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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Clifford Swan Investment Counsel
Pasadena,
California
| US$ 3 bi | +US$ 171 mi | +6% | 8,22% | 73,2% | 328 | 6,4% | 7,9 |
|
| 1152 |
1152
SteelPeak Wealth
Woodland Hills,
California
| US$ 3 bi | +US$ 415 mi | +16% | 10,2% | 140% | 677 | 26% | 2 |
|
| 1153 |
1153
VestGen Advisors
Inverness,
Illinois
| US$ 3 bi | +US$ 493 mi | +20% | 8,85% | – | 723 | 23,93% | 0,4 |
|
| 1154 |
1154
Prana Capital Management
Greenwich,
Connecticut
| US$ 3 bi | +US$ 197 mi | +7% | 3,16% | 36,6% | 138 | 43,48% | 1 |
|
| 1155 |
1155
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| US$ 3 bi | +US$ 353 mi | +13% | 9,04% | 105% | 453 | 29,58% | 1,2 |
|
| 1156 |
1156
American International Group
New York
| US$ 2,99 bi | -US$ 1,38 bi | -32% | 8,12% | 161% | 3 | 0% | 5,4 |
|
| 1157 |
1157
Schwartz Investment Counsel
Plymouth,
Michigan
| US$ 2,98 bi | -US$ 54,6 mi | -2% | 2,37% | 87,8% | 133 | 9,02% | 5,2 |
|
| 1158 |
1158
Diversify Advisory Services
Sandy,
Utah
| US$ 2,98 bi | +US$ 365 mi | +14% | 10,6% | – | 925 | 16,54% | 0,9 |
|
| 1159 |
1159
Glazer Capital LLC
New York
| US$ 2,98 bi | +US$ 183 mi | +7% | 19,3% | 323% | 386 | 57,25% | 0,3 |
|
| 1160 |
1160
Chilton Capital Management
Houston,
Texas
| US$ 2,98 bi | +US$ 237 mi | +9% | 7,84% | 95,3% | 615 | 21,95% | 3,4 |
|
| 1161 |
1161
AlphaCore Capital
La Jolla,
California
| US$ 2,97 bi | +US$ 344 mi | +13% | 7,22% | 85,9% | 1.136 | 12,06% | 0,8 |
|
| 1162 |
1162
Paulson & Co
New York
| US$ 2,97 bi | +US$ 958 mi | +48% | 49,1% | 251% | 15 | 33,33% | 7,1 |
|
| 1163 |
1163
Adams Diversified Equity Fund
Baltimore,
Maryland
| US$ 2,97 bi | +US$ 179 mi | +6% | 9,83% | 165% | 111 | 28,83% | 3,2 |
|
| 1164 |
1164
Darlington Partners Capital Management
Greenbrae,
California
| US$ 2,96 bi | -US$ 179 mi | -6% | 1,94% | 18,1% | 14 | 0% | 2,4 |
|
| 1165 |
1165
Giverny Capital
Montreal,
Quebec, Canada
| US$ 2,95 bi | +US$ 35,3 mi | +1% | 7,36% | 69,2% | 56 | 8,93% | 5,3 |
|
| 1166 |
1166
Daymark Wealth Partners
Cincinnati,
Ohio
| US$ 2,95 bi | +US$ 317 mi | +12% | 8,64% | 96,4% | 622 | 13,5% | 1,7 |
|
| 1167 |
1167
Mackay Shields LLC
New York
| US$ 2,94 bi | -US$ 182 mi | -6% | 0,76% | 8,26% | 144 | 7,64% | 2,6 |
|
| 1168 |
1168
Spire Wealth Management
Mclean,
Virginia
| US$ 2,94 bi | +US$ 154 mi | +6% | 8,92% | 101% | 2.514 | 11,77% | 2,9 |
|
| 1169 |
1169
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 2,93 bi | +US$ 73,6 mi | +3% | 2,18% | 10,4% | 81 | 18,52% | 4,1 |
|
| 1170 |
1170
Maj Invest Holding A/S
Copenhagen K,
Denmark
| US$ 2,93 bi | +US$ 71 mi | +2% | 8,5% | 92,8% | 42 | 0% | 3,4 |
|
| 1171 |
1171
BIT Capital
Berlin,
Germany
| US$ 2,92 bi | +US$ 1,19 bi | +68% | 52,7% | 1.162% | 128 | 42,19% | 1 |
|
| 1172 |
1172
Level Four Advisory Services
Dallas,
Texas
| US$ 2,92 bi | +US$ 207 mi | +8% | 8,24% | 92,2% | 838 | 10,74% | 3,7 |
|
| 1173 |
1173
First National Trust
Hermitage,
Pennsylvania
| US$ 2,92 bi | +US$ 245 mi | +9% | 8,19% | 82,9% | 418 | 9,57% | 6,6 |
|
| 1174 |
1174
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$ 2,91 bi | +US$ 327 mi | +13% | 9,39% | 91,5% | 342 | 10,82% | 3,1 |
|
| 1175 |
1175
Venture Visionary Partners
Sylvania,
Ohio
| US$ 2,91 bi | +US$ 249 mi | +9% | 9,68% | 95,4% | 686 | 17,2% | 3,1 |
|