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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
Bellecapital
Zurich,
Switzerland
| US$ 472 mi | +US$ 17,9 mi | +4% | 5,08% | 152% | 167 | 14,97% | 3,6 |
|
| 3202 |
3202
Stamos Capital Partners
Menlo Park,
California
| US$ 471 mi | +US$ 30,8 mi | +7% | 1,29% | 36,7% | 139 | 12,95% | 1,8 |
|
| 3203 |
3203
Kesler Norman & Wride
Ogden,
Utah
| US$ 471 mi | +US$ 76,5 mil | +0% | 1,1% | 76% | 171 | 11,7% | 2,7 |
|
| 3204 |
3204
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 471 mi | -US$ 6,34 mi | -1% | 0,64% | 137% | 201 | 22,89% | 2,7 |
|
| 3205 |
3205
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 470 mi | -US$ 1,77 mi | -0,4% | 0,24% | 58,9% | 119 | 32,77% | 1,8 |
|
| 3206 |
3206
Fortis Capital Management
Bellevue,
Washington
| US$ 469 mi | +US$ 87,7 mi | +23% | 4,89% | 82% | 133 | 15,79% | 1,9 |
|
| 3207 |
HCP
3207
Holt Capital Partners
Fort Worth,
Texas
| US$ 469 mi | -US$ 138 mi | -23% | 2,02% | 69,5% | 156 | 8,97% | 6,8 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| US$ 468 mi | -US$ 11 mi | -2% | 2,66% | 65% | 144 | 11,81% | 4,6 |
|
| 3209 |
3209
Dow Chemical Company
Midland,
Michigan
| US$ 468 mi | -US$ 170 mi | -27% | 3,78% | 29,4% | 7 | 57,14% | 1,9 |
|
| 3210 |
3210
Cliffwater
Marina Del Rey,
California
| US$ 467 mi | +US$ 96,3 mi | +26% | 0,5% | 29,4% | 26 | 3,85% | 4,8 |
|
| 3211 |
3211
One Wealth Advisors
San Francisco,
California
| US$ 467 mi | -US$ 108 mi | -19% | 4,91% | 66% | 278 | 27,34% | 1,5 |
|
| 3212 |
3212
Drexel Morgan & Co
Radnor,
Pennsylvania
| US$ 467 mi | -US$ 19,2 mi | -4% | 4,29% | 50,1% | 54 | 5,56% | 7,2 |
|
| 3213 |
3213
Jackson Wealth Management
Lake Mary,
Florida
| US$ 466 mi | -US$ 334 mi | -42% | 5,29% | 72,1% | 156 | 28,21% | 1,2 |
|
| 3214 |
3214
Fortress Investment Group
New York
| US$ 466 mi | -US$ 117 mi | -20% | 13,3% | 97,5% | 15 | 20% | 2,8 |
|
| 3215 |
3215
Hartford Financial Management
Hartford,
Connecticut
| US$ 466 mi | -US$ 7,36 mi | -2% | 1,45% | 87,9% | 422 | 15,64% | 5,5 |
|
| 3216 |
3216
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 466 mi | +US$ 133 mi | +40% | 4,04% | 70,9% | 2 | 50% | 0,5 |
|
| 3217 |
3217
Martel Wealth Advisors
Vancouver,
Washington
| US$ 466 mi | +US$ 5,03 mi | +1% | 1,43% | 43,4% | 54 | 1,85% | 3,9 |
|
| 3218 |
3218
Schoolcraft Capital
Boulder,
Colorado
| US$ 466 mi | +US$ 39,7 mi | +9% | 0,63% | 58,7% | 67 | 4,48% | 3,6 |
|
| 3219 |
3219
TLWM Financial
San Antonio,
Texas
| US$ 465 mi | +US$ 13,9 mi | +3% | 1,91% | 53,9% | 74 | 9,46% | 3,1 |
|
| 3220 |
CFSG
3220
Community Financial Services Group
Newport,
Vermont
| US$ 464 mi | +US$ 25,4 mi | +6% | 5,46% | – | 143 | 20,28% | 3,8 |
|
| 3221 |
3221
Regatta Capital Group
El Segundo,
California
| US$ 464 mi | +US$ 19,8 mi | +4% | 2,56% | 78,1% | 189 | 5,29% | 1,9 |
|
| 3222 |
3222
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 464 mi | +US$ 76,6 mi | +20% | 3,34% | 96,5% | 465 | 27,53% | 1,8 |
|
| 3223 |
3223
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 464 mi | +US$ 24,3 mi | +6% | 3,84% | 82,3% | 33 | 39,39% | 0,8 |
|
| 3224 |
3224
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| US$ 464 mi | +US$ 175 mi | +60% | 0,21% | – | 141 | 25,53% | 0,2 |
|
| 3225 |
3225
Tobias Financial Advisors
Plantation,
Florida
| US$ 464 mi | +US$ 22,4 mi | +5% | 1,44% | 44,5% | 108 | 9,26% | 1,8 |
|