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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
First Interstate Bank
Billings,
Montana
| US$ 1,65 bi | +US$ 141 mi | +9% | 6,21% | 49,7% | 191 | 13,61% | 4,5 |
|
| 1502 |
1502
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 1,64 bi | +US$ 114 mi | +7% | 5,98% | 69,4% | 556 | 13,13% | 2,5 |
|
| 1503 |
1503
Empire Life Investments
Toronto,
Ontario, Canada
| US$ 1,64 bi | +US$ 54,7 mi | +3% | 6,3% | 90,8% | 102 | 13,73% | 3,9 |
|
| 1504 |
1504
NWAM LLC
Mercer Island,
Washington
| US$ 1,64 bi | +US$ 1,3 bi | +382% | 5,85% | 112% | 630 | 76,83% | 0,8 |
|
| 1505 |
1505
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$ 1,64 bi | +US$ 120 mi | +8% | 7,1% | 83,5% | 80 | 6,25% | 7 |
|
| 1506 |
1506
Edgar Lomax Company
Kingstowne,
Virginia
| US$ 1,64 bi | +US$ 94,7 mi | +6% | 8,94% | 66,2% | 65 | 0% | 4,8 |
|
| 1507 |
1507
Glendon Capital Management
Santa Monica,
California
| US$ 1,63 bi | +US$ 323 mi | +25% | 25,2% | 142% | 25 | 16% | 2,9 |
|
| 1508 |
1508
Y-Intercept (HK)
Hong Kong
| US$ 1,63 bi | -US$ 190 mi | -10% | 7,78% | 41,6% | 1.936 | 67,87% | 0,3 |
|
| 1509 |
1509
Meritage Portfolio Management
Overland Park,
Kansas
| US$ 1,63 bi | +US$ 48,4 mi | +3% | 5,9% | 97,4% | 360 | 13,89% | 3,2 |
|
| 1510 |
1510
TruWealth Advisors
Metairie,
Louisiana
| US$ 1,63 bi | +US$ 128 mi | +9% | 4,19% | 56,3% | 169 | 9,47% | 2,3 |
|
| 1511 |
1511
Mogy Joel R Investment Counsel
Beverly Hills,
California
| US$ 1,63 bi | +US$ 54,2 mi | +3% | 4,45% | 121% | 115 | 8,7% | 7,7 |
|
| 1512 |
1512
Modern Wealth Management
Lenexa,
Kansas
| US$ 1,63 bi | +US$ 276 mi | +20% | 5,47% | – | 472 | 22,03% | 0,5 |
|
| 1513 |
1513
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| US$ 1,63 bi | +US$ 313 mi | +24% | 6,42% | 114% | 746 | 17,16% | 0,5 |
|
| 1514 |
MCI
1514
McDonald Capital Investors
Orinda,
California
| US$ 1,63 bi | +US$ 28,9 mi | +2% | 9,89% | 60,1% | 23 | 13,04% | 6,7 |
|
| 1515 |
1515
Fernbridge Capital Management
Los Angeles,
California
| US$ 1,63 bi | +US$ 125 mi | +8% | 5,41% | 12,4% | 25 | 20% | 1,3 |
|
| 1516 |
1516
CenterBook Partners
Greenwich,
Connecticut
| US$ 1,63 bi | +US$ 17,6 mi | +1% | 3,71% | 62,4% | 550 | 49,27% | 0,8 |
|
| 1517 |
1517
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 1,63 bi | +US$ 111 mi | +7% | 7,5% | 54,5% | 170 | 14,12% | 4,1 |
|
| 1518 |
1518
Good Life Advisors
Reading,
Pennsylvania
| US$ 1,62 bi | +US$ 412 mi | +34% | 6,12% | 60% | 579 | 23,49% | 2,8 |
|
| 1519 |
1519
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,62 bi | +US$ 95,2 mi | +6% | 6,81% | 142% | 269 | 17,84% | 4,5 |
|
| 1520 |
1520
Spinnaker Trust
Portland,
Maine
| US$ 1,62 bi | +US$ 60,8 mi | +4% | 7,21% | 68,2% | 291 | 8,25% | 6 |
|
| 1521 |
1521
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 1,62 bi | +US$ 261 mi | +19% | 7,92% | 99,5% | 278 | 15,11% | 5,7 |
|
| 1522 |
1522
Consulta
London,
United Kingdom
| US$ 1,62 bi | +US$ 152 mi | +10% | 1,98% | 30,7% | 17 | 29,41% | 2,6 |
|
| 1523 |
1523
Klingman & Associates
New York
| US$ 1,61 bi | +US$ 134 mi | +9% | 6,45% | 64,9% | 275 | 12,36% | 3,9 |
|
| 1524 |
1524
Strategic Blueprint
Atlanta,
Georgia
| US$ 1,61 bi | +US$ 134 mi | +9% | 5,44% | 82,1% | 692 | 17,2% | 2,2 |
|
| 1525 |
1525
Luxor Capital Group
New York
| US$ 1,6 bi | +US$ 178 mi | +13% | 16,2% | 131% | 57 | 49,12% | 1,2 |
|