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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Abbot Financial Management
Andover,
Massachusetts
| US$ 187 mi | +US$ 5,41 mi | +3% | 4,58% | 102% | 130 | 6,15% | 4,8 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 187 mi | +US$ 4,63 mi | +3% | 0,61% | 43,1% | 51 | 5,88% | 1,3 |
|
| 5503 |
5503
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 187 mi | -US$ 1,58 mi | -0,8% | 0,77% | 58% | 32 | 3,13% | 1,2 |
|
| 5504 |
5504
Mendota Financial Group
Madison,
Wisconsin
| US$ 187 mi | +US$ 15,6 mi | +9% | 0,91% | 50,1% | 410 | 26,34% | 0,8 |
|
| 5505 |
5505
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 187 mi | +US$ 2,13 mi | +1% | 0,56% | 46,9% | 149 | 6,04% | 2,4 |
|
| 5506 |
5506
Signet Investment Advisory Group
Providence,
Rhode Island
| US$ 187 mi | +US$ 3,57 mi | +2% | 1,48% | 59,6% | 67 | 1,49% | 4,5 |
|
| 5507 |
ALS
5507
Andrew L. Share
| US$ 186 mi | -US$ 19,1 mi | -9% | 8,48% | 14,8% | 13 | 7,69% | 1,2 |
|
| 5508 |
5508
Ted Buchan & Co
San Diego,
California
| US$ 186 mi | +US$ 23,6 mi | +14% | 1,44% | 65,2% | 100 | 26% | 1 |
|
| 5509 |
5509
Worldly Partners Management
Needham,
Massachusetts
| US$ 186 mi | -US$ 25,9 mi | -12% | 8,22% | 19,2% | 3 | 0% | 1,5 |
|
| 5510 |
5510
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 186 mi | +US$ 8,4 mi | +5% | 0,32% | 58,2% | 128 | 13,28% | 2,5 |
|
| 5511 |
5511
New Wave Wealth Advisors
Springdale,
Arkansas
| US$ 186 mi | – | – | 4,91% | – | 135 | – | 0 |
|
| 5512 |
5512
Alexander Labrunerie & Co
Columbia,
Missouri
| US$ 186 mi | +US$ 6,96 mi | +4% | 6,77% | – | 96 | 11,46% | 0,2 |
|
| 5513 |
5513
Beaton Management Company
Haverhill,
Massachusetts
| US$ 186 mi | +US$ 2,3 mi | +1% | 2,9% | 95,9% | 141 | 7,09% | 5 |
|
| 5514 |
5514
Lipe & Dalton
Syracuse,
New York
| US$ 186 mi | -US$ 8,04 mi | -4% | 0,57% | 101% | 107 | 9,35% | 5,5 |
|
| 5515 |
5515
Colonial River Investments
Midlothian,
Virginia
| US$ 186 mi | +US$ 8,77 mi | +5% | 6,26% | 156% | 178 | 11,24% | 1,7 |
|
| 5516 |
5516
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 186 mi | +US$ 1,19 mi | +0,6% | 0,78% | 58,7% | 49 | 10,2% | 4,3 |
|
| 5517 |
5517
Maryland Capital Advisors
Chester,
Maryland
| US$ 186 mi | +US$ 24,6 mi | +15% | 3,25% | – | 254 | 14,57% | 1,8 |
|
| 5518 |
5518
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 185 mi | +US$ 13 mi | +8% | 0,61% | 57,4% | 63 | 9,52% | 1,3 |
|
| 5519 |
5519
Red Tortoise LLC
Atlanta,
Georgia
| US$ 185 mi | +US$ 6,41 mi | +4% | 0,55% | 43,7% | 604 | 13,08% | 1,3 |
|
| 5520 |
5520
ShariaPortfolio
Lake Mary,
Florida
| US$ 185 mi | +US$ 11,9 mi | +7% | 1,85% | 254% | 35 | 8,57% | 0,7 |
|
| 5521 |
5521
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$ 185 mi | -US$ 7,89 mi | -4% | 7,04% | 114% | 89 | 30,34% | 1,3 |
|
| 5522 |
PCMK
5522
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 185 mi | -US$ 293 mil | -0,2% | 4,33% | 87,5% | 56 | 12,5% | 6,5 |
|
| 5523 |
5523
Optivise Advisory Services
Franklin,
Tennessee
| US$ 185 mi | – | – | 2,94% | – | 179 | – | 0 |
|
| 5524 |
5524
Kessler Investment Group
Columbus,
Indiana
| US$ 185 mi | +US$ 23,9 mi | +15% | 5,19% | 251% | 210 | 16,19% | 2,4 |
|
| 5525 |
DRD
5525
Dennis R. Delaney
| US$ 185 mi | +US$ 1,53 mi | +0,8% | 3,02% | 84,3% | 48 | 6,25% | 5,9 |
|