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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Cobblestone Asset Management
Richmond,
Virginia
| US$ 240 mi | +US$ 17,4 mi | +8% | 10,9% | 60,6% | 83 | 22,89% | 1,4 |
|
| 5977 |
5977
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$ 239 mi | +US$ 1,62 mi | +0,7% | 10% | – | 45 | 11,11% | 3,5 |
|
| 5978 |
5978
Southern Capital Advisors
Jackson,
Tennessee
| US$ 239 mi | +US$ 25,9 mi | +12% | 12,9% | 66,8% | 91 | 14,29% | 2,9 |
|
| 5979 |
5979
Brown Financial Advisory
Fairhope,
Alabama
| US$ 239 mi | +US$ 37,8 mi | +19% | 16,2% | 66,3% | 53 | 15,09% | 2,8 |
|
| 5980 |
5980
Cerity Partners Retirement Plan Advisors
New York
| US$ 239 mi | +US$ 43,7 mi | +22% | 12,1% | – | 49 | 67,35% | 0,1 |
|
| 5981 |
5981
Visionary Horizons
Knoxville,
Tennessee
| US$ 239 mi | +US$ 36,3 mi | +18% | 12,1% | 69,2% | 152 | 20,39% | 1,3 |
|
| 5982 |
FCFC
5982
First Citizens Financial Corp
Mason City,
Iowa
| US$ 239 mi | +US$ 27,4 mi | +13% | 15,5% | 72,9% | 142 | 7,04% | 3,7 |
|
| 5983 |
5983
Aull & Monroe Investment Management
Mobile,
Alabama
| US$ 239 mi | +US$ 23,9 mi | +11% | 20% | 98,3% | 130 | 6,92% | 9 |
|
| 5984 |
5984
R.W. Roge & Company
Bohemia,
New York
| US$ 239 mi | +US$ 29,2 mi | +14% | 13,6% | 68,1% | 71 | 9,86% | 3,1 |
|
| 5985 |
5985
CNA Financial
Chicago,
Illinois
| US$ 239 mi | +US$ 3,84 mi | +2% | 5,95% | 48,6% | 24 | 62,5% | 0,8 |
|
| 5986 |
5986
Bright Financial Advisors
Portage,
Michigan
| US$ 239 mi | +US$ 20,6 mi | +9% | 8,89% | – | 76 | 17,11% | 1,6 |
|
| 5987 |
5987
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 239 mi | +US$ 34,7 mi | +17% | 14,8% | 131% | 181 | 18,23% | 1,8 |
|
| 5988 |
CF
5988
CDC Financial
Chicago,
Illinois
| US$ 239 mi | +US$ 81,6 mi | +52% | 16,3% | – | 64 | 40,63% | 0,3 |
|
| 5989 |
5989
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 239 mi | +US$ 25,8 mi | +12% | 11,3% | 68,8% | 139 | 14,39% | 3,6 |
|
| 5990 |
5990
Victrix Investment Advisors
Stuart,
Florida
| US$ 239 mi | -US$ 36,8 mi | -13% | 24% | – | 113 | 38,94% | 1,2 |
|
| 5991 |
5991
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$ 239 mi | +US$ 23,9 mi | +11% | 10,6% | 57,9% | 96 | 2,08% | 2,1 |
|
| 5992 |
5992
Norway Savings Bank
Portland,
Maine
| US$ 239 mi | +US$ 27,6 mi | +13% | 26,6% | 117% | 109 | 10,09% | 6,3 |
|
| 5993 |
5993
City National Bank of Florida
Miami,
Florida
| US$ 238 mi | +US$ 70,8 mi | +42% | 18,2% | – | 163 | 30,06% | 0,9 |
|
| 5994 |
5994
Collaborative Wealth Management
Lake Mary,
Florida
| US$ 238 mi | +US$ 20,6 mi | +9% | 8,16% | 41,6% | 180 | 15,56% | 3,2 |
|
| 5995 |
5995
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 238 mi | +US$ 25,5 mi | +12% | 15,2% | 85,8% | 170 | 29,41% | 2,3 |
|
| 5996 |
5996
Ring Mountain Capital
Tiburon,
California
| US$ 238 mi | +US$ 55,5 mi | +30% | 39,5% | – | 110 | 16,36% | 1,2 |
|
| 5997 |
5997
SMA Capital
New York
| US$ 238 mi | +US$ 6,45 mi | +3% | 14,6% | – | 184 | 82,61% | 0,1 |
|
| 5998 |
5998
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$ 238 mi | +US$ 38,1 mi | +19% | 29% | 128% | 121 | 11,57% | 3,6 |
|
| 5999 |
5999
Soviero Asset Management
New York
| US$ 238 mi | +US$ 37,5 mi | +19% | 37,8% | 676% | 82 | 52,44% | 0,4 |
|
| 6000 |
GRWP
6000
Green Ridge Wealth Planning
Montville,
New Jersey
| US$ 238 mi | +US$ 47,7 mi | +25% | 23,3% | – | 98 | 16,33% | 0,4 |
|