Estamos no ar no !
Saiba mais
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$ 2,82 bi | +US$ 232 mi | +9% | 5,36% | 43,7% | 10 | 0% | 2,2 |
|
| 1077 |
1077
Advisory Alpha
Holland,
Michigan
| US$ 2,81 bi | +US$ 278 mi | +11% | 5,82% | 50,3% | 443 | 15,35% | 2 |
|
| 1078 |
1078
Schwartz Investment Counsel
Plymouth,
Michigan
| US$ 2,81 bi | +US$ 112 mi | +4% | 10,2% | 87,8% | 137 | 6,57% | 4,9 |
|
| 1079 |
1079
Burney Company
Reston,
Virginia
| US$ 2,81 bi | +US$ 194 mi | +7% | 9,45% | 129% | 622 | 8,68% | 5,4 |
|
| 1080 |
1080
Chicago Partners Investment Group
Chicago,
Illinois
| US$ 2,81 bi | +US$ 224 mi | +9% | 6,64% | 75,8% | 809 | 9,89% | 3,7 |
|
| 1081 |
1081
Anomaly Capital Management
New York
| US$ 2,81 bi | +US$ 177 mi | +7% | 4,38% | 108% | 37 | 45,95% | 0,6 |
|
| 1082 |
1082
Addenda Capital
Montreal,
Quebec, Canada
| US$ 2,8 bi | +US$ 253 mi | +10% | 10,9% | 100% | 128 | 2,34% | 6,1 |
|
| 1083 |
1083
Avantax Planning Partners
Dubuque,
Iowa
| US$ 2,79 bi | -US$ 323 mi | -10% | 6,37% | 51% | 493 | 14,6% | 3,8 |
|
| 1084 |
1084
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$ 2,78 bi | +US$ 120 mi | +4% | 6,47% | 58% | 516 | 9,69% | 3,3 |
|
| 1085 |
1085
MUFG Securities EMEA
London,
United Kingdom
| US$ 2,78 bi | +US$ 440 mi | +19% | 8,79% | 114% | 204 | 64,22% | 0,9 |
|
| 1086 |
1086
Krane Funds Advisors
New York
| US$ 2,78 bi | +US$ 412 mi | +17% | 13,5% | 72,6% | 107 | 24,3% | 2 |
|
| 1087 |
1087
IFP Advisors
Tampa,
Florida
| US$ 2,77 bi | +US$ 254 mi | +10% | 6,11% | 80,6% | 3.484 | 12,66% | 4,4 |
|
| 1088 |
1088
SigFig Wealth Management
San Francisco,
California
| US$ 2,76 bi | +US$ 101 mi | +4% | 5,59% | 49,3% | 131 | 16,03% | 3,5 |
|
| 1089 |
1089
Robertson Stephens Wealth Management
San Francisco,
California
| US$ 2,76 bi | +US$ 773 mi | +39% | 7,21% | 109% | 639 | 26,29% | 1,9 |
|
| 1090 |
1090
Caprock Group
Boise,
Idaho
| US$ 2,75 bi | +US$ 289 mi | +12% | 6,96% | – | 980 | 20,31% | 2,5 |
|
| 1091 |
1091
Independent Advisor Alliance
Charlotte,
North Carolina
| US$ 2,75 bi | -US$ 172 mi | -6% | 7,66% | 135% | 769 | 17,17% | 2,8 |
|
| 1092 |
1092
Munro Partners
Melbourne,
Australia
| US$ 2,75 bi | +US$ 45,1 mi | +2% | 9,92% | 350% | 70 | 30% | 1,4 |
|
| 1093 |
CP
1093
Coho Partners
Berwyn,
Pennsylvania
| US$ 2,74 bi | -US$ 126 mi | -4% | 9,28% | 35,6% | 42 | 21,43% | 6,7 |
|
| 1094 |
1094
SIG North Trading
Bala Cynwyd,
Pennsylvania
| US$ 2,74 bi | +US$ 354 mi | +15% | 11,6% | – | 278 | 19,06% | 2,1 |
|
| 1095 |
SAI
1095
Systematic Alpha Investments
Princeton,
New Jersey
| US$ 2,74 bi | +US$ 113 mi | +4% | 5,12% | 117% | 235 | 13,62% | 2,8 |
|
| 1096 |
1096
Journey Strategic Wealth
Summit,
New Jersey
| US$ 2,73 bi | +US$ 377 mi | +16% | 8,19% | 62,2% | 529 | 27,98% | 0,8 |
|
| 1097 |
1097
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| US$ 2,73 bi | +US$ 78,6 mi | +3% | 10,3% | 77,5% | 134 | 8,21% | 5,7 |
|
| 1098 |
1098
Adams Diversified Equity Fund
Baltimore,
Maryland
| US$ 2,72 bi | -US$ 210 mi | -7% | 6,69% | 165% | 113 | 25,66% | 3 |
|
| 1099 |
1099
Independent Financial Group
San Diego,
California
| US$ 2,72 bi | +US$ 223 mi | +9% | 5,53% | 149% | 1.217 | 18,16% | 2,2 |
|
| 1100 |
1100
XN LP
New York
| US$ 2,71 bi | +US$ 309 mi | +13% | 9,33% | 172% | 28 | 21,43% | 1,1 |
|