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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 825 mi | -US$ 24,5 mi | -3% | 0,26% | – | 310 | 6,45% | 4,6 |
|
| 2377 |
2377
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 825 mi | -US$ 36,8 mi | -4% | 3,92% | 28,6% | 380 | 7,11% | 3,7 |
|
| 2378 |
2378
Vista Capital Partners
Portland,
Oregon
| US$ 824 mi | -US$ 35,9 mi | -4% | 3,28% | 69,3% | 120 | 10% | 4,8 |
|
| 2379 |
2379
Waddell & Associates
Memphis,
Tennessee
| US$ 824 mi | -US$ 157 mi | -16% | 2,41% | 194% | 164 | 9,15% | 2,5 |
|
| 2380 |
2380
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$ 824 mi | -US$ 583 mil | -0,1% | 2,11% | 67,9% | 239 | 10,88% | 2,6 |
|
| 2381 |
2381
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 823 mi | -US$ 592 mil | -0,1% | 0,47% | 89,2% | 245 | 13,88% | 4,3 |
|
| 2382 |
2382
Jackson Wealth Management
Lake Mary,
Florida
| US$ 823 mi | -US$ 58,7 mi | -7% | 3,67% | 72,1% | 203 | 35,96% | 1,1 |
|
| 2383 |
2383
DDD Partners
Bellevue,
Washington
| US$ 823 mi | +US$ 9,33 mi | +1% | 0,97% | 85,9% | 108 | 14,81% | 2,7 |
|
| 2384 |
2384
Philip James Wealth Mangement
Milton,
Georgia
| US$ 822 mi | +US$ 48,5 mi | +6% | 7,79% | 76% | 191 | 22,51% | 0,7 |
|
| 2385 |
2385
Financial Synergies Wealth Advisors
Houston,
Texas
| US$ 822 mi | +US$ 15,6 mi | +2% | 1,35% | 79% | 85 | 18,82% | 3,3 |
|
| 2386 |
2386
BFSG LLC
Irvine,
California
| US$ 822 mi | -US$ 33,5 mi | -4% | 1,18% | 90,7% | 721 | 13,31% | 1,8 |
|
| 2387 |
2387
Rodgers & Associates
Lancaster,
Pennsylvania
| US$ 820 mi | -US$ 19 mi | -2% | 3,63% | 56,3% | 102 | 8,82% | 3,3 |
|
| 2388 |
2388
Strategies Wealth Advisors
Grand Rapids,
Michigan
| US$ 819 mi | +US$ 15,7 mi | +2% | 1,32% | 64,6% | 186 | 38,17% | 1,3 |
|
| 2389 |
BFS
2389
Bard Financial Services
Branford,
Connecticut
| US$ 818 mi | -US$ 16,1 mi | -2% | 0,65% | 90,1% | 219 | 9,13% | 3,4 |
|
| 2390 |
2390
Griffin Asset Management
New York
| US$ 817 mi | -US$ 34,2 mi | -4% | 0,88% | 88,9% | 219 | 12,33% | 5,9 |
|
| 2391 |
2391
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$ 816 mi | -US$ 95,5 mi | -10% | 4,47% | 108% | 187 | 14,44% | 2,2 |
|
| 2392 |
2392
Southeast Asset Advisors
Thomasville,
Georgia
| US$ 816 mi | +US$ 397 mil | +0% | 0,14% | 91,5% | 192 | 17,19% | 4,1 |
|
| 2393 |
2393
CCM Investment Advisers
Columbia,
South Carolina
| US$ 815 mi | -US$ 89,5 mi | -10% | 3,27% | 170% | 77 | 11,69% | 5,2 |
|
| 2394 |
2394
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 815 mi | -US$ 41,4 mi | -5% | 2,11% | 80,1% | 179 | 3,35% | 7,1 |
|
| 2395 |
2395
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$ 815 mi | +US$ 10,3 mi | +1% | 0,72% | 47,7% | 192 | 6,25% | 4,5 |
|
| 2396 |
2396
McIlrath & Eck
Arlington,
Washington
| US$ 814 mi | +US$ 29,9 mi | +4% | 1,54% | 44% | 1.017 | 13,27% | 4 |
|
| 2397 |
2397
Manchester Capital Management
Manchester,
Vermont
| US$ 814 mi | -US$ 47,1 mi | -5% | 4,77% | 86,7% | 1.211 | 8,26% | 3,9 |
|
| 2398 |
2398
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 814 mi | -US$ 129 mi | -14% | 4,32% | 124% | 49 | 8,16% | 7,6 |
|
| 2399 |
2399
RW Investment Management
Eagle,
Idaho
| US$ 814 mi | -US$ 6,98 mi | -0,9% | 0,57% | – | 104 | 8,65% | 1,9 |
|
| 2400 |
2400
Parthenon LLC
Louisville,
Kentucky
| US$ 813 mi | -US$ 13,6 mi | -2% | 0,51% | 93,3% | 124 | 2,42% | 8,2 |
|