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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
AJ Wealth Strategies
New York
| US$ 2,1 bi | +US$ 252 mi | +14% | 4,93% | 32,2% | 328 | 15,55% | 1,8 |
|
| 1227 |
1227
Achmea Investment Management
Zeist,
Netherlands
| US$ 2,1 bi | -US$ 1,19 bi | -36% | 12,1% | 129% | 671 | 56,18% | 1,3 |
|
| 1228 |
1228
Capital International Sarl
Los Angeles,
California
| US$ 2,1 bi | +US$ 966 mi | +85% | 9,03% | 149% | 270 | 14,81% | 2,6 |
|
| 1229 |
1229
Sandy Spring Bank
Olney,
Maryland
| US$ 2,1 bi | +US$ 208 mi | +11% | 9,8% | 31,4% | 1.277 | 17,07% | 3,5 |
|
| 1230 |
1230
Linscomb Wealth
Houston,
Texas
| US$ 2,09 bi | +US$ 154 mi | +8% | 7,86% | 75,2% | 358 | 11,17% | 4,6 |
|
| 1231 |
1231
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| US$ 2,09 bi | +US$ 229 mi | +12% | 11,6% | 81,9% | 192 | 6,77% | 4,2 |
|
| 1232 |
1232
First National Bank of Omaha
Omaha,
Nebraska
| US$ 2,09 bi | +US$ 121 mi | +6% | 11,1% | 70,9% | 385 | 13,51% | 4,7 |
|
| 1233 |
1233
Kestra Private Wealth Services
Austin,
Texas
| US$ 2,09 bi | +US$ 298 mi | +17% | 8,83% | 102% | 1.046 | 17,78% | 0,9 |
|
| 1234 |
1234
Reinhart Partners
Mequon,
Wisconsin
| US$ 2,08 bi | +US$ 115 mi | +6% | 6,25% | 110% | 85 | 8,24% | 3,2 |
|
| 1235 |
1235
Dowling & Yahnke
San Diego,
California
| US$ 2,08 bi | +US$ 273 mi | +15% | 9,47% | 34,8% | 390 | 7,95% | 4,9 |
|
| 1236 |
1236
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$ 2,07 bi | +US$ 199 mi | +11% | 9,41% | 224% | 175 | 24% | 0,8 |
|
| 1237 |
1237
AMI Asset Management
Los Angeles,
California
| US$ 2,07 bi | +US$ 70,2 mi | +4% | 11,2% | 96,6% | 99 | 7,07% | 3,1 |
|
| 1238 |
1238
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$ 2,07 bi | -US$ 237 mi | -10% | 8,98% | 58% | 487 | 36,55% | 1,7 |
|
| 1239 |
1239
Tiedemann Advisors
New York
| US$ 2,05 bi | +US$ 174 mi | +9% | 7,74% | 31,5% | 307 | 13,03% | 3,1 |
|
| 1240 |
1240
Northeast Investment Management
Boston,
Massachusetts
| US$ 2,05 bi | +US$ 178 mi | +10% | 12,1% | 110% | 211 | 10,9% | 4,8 |
|
| 1241 |
1241
Choreo LLC
Rockford,
Illinois
| US$ 2,05 bi | +US$ 178 mi | +10% | 7,26% | 83,8% | 240 | 10,83% | 4,3 |
|
| 1242 |
1242
Nippon Life Insurance
Tokyo,
Japan
| US$ 2,04 bi | +US$ 210 mi | +11% | 11,6% | 43,3% | 3 | 0% | 8,5 |
|
| 1243 |
1243
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| US$ 2,04 bi | +US$ 132 mi | +7% | 6,26% | 95% | 802 | 18,95% | 0,6 |
|
| 1244 |
1244
Montag & Associates
Atlanta,
Georgia
| US$ 2,03 bi | +US$ 166 mi | +9% | 9,7% | 90,1% | 936 | 12,18% | 2,4 |
|
| 1245 |
1245
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$ 2,03 bi | +US$ 309 mi | +18% | 7,47% | 76,6% | 394 | 9,39% | 2,9 |
|
| 1246 |
1246
Independent Advisor Alliance
Charlotte,
North Carolina
| US$ 2,03 bi | +US$ 229 mi | +13% | 11,8% | 135% | 718 | 17,69% | 2,1 |
|
| 1247 |
1247
Genesis Investment Management
London,
United Kingdom
| US$ 2,03 bi | -US$ 942 mi | -32% | 9,77% | 47,4% | 19 | 15,79% | 1,4 |
|
| 1248 |
1248
CreativeOne Wealth
Overland Park,
Kansas
| US$ 2,03 bi | +US$ 323 mi | +19% | 5,4% | 67,6% | 804 | 21,77% | 1,1 |
|
| 1249 |
1249
Consulta
London,
United Kingdom
| US$ 2,03 bi | +US$ 18,3 mi | +0,9% | 3,35% | 30,7% | 10 | 0% | 2,5 |
|
| 1250 |
1250
Antara Capital
New York
| US$ 2,02 bi | +US$ 717 mi | +55% | 0,64% | 39,8% | 297 | 61,62% | 0,2 |
|