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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Oxford Financial Group
Carmel,
Indiana
| US$ 1,68 bi | +US$ 257 mi | +18% | 6,37% | 77,2% | 272 | 8,82% | 3,8 |
|
| 1577 |
1577
Efficient Advisors
Mason,
Ohio
| US$ 1,68 bi | +US$ 144 mi | +9% | 6,56% | 30,6% | 101 | 44,55% | 4,4 |
|
| 1578 |
1578
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$ 1,67 bi | +US$ 88,6 mi | +6% | 7,6% | 83,5% | 75 | 1,33% | 8,2 |
|
| 1579 |
SC
1579
SRB Corp
Boston,
Massachusetts
| US$ 1,67 bi | +US$ 134 mi | +9% | 11,8% | 87,3% | 23 | 0% | 3,8 |
|
| 1580 |
1580
Univest Financial
Souderton,
Pennsylvania
| US$ 1,67 bi | +US$ 136 mi | +9% | 10,9% | 82,6% | 289 | 12,8% | 2,7 |
|
| 1581 |
1581
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| US$ 1,66 bi | +US$ 135 mi | +9% | 8,72% | 69,1% | 368 | 9,78% | 2,6 |
|
| 1582 |
1582
Spinnaker Trust
Portland,
Maine
| US$ 1,66 bi | +US$ 131 mi | +9% | 9,02% | 68,2% | 295 | 6,78% | 6,2 |
|
| 1583 |
1583
Maren Capital
Chicago,
Illinois
| US$ 1,66 bi | +US$ 193 mi | +13% | 9,32% | – | 25 | 0% | 1,4 |
|
| 1584 |
1584
Motley Fool Wealth Management
Alexandria,
Virginia
| US$ 1,66 bi | -US$ 33,6 mi | -2% | 10,6% | 70,7% | 138 | 17,39% | 4,2 |
|
| 1585 |
1585
Sax Wealth Advisors
Parsippany,
New Jersey
| US$ 1,66 bi | +US$ 259 mi | +19% | 8,08% | 64,3% | 427 | 16,86% | 1,6 |
|
| 1586 |
1586
Financiere des Professionnels
Montreal,
Quebec, Canada
| US$ 1,66 bi | +US$ 110 mi | +7% | 9,94% | 79,7% | 395 | 58,23% | 0,5 |
|
| 1587 |
1587
L1 Capital
Melbourne VIC 3000,
Australia
| US$ 1,65 bi | +US$ 581 mi | +54% | 19% | 127% | 31 | 58,06% | 0,7 |
|
| 1588 |
1588
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$ 1,65 bi | +US$ 62,8 mi | +4% | 7,91% | 64,6% | 651 | 13,82% | 4,3 |
|
| 1589 |
1589
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 1,65 bi | +US$ 198 mi | +14% | 12,6% | 137% | 394 | 14,97% | 2,3 |
|
| 1590 |
1590
Courier Capital
Buffalo,
New York
| US$ 1,65 bi | +US$ 119 mi | +8% | 7,92% | 70,8% | 397 | 8,82% | 5,7 |
|
| 1591 |
CWM
1591
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 1,65 bi | +US$ 170 mi | +11% | 8,83% | 69,8% | 664 | 10,99% | 3,9 |
|
| 1592 |
TP
1592
Theleme Partners
London,
United Kingdom
| US$ 1,65 bi | +US$ 373 mi | +29% | 14,7% | 35,5% | 13 | 30,77% | 1,3 |
|
| 1593 |
1593
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| US$ 1,64 bi | +US$ 233 mi | +17% | 29,1% | 478% | 239 | 24,69% | 2 |
|
| 1594 |
1594
Evensky & Katz
Coral Gables,
Florida
| US$ 1,64 bi | +US$ 147 mi | +10% | 8,6% | 57,1% | 79 | 8,86% | 6,5 |
|
| 1595 |
1595
SoFi Wealth
San Francisco,
California
| US$ 1,64 bi | +US$ 307 mi | +23% | 10,6% | 62,2% | 46 | 13,04% | 1,1 |
|
| 1596 |
KNB
1596
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| US$ 1,64 bi | +US$ 161 mi | +11% | 9,6% | 73,6% | 17 | 17,65% | 1,3 |
|
| 1597 |
1597
Sofinnova Investments
Menlo Park,
California
| US$ 1,64 bi | +US$ 104 mi | +7% | 13,9% | 450% | 80 | 41,25% | 1,2 |
|
| 1598 |
1598
Chai Trust Company
Chicago,
Illinois
| US$ 1,63 bi | +US$ 23 mi | +1% | 2,12% | 12,7% | 12 | 8,33% | 5,9 |
|
| 1599 |
1599
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 1,63 bi | +US$ 103 mi | +7% | 11,2% | 99,5% | 263 | 7,6% | 6,4 |
|
| 1600 |
1600
BloombergSen
Toronto,
Ontario, Canada
| US$ 1,63 bi | +US$ 17,5 mi | +1% | 4,75% | 46,9% | 34 | 17,65% | 3,4 |
|