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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
Evolution Wealth Advisors
Aventura,
Florida
| US$ 556 mi | +US$ 43,2 mi | +8% | 4,96% | 96% | 149 | 18,79% | 2,4 |
|
| 3002 |
3002
Mirador Capital Partners
Pleasanton,
California
| US$ 556 mi | +US$ 24,1 mi | +5% | 4,96% | 120% | 202 | 10,89% | 3,7 |
|
| 3003 |
3003
Private Capital Management (Colorado)
Denver,
Colorado
| US$ 555 mi | +US$ 51,7 mi | +10% | 6,6% | 20% | 305 | 26,23% | 2 |
|
| 3004 |
3004
Physician Wealth Advisors
Midvale,
Utah
| US$ 554 mi | +US$ 11,5 mi | +2% | 6,01% | 79,9% | 189 | 6,88% | 3,1 |
|
| 3005 |
3005
Leelyn Smith
Geneva,
Illinois
| US$ 554 mi | +US$ 36,7 mi | +7% | 6,6% | 86% | 133 | 15,04% | 3,2 |
|
| 3006 |
3006
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 554 mi | -US$ 120 mi | -18% | 6,42% | 87,2% | 1.183 | 39,31% | 5,7 |
|
| 3007 |
GWI
3007
Grace & White Inc
Ny,
New York
| US$ 554 mi | +US$ 21,2 mi | +4% | 5,4% | 59,6% | 138 | 5,8% | 6,8 |
|
| 3008 |
3008
Eagle Strategies
New York
| US$ 554 mi | +US$ 30,8 mi | +6% | 5,75% | 77,7% | 221 | 10,86% | 1,2 |
|
| 3009 |
3009
Pacific Global Investment Management
Glendale,
California
| US$ 554 mi | +US$ 27,2 mi | +5% | 7,17% | 48% | 214 | 7,94% | 6,3 |
|
| 3010 |
AMCA
3010
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 554 mi | +US$ 8,16 mi | +1% | 6,44% | 129% | 146 | 8,22% | 4,5 |
|
| 3011 |
3011
Crane Advisory
Fullerton,
California
| US$ 553 mi | +US$ 34,6 mi | +7% | 4,51% | 38,2% | 44 | 9,09% | 1,2 |
|
| 3012 |
MAA
3012
Mraz Amerine & Associates
Modesto,
California
| US$ 553 mi | +US$ 66,2 mi | +14% | 7,82% | 63,2% | 179 | 12,85% | 5,4 |
|
| 3013 |
3013
James J. Burns & Company
Melville,
New York
| US$ 553 mi | +US$ 44,4 mi | +9% | 6,71% | 70,2% | 143 | 11,19% | 1,1 |
|
| 3014 |
3014
Bordeaux Wealth Advisors
Menlo Park,
California
| US$ 553 mi | +US$ 28,3 mi | +5% | 2,97% | 141% | 163 | 15,34% | 1,6 |
|
| 3015 |
3015
Human Investing
Lake Oswego,
Oregon
| US$ 553 mi | +US$ 38,4 mi | +7% | 6,21% | 56,9% | 104 | 15,38% | 3 |
|
| 3016 |
3016
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$ 552 mi | +US$ 34,4 mi | +7% | 7,47% | 113% | 161 | 24,84% | 3,6 |
|
| 3017 |
KAS
3017
Kemnay Advisory Services
New York
| US$ 552 mi | +US$ 71,2 mi | +15% | 21% | 167% | 26 | 11,54% | 3,8 |
|
| 3018 |
3018
Advocate Group
Minnetonka,
Minnesota
| US$ 552 mi | +US$ 54,9 mi | +11% | 9,59% | 56,3% | 125 | 8,8% | 1,9 |
|
| 3019 |
3019
Blueprint Investment Partners
Greensboro,
North Carolina
| US$ 551 mi | +US$ 89,4 mi | +19% | 5,02% | 91,9% | 175 | 35,43% | 1,3 |
|
| 3020 |
3020
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$ 551 mi | +US$ 33,1 mi | +6% | 6,62% | 24,6% | 1.109 | 11,36% | 2,8 |
|
| 3021 |
3021
Wedgewood Partners
St Louis,
Missouri
| US$ 551 mi | +US$ 60,8 mi | +12% | 7,21% | 78,1% | 19 | 0% | 5,6 |
|
| 3022 |
3022
Wealthstream Advisors
New York
| US$ 550 mi | +US$ 277 mi | +101% | 7,21% | 88,2% | 166 | 13,25% | 1,5 |
|
| 3023 |
3023
Elk River Wealth Management
Denver,
Colorado
| US$ 550 mi | +US$ 38,7 mi | +8% | 6,32% | 81,8% | 98 | 6,12% | 2,9 |
|
| 3024 |
3024
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 550 mi | +US$ 36,7 mi | +7% | 14,3% | 312% | 218 | 22,94% | 1,3 |
|
| 3025 |
3025
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| US$ 549 mi | -US$ 14,9 mi | -3% | 8,56% | 94,6% | 1.071 | 70,68% | 0,3 |
|