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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
OnyxPoint Global Management
New York
| US$ 424 mi | +US$ 65,2 mi | +18% | 45,3% | 162% | 52 | 73,08% | 0,5 |
|
| 4002 |
4002
Dunhill Financial
London,
United Kingdom
| US$ 424 mi | +US$ 15,5 mi | +4% | 0,28% | 58,6% | 2.117 | 19,98% | 1 |
|
| 4003 |
4003
McDonald Partners
Cleveland,
Ohio
| US$ 424 mi | +US$ 107 mi | +34% | 3,96% | 102% | 218 | 11,01% | 3,1 |
|
| 4004 |
4004
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$ 424 mi | +US$ 994 mil | +0,2% | 4,71% | 167% | 101 | 26,73% | 1,7 |
|
| 4005 |
4005
Sector Gamma AS
Oslo,
Norway
| US$ 423 mi | -US$ 15,2 mi | -3% | 1,23% | 35,3% | 47 | 34,04% | 2,7 |
|
| 4006 |
DS
4006
Dalal Street
West Lake Hills,
Texas
| US$ 423 mi | +US$ 20,8 mi | +5% | 22,4% | 92,7% | 4 | 25% | 1,8 |
|
| 4007 |
RS
4007
Retirement Solution
Redmond,
Washington
| US$ 423 mi | -US$ 28,7 mi | -6% | 3,86% | 77,3% | 70 | 32,86% | 1,8 |
|
| 4008 |
4008
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 422 mi | -US$ 30,2 mi | -7% | 0,1% | 55,5% | 109 | 12,84% | 4,7 |
|
| 4009 |
4009
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 422 mi | -US$ 9,2 mi | -2% | 3,37% | 71,8% | 98 | 5,1% | 4 |
|
| 4010 |
4010
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$ 422 mi | -US$ 12,7 mi | -3% | 2,02% | 83,4% | 76 | 15,79% | 3,8 |
|
| 4011 |
4011
AllGen Financial Advisors
Orlando,
Florida
| US$ 421 mi | -US$ 170 mil | -0% | 0,51% | 39,7% | 46 | 26,09% | 1,8 |
|
| 4012 |
4012
Wealthspring Capital
West Harrison,
New York
| US$ 421 mi | -US$ 2,24 mi | -0,5% | 0,48% | 22,6% | 241 | 43,15% | 0,5 |
|
| 4013 |
4013
Sands Capital Ventures
Arlington,
Virginia
| US$ 421 mi | -US$ 97,3 mi | -19% | 20,6% | 167% | 21 | 4,76% | 2,9 |
|
| 4014 |
4014
RIA Advisory Group
Des Moines,
Iowa
| US$ 421 mi | +US$ 4,84 mi | +1% | 1,28% | – | 170 | 30,59% | 1,3 |
|
| 4015 |
4015
Triune Financial Partners
Overland Park,
Kansas
| US$ 421 mi | -US$ 7,31 mi | -2% | 1,22% | 66,6% | 49 | 4,08% | 2,7 |
|
| 4016 |
4016
Hilltop National Bank
Casper,
Wyoming
| US$ 421 mi | +US$ 6,91 mi | +2% | 2,01% | – | 840 | 12,62% | 1,6 |
|
| 4017 |
CWM
4017
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 420 mi | -US$ 12,3 mi | -3% | 1,11% | 108% | 197 | 35,03% | 1,4 |
|
| 4018 |
4018
MilWealth Group
Milwaukee,
Wisconsin
| US$ 420 mi | +US$ 29,5 mil | +0% | 0,89% | 39,6% | 84 | 15,48% | 4,3 |
|
| 4019 |
4019
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 420 mi | +US$ 11,6 mi | +3% | 0,81% | 60,7% | 124 | 6,45% | 4,5 |
|
| 4020 |
4020
ArchPoint Investors
Coral Gables,
Florida
| US$ 420 mi | -US$ 1,65 mi | -0,4% | 0,16% | 111% | 84 | 11,9% | 4,1 |
|
| 4021 |
4021
Meridian Investment Counsel
Lafayette,
California
| US$ 420 mi | +US$ 4,89 mi | +1% | 2,35% | 116% | 249 | 8,84% | 6,4 |
|
| 4022 |
4022
Investment Management Associates
Greenwood Village,
Colorado
| US$ 420 mi | +US$ 57,2 mi | +16% | 1,09% | 50,4% | 33 | 24,24% | 2,2 |
|
| 4023 |
4023
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 420 mi | -US$ 20,7 mi | -5% | 4,86% | 137% | 143 | 9,79% | 4,1 |
|
| 4024 |
4024
CVC Management Holdings II
St. Helier,
Jersey
| US$ 420 mi | -US$ 175 mi | -29% | 1,3% | – | 4 | 25% | 1,4 |
|
| 4025 |
4025
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$ 420 mi | +US$ 17 mi | +4% | 0,28% | 49,3% | 56 | 8,93% | 7,7 |
|