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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
ICMP
4426
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 113 mi | -US$ 6,05 mi | -5% | 0,13% | 39,7% | 31 | 16,13% | 0,6 |
|
| 4427 |
4427
Kendall Capital Management
Rockville,
Maryland
| US$ 113 mi | +US$ 2,62 mi | +2% | 2,26% | 130% | 122 | 12,3% | 1,3 |
|
| 4428 |
4428
Protective Life
Birmingham,
Alabama
| US$ 113 mi | +US$ 3,65 mi | +3% | 1,42% | 38,4% | 15 | 20% | 0,8 |
|
| 4429 |
4429
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 113 mi | +US$ 6,65 mi | +6% | 1,92% | 63,3% | 49 | 6,12% | 1,2 |
|
| 4430 |
4430
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$ 113 mi | +US$ 4,94 mi | +5% | 3,97% | 61,1% | 112 | 7,14% | 3,8 |
|
| 4431 |
4431
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 113 mi | -US$ 659 mil | -0,6% | 1,24% | 67,8% | 129 | 5,43% | 4,9 |
|
| 4432 |
4432
Smart Portfolios LLC
Seattle,
Washington
| US$ 113 mi | +US$ 2,7 mi | +2% | 0,28% | 41,3% | 53 | 22,64% | 1,3 |
|
| 4433 |
4433
First Dallas Securities
Dallas,
Texas
| US$ 113 mi | -US$ 1,54 mi | -1% | 1,81% | 163% | 93 | 17,2% | 3,2 |
|
| 4434 |
BRC
4434
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$ 113 mi | -US$ 1,11 mi | -1% | 1,71% | – | 396 | 14,9% | 2,1 |
|
| 4435 |
4435
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 113 mi | +US$ 4,26 mi | +4% | 1,1% | 43,5% | 84 | 10,71% | 0,5 |
|
| 4436 |
4436
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 113 mi | +US$ 12,4 mi | +12% | 0,6% | 95,7% | 104 | 32,69% | 0,8 |
|
| 4437 |
4437
Defender Capital
Charlotte,
North Carolina
| US$ 113 mi | -US$ 10,9 mi | -9% | 5,81% | 101% | 18 | 11,11% | 0,7 |
|
| 4438 |
4438
Claro Advisors
Boston,
Massachusetts
| US$ 113 mi | +US$ 4,38 mi | +4% | 1,54% | 85,5% | 171 | 11,7% | 0,6 |
|
| 4439 |
4439
Guardian Investment Management
Tiburon,
California
| US$ 113 mi | -US$ 2,38 mi | -2% | 1,94% | 103% | 60 | 18,33% | 4,2 |
|
| 4440 |
4440
Stamos Capital Partners
Menlo Park,
California
| US$ 112 mi | +US$ 12,5 mi | +13% | 0,86% | 36,7% | 57 | 33,33% | 0,6 |
|
| 4441 |
4441
EDMP Inc
Lutz,
Florida
| US$ 112 mi | +US$ 3,29 mi | +3% | 0,06% | 78% | 54 | 16,67% | 3,3 |
|
| 4442 |
4442
Hoover Financial Advisors
Malvern,
Pennsylvania
| US$ 112 mi | +US$ 3,62 mi | +3% | 1,8% | – | 65 | 12,31% | 0,7 |
|
| 4443 |
4443
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 112 mi | +US$ 5,2 mi | +5% | 1,47% | 76,7% | 64 | 17,19% | 1,3 |
|
| 4444 |
4444
Georgetown University
Washington,
District of Columbia
| US$ 112 mi | – | – | 1,33% | 79,9% | 8 | – | 0,1 |
|
| 4445 |
4445
Northstar Capital Management
New York
| US$ 112 mi | -US$ 269 mil | -0,2% | 0,9% | – | 90 | 4,44% | 1,4 |
|
| 4446 |
4446
Wilshire Advisors
Santa Monica,
California
| US$ 112 mi | -US$ 927 mil | -0,8% | 0,61% | 118% | 26 | 7,69% | 2,8 |
|
| 4447 |
LFGH
4447
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 112 mi | -US$ 4,91 mi | -4% | 2,37% | 12,9% | 30 | 16,67% | 1,3 |
|
| 4448 |
4448
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 112 mi | +US$ 4,55 mi | +4% | 1,43% | 112% | 87 | 13,79% | 1,1 |
|
| 4449 |
4449
RiverGlades Family Offices
Naples,
Florida
| US$ 112 mi | -US$ 25 mil | -0% | 0,13% | – | 66 | 6,06% | 0,6 |
|
| 4450 |
4450
Reston Wealth Management
Reston,
Virginia
| US$ 112 mi | -US$ 15,4 mi | -12% | 0,39% | 60,7% | 55 | 23,64% | 0,6 |
|