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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Trek Financial
Scottsdale,
Arizona
| US$ 2,01 bi | +US$ 131 mi | +7% | 21,9% | 144% | 579 | 31,43% | 2 |
|
| 1627 |
1627
WealthPlan Investment Management
Omaha,
Nebraska
| US$ 2,01 bi | +US$ 219 mi | +12% | 16,1% | 74,2% | 502 | 13,55% | 1,6 |
|
| 1628 |
1628
Essex Financial Services
Essex,
Connecticut
| US$ 2,01 bi | +US$ 225 mi | +13% | 15,4% | 87,7% | 878 | 14,35% | 4 |
|
| 1629 |
FOF
1629
Fenelon Opportunity Fund
Dallas,
Texas
| US$ 2,01 bi | – | – | 13% | – | 6 | – | 0 |
|
| 1630 |
1630
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 2,01 bi | +US$ 219 mi | +12% | 11,8% | 54,8% | 2.306 | 20,42% | 4 |
|
| 1631 |
CC
1631
Courier Capital
Buffalo,
New York
| US$ 2 bi | +US$ 214 mi | +12% | 13,1% | 69,4% | 407 | 7,37% | 6,2 |
|
| 1632 |
1632
Strategic Blueprint
Atlanta,
Georgia
| US$ 2 bi | +US$ 282 mi | +16% | 16,6% | 76,6% | 734 | 18,12% | 2,7 |
|
| 1633 |
1633
NWAM LLC
Mercer Island,
Washington
| US$ 2 bi | +US$ 263 mi | +15% | 16,2% | 112% | 713 | 16,97% | 1,8 |
|
| 1634 |
1634
Casdin Capital
New York
| US$ 2 bi | +US$ 677 mi | +51% | 55,7% | 370% | 46 | 19,57% | 2,4 |
|
| 1635 |
1635
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 2 bi | +US$ 225 mi | +13% | 22,5% | 137% | 433 | 19,17% | 2,3 |
|
| 1636 |
1636
Cacti Asset Management
Atlanta,
Georgia
| US$ 1,99 bi | +US$ 344 mi | +21% | 44,2% | 171% | 78 | 2,56% | 9,6 |
|
| 1637 |
1637
Boussard & Gavaudan Gestion SAS
Paris,
France
| US$ 1,99 bi | – | – | 3,07% | – | 103 | – | 0 |
|
| 1638 |
1638
Sepio Capital
Salt Lake City,
Utah
| US$ 1,99 bi | +US$ 146 mi | +8% | 13,7% | 75,2% | 405 | 23,46% | 3,8 |
|
| 1639 |
1639
Toyota Motor Corp
Japan
| US$ 1,99 bi | -US$ 454 mi | -19% | 5,88% | 78,9% | 4 | 50% | 4,6 |
|
| 1640 |
1640
PFG Advisors
Phoenix,
Arizona
| US$ 1,98 bi | -US$ 70 mi | -3% | 16,2% | 82,7% | 869 | 18,3% | 2,5 |
|
| 1641 |
1641
Signal Advisors Wealth
Detroit,
Michigan
| US$ 1,98 bi | +US$ 522 mi | +36% | 13,5% | 70,5% | 687 | 23,58% | 1 |
|
| 1642 |
1642
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 1,98 bi | +US$ 284 mi | +17% | 23,1% | 102% | 110 | 4,55% | 5,5 |
|
| 1643 |
1643
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| US$ 1,98 bi | +US$ 614 mi | +45% | 30% | 113% | 103 | 23,3% | 2,2 |
|
| 1644 |
1644
Cerity Partners OCIO
New York
| US$ 1,98 bi | +US$ 309 mi | +19% | 17,7% | – | 29 | 17,24% | 3,5 |
|
| 1645 |
1645
Polymer Capital Management (HK)
Hong Kong
| US$ 1,98 bi | +US$ 818 mi | +71% | 71% | – | 218 | 63,76% | 0,5 |
|
| 1646 |
1646
LGT Capital Partners
Pfaeffikon,
Switzerland
| US$ 1,97 bi | +US$ 92,4 mi | +5% | 11,3% | 67,2% | 41 | 14,63% | 3,7 |
|
| 1647 |
1647
Oxford Financial Group
Carmel,
Indiana
| US$ 1,97 bi | +US$ 117 mi | +6% | 9,09% | 77,2% | 323 | 14,86% | 3,9 |
|
| 1648 |
1648
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$ 1,97 bi | +US$ 130 mi | +7% | 10,3% | 53,7% | 201 | 13,43% | 4,2 |
|
| 1649 |
1649
Jordan Park Group
San Francisco,
California
| US$ 1,97 bi | +US$ 93,7 mi | +5% | 14,6% | 43,2% | 73 | 12,33% | 2,6 |
|
| 1650 |
1650
Aaron Wealth Advisors
Chicago,
Illinois
| US$ 1,97 bi | +US$ 207 mi | +12% | 21% | 108% | 776 | 22,29% | 2 |
|