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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Dillon & Associates
Jackson,
Michigan
| US$ 243 mi | +US$ 7,78 mi | +3% | 4,32% | 98,2% | 75 | 8% | 3,1 |
|
| 2877 |
2877
Clarius Group LLC
Seattle,
Washington
| US$ 243 mi | +US$ 512 mil | +0,2% | 3,91% | 92,1% | 99 | 12,12% | 1,2 |
|
| 2878 |
2878
Argent Trust Co
Nashville,
Tennessee
| US$ 242 mi | +US$ 340 mil | +0,1% | 3,54% | 86,2% | 273 | 15,02% | 1,8 |
|
| 2879 |
RCM
2879
Ratan Capital Management
Miami Beach,
Florida
| US$ 242 mi | +US$ 33,4 mi | +16% | 7,55% | 616% | 34 | 50% | 0,4 |
|
| 2880 |
2880
Independent Portfolio Consultants
Boca Raton,
Florida
| US$ 241 mi | -US$ 48,6 mi | -17% | 3,51% | 32,4% | 876 | 19,06% | 1,9 |
|
| 2881 |
2881
Proficio Capital Partners
Newton,
Massachusetts
| US$ 241 mi | +US$ 12 mi | +5% | 2,5% | 97% | 1.401 | 8,49% | 1,1 |
|
| 2882 |
2882
Avidian Wealth Enterprises
Houston,
Texas
| US$ 241 mi | -US$ 20,4 mi | -8% | 1,92% | 71,7% | 104 | 33,65% | 1,1 |
|
| 2883 |
2883
American Assets Capital Advisers
San Diego,
California
| US$ 240 mi | +US$ 65,7 mi | +38% | 3,34% | 73,5% | 35 | 25,71% | 1,7 |
|
| 2884 |
2884
Marquette Asset Management
Minneapolis,
Minnesota
| US$ 240 mi | -US$ 5,62 mi | -2% | 2,91% | 69,6% | 92 | 9,78% | 2,7 |
|
| 2885 |
2885
Mosaic Family Wealth
St. Louis,
Missouri
| US$ 240 mi | +US$ 8,6 mi | +4% | 1,88% | 85,2% | 768 | 10,16% | 1,3 |
|
| 2886 |
2886
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| US$ 240 mi | +US$ 5,92 mi | +3% | 2,67% | – | 5 | 20% | 2,3 |
|
| 2887 |
DMK
2887
David M. Knott
| US$ 240 mi | +US$ 31,8 mi | +15% | 7,42% | 81% | 94 | 20,21% | 2 |
|
| 2888 |
2888
American National Registered Investment Advisor
Galveston,
Texas
| US$ 239 mi | +US$ 4,02 mi | +2% | 2,48% | 95,8% | 250 | 0,8% | 3,1 |
|
| 2889 |
OM
2889
Opaleye Management
Boston,
Massachusetts
| US$ 239 mi | +US$ 38,5 mi | +19% | 23,8% | 748% | 53 | 39,62% | 0,9 |
|
| 2890 |
2890
Clean Yield Group
Norwich,
Vermont
| US$ 239 mi | +US$ 1,68 mi | +0,7% | 3,77% | 65% | 303 | 58,75% | 2,9 |
|
| 2891 |
2891
Ackerman Capital Advisors
Dallas,
Texas
| US$ 239 mi | – | – | 2,44% | 40,4% | 88 | – | 0 |
|
| 2892 |
2892
Gemmer Asset Management
Walnut Creek,
California
| US$ 239 mi | +US$ 14,7 mi | +7% | 1,87% | 96,8% | 1.312 | 7,39% | 2,6 |
|
| 2893 |
2893
NorthRock Partners
Minneapolis,
Minnesota
| US$ 239 mi | +US$ 6,72 mi | +3% | 1,23% | 62,8% | 54 | 22,22% | 1,2 |
|
| 2894 |
2894
Ritholtz Wealth Management
New York
| US$ 238 mi | – | – | 2,99% | 93% | 69 | – | 0,4 |
|
| 2895 |
PL
2895
Polianta Ltd
St Helier,
Jersey
| US$ 238 mi | +US$ 71,7 mi | +43% | 2,99% | 31,6% | 108 | 70,37% | 0,2 |
|
| 2896 |
WIP
2896
Wellesley Investment Partners
Wellesley,
Massachusetts
| US$ 238 mi | +US$ 11,4 mi | +5% | 2,12% | 22,7% | 123 | 12,2% | 1,1 |
|
| 2897 |
2897
United Bank (West Virginia)
Parkersburg,
West Virginia
| US$ 238 mi | +US$ 8,21 mi | +4% | 0,5% | 22,5% | 109 | 4,59% | 3 |
|
| 2898 |
2898
Univest Financial
Souderton,
Pennsylvania
| US$ 238 mi | +US$ 9,08 mi | +4% | 4,92% | 82,6% | 96 | 8,33% | 2,9 |
|
| 2899 |
2899
Moller Wealth Partners
| US$ 238 mi | +US$ 8,93 mi | +4% | 2,59% | 44,1% | 49 | 12,24% | 2,9 |
|
| 2900 |
2900
Pathstone Family Office
Englewood,
New Jersey
| US$ 237 mi | +US$ 55,9 mi | +31% | 3,46% | 38,9% | 729 | 57,48% | 0,5 |
|