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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Blue Owl Capital Holdings
New York
| US$ 665 mi | +US$ 292 mi | +79% | 23,2% | 145% | 93 | 36,56% | 1,1 |
|
| 3302 |
3302
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 664 mi | +US$ 60,1 mi | +10% | 10,3% | 65% | 203 | 21,67% | 1,6 |
|
| 3303 |
3303
Citizens Business Bank
Ontario,
California
| US$ 664 mi | +US$ 53,8 mi | +9% | 19,8% | 108% | 147 | 13,61% | 4,7 |
|
| 3304 |
3304
McMorgan & Co
San Francisco,
California
| US$ 664 mi | +US$ 45,9 mi | +7% | 7,8% | 30,1% | 42 | 16,67% | 2,5 |
|
| 3305 |
3305
Capital Group Investment Management
Raffles Quay,
Singapore
| US$ 664 mi | +US$ 78,6 mi | +13% | 23% | 145% | 154 | 16,23% | 2,3 |
|
| 3306 |
3306
Pacific Capital Wealth Advisors
Corona,
California
| US$ 663 mi | +US$ 68 mi | +11% | 10,2% | 54,1% | 96 | 13,54% | 2,9 |
|
| 3307 |
3307
Bain Capital Prairie
Boston,
Massachusetts
| US$ 663 mi | -US$ 2,81 mi | -0,4% | 0,42% | – | 1 | 0% | 0,5 |
|
| 3308 |
3308
Overbrook Management Corp
New York
| US$ 663 mi | +US$ 134 mi | +25% | 26% | 157% | 73 | 36,99% | 2,6 |
|
| 3309 |
3309
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$ 663 mi | +US$ 30,7 mi | +5% | 43,4% | 89,9% | 7 | 42,86% | 3,3 |
|
| 3310 |
3310
Wick Capital Partners
Wayne,
Pennsylvania
| US$ 663 mi | +US$ 114 mi | +21% | 14,8% | 60% | 296 | 41,22% | 1 |
|
| 3311 |
3311
Dudley & Shanley
Palm Beach,
Florida
| US$ 662 mi | +US$ 51 mi | +8% | 6,27% | 67,9% | 38 | 5,26% | 4,4 |
|
| 3312 |
3312
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| US$ 662 mi | +US$ 75,1 mi | +13% | 12% | – | 232 | 17,67% | 1 |
|
| 3313 |
CA
3313
Clune & Associates
Chicago,
Illinois
| US$ 661 mi | +US$ 130 mi | +24% | 9,32% | – | 176 | 11,36% | 1,2 |
|
| 3314 |
3314
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 660 mi | +US$ 47,8 mi | +8% | 8,89% | 47,4% | 387 | 48,84% | 1,9 |
|
| 3315 |
3315
Beck Bode LLC
Dedham,
Massachusetts
| US$ 660 mi | +US$ 69,5 mi | +12% | 16,6% | 155% | 135 | 45,93% | 1,2 |
|
| 3316 |
3316
Ellis Investment Partners
Berwyn,
Pennsylvania
| US$ 660 mi | +US$ 83,7 mi | +15% | 16,1% | 70,8% | 295 | 12,54% | 4,1 |
|
| 3317 |
3317
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| US$ 660 mi | +US$ 51,5 mi | +8% | 4,34% | – | 37 | 62,16% | 0,4 |
|
| 3318 |
3318
Partners in Financial Planning
Salem,
Virginia
| US$ 660 mi | +US$ 56,6 mi | +9% | 8,9% | 38,9% | 133 | 9,77% | 3,4 |
|
| 3319 |
3319
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 659 mi | +US$ 92,5 mi | +16% | 18,9% | 130% | 170 | 31,76% | 2,1 |
|
| 3320 |
3320
Essex LLC
Deer Park,
Illinois
| US$ 659 mi | +US$ 92,3 mi | +16% | 26,4% | 91,4% | 189 | 12,17% | 3,1 |
|
| 3321 |
3321
West Financial Advisors
Des Moines,
Iowa
| US$ 659 mi | +US$ 69,4 mi | +12% | 10,3% | 49,1% | 228 | 17,11% | 2,7 |
|
| 3322 |
3322
Pandi LLC
Leawood,
Kansas
| US$ 658 mi | +US$ 48,5 mi | +8% | 14,8% | – | 4 | 0% | 0,9 |
|
| 3323 |
3323
Mengis Capital Management
Portland,
Oregon
| US$ 658 mi | +US$ 76,7 mi | +13% | 19% | 104% | 224 | 8,04% | 5,6 |
|
| 3324 |
3324
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$ 658 mi | -US$ 37,8 mi | -5% | 10,9% | 78,9% | 168 | 14,88% | 3,2 |
|
| 3325 |
3325
Mitchell Capital Management
Leawood,
Kansas
| US$ 657 mi | +US$ 112 mi | +21% | 38,7% | 234% | 127 | 18,9% | 3,2 |
|