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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Jay A. Fishman Ltd
Troy,
Michigan
| US$ 580 mi | +US$ 46,8 mi | +9% | 12,9% | 119% | 85 | 5,88% | 4,3 |
|
| 2102 |
FBP
2102
Flippin Bruce & Porter
Lynchburg,
Virginia
| US$ 580 mi | +US$ 17,5 mi | +3% | 7,44% | 44,4% | 79 | 2,53% | 4,9 |
|
| 2103 |
2103
NWAM LLC
Mercer Island,
Washington
| US$ 578 mi | +US$ 44 mi | +8% | 7,35% | 112% | 431 | 13,46% | 2,8 |
|
| 2104 |
2104
Circle Wealth Management
Summit,
New Jersey
| US$ 577 mi | +US$ 108 mi | +23% | 9,92% | 71,8% | 204 | 25,49% | 1,2 |
|
| 2105 |
2105
Resources Management Corp
West Hartford,
Connecticut
| US$ 577 mi | +US$ 36,8 mi | +7% | 8,7% | 78,5% | 554 | 20,04% | 1,1 |
|
| 2106 |
2106
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$ 577 mi | +US$ 112 mi | +24% | 9,03% | 58% | 273 | 12,82% | 2,4 |
|
| 2107 |
2107
United Bank (Virginia)
Vienna,
Virginia
| US$ 577 mi | +US$ 30,2 mi | +6% | 7,59% | 76,1% | 146 | 10,96% | 2,3 |
|
| 2108 |
2108
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 577 mi | +US$ 65 mi | +13% | 8,26% | 98,6% | 802 | 68,2% | 1,1 |
|
| 2109 |
2109
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$ 577 mi | +US$ 38,1 mi | +7% | 7,18% | 26,3% | 137 | 9,49% | 4,2 |
|
| 2110 |
2110
Private Capital Management (Florida)
Naples,
Florida
| US$ 576 mi | +US$ 1,09 mi | +0,2% | 12,4% | 118% | 63 | 44,44% | 2,9 |
|
| 2111 |
2111
Raging Capital Management
Rocky Hill,
New Jersey
| US$ 576 mi | -US$ 43,8 mi | -7% | 3,4% | 6,41% | 53 | 49,06% | 1,4 |
|
| 2112 |
2112
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 576 mi | +US$ 54,9 mi | +11% | 8,96% | 64,1% | 174 | 17,82% | 1,8 |
|
| 2113 |
2113
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 576 mi | +US$ 16,9 mi | +3% | 10,8% | 81,9% | 345 | 18,84% | 1,3 |
|
| 2114 |
2114
Arete Wealth Advisors
Chicago,
Illinois
| US$ 576 mi | +US$ 52,6 mi | +10% | 6,48% | 85,3% | 440 | 19,32% | 1,9 |
|
| 2115 |
2115
PagnatoKarp Partners
Reston,
Virginia
| US$ 576 mi | +US$ 71,6 mi | +14% | 7,6% | 2,06% | 193 | 9,33% | 1,8 |
|
| 2116 |
AAA
2116
Adams Asset Advisors
Dallas,
Texas
| US$ 575 mi | -US$ 39,1 mi | -6% | 0,99% | 66,8% | 102 | 34,31% | 2,9 |
|
| 2117 |
2117
Efficient Advisors
Mason,
Ohio
| US$ 575 mi | +US$ 27,4 mi | +5% | 4,74% | 30,6% | 50 | 0% | 4,7 |
|
| 2118 |
FC
2118
Fore Capital
New York
| US$ 574 mi | -US$ 1,07 bi | -65% | 2,41% | 25,4% | 80 | 61,25% | 0,3 |
|
| 2119 |
2119
Planning Alternatives
Birmingham,
Michigan
| US$ 573 mi | +US$ 26,9 mi | +5% | 6,03% | 69,6% | 52 | 5,77% | 4,2 |
|
| 2120 |
2120
CX Institutional
Auburn,
Indiana
| US$ 573 mi | -US$ 45,7 mi | -7% | 6,21% | 62,9% | 792 | 8,59% | 1 |
|
| 2121 |
2121
Spirit of America Management Corp
Syosset,
New York
| US$ 573 mi | -US$ 45,5 mi | -7% | 1,22% | 113% | 246 | 7,32% | 4,1 |
|
| 2122 |
2122
Glynn Capital Management
Menlo Park,
California
| US$ 573 mi | +US$ 25,7 mi | +5% | 6,13% | 252% | 43 | 0% | 3,9 |
|
| 2123 |
2123
Flagship Harbor Advisors
Boston,
Massachusetts
| US$ 571 mi | +US$ 60,8 mi | +12% | 7,38% | 75,7% | 2.017 | 8,33% | 1,5 |
|
| 2124 |
2124
Raub Brock Capital Management
Larkspur,
California
| US$ 570 mi | +US$ 50,3 mi | +10% | 8,14% | 54,7% | 62 | 11,29% | 2,6 |
|
| 2125 |
2125
American Financial Advisors
Marietta,
Georgia
| US$ 570 mi | +US$ 41,5 mi | +8% | 4,64% | 52,7% | 97 | 8,25% | 0,9 |
|