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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Lifeworks Advisors
Grand Rapids,
Michigan
| US$ 671 mi | +US$ 68,9 mi | +11% | 7,57% | 80,4% | 334 | 14,37% | 1,6 |
|
| 2852 |
2852
Glenorchy Capital
Boorolite,
Australia
| US$ 671 mi | +US$ 508 mi | +312% | 11,8% | – | 66 | 4,55% | 1,3 |
|
| 2853 |
2853
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 670 mi | +US$ 53,3 mi | +9% | 7,36% | 65% | 194 | 4,64% | 3,7 |
|
| 2854 |
2854
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 670 mi | +US$ 53,3 mi | +9% | 9,03% | 57,8% | 212 | 5,19% | 5,5 |
|
| 2855 |
ECM
2855
EagleClaw Capital Management
Boston,
Massachusetts
| US$ 670 mi | +US$ 33,6 mi | +5% | 9,05% | 104% | 150 | 8% | 6,6 |
|
| 2856 |
2856
Geometric Wealth Advisors
Washington,
District of Columbia
| US$ 669 mi | +US$ 84,2 mi | +14% | 10,3% | 62,1% | 76 | 10,53% | 1,9 |
|
| 2857 |
2857
Nexus Investment Management
Toronto,
Ontario, Canada
| US$ 669 mi | -US$ 214 mi | -24% | 10,5% | 77,5% | 82 | 10,98% | 4,2 |
|
| 2858 |
2858
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 669 mi | +US$ 117 mi | +21% | 8,54% | 55% | 154 | 13,64% | 3,8 |
|
| 2859 |
LWANC
2859
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 669 mi | +US$ 30,2 mi | +5% | 7,08% | 63,3% | 698 | 73,21% | 5,6 |
|
| 2860 |
2860
High Probability Advisors
Pittsford,
New York
| US$ 669 mi | +US$ 69,1 mi | +12% | 7,77% | 52,6% | 61 | 11,48% | 2,9 |
|
| 2861 |
2861
Family Management
New York
| US$ 668 mi | +US$ 56,6 mi | +9% | 10,5% | 69% | 255 | 23,53% | 2,3 |
|
| 2862 |
2862
Daido Life Insurance Company
Osaka,
Japan
| US$ 668 mi | -US$ 69,2 mi | -9% | 10,4% | 68,7% | 6 | 0% | 5,1 |
|
| 2863 |
2863
Freemont Management
Vaud,
Switzerland
| US$ 667 mi | +US$ 363 mi | +119% | 25,4% | 113% | 113 | 32,74% | 1,7 |
|
| 2864 |
VCM
2864
Vivaldi Capital Management
Chicago,
Illinois
| US$ 666 mi | +US$ 45,2 mi | +7% | 9,12% | 69,2% | 309 | 12,62% | 3,2 |
|
| 2865 |
2865
Evelyn Partners Investment Management Services
London,
| US$ 666 mi | +US$ 56,4 mi | +9% | 11,5% | – | 282 | 10,28% | 0,5 |
|
| 2866 |
2866
Tarbox Family Office
Newport Beach,
California
| US$ 665 mi | +US$ 63,3 mi | +11% | 8,78% | 66,4% | 117 | 9,4% | 6,9 |
|
| 2867 |
2867
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$ 665 mi | +US$ 211 mi | +47% | 8,89% | 64,7% | 204 | 41,67% | 1,1 |
|
| 2868 |
2868
Arvest Investments
Lowell,
Arkansas
| US$ 664 mi | +US$ 30,3 mi | +5% | 5,79% | 50% | 185 | 17,84% | 1,1 |
|
| 2869 |
2869
Embree Financial Group
Chicago,
Illinois
| US$ 664 mi | +US$ 67,2 mi | +11% | 10,2% | 87,6% | 224 | 13,39% | 1,2 |
|
| 2870 |
2870
Beryl Capital Management
Redondo Beach,
California
| US$ 664 mi | +US$ 396 mi | +148% | 54,3% | 3.932% | 39 | 94,87% | 0 |
|
| 2871 |
2871
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$ 663 mi | +US$ 364 mi | +122% | 7,6% | – | 4 | 50% | 0,1 |
|
| 2872 |
2872
Intelligence Driven Advisers
Carlsbad,
California
| US$ 663 mi | +US$ 144 mi | +28% | 8% | 65,6% | 126 | 24,6% | 2 |
|
| 2873 |
2873
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$ 662 mi | +US$ 141 mi | +27% | 52,9% | 484% | 13 | 15,38% | 2,7 |
|
| 2874 |
2874
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$ 662 mi | +US$ 52,9 mi | +9% | 7,04% | 61,6% | 200 | 10% | 1,7 |
|
| 2875 |
2875
Financial Advisors Network
Tustin,
California
| US$ 662 mi | +US$ 59,4 mi | +10% | 7,45% | – | 197 | 10,15% | 3,4 |
|