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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
WealthSource Partners
San Luis Obispo,
California
| US$ 1,35 bi | -US$ 16,6 mi | -1% | 5,33% | 16,8% | 563 | 22,38% | 2,4 |
|
| 1352 |
1352
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 1,34 bi | -US$ 56,9 mi | -4% | 5,05% | 67,9% | 57 | 5,26% | 5,7 |
|
| 1353 |
1353
Fullerton Fund Management
Singapore
| US$ 1,34 bi | -US$ 162 mi | -11% | 4,38% | 412% | 79 | 48,1% | 0,7 |
|
| 1354 |
1354
SteelPeak Wealth
Woodland Hills,
California
| US$ 1,34 bi | -US$ 47,4 mi | -3% | 5,22% | 140% | 450 | 21,56% | 1,4 |
|
| 1355 |
1355
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| US$ 1,34 bi | -US$ 890 mi | -40% | 4,93% | 163% | 44 | 22,73% | 2 |
|
| 1356 |
1356
Waterfront Capital Partners
New York
| US$ 1,34 bi | -US$ 143 mi | -10% | 7,36% | 88,3% | 50 | 50% | 0,8 |
|
| 1357 |
1357
Premier Fund Managers
Guildford,
United Kingdom
| US$ 1,34 bi | -US$ 912 mi | -41% | 1,21% | 56,6% | 211 | 23,22% | 1,7 |
|
| 1358 |
1358
Heartland Advisors
Milwaukee,
Wisconsin
| US$ 1,34 bi | -US$ 101 mi | -7% | 2,63% | 88,6% | 201 | 16,42% | 2,8 |
|
| 1359 |
1359
Summit Securities Group
New York
| US$ 1,34 bi | +US$ 532 mi | +66% | 2,18% | 136% | 1.274 | 46,7% | 0,7 |
|
| 1360 |
1360
Corient Capital Partners
Newport Beach,
California
| US$ 1,34 bi | +US$ 16,5 mi | +1% | 5,75% | 39,2% | 702 | 6,41% | 2,8 |
|
| 1361 |
1361
GW Henssler & Associates
Kennesaw,
Georgia
| US$ 1,34 bi | -US$ 10,9 mi | -0,8% | 4,47% | 62,4% | 221 | 6,33% | 2,5 |
|
| 1362 |
1362
Osterweis Capital Management
San Francisco,
California
| US$ 1,33 bi | -US$ 2,08 mi | -0,2% | 3,73% | 93,7% | 247 | 42,11% | 1,3 |
|
| 1363 |
1363
Eagle Global Advisors
Houston,
Texas
| US$ 1,33 bi | -US$ 25,1 mi | -2% | 0,53% | 105% | 235 | 14,04% | 4,6 |
|
| 1364 |
1364
Adelante Capital Management
Alameda,
California
| US$ 1,33 bi | -US$ 331 mi | -20% | 10,6% | 43,2% | 46 | 10,87% | 3,5 |
|
| 1365 |
1365
Carlson Capital
Dallas,
Texas
| US$ 1,33 bi | -US$ 128 mi | -9% | 5,02% | 67,9% | 164 | 51,22% | 0,8 |
|
| 1366 |
1366
Summitry LLC
Foster City,
California
| US$ 1,32 bi | -US$ 44,1 mi | -3% | 1,45% | 68,1% | 100 | 23% | 3,3 |
|
| 1367 |
1367
Quantbot Technologies
New York
| US$ 1,32 bi | +US$ 237 mi | +22% | 5,56% | 33,6% | 2.276 | 58,79% | 0,4 |
|
| 1368 |
1368
Sabal Trust
St. Petersburg,
Florida
| US$ 1,32 bi | -US$ 69,5 mi | -5% | 5,71% | 18,4% | 165 | 7,27% | 4,6 |
|
| 1369 |
1369
Advisor Partners II
Walnut Creek,
California
| US$ 1,32 bi | – | – | 3,91% | – | 831 | – | 0 |
|
| 1370 |
1370
Facet Wealth Inc
Baltimore,
Maryland
| US$ 1,32 bi | +US$ 175 mi | +15% | 6,65% | 48,1% | 75 | 20% | 1,3 |
|
| 1371 |
1371
Global Retirement Partners
San Rafael,
California
| US$ 1,32 bi | +US$ 76,1 mi | +6% | 4,07% | – | 3.118 | 13,69% | 0,7 |
|
| 1372 |
1372
IHT Wealth Management
Chicago,
Illinois
| US$ 1,32 bi | +US$ 181 mi | +16% | 4,96% | 74,8% | 912 | 23,68% | 2,5 |
|
| 1373 |
1373
Clearlake Capital Group
Santa Monica,
California
| US$ 1,32 bi | -US$ 183 mi | -12% | 11,6% | 47,3% | 8 | 0% | 1,1 |
|
| 1374 |
1374
Empire Life Investments
Toronto,
Ontario, Canada
| US$ 1,32 bi | -US$ 71,7 mi | -5% | 5,05% | 90,8% | 101 | 3,96% | 3,3 |
|
| 1375 |
1375
Advisory Alpha
Holland,
Michigan
| US$ 1,31 bi | -US$ 16,6 mi | -1% | 5,12% | 50,3% | 265 | 16,6% | 1,7 |
|