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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
SWS Partners
Columbus,
Ohio
| US$ 410 mi | +US$ 39,1 mi | +11% | 8,64% | 127% | 124 | 7,26% | 2,8 |
|
| 4002 |
4002
Bayview Asset Management
Coral Gables,
Florida
| US$ 409 mi | +US$ 148 mi | +57% | 3,92% | 55,4% | 94 | 62,77% | 0,4 |
|
| 4003 |
4003
Capital City Trust
Tallahassee,
Florida
| US$ 409 mi | +US$ 23,3 mi | +6% | 9,71% | 98,5% | 116 | 6,03% | 7,2 |
|
| 4004 |
4004
Lisanti Capital Growth
New York
| US$ 409 mi | +US$ 48,1 mi | +13% | 33,2% | 1.490% | 146 | 55,48% | 0,5 |
|
| 4005 |
4005
Headwater Capital
Hong Kong,
China
| US$ 409 mi | +US$ 121 mi | +42% | 26,2% | – | 21 | 57,14% | 0,3 |
|
| 4006 |
4006
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| US$ 409 mi | +US$ 43,4 mi | +12% | 6,24% | – | 150 | 16,67% | 1,1 |
|
| 4007 |
4007
NovaPoint Capital
Atlanta,
Georgia
| US$ 409 mi | +US$ 82,4 mi | +25% | 9,53% | 94% | 146 | 47,95% | 2,1 |
|
| 4008 |
4008
BigSur Wealth Management
Miami,
Florida
| US$ 408 mi | +US$ 12,2 mi | +3% | 9,02% | 94,8% | 161 | 6,21% | 4,1 |
|
| 4009 |
4009
Prudent Investors Network
Lake Forest,
California
| US$ 408 mi | +US$ 37,6 mi | +10% | 3,79% | – | 72 | 23,61% | 2 |
|
| 4010 |
4010
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$ 408 mi | -US$ 369 mi | -47% | 6,46% | 57,8% | 196 | 32,65% | 2,7 |
|
| 4011 |
4011
Greencape Capital
Melbourne,
Australia
| US$ 408 mi | -US$ 136 mi | -25% | 11,5% | 98,1% | 3 | 0% | 3,9 |
|
| 4012 |
4012
Avalon Capital Management
Port Of Redwood City,
California
| US$ 408 mi | +US$ 35,8 mi | +10% | 15,7% | 151% | 144 | 19,44% | 1,7 |
|
| 4013 |
4013
HighVista Strategies
Boston,
Massachusetts
| US$ 408 mi | +US$ 136 mi | +50% | 69,3% | 622% | 175 | 32% | 1,1 |
|
| 4014 |
4014
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 408 mi | +US$ 35,4 mi | +10% | 6,49% | 77% | 124 | 7,26% | 8,3 |
|
| 4015 |
SFA
4015
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 408 mi | +US$ 36,8 mi | +10% | 11,2% | 187% | 26 | 15,38% | 2,7 |
|
| 4016 |
4016
Engaged Capital
Newport Beach,
California
| US$ 408 mi | +US$ 50 mi | +14% | 3,38% | 26,2% | 9 | 22,22% | 1,5 |
|
| 4017 |
4017
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 407 mi | -US$ 30 mi | -7% | 5,24% | 57,3% | 121 | 9,09% | 5,7 |
|
| 4018 |
4018
Redmond Asset Management
Henrico,
Virginia
| US$ 407 mi | -US$ 12,1 mi | -3% | 4,26% | 68,2% | 210 | 6,19% | 4,4 |
|
| 4019 |
4019
Chapin Davis
Baltimore,
Maryland
| US$ 407 mi | +US$ 45,5 mi | +13% | 15,2% | 339% | 261 | 16,48% | 1,9 |
|
| 4020 |
4020
AllGen Financial Advisors
Orlando,
Florida
| US$ 407 mi | +US$ 34,7 mi | +9% | 5,71% | 39,7% | 45 | 13,33% | 1,6 |
|
| 4021 |
4021
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 407 mi | +US$ 34,3 mi | +9% | 8,86% | 67,6% | 108 | 8,33% | 2,4 |
|
| 4022 |
4022
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$ 407 mi | +US$ 166 mi | +69% | 69,6% | 407% | 1 | 0% | 3,8 |
|
| 4023 |
AWA
4023
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 406 mi | +US$ 34,2 mi | +9% | 6,81% | 60,2% | 50 | 8% | 2,6 |
|
| 4024 |
4024
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$ 406 mi | -US$ 61,9 mi | -13% | 8,77% | 83,3% | 68 | 14,71% | 7,3 |
|
| 4025 |
4025
Hilltop National Bank
Casper,
Wyoming
| US$ 406 mi | +US$ 22,8 mi | +6% | 7,79% | – | 816 | 5,27% | 1,3 |
|