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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
Wealthstreet Investment Advisors
Dallas,
Texas
| US$ 857 mi | +US$ 74,4 mi | +10% | 12,1% | 75,8% | 353 | 5,95% | 1,7 |
|
| 1627 |
1627
Kanawha Capital Management
Richmond,
Virginia
| US$ 857 mi | +US$ 88,2 mi | +11% | 7,75% | 74,5% | 195 | 9,74% | 4,6 |
|
| 1628 |
1628
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 856 mi | +US$ 70 mi | +9% | 7,63% | 68% | 191 | 14,14% | 1,7 |
|
| 1629 |
1629
AJ Wealth Strategies
New York
| US$ 856 mi | +US$ 97,6 mi | +13% | 4,38% | 32,2% | 127 | 12,6% | 1,7 |
|
| 1630 |
1630
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 853 mi | +US$ 52,1 mi | +7% | 6,9% | 94,2% | 112 | 7,14% | 4,6 |
|
| 1631 |
1631
Bank of the West
Monterey Park,
California
| US$ 853 mi | +US$ 25,2 mi | +3% | 9,97% | 35,4% | 282 | 9,93% | 4,4 |
|
| 1632 |
1632
Spark Investment Management
New York
| US$ 853 mi | +US$ 71,4 mi | +9% | 11% | 459% | 621 | 49,28% | 0,6 |
|
| 1633 |
1633
Cabana LLC
Fayetteville,
Arkansas
| US$ 852 mi | +US$ 102 mi | +14% | 6,77% | 58,3% | 132 | 60,61% | 0,3 |
|
| 1634 |
1634
Courier Capital
Buffalo,
New York
| US$ 852 mi | +US$ 84,2 mi | +11% | 8,77% | 70,8% | 303 | 8,58% | 4,1 |
|
| 1635 |
1635
Calamos Wealth Management
Naperville,
Illinois
| US$ 849 mi | +US$ 101 mi | +13% | 8,68% | 102% | 247 | 10,12% | 2,5 |
|
| 1636 |
1636
Azzad Asset Management
Falls Church,
Virginia
| US$ 847 mi | +US$ 40,5 mi | +5% | 9,96% | 101% | 363 | 4,68% | 2,4 |
|
| 1637 |
1637
WealthPLAN Partners
Omaha,
Nebraska
| US$ 847 mi | +US$ 115 mi | +16% | 7,96% | 71,6% | 261 | 13,41% | 2,4 |
|
| 1638 |
1638
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$ 846 mi | +US$ 9,9 mi | +1% | 18,8% | 89,9% | 12 | 8,33% | 2,3 |
|
| 1639 |
1639
La Financiere de L'Echiquier
Paris,
France
| US$ 846 mi | +US$ 12,1 mi | +1% | 10,5% | 28,1% | 66 | 18,18% | 1,1 |
|
| 1640 |
1640
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$ 845 mi | +US$ 53,2 mi | +7% | 8,86% | 130% | 175 | 8% | 4 |
|
| 1641 |
1641
IHT Wealth Management
Chicago,
Illinois
| US$ 845 mi | +US$ 109 mi | +15% | 7,32% | 74,8% | 663 | 14,03% | 1,7 |
|
| 1642 |
1642
Albion Financial Group
Salt Lake City,
Utah
| US$ 843 mi | +US$ 62,9 mi | +8% | 7,81% | 79,6% | 226 | 10,18% | 3,7 |
|
| 1643 |
WMC
1643
Westwood Management Corporation
Chicago,
Illinois
| US$ 842 mi | +US$ 87,2 mi | +12% | 14,9% | 44,3% | 77 | 11,69% | 3,7 |
|
| 1644 |
1644
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$ 841 mi | -US$ 4,9 mi | -0,6% | 11,6% | 181% | 673 | 5,94% | 4,5 |
|
| 1645 |
1645
Wealthcare Capital Management
Richmond,
Virginia
| US$ 840 mi | +US$ 25,9 mi | +3% | 3,96% | 46,2% | 679 | 71,58% | 1,2 |
|
| 1646 |
1646
Peter Svennilson
| US$ 837 mi | +US$ 516 mi | +160% | 251% | – | 5 | 20% | 0,7 |
|
| 1647 |
1647
Norris Perne & French
Grand Rapids,
Michigan
| US$ 837 mi | +US$ 34,9 mi | +4% | 8,35% | 91,1% | 144 | 9,03% | 3,8 |
|
| 1648 |
1648
Tang Capital Management
San Diego,
California
| US$ 837 mi | +US$ 252 mi | +43% | 40,9% | 493% | 19 | 47,37% | 1,1 |
|
| 1649 |
1649
Electron Capital Partners
New York
| US$ 837 mi | +US$ 154 mi | +23% | 5,93% | 333% | 24 | 45,83% | 1,2 |
|
| 1650 |
1650
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 837 mi | +US$ 171 mi | +26% | 5,71% | 28,3% | 5 | 0% | 1,7 |
|