | +5% | 9,32% | 147% | 218 | 2,75% | 5,3 |
|
| 4038 |
4038
Satovsky Asset Management
New York
| US$ 241 mi | +US$ 67,3 mi | +39% | 6,75% | 53,6% | 40 | 20% | 1,3 |
|
| 4039 |
4039
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 241 mi | +US$ 45,2 mi | +23% | 11,8% | 97,6% | 68 | 10,29% | 6 |
|
| 4040 |
4040
NinePointTwo Capital
Los Angeles,
California
| US$ 241 mi | -US$ 6,9 mi | -3% | 3,67% | 1,62% | 291 | 74,91% | 0,6 |
|
| 4041 |
4041
Financial Strategies Group
Okemos,
Michigan
| US$ 241 mi | +US$ 20,1 mi | +9% | 8,02% | 44,9% | 82 | 12,2% | 2 |
|
| 4042 |
4042
KCS Wealth Advisory
Los Angeles,
California
| US$ 241 mi | +US$ 23,9 mi | +11% | 7,7% | 45,3% | 148 | 6,76% | 3,1 |
|
| 4043 |
4043
Burton Enright Welch
Walnut Creek,
California
| US$ 240 mi | +US$ 38,9 mi | +19% | 11,2% | 62,8% | 66 | 15,15% | 0,8 |
|
| 4044 |
NME
4044
Notis-McConarty Edward
| US$ 240 mi | +US$ 16,6 mi | +7% | 11,3% | 91,2% | 98 | 4,08% | 6,9 |
|
| 4045 |
4045
Colony Family Offices
Charlotte,
North Carolina
| US$ 240 mi | +US$ 9,13 mi | +4% | 8,07% | 53,9% | 81 | 6,17% | 0,8 |
|
| 4046 |
4046
Greenup Street Wealth Management
Ann Arbor,
Michigan
| US$ 240 mi | +US$ 18 mi | +8% | 8,95% | 69,8% | 90 | 17,78% | 0,7 |
|
| 4047 |
4047
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 240 mi | -US$ 7,16 mi | -3% | 7,33% | 235% | 38 | 68,42% | 0,7 |
|
| 4048 |
4048
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| US$ 240 mi | -US$ 9,27 mi | -4% | 2,01% | 105% | 16 | 25% | 1,8 |
|
| 4049 |
4049
Bridge Advisory
Pasadena,
California
| US$ 240 mi | +US$ 34,5 mi | +17% | 3,66% | 6,7% | 136 | 21,32% | 1,2 |
|
| 4050 |
4050
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 239 mi | +US$ 15,9 mi | +7% | 7,72% | 34,2% | 56 | 21,43% | 3,9 |
|