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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Jamison Private Wealth Management
Milton,
Georgia
| US$ 484 mi | – | – | 3,08% | 130% | 395 | – | 0 |
|
| 2802 |
2802
Disciplina Capital Management
Nashville,
Tennessee
| US$ 484 mi | -US$ 85,9 mi | -15% | 4,12% | 30% | 57 | 1,75% | 2,5 |
|
| 2803 |
2803
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 484 mi | -US$ 47 mi | -9% | 3,49% | 97,3% | 502 | 14,54% | 3,6 |
|
| 2804 |
2804
Tarbox Family Office
Newport Beach,
California
| US$ 483 mi | -US$ 31,5 mi | -6% | 4,12% | 66,4% | 106 | 12,26% | 6,6 |
|
| 2805 |
2805
Jackson Thornton Wealth Management
Montgomery,
Alabama
| US$ 483 mi | -US$ 14,5 mi | -3% | 2,31% | 64,4% | 46 | 15,22% | 1 |
|
| 2806 |
2806
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$ 482 mi | +US$ 20,1 mi | +4% | 3,12% | 53,4% | 88 | 19,32% | 1,1 |
|
| 2807 |
2807
Dividend Assets Capital
Ridgeland,
South Carolina
| US$ 482 mi | -US$ 4,05 mi | -0,8% | 0,88% | 67,4% | 541 | 12,94% | 3,6 |
|
| 2808 |
2808
Per Stirling Capital Management
Austin,
Texas
| US$ 482 mi | -US$ 9,6 mi | -2% | 3,02% | 63,1% | 208 | 12,98% | 0,6 |
|
| 2809 |
2809
Tortoise Index Solutions
Overland Park,
Kansas
| US$ 481 mi | -US$ 8,74 mi | -2% | 0,63% | 52,2% | 67 | 5,97% | 5,3 |
|
| 2810 |
2810
Mengis Capital Management
Portland,
Oregon
| US$ 481 mi | -US$ 20 mi | -4% | 2,87% | 104% | 170 | 5,29% | 5,3 |
|
| 2811 |
2811
World Equity Group
Schaumburg,
Illinois
| US$ 481 mi | +US$ 142 mi | +42% | 3,37% | 117% | 386 | 31,35% | 0,8 |
|
| 2812 |
2812
Meridian Wealth Partners
Exton,
Pennsylvania
| US$ 480 mi | -US$ 6,78 mi | -1% | 3,29% | 54,2% | 101 | 12,87% | 2,4 |
|
| 2813 |
2813
Johnson Bixby & Associates
Vancouver,
Washington
| US$ 480 mi | -US$ 2,54 mi | -0,5% | 3,59% | 48,7% | 103 | 16,5% | 2 |
|
| 2814 |
2814
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$ 480 mi | -US$ 15,4 mi | -3% | 4,28% | 55,8% | 117 | 7,69% | 4,8 |
|
| 2815 |
2815
Capital Planning Advisors
Roseville,
California
| US$ 479 mi | -US$ 14 mi | -3% | 2,25% | 64,2% | 131 | 9,92% | 4,1 |
|
| 2816 |
2816
Goldstein Advisors
Madison,
Wisconsin
| US$ 479 mi | +US$ 1,64 mi | +0,3% | 3,2% | 62,6% | 177 | 9,04% | 0,7 |
|
| 2817 |
2817
HBW Advisory Services
Simi Valley,
California
| US$ 479 mi | +US$ 18 mi | +4% | 3,45% | 68,6% | 345 | 31,3% | 1,6 |
|
| 2818 |
2818
Strid Group
Newtown Square,
Pennsylvania
| US$ 478 mi | -US$ 8,15 mi | -2% | 2,87% | 55,2% | 48 | 6,25% | 3,2 |
|
| 2819 |
2819
TFO Wealth Partners
Maumee,
Ohio
| US$ 478 mi | +US$ 4,34 mi | +0,9% | 4,3% | 63,6% | 1.110 | 25,68% | 0,7 |
|
| 2820 |
2820
Alibaba Group
Causeway Bay,
Hong Kong
| US$ 478 mi | -US$ 28,1 mi | -6% | 0,34% | 2,06% | 9 | 0% | 3,8 |
|
| 2821 |
2821
Amarillo National Bank
Amarillo,
Texas
| US$ 478 mi | -US$ 37,8 mi | -7% | 3,79% | 63,5% | 102 | 11,76% | 5,5 |
|
| 2822 |
KPF
2822
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 477 mi | +US$ 40,2 mi | +9% | 0,62% | 76,5% | 320 | 58,44% | 0,5 |
|
| 2823 |
2823
Blue Edge Capital
Richmond,
Virginia
| US$ 477 mi | -US$ 19,3 mi | -4% | 3,18% | 67,4% | 103 | 6,8% | 5,4 |
|
| 2824 |
2824
Advantage Alpha Capital Partners
San Francisco,
California
| US$ 476 mi | -US$ 24,1 mi | -5% | 3,46% | 79,2% | 97 | 14,43% | 1,9 |
|
| 2825 |
MWM
2825
Madison Wealth Management
Cincinnati,
Ohio
| US$ 476 mi | -US$ 18,5 mi | -4% | 2,56% | 35,1% | 158 | 8,86% | 2,7 |
|