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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Legacy Financial Advisors
Covington,
Kentucky
| US$ 402 mi | -US$ 42,2 mi | -10% | 11,9% | 86,3% | 263 | 25,1% | 1,5 |
|
| 2977 |
AMCA
2977
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 402 mi | -US$ 72,5 mi | -15% | 17,3% | 110% | 143 | 11,19% | 4 |
|
| 2978 |
2978
RMR Wealth Builders
Montclair,
New Jersey
| US$ 401 mi | -US$ 64,9 mi | -14% | 14,1% | 91,7% | 225 | 22,67% | 1,1 |
|
| 2979 |
2979
Honeycomb Asset Management
New York
| US$ 401 mi | -US$ 378 mi | -49% | 25,1% | 49% | 55 | 81,82% | 0,2 |
|
| 2980 |
2980
MBL Wealth
Charlotte,
North Carolina
| US$ 401 mi | -US$ 8,75 mi | -2% | 10,8% | 52,7% | 182 | 25,27% | 0,7 |
|
| 2981 |
2981
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 401 mi | -US$ 79,9 mi | -17% | 16,4% | 174% | 212 | 8,49% | 4,4 |
|
| 2982 |
2982
Cheviot Value Management
Beverly Hills,
California
| US$ 401 mi | -US$ 71,6 mi | -15% | 13,6% | 77,8% | 80 | 13,75% | 3,9 |
|
| 2983 |
2983
SC XII Management
Menlo Park,
California
| US$ 401 mi | -US$ 1,04 bi | -72% | 62,9% | 73,4% | 1 | 0% | 1,8 |
|
| 2984 |
2984
Biltmore Family Office
Charlotte,
North Carolina
| US$ 400 mi | -US$ 66,8 mi | -14% | 16,5% | 78,1% | 218 | 7,34% | 2,8 |
|
| 2985 |
2985
Cable Hill Partners
Portland,
Oregon
| US$ 400 mi | +US$ 248 mi | +163% | 13,1% | 20,3% | 177 | 42,94% | 2,6 |
|
| 2986 |
2986
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$ 400 mi | -US$ 59,8 mi | -13% | 12,6% | 48,8% | 364 | 13,19% | 5 |
|
| 2987 |
2987
Lathrop Investment Management
Little Rock,
Arkansas
| US$ 400 mi | -US$ 73,7 mi | -16% | 14,8% | 72,2% | 73 | 2,74% | 5,5 |
|
| 2988 |
2988
FinTrust Capital Advisors
Greenville,
South Carolina
| US$ 400 mi | -US$ 35,7 mi | -8% | 12,6% | 23,6% | 1.354 | 16,77% | 2,3 |
|
| 2989 |
IIA
2989
IPG Investment Advisors
San Diego,
California
| US$ 400 mi | -US$ 123 mi | -24% | 20,3% | 106% | 198 | 32,32% | 1,6 |
|
| 2990 |
2990
Sugarloaf Wealth Management
Duluth,
Georgia
| US$ 399 mi | -US$ 22,8 mi | -5% | 11,2% | 10,2% | 855 | 16,84% | 1,9 |
|
| 2991 |
2991
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$ 399 mi | -US$ 20,1 mi | -5% | 11,5% | – | 146 | 23,29% | 1,2 |
|
| 2992 |
2992
Mudrick Capital Management
New York
| US$ 399 mi | -US$ 290 mi | -42% | 18,7% | 212% | 12 | 0% | 1,4 |
|
| 2993 |
2993
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$ 399 mi | -US$ 63,3 mi | -14% | 14% | 76,7% | 166 | 13,86% | 2 |
|
| 2994 |
RL
2994
RPO LLC
Stamford,
Connecticut
| US$ 399 mi | +US$ 90,4 mi | +29% | 1,14% | 66,2% | 194 | 38,66% | 0,3 |
|
| 2995 |
2995
Steadview Capital Management
London,
United Kingdom
| US$ 399 mi | -US$ 307 mi | -43% | 39,8% | 930% | 15 | 13,33% | 1,1 |
|
| 2996 |
2996
World Equity Group
Schaumburg,
Illinois
| US$ 398 mi | -US$ 65,8 mi | -14% | 12,8% | 117% | 411 | 32,36% | 0,2 |
|
| 2997 |
AO
2997
Allen Operations
New York
| US$ 398 mi | -US$ 170 mi | -30% | 24,3% | 218% | 43 | 4,65% | 3,1 |
|
| 2998 |
2998
Aaron Wealth Advisors
Chicago,
Illinois
| US$ 398 mi | -US$ 35,7 mi | -8% | 14,8% | 108% | 936 | 80,34% | 1 |
|
| 2999 |
2999
Archford Capital Strategies
Swansea,
Illinois
| US$ 398 mi | -US$ 51 mi | -11% | 12,6% | 87,4% | 297 | 17,51% | 3,7 |
|
| 3000 |
3000
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$ 398 mi | -US$ 90,2 mi | -18% | 17,2% | 26,4% | 2 | 0% | 1,6 |
|