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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 1,79 bi | -US$ 117 mi | -6% | 1,93% | 63,2% | 336 | 8,93% | 4,9 |
|
| 1627 |
1627
NWAM LLC
Mercer Island,
Washington
| US$ 1,79 bi | -US$ 53 mi | -3% | 3,11% | 112% | 690 | 18,26% | 1,7 |
|
| 1628 |
1628
Investure LLC
Charlottesville,
Virginia
| US$ 1,79 bi | +US$ 172 mi | +11% | 2,56% | 55,4% | 16 | 6,25% | 5,6 |
|
| 1629 |
1629
AlphaQuest
New York
| US$ 1,79 bi | +US$ 257 mi | +17% | 1,95% | – | 2.309 | 5,89% | 1,2 |
|
| 1630 |
1630
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 1,78 bi | +US$ 162 mi | +10% | 2,64% | 74,5% | 544 | 18,75% | 2,5 |
|
| 1631 |
1631
Courier Capital
Buffalo,
New York
| US$ 1,78 bi | +US$ 35,3 mi | +2% | 2,55% | 70,8% | 402 | 7,46% | 6,1 |
|
| 1632 |
1632
Principle Wealth Partners
Madison,
Connecticut
| US$ 1,78 bi | +US$ 54,7 mi | +3% | 3,2% | 90,7% | 382 | 8,38% | 4,1 |
|
| 1633 |
1633
FengHe Fund Management
Singapore
| US$ 1,78 bi | +US$ 680 mi | +62% | 26,3% | 779% | 51 | 56,86% | 0,5 |
|
| 1634 |
1634
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 1,78 bi | +US$ 65,8 mi | +4% | 2,39% | 54,8% | 1.988 | 8% | 4,4 |
|
| 1635 |
1635
Empire Life Investments
Toronto,
Ontario, Canada
| US$ 1,78 bi | +US$ 67,5 mi | +4% | 4,88% | 90,8% | 118 | 16,1% | 3,3 |
|
| 1636 |
1636
Evensky & Katz
Coral Gables,
Florida
| US$ 1,77 bi | +US$ 48,7 mi | +3% | 2,47% | 61,1% | 73 | 1,37% | 7,1 |
|
| 1637 |
1637
General American Investors
New York
| US$ 1,77 bi | +US$ 47,2 mi | +3% | 4,84% | 137% | 84 | 16,67% | 5,1 |
|
| 1638 |
1638
Kepler Cheuvreux
Nyon,
| US$ 1,77 bi | -US$ 87,3 mi | -5% | 5,31% | – | 173 | 32,95% | 0,2 |
|
| 1639 |
1639
Bramshill Investments
Naples,
Florida
| US$ 1,77 bi | +US$ 304 mi | +21% | 0,89% | 3,6% | 180 | 35% | 1,6 |
|
| 1640 |
1640
Valiant Capital Management
San Francisco,
California
| US$ 1,77 bi | +US$ 314 mi | +22% | 3,83% | 348% | 35 | 14,29% | 2,6 |
|
| 1641 |
1641
Grandfield & Dodd
New York
| US$ 1,77 bi | +US$ 2,82 mi | +0,2% | 5,3% | 80,6% | 216 | 6,48% | 7,6 |
|
| 1642 |
1642
Financiere des Professionnels
Montreal,
Quebec, Canada
| US$ 1,76 bi | +US$ 28,2 mi | +2% | 3,28% | 79,7% | 390 | 23,08% | 1 |
|
| 1643 |
1643
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 1,76 bi | +US$ 18,1 mi | +1% | 4,53% | 137% | 419 | 15,04% | 2,2 |
|
| 1644 |
1644
AMI Asset Management
Los Angeles,
California
| US$ 1,76 bi | -US$ 26,9 mi | -2% | 3,61% | 96,6% | 98 | 16,33% | 3,9 |
|
| 1645 |
1645
Atwood & Palmer
Kansas City,
Missouri
| US$ 1,76 bi | +US$ 57,4 mi | +3% | 2,31% | 90% | 502 | 5,58% | 5,3 |
|
| 1646 |
1646
Essex Financial Services
Essex,
Connecticut
| US$ 1,76 bi | +US$ 85,9 mi | +5% | 3,36% | 87,7% | 814 | 11,79% | 3,9 |
|
| 1647 |
1647
Affinity Asset Advisors
New York
| US$ 1,76 bi | +US$ 607 mi | +53% | 76% | 1.487% | 124 | 45,97% | 1 |
|
| 1648 |
1648
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 1,75 bi | +US$ 14,3 mi | +0,8% | 2,95% | 99,5% | 279 | 11,83% | 6,5 |
|
| 1649 |
1649
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$ 1,75 bi | +US$ 16,5 mi | +0,9% | 2,51% | 130% | 185 | 14,59% | 6,1 |
|
| 1650 |
1650
Clarius Group LLC
Seattle,
Washington
| US$ 1,75 bi | +US$ 62,2 mi | +4% | 3,84% | 92,1% | 411 | 9,73% | 4,7 |
|