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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Howard Capital Management Group
Los Angeles,
California
| US$ 1,42 bi | +US$ 67,7 mi | +5% | 5,31% | 114% | 136 | 8,09% | 2,4 |
|
| 1677 |
1677
Parkwood LLC
Cleveland,
Ohio
| US$ 1,42 bi | +US$ 618 mi | +77% | 5,88% | 120% | 151 | 54,97% | 1,8 |
|
| 1678 |
CWM
1678
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 1,42 bi | +US$ 121 mi | +9% | 6,75% | 69,8% | 593 | 10,79% | 3,9 |
|
| 1679 |
1679
Lee, Danner & Bass
Nashville,
Tennessee
| US$ 1,42 bi | +US$ 123 mi | +9% | 10,2% | – | 222 | 4,05% | 7,2 |
|
| 1680 |
1680
Evanson Asset Management
Carmel,
California
| US$ 1,42 bi | +US$ 58,5 mi | +4% | 6,57% | 66,6% | 314 | 7,64% | 5,3 |
|
| 1681 |
1681
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| US$ 1,42 bi | +US$ 124 mi | +10% | 9% | 69,1% | 351 | 9,97% | 2,2 |
|
| 1682 |
1682
American Family Investments
Madison,
Wisconsin
| US$ 1,42 bi | +US$ 43,5 mi | +3% | 4,02% | – | 11 | 18,18% | 0,2 |
|
| 1683 |
1683
Principle Wealth Partners
Madison,
Connecticut
| US$ 1,41 bi | +US$ 98 mi | +7% | 6,79% | 79,9% | 349 | 9,74% | 3,5 |
|
| 1684 |
1684
3EDGE Asset Management
Naples,
Florida
| US$ 1,41 bi | +US$ 136 mi | +11% | 5,6% | 44,1% | 77 | 23,38% | 1 |
|
| 1685 |
1685
Frank Rimerman Advisors
Palo Alto,
California
| US$ 1,41 bi | -US$ 2,78 mi | -0,2% | 6,32% | 149% | 573 | 14,14% | 0,9 |
|
| 1686 |
1686
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 1,41 bi | +US$ 117 mi | +9% | 9,79% | 59,5% | 71 | 2,82% | 4,7 |
|
| 1687 |
1687
Michael & Susan Dell Foundation
New York
| US$ 1,4 bi | +US$ 423 mi | +43% | 7,33% | 238% | 4 | 50% | 1,3 |
|
| 1688 |
1688
Sandhill Capital Partners
Buffalo,
New York
| US$ 1,4 bi | +US$ 99,1 mi | +8% | 8,06% | 64,9% | 95 | 9,47% | 4,9 |
|
| 1689 |
1689
Kingswood Wealth Advisors
San Diego,
California
| US$ 1,4 bi | +US$ 292 mi | +26% | 6,14% | 134% | 777 | 30,63% | 0,7 |
|
| 1690 |
1690
Fukoku Mutual Life Insurance
Tokyo,
Japan
| US$ 1,4 bi | +US$ 101 mi | +8% | 8,18% | 103% | 286 | 10,14% | 7,2 |
|
| 1691 |
1691
Tang Capital Management
San Diego,
California
| US$ 1,4 bi | +US$ 418 mi | +43% | 16,5% | 493% | 162 | 26,54% | 0,8 |
|
| 1692 |
1692
Park West Asset Management
San Francisco,
California
| US$ 1,4 bi | +US$ 32 mi | +2% | 11,1% | 181% | 51 | 31,37% | 1,3 |
|
| 1693 |
1693
Natixis Investment Managers International
Paris,
France
| US$ 1,39 bi | +US$ 53,9 mi | +4% | 5,58% | 34,7% | 230 | 12,17% | 2,7 |
|
| 1694 |
1694
First American Bank
Dundee,
Illinois
| US$ 1,39 bi | +US$ 55,9 mi | +4% | 6,29% | 114% | 173 | 6,94% | 5,8 |
|
| 1695 |
1695
Essex Financial Services
Essex,
Connecticut
| US$ 1,39 bi | +US$ 43,7 mi | +3% | 6,87% | 87,7% | 657 | 11,87% | 3,8 |
|
| 1696 |
1696
Dundas Partners
Edinburgh,
United Kingdom
| US$ 1,39 bi | +US$ 101 mi | +8% | 8,12% | 87,6% | 51 | 1,96% | 3,8 |
|
| 1697 |
1697
Berger Financial Group
Plymouth,
Minnesota
| US$ 1,39 bi | +US$ 131 mi | +10% | 7,17% | 59,9% | 401 | 12,22% | 1,9 |
|
| 1698 |
1698
XTX Topco
George Town,
Cayman Islands
| US$ 1,38 bi | +US$ 215 mi | +18% | 8,59% | 87,3% | 2.769 | 62,19% | 0,3 |
|
| 1699 |
1699
BOK Financial Private Wealth
Denver,
Colorado
| US$ 1,38 bi | +US$ 5,19 mi | +0,4% | 6,06% | 61,8% | 555 | 17,12% | 2,5 |
|
| 1700 |
1700
Simmons Bank
Pine Bluff,
Arkansas
| US$ 1,38 bi | +US$ 56,6 mi | +4% | 7,02% | 92,9% | 342 | 6,14% | 5,8 |
|