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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Tolleson Wealth Management
Dallas,
Texas
| US$ 371 mi | +US$ 17,9 mi | +5% | 5,81% | 56,2% | 73 | 12,33% | 2 |
|
| 3552 |
3552
Perennial Advisors
New York
| US$ 371 mi | +US$ 31,6 mi | +9% | 7,61% | – | 87 | 10,34% | 3,6 |
|
| 3553 |
3553
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 371 mi | +US$ 34,6 mi | +10% | 11,2% | 121% | 26 | 3,85% | 4,1 |
|
| 3554 |
3554
Source Financial Advisors
New York
| US$ 371 mi | -US$ 14,6 mi | -4% | 0,03% | 18,5% | 117 | 19,66% | 0,8 |
|
| 3555 |
3555
Liberty Capital Management
Birmingham,
Michigan
| US$ 371 mi | +US$ 31,2 mi | +9% | 11,7% | – | 136 | 8,09% | 4,9 |
|
| 3556 |
3556
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 371 mi | +US$ 41,3 mi | +13% | 12,8% | 135% | 333 | 35,44% | 1,6 |
|
| 3557 |
3557
GYL Financial Synergies
West Hartford,
Connecticut
| US$ 370 mi | +US$ 175 mi | +89% | 9,9% | 36% | 211 | 11,85% | 1,8 |
|
| 3558 |
PRC
3558
Pearl River Capital
Niles,
Michigan
| US$ 370 mi | +US$ 2,34 mi | +0,6% | 4,66% | 20,3% | 617 | 73,26% | 0,2 |
|
| 3559 |
3559
Seven Post Investment Office
San Francisco,
California
| US$ 370 mi | +US$ 48,5 mi | +15% | 10,8% | 44,4% | 52 | 11,54% | 2,3 |
|
| 3560 |
3560
BT Wealth Management
Atlanta,
Georgia
| US$ 370 mi | +US$ 48 mi | +15% | 10,3% | 34,8% | 72 | 26,39% | 1,5 |
|
| 3561 |
3561
McIlrath & Eck
Arlington,
Washington
| US$ 370 mi | +US$ 33,9 mi | +10% | 7,79% | 44% | 864 | 8,8% | 2,6 |
|
| 3562 |
3562
Nellore Capital Management
Redwood City,
California
| US$ 370 mi | -US$ 43,3 mi | -10% | 6,03% | 73,8% | 29 | 27,59% | 0,6 |
|
| 3563 |
3563
Progeny 3 Inc
Kirkland,
Washington
| US$ 370 mi | -US$ 31,9 mi | -8% | 3,1% | 96,8% | 35 | 48,57% | 1,2 |
|
| 3564 |
3564
Bessemer Securities
New York
| US$ 370 mi | +US$ 76,1 mi | +26% | 11,4% | 45% | 122 | 4,92% | 1,8 |
|
| 3565 |
3565
Vise Technologies
New York
| US$ 369 mi | – | – | 9,92% | – | 136 | – | 0 |
|
| 3566 |
3566
GenWealth Group
Maplewood,
New Jersey
| US$ 369 mi | +US$ 28,5 mi | +8% | 8,08% | 73,9% | 70 | 12,86% | 2,8 |
|
| 3567 |
CH
3567
Canton Hathaway
Providence,
Rhode Island
| US$ 369 mi | +US$ 21,4 mi | +6% | 8,51% | 87,8% | 315 | 17,46% | 1,4 |
|
| 3568 |
3568
Kalos Management
Alpharetta,
Georgia
| US$ 369 mi | +US$ 15,7 mi | +4% | 5,27% | 48,5% | 296 | 6,08% | 1,8 |
|
| 3569 |
3569
Stelac Advisory Services
New York
| US$ 369 mi | -US$ 3,39 mi | -0,9% | 8,38% | 84,9% | 239 | 32,64% | 2,1 |
|
| 3570 |
3570
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 369 mi | +US$ 37,4 mi | +11% | 8,8% | 219% | 346 | 12,72% | 2,4 |
|
| 3571 |
3571
Institutional Venture Management XIII
Menlo Park,
California
| US$ 369 mi | – | – | 26,5% | – | 4 | – | 0 |
|
| 3572 |
3572
Macellum Advisors
New York
| US$ 368 mi | – | – | 6,4% | – | 6 | – | 0 |
|
| 3573 |
3573
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 368 mi | +US$ 18,7 mi | +5% | 10,8% | – | 176 | 9,66% | 1,5 |
|
| 3574 |
3574
Analog Century Management
New York
| US$ 367 mi | +US$ 78,4 mi | +27% | 30,9% | 785% | 22 | 13,64% | 0,9 |
|
| 3575 |
3575
Cadence Bank NA
Houston,
Texas
| US$ 367 mi | +US$ 30,6 mi | +9% | 11,6% | 33,3% | 220 | 5% | 4,2 |
|