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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Level Financial Advisors
East Amherst,
New York
| US$ 202 mi | +US$ 23,4 mi | +13% | 8,2% | 44% | 293 | 8,19% | 1,5 |
|
| 5002 |
5002
Pine Brook Road Advisors
Bedford,
New York
| US$ 202 mi | – | – | 6,13% | – | 3 | – | 0 |
|
| 5003 |
5003
Praetorian PR
Rincon,
Puerto Rico
| US$ 202 mi | +US$ 649 mil | +0,3% | 8,07% | 80,3% | 28 | 53,57% | 0,7 |
|
| 5004 |
5004
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 202 mi | +US$ 14,1 mi | +7% | 7,94% | 63,3% | 323 | 8,05% | 4,8 |
|
| 5005 |
5005
Scholtz & Company
Stamford,
Connecticut
| US$ 202 mi | +US$ 50,4 mi | +33% | 13,2% | 89,2% | 75 | 57,33% | 1,3 |
|
| 5006 |
5006
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 202 mi | +US$ 76,5 mi | +61% | 15% | 81,9% | 159 | 43,4% | 1,6 |
|
| 5007 |
5007
Brown Shipley & Co
London,
United Kingdom
| US$ 202 mi | +US$ 20,4 mi | +11% | 12,8% | 125% | 93 | 7,53% | 0,7 |
|
| 5008 |
5008
325 Capital
New York
| US$ 202 mi | +US$ 80,6 mi | +67% | 17,9% | 226% | 13 | 38,46% | 1 |
|
| 5009 |
5009
1776 Wealth
Atlanta,
Georgia
| US$ 202 mi | +US$ 12,5 mi | +7% | 12,1% | 90,4% | 154 | 29,87% | 2,1 |
|
| 5010 |
5010
Kinsale Capital Group
Richmond,
Virginia
| US$ 202 mi | +US$ 25,4 mi | +14% | 9,03% | 75,2% | 36 | 13,89% | 0,9 |
|
| 5011 |
HIC
5011
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 202 mi | +US$ 28,5 mi | +16% | 17,4% | 218% | 15 | 0% | 5,4 |
|
| 5012 |
5012
Ameliora Wealth Management
Zurich,
Switzerland
| US$ 201 mi | +US$ 32,8 mi | +19% | 8,39% | 73,9% | 221 | 19,91% | 1,1 |
|
| 5013 |
5013
Libra Wealth
Los Gatos,
California
| US$ 201 mi | +US$ 20,6 mi | +11% | 10% | 58,2% | 52 | 3,85% | 1,4 |
|
| 5014 |
FFG
5014
Fortem Financial Group
Palm Desert,
California
| US$ 201 mi | +US$ 30,5 mi | +18% | 10,7% | 183% | 169 | 10,65% | 2 |
|
| 5015 |
5015
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$ 201 mi | +US$ 12,5 mi | +7% | 12,4% | 116% | 60 | 6,67% | 5,6 |
|
| 5016 |
5016
Sonata Capital Group
Seattle,
Washington
| US$ 201 mi | +US$ 13,6 mi | +7% | 11% | 66,5% | 116 | 14,66% | 6 |
|
| 5017 |
5017
Goepper Burkhardt
Greenville,
South Carolina
| US$ 201 mi | +US$ 37 mi | +23% | 9,62% | 50,4% | 83 | 24,1% | 2 |
|
| 5018 |
5018
Yeomans Consulting Group
Marietta,
Georgia
| US$ 201 mi | – | – | 10,2% | – | 66 | – | 0 |
|
| 5019 |
5019
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$ 201 mi | +US$ 39,7 mi | +25% | 10,7% | 75,2% | 94 | 25,53% | 0,7 |
|
| 5020 |
IAMH
5020
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 201 mi | +US$ 9,07 mi | +5% | 25,4% | 64,5% | 22 | 45,45% | 1 |
|
| 5021 |
5021
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 200 mi | +US$ 10,9 mi | +6% | 9,09% | 52% | 109 | 12,84% | 0,8 |
|
| 5022 |
5022
Jessup Wealth Management
Dayton,
Ohio
| US$ 200 mi | +US$ 26,6 mi | +15% | 16% | 181% | 65 | 35,38% | 0,7 |
|
| 5023 |
5023
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 200 mi | +US$ 21 mi | +12% | 11,8% | 121% | 129 | 13,18% | 2,2 |
|
| 5024 |
5024
Ashburton (Jersey)
St Helier,
Jersey
| US$ 200 mi | -US$ 5,38 mi | -3% | 9,69% | – | 55 | 1,82% | 3,5 |
|
| 5025 |
5025
Cambridge Financial Group
Columbus,
Ohio
| US$ 200 mi | +US$ 16,4 mi | +9% | 12% | – | 33 | 6,06% | 4,7 |
|