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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Founders Financial Alliance
Raleigh,
North Carolina
| US$ 254 mi | +US$ 53,8 mi | +27% | 7,09% | 84,9% | 521 | 14,97% | 2 |
|
| 4152 |
BDA
4152
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$ 254 mi | +US$ 13,1 mi | +5% | 6,71% | 44,2% | 63 | 1,59% | 1,1 |
|
| 4153 |
4153
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$ 254 mi | +US$ 13,9 mi | +6% | 6,24% | 65,9% | 161 | 8,07% | 4,2 |
|
| 4154 |
4154
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$ 254 mi | +US$ 33,3 mi | +15% | 15,1% | 36,7% | 4 | 0% | 5,3 |
|
| 4155 |
4155
Beck Capital Management
Austin,
Texas
| US$ 254 mi | +US$ 18,6 mi | +8% | 12,3% | 291% | 132 | 39,39% | 1,4 |
|
| 4156 |
4156
Horizon Wealth Management
La Grange,
Illinois
| US$ 254 mi | +US$ 120 mi | +90% | 11,1% | 97,2% | 86 | 13,95% | 1,1 |
|
| 4157 |
OH
4157
Oikos Holdings
New York
| US$ 253 mi | +US$ 13,2 mi | +6% | 5,61% | 5,54% | 10 | 10% | 1,7 |
|
| 4158 |
4158
Cornerstone Planning Group
Fairfield,
New Jersey
| US$ 253 mi | – | – | 4,34% | 60% | 1.569 | – | 0,4 |
|
| 4159 |
4159
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 253 mi | +US$ 18,2 mi | +8% | 5,26% | 59,2% | 25 | 8% | 3,4 |
|
| 4160 |
4160
Vesey Street Capital Partners
New York
| US$ 253 mi | +US$ 105 mi | +71% | 71% | 47,8% | 1 | 0% | 1,5 |
|
| 4161 |
4161
Roanoke Asset Management
Jersey City,
New Jersey
| US$ 253 mi | +US$ 18,3 mi | +8% | 8,91% | 50,3% | 107 | 1,87% | 6,2 |
|
| 4162 |
WFA
4162
Wade Financial Advisory
Campbell,
California
| US$ 252 mi | +US$ 14,3 mi | +6% | 5,09% | 15,9% | 78 | 8,97% | 2,6 |
|
| 4163 |
SC
4163
Stephens Consulting
Flint,
Michigan
| US$ 252 mi | +US$ 86,4 mi | +52% | 4,73% | 50,1% | 537 | 9,68% | 1,3 |
|
| 4164 |
DA
4164
Dash Acquisitions
Woodland Hills,
California
| US$ 252 mi | +US$ 36,4 mi | +17% | 10,8% | 52% | 51 | 29,41% | 1,6 |
|
| 4165 |
LJHT
4165
Laurie J. Hall Trustee
| US$ 252 mi | +US$ 17,5 mi | +7% | 7,76% | 105% | 275 | 5,82% | 5,8 |
|
| 4166 |
4166
Quattro Financial Advisors
The Woodlands,
Texas
| US$ 252 mi | +US$ 7,95 mi | +3% | 4,43% | 77,6% | 102 | 36,27% | 1,4 |
|
| 4167 |
4167
Columbus Macro
New Castle,
Pennsylvania
| US$ 252 mi | -US$ 17,4 mi | -6% | 1,72% | 48,7% | 186 | 27,42% | 2,6 |
|
| 4168 |
4168
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 252 mi | +US$ 2,11 mi | +0,8% | 3,8% | 58,5% | 100 | 41% | 2,2 |
|
| 4169 |
4169
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 251 mi | +US$ 5,51 mi | +2% | 7,4% | 101% | 428 | 3,04% | 2,2 |
|
| 4170 |
DMKJ
4170
David M. Knott Jr
| US$ 251 mi | -US$ 3,22 mi | -1% | 6,86% | 169% | 155 | 8,39% | 1,1 |
|
| 4171 |
4171
Wakefield Asset Management
Englewood,
Colorado
| US$ 251 mi | +US$ 10,4 mi | +4% | 5,87% | 139% | 194 | 43,3% | 1 |
|
| 4172 |
4172
Empire Financial Management Company
New York
| US$ 251 mi | +US$ 5,79 mi | +2% | 5,54% | 78,3% | 201 | 10,95% | 0,2 |
|
| 4173 |
4173
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 251 mi | +US$ 3,89 mi | +2% | 4,75% | 17,7% | 357 | 17,09% | 2,9 |
|
| 4174 |
4174
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 251 mi | +US$ 18 mi | +8% | 6,09% | 56,9% | 97 | 10,31% | 2,8 |
|
| 4175 |
4175
Tillman Hartley LLC
Denver,
Colorado
| US$ 251 mi | +US$ 15,4 mi | +7% | 3,1% | 46,6% | 76 | 2,63% | 0,5 |
|