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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Renaissance Capital
Stamford,
Connecticut
| US$ 176 mi | +US$ 40,8 mi | +30% | 16,2% | 392% | 90 | 18,89% | 1,5 |
|
| 5052 |
AAG
5052
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 176 mi | +US$ 7,71 mi | +5% | 3,77% | 46% | 7 | 0% | 3,4 |
|
| 5053 |
5053
NIA Impact Advisors
Berkeley,
California
| US$ 176 mi | -US$ 9,45 mi | -5% | 2,24% | – | 62 | 17,74% | 1,8 |
|
| 5054 |
5054
Sandy Cove Advisors
Hingham,
Massachusetts
| US$ 176 mi | +US$ 37,7 mi | +27% | 6,75% | 78% | 128 | 34,38% | 0,9 |
|
| 5055 |
5055
Constitution Capital
Shelton,
Connecticut
| US$ 176 mi | +US$ 10,8 mi | +7% | 8,1% | 91,1% | 68 | 4,41% | 1,9 |
|
| 5056 |
5056
United Bank (Georgia)
Zebulon,
Georgia
| US$ 176 mi | +US$ 4,93 mi | +3% | 6,77% | 81,2% | 90 | 4,44% | 4,3 |
|
| 5057 |
5057
Strategic Financial Partners
Bend,
Oregon
| US$ 176 mi | +US$ 12,3 mi | +8% | 4,09% | 54,8% | 73 | 9,59% | 2,6 |
|
| 5058 |
5058
Lipe & Dalton
Syracuse,
New York
| US$ 176 mi | +US$ 942 mil | +0,5% | 4,88% | 101% | 105 | 5,71% | 4,9 |
|
| 5059 |
5059
American Securities
New York
| US$ 175 mi | -US$ 19,2 mi | -10% | 10% | – | 1 | 0% | 6,5 |
|
| 5060 |
5060
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 175 mi | +US$ 46,2 mi | +36% | 12,3% | 282% | 191 | 49,74% | 1,3 |
|
| 5061 |
5061
Essential Planning
Portsmouth,
New Hampshire
| US$ 175 mi | +US$ 10,4 mi | +6% | 3,88% | 40,9% | 58 | 10,34% | 0,5 |
|
| 5062 |
5062
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 175 mi | -US$ 18,7 mi | -10% | 1,25% | 50,9% | 80 | 20% | 3,3 |
|
| 5063 |
5063
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 175 mi | +US$ 16,8 mi | +11% | 3,28% | 58,2% | 142 | 18,31% | 1,2 |
|
| 5064 |
5064
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 175 mi | +US$ 3,02 mi | +2% | 5,65% | 92,4% | 409 | 10,02% | 4,8 |
|
| 5065 |
5065
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 175 mi | +US$ 14,6 mi | +9% | 11,7% | 143% | 141 | 6,38% | 1,4 |
|
| 5066 |
5066
Eagle Bay Advisors
New York
| US$ 175 mi | -US$ 7,43 mi | -4% | 5,64% | 85% | 948 | 16,88% | 1,2 |
|
| 5067 |
5067
Social Capital Group
Menlo Park,
California
| US$ 175 mi | -US$ 7,38 mi | -4% | 3,19% | – | 4 | 0% | 0,5 |
|
| 5068 |
5068
Worldly Partners Management
Needham,
Massachusetts
| US$ 175 mi | +US$ 16,2 mi | +10% | 9,57% | 19,2% | 4 | 0% | 0,5 |
|
| 5069 |
5069
Forum Private Client Group
Fishers,
Indiana
| US$ 175 mi | +US$ 16,4 mi | +10% | 3,31% | 47,9% | 70 | 4,29% | 1,1 |
|
| 5070 |
5070
Axiom Financial Strategies
New Albany,
Indiana
| US$ 174 mi | -US$ 5,49 mi | -3% | 3,07% | 54,5% | 37 | 10,81% | 2,6 |
|
| 5071 |
5071
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$ 174 mi | -US$ 6,07 mi | -3% | 3,72% | 39,9% | 41 | 4,88% | 2,1 |
|
| 5072 |
5072
Newton One Investments
Newark,
Delaware
| US$ 174 mi | +US$ 7,89 mi | +5% | 3,31% | 42% | 127 | 7,09% | 2 |
|
| 5073 |
5073
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 174 mi | +US$ 16,9 mi | +11% | 5,18% | 76,8% | 223 | 7,17% | 2,2 |
|
| 5074 |
PCMK
5074
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 174 mi | +US$ 9,25 mi | +6% | 7,59% | 87,5% | 55 | 7,27% | 5,8 |
|
| 5075 |
5075
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 174 mi | +US$ 4,15 mi | +2% | 6,98% | 284% | 208 | 34,13% | 3,5 |
|