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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Quantum Financial Advisors
El Segundo,
California
| US$ 1,01 bi | +US$ 120 mi | +13% | 12,3% | 61,1% | 261 | 15,33% | 1,9 |
|
| 2552 |
2552
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$ 1,01 bi | +US$ 82,8 mi | +9% | 8,63% | 42,7% | 1.383 | 5,28% | 2,2 |
|
| 2553 |
2553
Gladstone Capital Management
London,
United Kingdom
| US$ 1,01 bi | +US$ 14,8 mi | +1% | 38,7% | 304% | 44 | 36,36% | 1,1 |
|
| 2554 |
2554
IAG Wealth Partners
Waukesha,
Wisconsin
| US$ 1,01 bi | +US$ 115 mi | +13% | 8,91% | 47,3% | 525 | 6,29% | 3,9 |
|
| 2555 |
2555
Redwood Investment Management
Scottsdale,
Arizona
| US$ 1,01 bi | +US$ 204 mi | +25% | 16,2% | 62,5% | 361 | 42,11% | 1,4 |
|
| 2556 |
2556
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$ 1,01 bi | +US$ 34,7 mi | +4% | 8,38% | 59,5% | 786 | 3,56% | 1,7 |
|
| 2557 |
2557
KR Capital LP
New York City,
New York
| US$ 1,01 bi | +US$ 510 mi | +102% | 41,4% | – | 103 | 75,73% | 0,1 |
|
| 2558 |
2558
Catalyst Financial Partners
Boston,
Massachusetts
| US$ 1,01 bi | +US$ 161 mi | +19% | 19,9% | 98,6% | 435 | 19,31% | 1,9 |
|
| 2559 |
2559
Grove Bank & Trust
Miami,
Florida
| US$ 1,01 bi | +US$ 124 mi | +14% | 14,2% | 80,5% | 931 | 12,89% | 3,4 |
|
| 2560 |
2560
Occidental Asset Management
Burlingame,
California
| US$ 1,01 bi | +US$ 163 mi | +19% | 17,7% | 82,5% | 347 | 23,63% | 3,3 |
|
| 2561 |
2561
Eagle Strategies
New York
| US$ 1,01 bi | +US$ 169 mi | +20% | 16,1% | 77,7% | 282 | 11,7% | 2,2 |
|
| 2562 |
2562
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$ 1 bi | +US$ 163 mi | +19% | 24,4% | 109% | 217 | 4,15% | 6 |
|
| 2563 |
2563
Mar Vista Investment Partners
Los Angeles,
California
| US$ 1 bi | +US$ 5,09 mi | +0,5% | 14,3% | 73,9% | 36 | 11,11% | 5,8 |
|
| 2564 |
BDWCC
2564
B&D White Capital Company
Lakeway,
Texas
| US$ 1 bi | +US$ 196 mi | +24% | 10,9% | 38,1% | 102 | 35,29% | 1,2 |
|
| 2565 |
2565
Sendero Wealth Management
San Antonio,
Texas
| US$ 1 bi | +US$ 100 mi | +11% | 13,7% | 99,2% | 222 | 13,51% | 2,1 |
|
| 2566 |
2566
BlueStem Wealth Partners
Minnetonka,
Minnesota
| US$ 1 bi | +US$ 104 mi | +12% | 12,1% | – | 143 | 24,48% | 1,1 |
|
| 2567 |
KL
2567
KIM LLC
Wichita,
Kansas
| US$ 1 bi | +US$ 27,4 mi | +3% | 26,9% | 49,7% | 69 | 4,35% | 0,9 |
|
| 2568 |
2568
Fulcrum Asset Management
London,
United Kingdom
| US$ 1 bi | +US$ 341 mi | +52% | 22,1% | – | 1.054 | 81,78% | 0,2 |
|
| 2569 |
2569
Advisory Research
Chicago,
Illinois
| US$ 1 bi | +US$ 189 mi | +23% | 24,2% | 144% | 139 | 3,6% | 3,9 |
|
| 2570 |
2570
Hohimer Wealth Management
Seattle,
Washington
| US$ 1 bi | +US$ 155 mi | +18% | 15,3% | 99,7% | 424 | 16,98% | 1,8 |
|
| 2571 |
2571
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$ 1 bi | +US$ 112 mi | +13% | 14,2% | 83,4% | 424 | 11,08% | 5,1 |
|
| 2572 |
2572
Liberty One Investment Management
Libertyville,
Illinois
| US$ 1 bi | +US$ 30,3 mi | +3% | 5,07% | 40,3% | 159 | 6,29% | 3,6 |
|
| 2573 |
2573
Ascent Wealth Partners
New Hartford,
New York
| US$ 1 bi | +US$ 140 mi | +16% | 20,5% | 94,4% | 204 | 9,8% | 4 |
|
| 2574 |
2574
Embree Financial Group
Chicago,
Illinois
| US$ 999 mi | +US$ 149 mi | +18% | 14,6% | – | 304 | 17,43% | 1,5 |
|
| 2575 |
2575
180 Wealth Advisors
Federal Way,
Washington
| US$ 997 mi | +US$ 118 mi | +13% | 22,1% | 136% | 515 | 12,62% | 3,8 |
|