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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Joel Isaacson & Co
New York
| US$ 702 mi | +US$ 128 mi | +22% | 20,5% | 72,5% | 219 | 15,07% | 4,4 |
|
| 1777 |
1777
Money Design
Tokyo,
Japan
| US$ 702 mi | +US$ 137 mi | +24% | 12,1% | 26,4% | 69 | 20,29% | 1,4 |
|
| 1778 |
1778
SFMG Wealth Advisors
Plano,
Texas
| US$ 702 mi | +US$ 34,9 mi | +5% | 12,8% | 76,1% | 177 | 25,99% | 2,6 |
|
| 1779 |
1779
YCG LLC
Austin,
Texas
| US$ 702 mi | +US$ 106 mi | +18% | 18,1% | 27% | 43 | 4,65% | 4,5 |
|
| 1780 |
1780
HGC Investment Management
Toronto,
Ontario, Canada
| US$ 702 mi | +US$ 124 mi | +21% | 7,86% | 33,2% | 164 | 48,17% | 0,5 |
|
| 1781 |
TP
1781
Thunderbird Partners
London,
United Kingdom
| US$ 701 mi | +US$ 62,1 mi | +10% | 22,5% | 38% | 10 | 50% | 1,1 |
|
| 1782 |
1782
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$ 701 mi | -US$ 313 mi | -31% | 17,2% | 47,9% | 15 | 40% | 1,9 |
|
| 1783 |
1783
Full Sail Capital
Oklahoma City,
Oklahoma
| US$ 701 mi | +US$ 140 mi | +25% | 19,2% | 55,4% | 157 | 8,92% | 1,2 |
|
| 1784 |
1784
Ulysses Management
New York
| US$ 700 mi | +US$ 202 mi | +41% | 42,7% | 51,8% | 51 | 45,1% | 1,4 |
|
| 1785 |
1785
Fidelity National Financial
Jacksonville,
Florida
| US$ 700 mi | +US$ 72,5 mi | +12% | 24,2% | 2,54% | 34 | 8,82% | 2,3 |
|
| 1786 |
1786
Portfolio Solutions
Royal Oak,
Michigan
| US$ 700 mi | +US$ 84,3 mi | +14% | 18% | 11,6% | 51 | 15,69% | 2,3 |
|
| 1787 |
1787
Cardan Capital Partners
Denver,
Colorado
| US$ 699 mi | +US$ 97 mi | +16% | 16,6% | 64% | 252 | 32,94% | 1,4 |
|
| 1788 |
1788
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 699 mi | +US$ 95,2 mi | +16% | 17,8% | 58,6% | 74 | 12,16% | 2,5 |
|
| 1789 |
1789
Shenkman Capital Management
New York
| US$ 699 mi | +US$ 29,9 mi | +4% | 0,04% | 3,15% | 91 | 1,1% | 1,3 |
|
| 1790 |
1790
ORIX Corp
Tokyo,
Japan
| US$ 698 mi | -US$ 45,8 mi | -6% | 6,16% | 11,7% | 1 | 0% | 2,5 |
|
| 1791 |
1791
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 697 mi | +US$ 113 mi | +19% | 23,9% | 67,7% | 144 | 20,14% | 2,8 |
|
| 1792 |
1792
One Capital Management
Westlake Village,
California
| US$ 697 mi | +US$ 107 mi | +18% | 16,6% | 50,5% | 194 | 12,89% | 3,8 |
|
| 1793 |
1793
ProVise Management Group
Clearwater,
Florida
| US$ 697 mi | +US$ 100 mi | +17% | 17,2% | 66,8% | 294 | 17,35% | 4,3 |
|
| 1794 |
1794
Csenge Advisory Group
Clearwater,
Florida
| US$ 696 mi | +US$ 316 mi | +83% | 18,3% | 66,3% | 427 | 43,56% | 0,9 |
|
| 1795 |
1795
Versant Venture Management
San Francisco,
California
| US$ 696 mi | +US$ 331 mi | +91% | 63,3% | 409% | 12 | 25% | 2 |
|
| 1796 |
1796
WealthSource Partners
San Luis Obispo,
California
| US$ 695 mi | +US$ 60,6 mi | +10% | 15,4% | 16,8% | 398 | 26,38% | 1,8 |
|
| 1797 |
1797
Middleton & Co
Boston,
Massachusetts
| US$ 694 mi | +US$ 123 mi | +21% | 24,3% | 81,8% | 146 | 7,53% | 4,9 |
|
| 1798 |
1798
Grassi Investment Management
Santa Clara,
California
| US$ 694 mi | +US$ 122 mi | +21% | 19,9% | 170% | 134 | 23,13% | 3,7 |
|
| 1799 |
1799
Evensky & Katz
Coral Gables,
Florida
| US$ 693 mi | +US$ 56,7 mi | +9% | 18,8% | 61,1% | 103 | 16,5% | 3,3 |
|
| 1800 |
1800
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 693 mi | +US$ 113 mi | +19% | 21,7% | 96,2% | 179 | 8,94% | 4,5 |
|