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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Inlet Private Wealth
Jupiter,
Florida
| US$ 443 mi | +US$ 36,2 mi | +9% | 10,7% | 111% | 137 | 10,22% | 4,4 |
|
| 3802 |
3802
Archer Investment Corporation
Carmel,
Indiana
| US$ 443 mi | +US$ 23,6 mi | +6% | 6,28% | 68,2% | 1.254 | 9,57% | 3,2 |
|
| 3803 |
3803
Evelyn Partners Asset Management
London,
| US$ 443 mi | +US$ 48,4 mi | +12% | 7,19% | – | 287 | 19,86% | 0,6 |
|
| 3804 |
MAM
3804
Mystic Asset Management
Warwick,
Rhode Island
| US$ 443 mi | +US$ 29,3 mi | +7% | 9,38% | 114% | 226 | 3,1% | 2,5 |
|
| 3805 |
3805
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 443 mi | +US$ 163 mi | +58% | 7,93% | 96,9% | 281 | 18,86% | 2,9 |
|
| 3806 |
3806
Standpoint Asset Management
Scottsdale,
Arizona
| US$ 442 mi | -US$ 46,6 mi | -10% | 7,23% | 71,9% | 8 | 0% | 2,8 |
|
| 3807 |
GWM
3807
Gibbs Wealth Management
Alpharetta,
Georgia
| US$ 442 mi | -US$ 77,1 mi | -15% | 6,96% | – | 386 | 19,95% | 1,1 |
|
| 3808 |
3808
Goldstream Capital Management
Central,
Hong Kong
| US$ 442 mi | +US$ 140 mi | +46% | 13,9% | 686% | 57 | 15,79% | 1,3 |
|
| 3809 |
3809
Scott Capital Advisors
Portland,
Oregon
| US$ 442 mi | +US$ 72,6 mi | +20% | 5,36% | 50,9% | 54 | 9,26% | 2,6 |
|
| 3810 |
3810
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 442 mi | +US$ 35,4 mi | +9% | 7,64% | 83,6% | 207 | 4,35% | 6,3 |
|
| 3811 |
PT
3811
Plimoth Trust
Plymouth,
Massachusetts
| US$ 442 mi | +US$ 24,6 mi | +6% | 7,79% | 110% | 168 | 2,38% | 6,1 |
|
| 3812 |
GWM
3812
GSB Wealth Management
Guilford,
Connecticut
| US$ 441 mi | +US$ 32,9 mi | +8% | 6,54% | 61,8% | 249 | 7,63% | 3,3 |
|
| 3813 |
3813
Curtis Advisory Group
Santa Barbara,
California
| US$ 441 mi | +US$ 43,1 mi | +11% | 7,97% | 79,8% | 110 | 7,27% | 3,2 |
|
| 3814 |
AMCI
3814
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| US$ 441 mi | -US$ 172 mi | -28% | 28% | – | 1 | 0% | 1,8 |
|
| 3815 |
3815
Solstein Capital
Menlo Park,
California
| US$ 441 mi | +US$ 246 mi | +126% | 11,9% | 91,4% | 520 | 18,65% | 2,5 |
|
| 3816 |
3816
World Equity Group
Schaumburg,
Illinois
| US$ 441 mi | +US$ 74 mi | +20% | 10,1% | 117% | 377 | 23,87% | 1,5 |
|
| 3817 |
3817
First PREMIER Bank
Sioux Falls,
South Dakota
| US$ 440 mi | +US$ 27,4 mi | +7% | 7,11% | 63% | 411 | 6,57% | 4,9 |
|
| 3818 |
3818
Equitec Proprietary Markets
Chicago,
Illinois
| US$ 440 mi | +US$ 334 mi | +316% | 32,8% | 526% | 102 | 61,76% | 0,9 |
|
| 3819 |
3819
Landaas & Company
Milwaukee,
Wisconsin
| US$ 440 mi | +US$ 21,4 mi | +5% | 6,71% | 68,3% | 130 | 16,15% | 3 |
|
| 3820 |
3820
Cypress Asset Management
Houston,
Texas
| US$ 440 mi | +US$ 24,2 mi | +6% | 8,12% | 141% | 111 | 5,41% | 7,1 |
|
| 3821 |
3821
3Chopt Investment Partners
Richmond,
Virginia
| US$ 440 mi | +US$ 23,6 mi | +6% | 8,94% | 128% | 240 | 10% | 1 |
|
| 3822 |
3822
Avidity Partners Management
Dallas,
Texas
| US$ 439 mi | -US$ 62,6 mi | -12% | 48,2% | 492% | 69 | 56,52% | 1,1 |
|
| 3823 |
3823
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 439 mi | +US$ 64,3 mi | +17% | 5,83% | 55,5% | 105 | 14,29% | 4,2 |
|
| 3824 |
3824
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 439 mi | -US$ 39,1 mi | -8% | 6,25% | 50,9% | 168 | 14,29% | 3,8 |
|
| 3825 |
3825
Fairvoy Private Wealth
Birmingham,
Alabama
| US$ 439 mi | +US$ 36,7 mi | +9% | 6,59% | – | 196 | 9,18% | 0,6 |
|