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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
American Money Management
Rancho Santa Fe,
California
| US$ 700 mi | +US$ 68,2 mi | +11% | 12,5% | 65% | 184 | 14,13% | 4,7 |
|
| 3202 |
3202
BWCP LP
Dallas,
Texas
| US$ 700 mi | +US$ 44,5 mi | +7% | 28,4% | 198% | 33 | 45,45% | 0,7 |
|
| 3203 |
3203
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$ 700 mi | +US$ 84,1 mi | +14% | 11,6% | 47,8% | 82 | 13,41% | 3,3 |
|
| 3204 |
3204
Larch Capital Partners
Miami,
Florida
| US$ 700 mi | +US$ 9,5 mi | +1% | 2,67% | – | 64 | 26,56% | 0,3 |
|
| 3205 |
3205
Probity Advisors
Dallas,
Texas
| US$ 699 mi | +US$ 68 mi | +11% | 14,3% | 55,8% | 238 | 5,88% | 5,5 |
|
| 3206 |
3206
Fiducient Advisors
Chicago,
Illinois
| US$ 698 mi | -US$ 66,6 mi | -9% | 10,3% | 52,3% | 163 | 20,86% | 2,3 |
|
| 3207 |
3207
Tarbox Family Office
Newport Beach,
California
| US$ 698 mi | +US$ 82,4 mi | +13% | 13,2% | 60,5% | 99 | 7,07% | 8,4 |
|
| 3208 |
3208
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 698 mi | +US$ 84,9 mi | +14% | 15,5% | 104% | 908 | 17,18% | 3,3 |
|
| 3209 |
3209
DV Equities
Chicago,
Illinois
| US$ 698 mi | – | – | 26,8% | – | 107 | – | 0,2 |
|
| 3210 |
SVCM
3210
Saturn V Capital Management
Austin,
Texas
| US$ 697 mi | +US$ 145 mi | +26% | 24,6% | 1.083% | 24 | 16,67% | 0,8 |
|
| 3211 |
MAA
3211
Mraz Amerine & Associates
Modesto,
California
| US$ 697 mi | +US$ 18,9 mi | +3% | 3,89% | 69,8% | 210 | 14,76% | 5 |
|
| 3212 |
3212
Financial Management Network
Mission Viejo,
California
| US$ 697 mi | +US$ 43,9 mi | +7% | 10,8% | 62,5% | 215 | 13,02% | 2,8 |
|
| 3213 |
3213
Crane Advisory
Fullerton,
California
| US$ 697 mi | +US$ 28,5 mi | +4% | 8,38% | 38,2% | 56 | 8,93% | 2,3 |
|
| 3214 |
3214
Brickley Wealth Management
San Mateo,
California
| US$ 696 mi | +US$ 113 mi | +19% | 13% | 62,6% | 69 | 14,49% | 3,7 |
|
| 3215 |
IIA
3215
IPG Investment Advisors
San Diego,
California
| US$ 696 mi | +US$ 114 mi | +20% | 27,7% | 106% | 308 | 34,42% | 1,9 |
|
| 3216 |
3216
Affiance Financial
St. Louis Park,
Minnesota
| US$ 695 mi | +US$ 78,3 mi | +13% | 11,3% | 57,8% | 114 | 9,65% | 5,7 |
|
| 3217 |
3217
Cornerstone Management
Duluth,
Georgia
| US$ 695 mi | +US$ 67,5 mi | +11% | 9,32% | 43,6% | 68 | 5,88% | 5,3 |
|
| 3218 |
3218
Deltroit Asset Management (UK)
London,
| US$ 695 mi | +US$ 72,1 mi | +12% | 23,4% | – | 46 | 34,78% | 0,4 |
|
| 3219 |
3219
Aspen Grove Capital
Avon,
Colorado
| US$ 694 mi | +US$ 180 mi | +35% | 14,9% | 90% | 225 | 16% | 2,2 |
|
| 3220 |
3220
Volterra Technologies
New York
| US$ 694 mi | -US$ 129 mi | -16% | 10,3% | – | 477 | 73,38% | 0,2 |
|
| 3221 |
3221
Rule One Partners
Moreland,
Georgia
| US$ 694 mi | +US$ 593 mi | +589% | 15,1% | – | 19 | 63,16% | 0,5 |
|
| 3222 |
3222
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$ 694 mi | +US$ 68,9 mi | +11% | 18,9% | 84,8% | 185 | 11,89% | 3,2 |
|
| 3223 |
3223
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$ 692 mi | +US$ 64,4 mi | +10% | 9,32% | 43,7% | 7 | 42,86% | 1,7 |
|
| 3224 |
3224
Black Swift Group
Boulder,
Colorado
| US$ 692 mi | +US$ 121 mi | +21% | 25% | 139% | 157 | 34,39% | 1,1 |
|
| 3225 |
3225
Personal CFO Solutions
Chester,
New Jersey
| US$ 692 mi | -US$ 20 mi | -3% | 16,1% | 91,4% | 598 | 24,58% | 2,6 |
|