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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 772 mi | +US$ 68,4 mi | +10% | 11,1% | 69% | 697 | 11,19% | 0,7 |
|
| 2352 |
2352
Oldfield Partners
London,
United Kingdom
| US$ 771 mi | -US$ 163 mi | -17% | 3,31% | 98% | 22 | 13,64% | 5,6 |
|
| 2353 |
2353
Beacon Financial Group
Dallas,
Texas
| US$ 769 mi | +US$ 23,9 mi | +3% | 7,33% | 66,6% | 238 | 13,45% | 4 |
|
| 2354 |
2354
Matrix Asset Advisors
White Plains,
New York
| US$ 769 mi | +US$ 58,5 mi | +8% | 8,92% | 84,9% | 86 | 8,14% | 4,1 |
|
| 2355 |
2355
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$ 769 mi | +US$ 22,8 mi | +3% | 6,24% | 64,3% | 147 | 12,93% | 2,4 |
|
| 2356 |
2356
Resources Management Corp
West Hartford,
Connecticut
| US$ 768 mi | +US$ 72,9 mi | +10% | 13,2% | 78,5% | 535 | 10,47% | 2,4 |
|
| 2357 |
2357
Abner Herrman & Brock
Jersey City,
New Jersey
| US$ 768 mi | +US$ 57,6 mi | +8% | 10,8% | 156% | 116 | 22,41% | 4,1 |
|
| 2358 |
2358
Oak Hill Capital Management
New York
| US$ 768 mi | – | – | 4,49% | 1,19% | 2 | – | 0 |
|
| 2359 |
2359
EFG Asset Management
Portland,
Oregon
| US$ 767 mi | – | – | 7,21% | 211% | 175 | – | 0 |
|
| 2360 |
2360
Circle Wealth Management
Summit,
New Jersey
| US$ 766 mi | +US$ 72,8 mi | +11% | 9,63% | 71,8% | 204 | 17,16% | 2 |
|
| 2361 |
2361
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 765 mi | +US$ 21,2 mi | +3% | 6,57% | 89,9% | 37 | 2,7% | 2,8 |
|
| 2362 |
2362
Manchester Capital Management
Manchester,
Vermont
| US$ 764 mi | +US$ 33,5 mi | +5% | 10,9% | 86,7% | 1.145 | 19,04% | 2,8 |
|
| 2363 |
2363
RTD Financial Advisors
Philadelphia,
Pennsylvania
| US$ 764 mi | – | – | 6,12% | 51,5% | 116 | – | 0 |
|
| 2364 |
2364
Redwood Investment Management
Scottsdale,
Arizona
| US$ 763 mi | +US$ 62,6 mi | +9% | 6,81% | 62,5% | 323 | 43,03% | 0,9 |
|
| 2365 |
2365
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 763 mi | +US$ 50,1 mi | +7% | 12,1% | 72,8% | 84 | 5,95% | 4,3 |
|
| 2366 |
2366
Anderson Hoagland & Co
St Louis,
Missouri
| US$ 763 mi | -US$ 21,5 mi | -3% | 6,57% | 104% | 117 | 11,97% | 2,5 |
|
| 2367 |
2367
Cardiff Park Advisors
Carlsbad,
California
| US$ 762 mi | – | – | 6,83% | 88,6% | 308 | – | 0 |
|
| 2368 |
2368
Archon Capital Management
Seattle,
Washington
| US$ 761 mi | +US$ 53,2 mi | +8% | 0,89% | 222% | 36 | 16,67% | 1,4 |
|
| 2369 |
2369
Third Avenue Management
New York
| US$ 760 mi | +US$ 17,4 mi | +2% | 9,71% | 113% | 64 | 14,06% | 3,8 |
|
| 2370 |
2370
Nations Financial Group
Cedar Rapids,
Iowa
| US$ 760 mi | +US$ 101 mi | +15% | 9,33% | 112% | 494 | 17,21% | 2 |
|
| 2371 |
BIC
2371
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 756 mi | -US$ 299 mi | -28% | 12,4% | 36% | 186 | 30,65% | 4,9 |
|
| 2372 |
2372
Verus Financial Partners
Richmond,
Virginia
| US$ 756 mi | +US$ 88,3 mi | +13% | 4,65% | 45,7% | 98 | 5,1% | 2,6 |
|
| 2373 |
2373
AltraVue Capital
Bellevue,
Washington
| US$ 756 mi | +US$ 79,1 mi | +12% | 6,92% | 221% | 34 | 5,88% | 2,2 |
|
| 2374 |
2374
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$ 755 mi | +US$ 61,5 mi | +9% | 8,33% | 91,1% | 1.981 | 72,29% | 1,5 |
|
| 2375 |
LFCM
2375
Long Focus Capital Management
San Juan,
Puerto Rico
| US$ 755 mi | – | – | 3,87% | 120% | 103 | – | 0 |
|