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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
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$ 703 mi | +US$ 64,3 mi | +10% | 10,8% | 67,5% | 170 | 12,94% | 4,3 |
|
| 3202 |
3202
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$ 702 mi | +US$ 28,3 mi | +4% | 12,3% | 63,3% | 103 | 22,33% | 1,8 |
|
| 3203 |
3203
Summit Wealth Partners
Orlando,
Florida
| US$ 702 mi | +US$ 70,2 mi | +11% | 11,5% | 44,9% | 291 | 10,65% | 2,9 |
|
| 3204 |
3204
12th Street Asset Management Company
Nashville,
Tennessee
| US$ 702 mi | +US$ 90,5 mi | +15% | 20,1% | 106% | 36 | 22,22% | 3,3 |
|
| 3205 |
3205
Strategic Global Advisors
Newport Beach,
California
| US$ 702 mi | +US$ 76,3 mi | +12% | 23,5% | 137% | 167 | 37,72% | 1,9 |
|
| 3206 |
AW
3206
Atlas Wealth
Cincinnati,
Ohio
| US$ 701 mi | +US$ 368 mi | +110% | 8,11% | 43,5% | 181 | 38,12% | 1,4 |
|
| 3207 |
3207
Oak Hill Advisors
New York
| US$ 701 mi | -US$ 177 mi | -20% | 10,5% | 42,4% | 12 | 0% | 5 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| US$ 700 mi | +US$ 68,2 mi | +11% | 12,5% | 65% | 184 | 14,13% | 4,7 |
|
| 3209 |
3209
BWCP LP
Dallas,
Texas
| US$ 700 mi | +US$ 44,5 mi | +7% | 28,4% | 198% | 33 | 45,45% | 0,7 |
|
| 3210 |
3210
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$ 700 mi | +US$ 84,1 mi | +14% | 11,6% | 52,3% | 82 | 13,41% | 3,3 |
|
| 3211 |
3211
Larch Capital Partners
Miami,
Florida
| US$ 700 mi | +US$ 9,5 mi | +1% | 2,67% | – | 64 | 26,56% | 0,3 |
|
| 3212 |
3212
Probity Advisors
Dallas,
Texas
| US$ 699 mi | +US$ 68 mi | +11% | 14,3% | 61,7% | 238 | 5,88% | 5,5 |
|
| 3213 |
3213
Fiducient Advisors
Chicago,
Illinois
| US$ 698 mi | -US$ 66,6 mi | -9% | 10,3% | 52,3% | 163 | 20,86% | 2,3 |
|
| 3214 |
3214
Tarbox Family Office
Newport Beach,
California
| US$ 698 mi | +US$ 82,4 mi | +13% | 13,2% | 66,4% | 99 | 7,07% | 8,4 |
|
| 3215 |
3215
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 698 mi | +US$ 84,9 mi | +14% | 15,5% | 110% | 908 | 17,18% | 3,3 |
|
| 3216 |
3216
DV Equities
Chicago,
Illinois
| US$ 698 mi | – | – | 26,8% | – | 107 | – | 0,2 |
|
| 3217 |
SVCM
3217
Saturn V Capital Management
Austin,
Texas
| US$ 697 mi | +US$ 145 mi | +26% | 24,6% | 1.083% | 24 | 16,67% | 0,8 |
|
| 3218 |
MAA
3218
Mraz Amerine & Associates
Modesto,
California
| US$ 697 mi | +US$ 18,9 mi | +3% | 3,89% | 63,2% | 210 | 14,76% | 5 |
|
| 3219 |
3219
Financial Management Network
Mission Viejo,
California
| US$ 697 mi | +US$ 43,9 mi | +7% | 10,8% | 62,5% | 215 | 13,02% | 2,8 |
|
| 3220 |
3220
Crane Advisory
Fullerton,
California
| US$ 697 mi | +US$ 28,5 mi | +4% | 8,38% | 38,2% | 56 | 8,93% | 2,3 |
|
| 3221 |
3221
Brickley Wealth Management
San Mateo,
California
| US$ 696 mi | +US$ 113 mi | +19% | 13% | 62,6% | 69 | 14,49% | 3,7 |
|
| 3222 |
IIA
3222
IPG Investment Advisors
San Diego,
California
| US$ 696 mi | +US$ 114 mi | +20% | 27,7% | 126% | 308 | 34,42% | 1,9 |
|
| 3223 |
3223
Affiance Financial
St. Louis Park,
Minnesota
| US$ 695 mi | +US$ 78,3 mi | +13% | 11,3% | 57,8% | 114 | 9,65% | 5,7 |
|
| 3224 |
3224
Cornerstone Management
Duluth,
Georgia
| US$ 695 mi | +US$ 67,5 mi | +11% | 9,32% | 43,6% | 68 | 5,88% | 5,3 |
|
| 3225 |
3225
Deltroit Asset Management (UK)
London,
| US$ 695 mi | +US$ 72,1 mi | +12% | 23,4% | – | 46 | 34,78% | 0,4 |
|