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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Siguler Guff Advisers
New York
| US$ 196 mi | -US$ 30,2 mi | -13% | 12,4% | 37,7% | 7 | 14,29% | 2 |
|
| 4702 |
4702
Silverleafe Capital Partners
Germantown,
Tennessee
| US$ 196 mi | +US$ 34,5 mi | +21% | 4,83% | 87,7% | 64 | 31,25% | 2,6 |
|
| 4703 |
4703
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$ 196 mi | +US$ 8,31 mi | +4% | 3,83% | 54,5% | 181 | 6,08% | 1,4 |
|
| 4704 |
4704
Corbyn Investment Management
Lutherville,
Maryland
| US$ 196 mi | -US$ 10,8 mi | -5% | 4,48% | 71% | 63 | 15,87% | 4,4 |
|
| 4705 |
OIA
4705
Optimum Investment Advisors
Chicago,
Illinois
| US$ 195 mi | -US$ 8,96 mi | -4% | 2,58% | 125% | 738 | 5,42% | 5,1 |
|
| 4706 |
4706
Sterling Financial Planning
Sparta,
New Jersey
| US$ 195 mi | -US$ 6,59 mi | -3% | 3,67% | 59,3% | 99 | 7,07% | 2,3 |
|
| 4707 |
4707
SR One Capital Management
Wayne,
Pennsylvania
| US$ 195 mi | -US$ 36,8 mi | -16% | 3,33% | 656% | 6 | 0% | 1,3 |
|
| 4708 |
4708
Kelleher Financial Advisors
New York
| US$ 195 mi | +US$ 21,6 mi | +12% | 1,55% | 80,3% | 118 | 12,71% | 4,1 |
|
| 4709 |
GWM
4709
Gray Wealth Management
Bangor,
Maine
| US$ 195 mi | -US$ 3,76 mi | -2% | 3,38% | 22,1% | 139 | 10,79% | 2,4 |
|
| 4710 |
AC
4710
Athos Capital
Hong Kong
| US$ 195 mi | +US$ 66,9 mi | +52% | 11,1% | 110% | 83 | 53,01% | 0,9 |
|
| 4711 |
4711
Brand Asset Management Group
Chesterfield,
Missouri
| US$ 195 mi | -US$ 14,6 mi | -7% | 3,87% | 70,2% | 75 | 5,33% | 4,6 |
|
| 4712 |
4712
Narus Financial Partners
Salt Lake City,
Utah
| US$ 195 mi | +US$ 1,42 mi | +0,7% | 0,27% | 85,3% | 128 | 9,38% | 3,1 |
|
| 4713 |
4713
Tealwood Asset Management
Minneapolis,
Minnesota
| US$ 195 mi | -US$ 11,2 mi | -5% | 2,39% | 128% | 132 | 4,55% | 3,5 |
|
| 4714 |
CCC
4714
Chelsea Counsel Company
Los Angeles,
California
| US$ 194 mi | -US$ 8,76 mi | -4% | 3,71% | 106% | 166 | 3,61% | 3 |
|
| 4715 |
4715
JVL Associates
Wyoming,
Michigan
| US$ 194 mi | -US$ 11,3 mi | -5% | 3,77% | 81% | 39 | 7,69% | 4,1 |
|
| 4716 |
4716
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 194 mi | -US$ 6,03 mi | -3% | 2,03% | 47,8% | 112 | 3,57% | 4,1 |
|
| 4717 |
DI
4717
DAGCO Inc
Westlake,
Ohio
| US$ 194 mi | -US$ 7,03 mi | -3% | 3,76% | 75% | 81 | 3,7% | 3,8 |
|
| 4718 |
4718
Forza Wealth Management
Sarasota,
Florida
| US$ 194 mi | -US$ 4,8 mi | -2% | 1,67% | 69,8% | 187 | 5,88% | 0,7 |
|
| 4719 |
4719
Advisor Resource Council
Dallas,
Texas
| US$ 194 mi | -US$ 28,4 mi | -13% | 3,13% | 74,7% | 183 | 23,5% | 1,2 |
|
| 4720 |
4720
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| US$ 194 mi | +US$ 64,8 mi | +50% | 3,94% | 64,9% | 28 | 14,29% | 1,3 |
|
| 4721 |
4721
Wealthstream Advisors
New York
| US$ 194 mi | +US$ 2,98 mi | +2% | 3,17% | 88,2% | 113 | 17,7% | 1,1 |
|
| 4722 |
4722
Global Financial Private Client
Sarasota,
Florida
| US$ 194 mi | -US$ 9,8 mi | -5% | 2,92% | 100% | 697 | 5,74% | 2,8 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| US$ 193 mi | +US$ 2,59 mi | +1% | 3,5% | – | 55 | 12,73% | 2,6 |
|
| 4724 |
4724
Core Wealth Management
Jupiter,
Florida
| US$ 193 mi | -US$ 3,59 mi | -2% | 3,76% | 44,5% | 25 | 24% | 0,6 |
|
| 4725 |
4725
Helen Stephens Group
Fort Worth,
Texas
| US$ 193 mi | -US$ 4,52 mi | -2% | 2,75% | 53,4% | 68 | 4,41% | 1,4 |
|