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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
One Wealth Advisors
San Francisco,
California
| US$ 475 mi | +US$ 41,8 mi | +10% | 6,05% | 66% | 221 | 15,84% | 1,5 |
|
| 2902 |
DCM
2902
Divisar Capital Management
San Francisco,
California
| US$ 474 mi | +US$ 40,2 mi | +9% | 6,32% | 194% | 35 | 11,43% | 2,7 |
|
| 2903 |
2903
TFO Wealth Partners
Maumee,
Ohio
| US$ 474 mi | +US$ 18,2 mi | +4% | 4,22% | 63,6% | 840 | 3,93% | 0,7 |
|
| 2904 |
2904
Front Street Capital Management
Missoula,
Montana
| US$ 473 mi | +US$ 10 mi | +2% | 7,88% | 316% | 72 | 13,89% | 4,7 |
|
| 2905 |
2905
Biltmore Family Office
Charlotte,
North Carolina
| US$ 473 mi | -US$ 1,69 mi | -0,4% | 11,3% | 78,1% | 275 | 19,27% | 3,3 |
|
| 2906 |
2906
SC XII Management
Menlo Park,
California
| US$ 473 mi | +US$ 119 mi | +34% | 33,8% | 73,4% | 1 | 0% | 2,8 |
|
| 2907 |
2907
Aviance Capital Partners
Naples,
Florida
| US$ 472 mi | +US$ 22,7 mi | +5% | 7,26% | 98,2% | 281 | 13,17% | 4,6 |
|
| 2908 |
2908
Gateway Advisory
Westfield,
New Jersey
| US$ 472 mi | +US$ 22,9 mi | +5% | 1,94% | 26% | 114 | 25,44% | 1,6 |
|
| 2909 |
2909
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$ 472 mi | +US$ 43,1 mi | +10% | 6,35% | 64,5% | 266 | 4,89% | 1,2 |
|
| 2910 |
AA
2910
Ancient Art
Austin,
Texas
| US$ 472 mi | +US$ 13,3 mi | +3% | 5,64% | 168% | 20 | 25% | 2,2 |
|
| 2911 |
AMG
2911
Asset Management Group
Stamford,
Connecticut
| US$ 471 mi | +US$ 22,6 mi | +5% | 5,14% | 57% | 127 | 4,72% | 6,9 |
|
| 2912 |
HA
2912
Harbor Advisors
West Palm Beach,
Florida
| US$ 471 mi | +US$ 43,1 mi | +10% | 10,1% | 125% | 161 | 11,18% | 4,4 |
|
| 2913 |
2913
Well Done LLC
Holland,
Michigan
| US$ 470 mi | +US$ 8,06 mi | +2% | 5,58% | 80,4% | 183 | 11,48% | 3,6 |
|
| 2914 |
2914
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$ 470 mi | +US$ 44,7 mi | +11% | 5,78% | 69,7% | 276 | 31,16% | 0,4 |
|
| 2915 |
2915
WNY Asset Management
Williamsville,
New York
| US$ 470 mi | +US$ 49,5 mi | +12% | 2,99% | – | 206 | 14,08% | 1,6 |
|
| 2916 |
2916
Columbia Asset Management
Ann Arbor,
Michigan
| US$ 470 mi | +US$ 25,4 mi | +6% | 6,6% | 94,1% | 176 | 12,5% | 5,7 |
|
| 2917 |
2917
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$ 470 mi | +US$ 208 mi | +79% | 7,44% | 88,9% | 103 | 68,93% | 0,4 |
|
| 2918 |
2918
Trium Capital
London,
United Kingdom
| US$ 470 mi | +US$ 181 mi | +63% | 7% | 215% | 109 | 45,87% | 0,3 |
|
| 2919 |
2919
Kavar Capital Partners Group
Leawood,
Kansas
| US$ 469 mi | +US$ 6,02 mi | +1% | 5,52% | 77,2% | 167 | 15,57% | 4,6 |
|
| 2920 |
2920
Hunter Perkins Capital Management
Lombard,
Illinois
| US$ 469 mi | +US$ 44,7 mi | +11% | 2,32% | 58% | 130 | 17,69% | 1,3 |
|
| 2921 |
2921
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 469 mi | +US$ 16,5 mi | +4% | 4,5% | 55,7% | 129 | 2,33% | 7,8 |
|
| 2922 |
EVM
2922
Evelyn V. Moreno
| US$ 468 mi | +US$ 27,1 mi | +6% | 9,6% | 39,4% | 130 | 10,77% | 3,4 |
|
| 2923 |
2923
Sagefield Capital
Dallas,
Texas
| US$ 468 mi | +US$ 36 mi | +8% | 3,87% | 115% | 115 | 38,26% | 0,9 |
|
| 2924 |
T
2924
TCWP
Beachwood,
Ohio
| US$ 468 mi | -US$ 59 mi | -11% | 4,21% | – | 264 | 39,77% | 1,1 |
|
| 2925 |
CM
2925
Capital Management
Glen Allen,
Virginia
| US$ 467 mi | +US$ 32 mi | +7% | 3,82% | 52,5% | 75 | 14,67% | 3,8 |
|