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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Presilium Private Wealth
Radnor,
Pennsylvania
| US$ 567 mi | +US$ 19,9 mi | +4% | 0,78% | 45,9% | 78 | 6,41% | 2,6 |
|
| 3377 |
3377
Peak Asset Management
Louisville,
Colorado
| US$ 567 mi | -US$ 20,6 mi | -4% | 2,86% | 70,1% | 159 | 9,43% | 6,3 |
|
| 3378 |
3378
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 567 mi | +US$ 104 mi | +22% | 1,24% | 106% | 235 | 68,51% | 1,6 |
|
| 3379 |
3379
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 567 mi | +US$ 14,8 mi | +3% | 4,47% | 130% | 162 | 32,1% | 2,1 |
|
| 3380 |
3380
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$ 567 mi | -US$ 78,4 mi | -12% | 4,35% | 83% | 178 | 17,98% | 2,7 |
|
| 3381 |
3381
Satovsky Asset Management
New York
| US$ 566 mi | +US$ 50,5 mi | +10% | 1,14% | 53,6% | 75 | 6,67% | 2,6 |
|
| 3382 |
3382
Essex LLC
Deer Park,
Illinois
| US$ 566 mi | +US$ 1,86 mi | +0,3% | 0,06% | 91,4% | 187 | 9,09% | 3,1 |
|
| 3383 |
GWI
3383
Grace & White Inc
Ny,
New York
| US$ 566 mi | +US$ 5,37 mi | +1% | 3,66% | 59,6% | 138 | 2,17% | 7,7 |
|
| 3384 |
3384
Foresight Group
London,
United Kingdom
| US$ 566 mi | -US$ 98,2 mi | -15% | 4,38% | – | 65 | 20% | 1,4 |
|
| 3385 |
3385
Amarillo National Bank
Amarillo,
Texas
| US$ 566 mi | -US$ 3,13 mi | -0,5% | 1,25% | 63,5% | 94 | 18,09% | 6,2 |
|
| 3386 |
3386
Stenger Family Office
Naperville,
Illinois
| US$ 566 mi | +US$ 81,7 mi | +17% | 2,91% | – | 124 | 25% | 0,8 |
|
| 3387 |
3387
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| US$ 566 mi | -US$ 19,1 mi | -3% | 6,16% | 175% | 33 | 24,24% | 2 |
|
| 3388 |
3388
Providence Equity Partners
Providence,
Rhode Island
| US$ 565 mi | -US$ 106 mi | -16% | 4,15% | 12,4% | 3 | 0% | 4,6 |
|
| 3389 |
3389
Opal Capital
Boca Raton,
Florida
| US$ 565 mi | +US$ 164 mi | +41% | 5,39% | – | 245 | 66,12% | 0,1 |
|
| 3390 |
3390
Lavaca Capital
Houston,
Texas
| US$ 564 mi | -US$ 54,3 mi | -9% | 6,18% | 46,5% | 303 | 11,55% | 1,8 |
|
| 3391 |
3391
Kahn Brothers Group
New York
| US$ 564 mi | -US$ 638 mil | -0,1% | 3,31% | 53,4% | 55 | 14,55% | 5,1 |
|
| 3392 |
3392
Adventist Health System West
Roseville,
California
| US$ 564 mi | -US$ 31 mi | -5% | 2,11% | 60,2% | 13 | 38,46% | 1,3 |
|
| 3393 |
3393
Patient Square Capital
Menlo Park,
California
| US$ 564 mi | +US$ 96,5 mi | +21% | 18,2% | 329% | 35 | 37,14% | 0,6 |
|
| 3394 |
3394
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 564 mi | -US$ 34,4 mi | -6% | 3,8% | 217% | 19 | 36,84% | 1,9 |
|
| 3395 |
3395
KKM Financial
Chicago,
Illinois
| US$ 563 mi | -US$ 133 mil | -0% | 1,49% | – | 170 | 1,18% | 1,6 |
|
| 3396 |
3396
Asset Allocation Strategies
Farmington,
Michigan
| US$ 563 mi | +US$ 22,6 mi | +4% | 0,55% | 58,1% | 181 | 18,23% | 1,6 |
|
| 3397 |
AMCA
3397
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$ 563 mi | -US$ 49,9 mi | -8% | 6,21% | 129% | 133 | 7,52% | 5,3 |
|
| 3398 |
3398
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 562 mi | +US$ 33,3 mi | +6% | 3,5% | 74,6% | 143 | 23,08% | 2,5 |
|
| 3399 |
3399
Portfolio Design Labs
Encino,
California
| US$ 562 mi | -US$ 44,2 mi | -7% | 1,44% | 115% | 241 | 19,5% | 1 |
|
| 3400 |
3400
Addison Capital
Conshohocken,
Pennsylvania
| US$ 562 mi | +US$ 162 mi | +40% | 0,18% | 59,7% | 185 | 24,86% | 3,7 |
|