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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| US$ 1,4 bi | – | – | 7,44% | – | 67 | – | 0 |
|
| 1602 |
1602
Jordan Park Group
San Francisco,
California
| US$ 1,4 bi | -US$ 746 mi | -35% | 2,14% | 43,2% | 49 | 34,69% | 1,6 |
|
| 1603 |
1603
Parsons Capital Management
Providence,
Rhode Island
| US$ 1,4 bi | +US$ 116 mi | +9% | 10,3% | 97,4% | 444 | 6,76% | 4,7 |
|
| 1604 |
1604
Doyle Wealth Management
St. Petersburg,
Florida
| US$ 1,39 bi | +US$ 136 mi | +11% | 10,3% | 32,3% | 238 | 8,4% | 3 |
|
| 1605 |
1605
Stratos Wealth Advisors
Beachwood,
Ohio
| US$ 1,39 bi | +US$ 219 mi | +19% | 8,13% | 65,7% | 576 | 19,79% | 1,3 |
|
| 1606 |
1606
Institutional Venture Management XVI
Menlo Park,
California
| US$ 1,38 bi | +US$ 524 mi | +61% | 3% | 523% | 8 | 37,5% | 0,7 |
|
| 1607 |
1607
Shufro Rose & Co
New York
| US$ 1,38 bi | +US$ 107 mi | +8% | 7,96% | 68,1% | 323 | 11,76% | 4 |
|
| 1608 |
1608
Marcho Partners
London,
United Kingdom
| US$ 1,38 bi | -US$ 210 mi | -13% | 12,3% | 115% | 19 | 47,37% | 1,1 |
|
| 1609 |
1609
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 1,38 bi | +US$ 106 mi | +8% | 6,3% | 54,5% | 153 | 14,38% | 2,6 |
|
| 1610 |
1610
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$ 1,38 bi | +US$ 24 mi | +2% | 9,66% | 162% | 245 | 17,55% | 3,5 |
|
| 1611 |
1611
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 1,38 bi | -US$ 8,98 mi | -0,6% | 0,84% | 34,1% | 8 | 0% | 2,7 |
|
| 1612 |
1612
Hodges Capital Management
Dallas,
Texas
| US$ 1,38 bi | +US$ 18,1 mi | +1% | 9,15% | 200% | 260 | 18,46% | 2,8 |
|
| 1613 |
1613
Beaumont Financial Advisors
Needham,
Massachusetts
| US$ 1,38 bi | +US$ 82,6 mi | +6% | 8,66% | 93,3% | 382 | 15,71% | 3 |
|
| 1614 |
1614
Voyager Global Management
New York
| US$ 1,38 bi | – | – | 0,16% | 56,1% | 13 | – | 0 |
|
| 1615 |
1615
Brahman Capital
New York
| US$ 1,37 bi | +US$ 7,53 mi | +0,6% | 7,08% | 16,6% | 33 | 24,24% | 1,2 |
|
| 1616 |
1616
Global Endowment Management
Charlotte,
North Carolina
| US$ 1,37 bi | -US$ 145 mi | -10% | 5,78% | 46,1% | 126 | 19,84% | 2,5 |
|
| 1617 |
1617
Merriman Wealth Management
Seattle,
Washington
| US$ 1,37 bi | +US$ 168 mi | +14% | 6,67% | 18,3% | 239 | 30,96% | 2 |
|
| 1618 |
1618
Osborne Partners Capital Management
San Francisco,
California
| US$ 1,37 bi | +US$ 126 mi | +10% | 5,85% | 60,8% | 219 | 12,33% | 3,8 |
|
| 1619 |
1619
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 1,37 bi | -US$ 105 mi | -7% | 4,8% | 57,6% | 322 | 56,83% | 0,6 |
|
| 1620 |
1620
Axxcess Wealth Management
Carlsbad,
California
| US$ 1,37 bi | – | – | 6,51% | 81,2% | 622 | – | 0 |
|
| 1621 |
1621
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$ 1,37 bi | +US$ 85,3 mi | +7% | 10,8% | 78,8% | 278 | 12,59% | 5,1 |
|
| 1622 |
1622
III Capital Management
Boca Raton,
Florida
| US$ 1,37 bi | -US$ 196 mi | -13% | 0,06% | 28,7% | 219 | 47,95% | 0,4 |
|
| 1623 |
1623
Calamos Wealth Management
Naperville,
Illinois
| US$ 1,37 bi | +US$ 131 mi | +11% | 10,1% | 119% | 344 | 15,41% | 2,6 |
|
| 1624 |
1624
6 Meridian
Wichita,
Kansas
| US$ 1,37 bi | +US$ 98,3 mi | +8% | 5,48% | 45,7% | 434 | 15,9% | 1,2 |
|
| 1625 |
1625
Freedom Investment Management
Hartford,
Connecticut
| US$ 1,36 bi | +US$ 55,8 mi | +4% | 5,54% | 68,5% | 933 | 21,01% | 2,5 |
|