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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Principle Wealth Partners
Madison,
Connecticut
| US$ 1,06 bi | +US$ 229 mi | +28% | 7,35% | 79,9% | 309 | 7,12% | 2,3 |
|
| 1577 |
1577
Cooper Investors
Melbourne, Victoria,
Australia
| US$ 1,06 bi | -US$ 89,1 mi | -8% | 3,23% | 57,5% | 43 | 13,95% | 2,9 |
|
| 1578 |
1578
Axxcess Wealth Management
Carlsbad,
California
| US$ 1,06 bi | -US$ 30,6 mi | -3% | 5,58% | 81,2% | 622 | 27,01% | 0,6 |
|
| 1579 |
1579
Summit Financial
Parsippany,
New Jersey
| US$ 1,06 bi | -US$ 11,5 mi | -1% | 4,88% | 81,8% | 259 | 13,13% | 1,3 |
|
| 1580 |
1580
Ellevest Inc
New York
| US$ 1,06 bi | -US$ 9,6 mi | -0,9% | 5,99% | 73,8% | 1.993 | 32,41% | 1,5 |
|
| 1581 |
1581
Patten & Patten
Chattanooga,
Tennessee
| US$ 1,05 bi | -US$ 84,5 mi | -7% | 5,41% | 74,1% | 277 | 4,69% | 6,1 |
|
| 1582 |
1582
Concourse Financial Group Securities
Birmingham,
Alabama
| US$ 1,05 bi | -US$ 130 mi | -11% | 5,17% | 18,1% | 2.367 | 20,15% | 2,6 |
|
| 1583 |
1583
Legacy Private Trust
Neenah,
Wisconsin
| US$ 1,05 bi | -US$ 63,4 mi | -6% | 5,13% | 71,1% | 235 | 11,91% | 5,2 |
|
| 1584 |
1584
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 1,05 bi | -US$ 22,5 mi | -2% | 3,75% | 28,3% | 1.216 | 19,65% | 2,3 |
|
| 1585 |
1585
Foster & Motley
Cincinnati,
Ohio
| US$ 1,05 bi | -US$ 84,8 mi | -7% | 6,45% | 68,8% | 365 | 11,78% | 3,9 |
|
| 1586 |
1586
NWAM LLC
Mercer Island,
Washington
| US$ 1,05 bi | -US$ 34,4 mi | -3% | 4,62% | 112% | 547 | 18,46% | 2,7 |
|
| 1587 |
ACM
1587
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$ 1,05 bi | -US$ 47,9 mi | -4% | 2,71% | 70,7% | 10 | 20% | 4,7 |
|
| 1588 |
1588
Community Trust & Investment
Versailles,
Kentucky
| US$ 1,05 bi | -US$ 36,8 mi | -3% | 3,64% | 123% | 127 | 18,9% | 2,7 |
|
| 1589 |
1589
Country Club Bank
Kansas City,
Missouri
| US$ 1,05 bi | -US$ 32,8 mi | -3% | 5,94% | 77,4% | 278 | 9,71% | 0,5 |
|
| 1590 |
1590
Cowen and Company
New York
| US$ 1,05 bi | +US$ 9,8 mi | +1% | 5,02% | 120% | 874 | 50,69% | 0,4 |
|
| 1591 |
1591
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 1,05 bi | -US$ 77,4 mi | -7% | 5,45% | 57,6% | 203 | 16,75% | 1,1 |
|
| 1592 |
1592
III Capital Management
Boca Raton,
Florida
| US$ 1,04 bi | -US$ 38 mi | -4% | 0,04% | 28,7% | 171 | 25,73% | 0,6 |
|
| 1593 |
1593
Beaumont Financial Advisors
Needham,
Massachusetts
| US$ 1,04 bi | -US$ 71,8 mi | -6% | 3,46% | 93,3% | 329 | 15,5% | 3,7 |
|
| 1594 |
1594
Venturi Wealth Management
Austin,
Texas
| US$ 1,04 bi | -US$ 79,5 mi | -7% | 4,32% | 101% | 351 | 21,37% | 2,3 |
|
| 1595 |
1595
Trustmark National Bank Trust Department
Jackson,
Mississippi
| US$ 1,04 bi | -US$ 75,4 mi | -7% | 5,1% | 58,6% | 270 | 11,48% | 5,2 |
|
| 1596 |
1596
Tybourne Capital Management
Hong Kong
| US$ 1,04 bi | -US$ 344 mi | -25% | 3,14% | 109% | 27 | 3,7% | 1,9 |
|
| 1597 |
1597
Sand Grove Capital Management
London,
United Kingdom
| US$ 1,04 bi | +US$ 127 mi | +14% | 9,05% | 410% | 28 | 60,71% | 0,3 |
|
| 1598 |
1598
Caprock Group
Boise,
Idaho
| US$ 1,04 bi | +US$ 19 mi | +2% | 4,92% | – | 619 | 19,06% | 2,7 |
|
| 1599 |
1599
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$ 1,04 bi | -US$ 105 mi | -9% | 5,03% | 78,8% | 260 | 5,38% | 5,7 |
|
| 1600 |
1600
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,04 bi | -US$ 74,8 mi | -7% | 3,22% | 142% | 232 | 12,5% | 4,3 |
|