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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Access Investment Management
Atlanta,
Georgia
| US$ 328 mi | +US$ 20,6 mi | +7% | 9,14% | – | 113 | 16,81% | 0,6 |
|
| 4127 |
4127
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$ 328 mi | +US$ 45,6 mi | +16% | 2,69% | 31,3% | 207 | 53,14% | 0,4 |
|
| 4128 |
4128
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 328 mi | +US$ 19,5 mi | +6% | 5,53% | 61,1% | 41 | 9,76% | 3,6 |
|
| 4129 |
4129
Old Mission Investment Co
Traverse City,
Michigan
| US$ 328 mi | +US$ 18,2 mi | +6% | 6,68% | 82% | 125 | 8,8% | 3,5 |
|
| 4130 |
4130
Knuff & Co
Foster City,
California
| US$ 328 mi | +US$ 19,5 mi | +6% | 7,69% | 85,8% | 140 | 15,71% | 3,8 |
|
| 4131 |
4131
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 327 mi | +US$ 30,3 mi | +10% | 8,29% | 66,7% | 119 | 5,88% | 3,6 |
|
| 4132 |
HA
4132
Hamel Associates
Chatham,
New Jersey
| US$ 327 mi | +US$ 9,9 mi | +3% | 6,54% | 50,6% | 78 | 7,69% | 6,2 |
|
| 4133 |
4133
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$ 327 mi | +US$ 27,9 mi | +9% | 5,46% | 136% | 157 | 8,28% | 3,1 |
|
| 4134 |
4134
MSH Capital Advisors
Scottsdale,
Arizona
| US$ 327 mi | +US$ 27,7 mi | +9% | 7,99% | 66,5% | 234 | 8,12% | 2 |
|
| 4135 |
4135
Mason & Associates (Virginia)
Newport News,
Virginia
| US$ 327 mi | +US$ 22,2 mi | +7% | 5,32% | – | 37 | 2,7% | 0,3 |
|
| 4136 |
4136
Jentner Corp
Akron,
Ohio
| US$ 327 mi | +US$ 25,6 mi | +8% | 5,35% | 38,9% | 58 | 10,34% | 3,5 |
|
| 4137 |
4137
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$ 327 mi | +US$ 24,7 mi | +8% | 7,34% | – | 129 | 7,75% | 3,1 |
|
| 4138 |
4138
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$ 326 mi | +US$ 5,9 mi | +2% | 9,14% | 107% | 29 | 3,45% | 4,7 |
|
| 4139 |
4139
FCA Corp
Houston,
Texas
| US$ 326 mi | +US$ 13,6 mi | +4% | 6,47% | 57,4% | 192 | 10,42% | 4,7 |
|
| 4140 |
BPIA
4140
Broad Peak Investment Advisers
Singapore
| US$ 326 mi | -US$ 98,8 mi | -23% | 0,37% | – | 13 | 30,77% | 0,3 |
|
| 4141 |
4141
Cavalier Investments
Alpharetta,
Georgia
| US$ 326 mi | +US$ 1,02 mi | +0,3% | 4,97% | 171% | 88 | 14,77% | 1,6 |
|
| 4142 |
4142
Mandatum Life Insurance Company
Helsinki,
Finland
| US$ 326 mi | +US$ 27,3 mi | +9% | 6,26% | 95,9% | 89 | 12,36% | 4,7 |
|
| 4143 |
4143
GE Investment Management
Norwalk,
Connecticut
| US$ 326 mi | -US$ 43,8 mi | -12% | 5,98% | – | 5 | 0% | 0,7 |
|
| 4144 |
4144
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$ 326 mi | +US$ 26,6 mi | +9% | 4,46% | 31,6% | 156 | 23,72% | 1,2 |
|
| 4145 |
4145
Prudent Investors Network
Lake Forest,
California
| US$ 326 mi | +US$ 49,2 mi | +18% | 4,63% | – | 57 | 29,82% | 1,9 |
|
| 4146 |
4146
American Assets Capital Advisers
San Diego,
California
| US$ 326 mi | +US$ 10 mi | +3% | 9,88% | 73,5% | 38 | 10,53% | 3,2 |
|
| 4147 |
4147
Oak Family Advisors
Chicago,
Illinois
| US$ 325 mi | +US$ 33,7 mi | +12% | 5,38% | 81,9% | 139 | 13,67% | 2,2 |
|
| 4148 |
4148
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 325 mi | +US$ 59,1 mi | +22% | 19,2% | 121% | 31 | 3,23% | 5 |
|
| 4149 |
4149
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$ 325 mi | +US$ 74,1 mi | +30% | 8,01% | 106% | 166 | 21,69% | 1,8 |
|
| 4150 |
4150
Battery Management Corp
Boston,
Massachusetts
| US$ 325 mi | -US$ 55,9 mi | -15% | 13,8% | 45,1% | 5 | 0% | 3 |
|