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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
Philip James Wealth Mangement
Milton,
Georgia
| US$ 857 mi | +US$ 72,9 mi | +9% | 8,55% | 76% | 195 | 22,56% | 1 |
|
| 2552 |
2552
Triata Capital
Hong Kong
| US$ 857 mi | +US$ 344 mi | +67% | 29,1% | – | 16 | 12,5% | 0,6 |
|
| 2553 |
2553
Fiducient Advisors
Chicago,
Illinois
| US$ 856 mi | +US$ 38,8 mi | +5% | 5,75% | 52,3% | 172 | 19,77% | 1,9 |
|
| 2554 |
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 855 mi | +US$ 50,8 mi | +6% | 7,66% | 80,3% | 209 | 6,22% | 6,3 |
|
| 2555 |
2555
Grove Bank & Trust
Miami,
Florida
| US$ 855 mi | +US$ 53 mi | +7% | 7,55% | 80,5% | 896 | 12,39% | 3 |
|
| 2556 |
2556
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$ 855 mi | +US$ 69,8 mi | +9% | 7,21% | 67,5% | 249 | 12,85% | 2 |
|
| 2557 |
2557
Novem Group
Rochester,
New York
| US$ 854 mi | +US$ 60 mi | +8% | 6,38% | – | 452 | 17,7% | 0,6 |
|
| 2558 |
2558
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$ 853 mi | +US$ 93,1 mi | +12% | 6,53% | 84,5% | 514 | 17,7% | 3,1 |
|
| 2559 |
2559
Sendero Wealth Management
San Antonio,
Texas
| US$ 853 mi | +US$ 51,7 mi | +6% | 8,46% | 99,2% | 198 | 9,6% | 1,9 |
|
| 2560 |
2560
Criteria Caixa
Barcelona,
Spain
| US$ 853 mi | +US$ 91,1 mi | +12% | 13,6% | 35,5% | 22 | 27,27% | 2 |
|
| 2561 |
2561
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$ 853 mi | +US$ 61 mi | +8% | 9,77% | 81,4% | 85 | 8,24% | 2,9 |
|
| 2562 |
2562
Rivulet Capital
Summit,
New Jersey
| US$ 852 mi | -US$ 178 mi | -17% | 1,52% | 27,4% | 16 | 18,75% | 1,8 |
|
| 2563 |
2563
Slow Capital
Greenbrae,
California
| US$ 851 mi | +US$ 34,6 mi | +4% | 7,35% | 156% | 121 | 5,79% | 4,9 |
|
| 2564 |
2564
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$ 851 mi | -US$ 73 mi | -8% | 19% | 142% | 24 | 29,17% | 3,5 |
|
| 2565 |
2565
Mattern Capital Management
Lakewood,
Colorado
| US$ 851 mi | +US$ 18,2 mi | +2% | 2,4% | 31,5% | 174 | 3,45% | 3,5 |
|
| 2566 |
2566
Fort Point Capital Partners
San Francisco,
California
| US$ 849 mi | -US$ 538 mi | -39% | 6,08% | 62,2% | 326 | 37,42% | 4,2 |
|
| 2567 |
2567
Legacy Edge Advisors
Syosset,
New York
| US$ 849 mi | +US$ 100 mi | +13% | 5,43% | – | 216 | 14,35% | 1,3 |
|
| 2568 |
2568
Insight Wealth Strategies
San Ramon,
California
| US$ 849 mi | +US$ 57,1 mi | +7% | 6,82% | 83,5% | 187 | 17,11% | 2,6 |
|
| 2569 |
2569
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 849 mi | +US$ 58 mi | +7% | 5,63% | 51,1% | 599 | 6,51% | 4,2 |
|
| 2570 |
2570
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$ 848 mi | +US$ 65,7 mi | +8% | 5,72% | 52,3% | 16 | 0% | 3,3 |
|
| 2571 |
2571
Quadcap Wealth Management
Frisco,
Texas
| US$ 848 mi | +US$ 60,3 mi | +8% | 8,52% | – | 435 | 16,09% | 1,3 |
|
| 2572 |
2572
Private Wealth Asset Management
Cedar Rapids,
Iowa
| US$ 848 mi | +US$ 94 mi | +12% | 7,18% | – | 1.148 | 10,19% | 0,5 |
|
| 2573 |
2573
Cortland Associates
St Louis,
Missouri
| US$ 847 mi | -US$ 10,2 mi | -1% | 2,45% | 57,1% | 65 | 10,77% | 5,7 |
|
| 2574 |
RIA
2574
RPG Investment Advisory
Pleasanton,
California
| US$ 847 mi | +US$ 42,6 mi | +5% | 11,5% | 186% | 87 | 5,75% | 4,7 |
|
| 2575 |
2575
Great Waters Wealth Management
Shoreview,
Minnesota
| US$ 846 mi | +US$ 77,6 mi | +10% | 5,92% | 49% | 117 | 8,55% | 2,1 |
|