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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
Evelyn Partners Investment Management (Europe)
Dublin,
| US$ 291 mi | -US$ 17,7 mi | -6% | 3,16% | – | 190 | 4,21% | 1,1 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| US$ 291 mi | -US$ 9,21 mi | -3% | 1,49% | 83,6% | 679 | 6,77% | 2,7 |
|
| 5003 |
5003
Oak Asset Management
Westlake Village,
California
| US$ 290 mi | -US$ 2,76 mi | -0,9% | 1,12% | 91,8% | 111 | 9,01% | 3,2 |
|
| 5004 |
5004
Everpar Advisors
Tulsa,
Oklahoma
| US$ 290 mi | +US$ 20,8 mi | +8% | 0,35% | – | 305 | 19,67% | 1,5 |
|
| 5005 |
5005
Arch Capital Group
Pembroke,
Bermuda
| US$ 290 mi | -US$ 1,87 mi | -0,6% | 0,64% | 2,89% | 4 | 0% | 3,6 |
|
| 5006 |
ODFS
5006
O'Donnell Financial Services
San Rafael,
California
| US$ 290 mi | -US$ 2,19 mi | -0,7% | 2,79% | 61% | 64 | 15,63% | 1,7 |
|
| 5007 |
5007
Orion Capital Management
Coronado,
California
| US$ 290 mi | -US$ 7,17 mi | -2% | 1,91% | 75,3% | 524 | 13,36% | 1,8 |
|
| 5008 |
5008
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$ 290 mi | -US$ 16,6 mi | -5% | 2,67% | – | 75 | 9,33% | 2,9 |
|
| 5009 |
5009
Friday Financial
Dubuque,
Iowa
| US$ 290 mi | +US$ 6,56 mi | +2% | 0,27% | – | 95 | 7,37% | 1 |
|
| 5010 |
5010
Altrafin AG
Zurich,
| US$ 290 mi | -US$ 25,2 mi | -8% | 8,95% | 97,6% | 56 | 25% | 2,4 |
|
| 5011 |
SI
5011
Saxon Interests
Houston,
Texas
| US$ 290 mi | +US$ 4,8 mi | +2% | 0,76% | 81,2% | 242 | 19,83% | 1,6 |
|
| 5012 |
5012
Powell Investment Advisors
Miami,
Florida
| US$ 290 mi | -US$ 371 mil | -0,1% | 1,91% | 82,4% | 177 | 6,21% | 3,3 |
|
| 5013 |
5013
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$ 290 mi | +US$ 12 mi | +4% | 0,65% | 63,1% | 623 | 9,15% | 2,4 |
|
| 5014 |
5014
Raleigh Capital Management
Cary,
North Carolina
| US$ 290 mi | +US$ 14,2 mi | +5% | 1,05% | 79,9% | 808 | 33,91% | 1,7 |
|
| 5015 |
5015
Sonoma Allocations
Santa Rosa,
California
| US$ 290 mi | -US$ 11,5 mi | -4% | 1,17% | – | 152 | 20,39% | 0,4 |
|
| 5016 |
WMA
5016
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 290 mi | +US$ 2,12 mi | +0,7% | 1,93% | 111% | 257 | 17,51% | 3,7 |
|
| 5017 |
5017
Cable Car Capital
San Francisco,
California
| US$ 289 mi | -US$ 2,72 bi | -90% | 0,98% | – | 160 | 48,13% | 0,5 |
|
| 5018 |
5018
Blue Water Asset Management
Grand Rapids,
Michigan
| US$ 289 mi | +US$ 11,3 mi | +4% | 0,2% | – | 108 | 8,33% | 0,2 |
|
| 5019 |
5019
LeClair Wealth Partners
Dublin,
Ohio
| US$ 289 mi | +US$ 117 mi | +68% | 0,2% | – | 204 | 94,61% | 0,1 |
|
| 5020 |
5020
Windward Private Wealth Management
Overland Park,
Kansas
| US$ 289 mi | +US$ 530 mil | +0,2% | 0,65% | 35,5% | 45 | 4,44% | 4,5 |
|
| 5021 |
5021
PineBridge Investments Asia
Hong Kong,
| US$ 289 mi | -US$ 56,8 mi | -16% | 0,06% | – | 8 | 25% | 0,2 |
|
| 5022 |
5022
Costello Asset Management
Feasterville,
Pennsylvania
| US$ 289 mi | -US$ 13,2 mi | -4% | 2,6% | 81,5% | 739 | 13,8% | 1,7 |
|
| 5023 |
5023
Goodlander Investment Management
Dallas,
Texas
| US$ 289 mi | +US$ 27,3 mi | +10% | 25,6% | – | 19 | 78,95% | 0,2 |
|
| 5024 |
5024
Plum Street Advisors
New Orleans,
Louisiana
| US$ 289 mi | +US$ 8 mi | +3% | 0,31% | – | 100 | 7% | 1,7 |
|
| 5025 |
5025
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 289 mi | +US$ 370 mil | +0,1% | 1,32% | – | 44 | 4,55% | 2,6 |
|