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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Moller Wealth Partners
| US$ 181 mi | +US$ 73,5 mi | +68% | 2,78% | 44,1% | 40 | 12,5% | 2 |
|
| 3002 |
KWMG
3002
King Wealth Management Group
Naples,
Florida
| US$ 181 mi | +US$ 18,6 mi | +11% | 6,79% | 86% | 115 | 18,26% | 1,6 |
|
| 3003 |
CPH
3003
C Partners Holding
Zurich,
Switzerland
| US$ 181 mi | -US$ 141 mil | -0,1% | 8,62% | 25,6% | 18 | 16,67% | 0,9 |
|
| 3004 |
3004
Kellner Capital
New York
| US$ 181 mi | -US$ 9,6 mi | -5% | 12% | 390% | 64 | 51,56% | 0,4 |
|
| 3005 |
3005
Zebra Capital Management
Stamford,
Connecticut
| US$ 180 mi | +US$ 18,2 mi | +11% | 2,31% | 142% | 273 | 32,97% | 1,1 |
|
| 3006 |
3006
Benin Management Corp
Wilton,
Connecticut
| US$ 180 mi | -US$ 4,1 mi | -2% | 5,08% | 91,7% | 102 | 9,8% | 2 |
|
| 3007 |
PAS
3007
Partnervest Advisory Services
Santa Barbara,
California
| US$ 180 mi | +US$ 4,51 mi | +3% | 3,35% | 45,1% | 202 | 31,68% | 1,4 |
|
| 3008 |
3008
Talara Capital Management
Montclair,
New Jersey
| US$ 180 mi | +US$ 18,7 mi | +12% | 4,49% | 17,4% | 22 | 22,73% | 0,9 |
|
| 3009 |
3009
Sound Point Capital Management
New York
| US$ 180 mi | – | – | 2,32% | 61,5% | 22 | – | 0 |
|
| 3010 |
3010
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 180 mi | +US$ 6,91 mi | +4% | 6,27% | 101% | 104 | 11,54% | 2 |
|
| 3011 |
OCM
3011
Oskie Capital Management
New York
| US$ 180 mi | +US$ 4,8 mi | +3% | 1,21% | 69,3% | 23 | 34,78% | 0,7 |
|
| 3012 |
3012
Omega Fund Management
Boston,
Massachusetts
| US$ 180 mi | +US$ 2,07 mi | +1% | 5,86% | 106% | 10 | 0% | 0,7 |
|
| 3013 |
3013
TCI Wealth Advisors
Tucson,
Arizona
| US$ 180 mi | +US$ 13,6 mi | +8% | 6,84% | 65% | 1.147 | 17,79% | 1,6 |
|
| 3014 |
RDM
3014
Retirement Design & Management
Westport,
Connecticut
| US$ 179 mi | +US$ 82,6 mi | +85% | 6,34% | – | 80 | 26,25% | 0,7 |
|
| 3015 |
3015
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 179 mi | – | – | 6,2% | 88,1% | 59 | – | 0 |
|
| 3016 |
3016
Ascent Wealth Partners
New Hartford,
New York
| US$ 179 mi | +US$ 11,7 mi | +7% | 6,15% | 105% | 117 | 20,51% | 1,5 |
|
| 3017 |
AIA
3017
Allegis Investment Advisors
Idaho Falls,
Idaho
| US$ 179 mi | – | – | 3,6% | – | 1.164 | – | 0 |
|
| 3018 |
3018
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 179 mi | +US$ 9,48 mi | +6% | 4,63% | 70,6% | 202 | 10,89% | 1,8 |
|
| 3019 |
3019
Strategic Investment Management
Arlington,
Virginia
| US$ 178 mi | -US$ 80,4 mi | -31% | 2,34% | 53,4% | 144 | 54,86% | 0,5 |
|
| 3020 |
SAM
3020
Shamrock Asset Management
Dallas,
Texas
| US$ 178 mi | -US$ 10,8 mi | -6% | 3,85% | 31% | 292 | 19,86% | 1,3 |
|
| 3021 |
KRC
3021
Kingdom Ridge Capital
White Plains,
New York
| US$ 178 mi | +US$ 7,04 mi | +4% | 9,75% | 51,6% | 23 | 65,22% | 0,6 |
|
| 3022 |
LGC
3022
Laurel Grove Capital
Los Angeles,
California
| US$ 178 mi | +US$ 3,26 mi | +2% | 5,01% | 59,2% | 106 | 14,15% | 1,9 |
|
| 3023 |
SIG
3023
Schaller Investment Group
Winston Salem,
North Carolina
| US$ 178 mi | +US$ 31,8 mi | +22% | 3,25% | 21,9% | 42 | 9,52% | 2,1 |
|
| 3024 |
3024
Pacifica Capital Investments
Leander,
Texas
| US$ 178 mi | +US$ 10,8 mi | +6% | 0,58% | 70,4% | 17 | 5,88% | 1,9 |
|
| 3025 |
PWAP
3025
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| US$ 178 mi | -US$ 22,1 mi | -11% | 6,75% | 58,5% | 132 | 18,18% | 2 |
|