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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
IFG Advisory
Atlanta,
Georgia
| US$ 1,37 bi | +US$ 178 mi | +15% | 10,3% | 70,1% | 607 | 16,64% | 2,1 |
|
| 1552 |
1552
Baystate Wealth Management
Boston,
Massachusetts
| US$ 1,36 bi | +US$ 149 mi | +12% | 9,39% | 14,6% | 1.354 | 26,59% | 3 |
|
| 1553 |
1553
Oxford Financial Group
Carmel,
Indiana
| US$ 1,36 bi | +US$ 206 mi | +18% | 11% | 77,2% | 310 | 17,1% | 2,4 |
|
| 1554 |
1554
Lansdowne Partners (UK)
London,
United Kingdom
| US$ 1,36 bi | +US$ 270 mi | +25% | 19,8% | 293% | 39 | 17,95% | 1,3 |
|
| 1555 |
1555
Klingman & Associates
New York
| US$ 1,36 bi | +US$ 125 mi | +10% | 10,4% | 64,9% | 229 | 6,99% | 4 |
|
| 1556 |
1556
Melqart Asset Management
London,
United Kingdom
| US$ 1,36 bi | -US$ 38,8 mi | -3% | 15% | 250% | 54 | 59,26% | 0,5 |
|
| 1557 |
1557
WCG Wealth Advisors
Las Vegas,
Nevada
| US$ 1,36 bi | -US$ 4,05 mi | -0,3% | 10,3% | 69,6% | 320 | 20,94% | 0,7 |
|
| 1558 |
1558
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 1,36 bi | +US$ 126 mi | +10% | 9,56% | 69,4% | 486 | 10,91% | 2,2 |
|
| 1559 |
1559
WMS Partners
Towson,
Maryland
| US$ 1,36 bi | +US$ 93,8 mi | +7% | 9,1% | 10,8% | 280 | 16,79% | 4,1 |
|
| 1560 |
1560
Mason Investment Advisory Services
Reston,
Virginia
| US$ 1,36 bi | +US$ 271 mi | +25% | 11,1% | 76,1% | 67 | 10,45% | 2,8 |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| US$ 1,36 bi | +US$ 130 mi | +11% | 12,7% | 45,7% | 21 | 4,76% | 5,1 |
|
| 1562 |
1562
JB Capital
Wethersfield,
Connecticut
| US$ 1,35 bi | +US$ 170 mi | +14% | 10,6% | 83,8% | 220 | 21,82% | 1,3 |
|
| 1563 |
1563
American Trust
Lexington,
Kentucky
| US$ 1,35 bi | +US$ 62,7 mi | +5% | 9,76% | 59% | 323 | 23,22% | 1,4 |
|
| 1564 |
1564
Pitcairn
Conshohocken,
Pennsylvania
| US$ 1,35 bi | +US$ 157 mi | +13% | 11,6% | 111% | 707 | 14,14% | 4,3 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| US$ 1,35 bi | +US$ 150 mi | +12% | 13,9% | 70% | 96 | 10,42% | 3,3 |
|
| 1566 |
1566
First Interstate Bank
Billings,
Montana
| US$ 1,35 bi | +US$ 189 mi | +16% | 10,9% | 49,7% | 173 | 10,98% | 4,7 |
|
| 1567 |
1567
Foster & Motley
Cincinnati,
Ohio
| US$ 1,35 bi | +US$ 126 mi | +10% | 9% | 68,8% | 394 | 13,2% | 4,1 |
|
| 1568 |
1568
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$ 1,35 bi | +US$ 41,4 mi | +3% | 15% | 70,5% | 140 | 28,57% | 2,8 |
|
| 1569 |
1569
GAM Holding
Zurich,
Switzerland
| US$ 1,34 bi | -US$ 9,9 mi | -0,7% | 15% | 130% | 200 | 31% | 4 |
|
| 1570 |
1570
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 1,34 bi | +US$ 96,6 mi | +8% | 13,4% | 135% | 232 | 12,93% | 2,4 |
|
| 1571 |
1571
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 1,34 bi | +US$ 85,7 mi | +7% | 9,52% | 85% | 264 | 9,09% | 6,3 |
|
| 1572 |
BFO
1572
Boston Family Office
Boston,
Massachusetts
| US$ 1,33 bi | +US$ 110 mi | +9% | 11,6% | 53,4% | 266 | 7,14% | 7,1 |
|
| 1573 |
1573
Equitable Trust
Nashville,
Tennessee
| US$ 1,33 bi | +US$ 120 mi | +10% | 12,1% | 109% | 418 | 10,77% | 3,1 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| US$ 1,33 bi | +US$ 159 mi | +14% | 10,1% | 61,1% | 88 | 1,14% | 5 |
|
| 1575 |
1575
Pharo Management
New York
| US$ 1,33 bi | +US$ 1,33 bi | +600.021% | 7,93% | – | 5 | 100% | 0 |
|