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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Boys Arnold & Co
Asheville,
North Carolina
| US$ 689 mi | +US$ 20,7 mi | +3% | 2,61% | 11,5% | 277 | 5,78% | 3,9 |
|
| 1802 |
1802
Strategic Investment Management
Arlington,
Virginia
| US$ 688 mi | -US$ 773 mi | -53% | 1,09% | 53,4% | 21 | 47,62% | 2,1 |
|
| 1803 |
1803
Coastline Trust
Providence,
Rhode Island
| US$ 688 mi | +US$ 18,3 mi | +3% | 4,12% | 106% | 331 | 5,74% | 4,1 |
|
| 1804 |
1804
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 688 mi | +US$ 19,6 mi | +3% | 3,97% | 67,7% | 161 | 13,04% | 2 |
|
| 1805 |
1805
Main Management
San Francisco,
California
| US$ 688 mi | +US$ 8,65 mi | +1% | 2,4% | 64,1% | 89 | 6,74% | 2,3 |
|
| 1806 |
1806
Joel Isaacson & Co
New York
| US$ 687 mi | +US$ 1,65 mi | +0,2% | 3,54% | 72,5% | 225 | 12,44% | 4 |
|
| 1807 |
1807
La Financiere de L'Echiquier
Paris,
France
| US$ 685 mi | +US$ 82,5 mi | +14% | 6,11% | 28,1% | 58 | 25,86% | 1 |
|
| 1808 |
1808
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 684 mi | +US$ 36,8 mi | +6% | 6,39% | 116% | 126 | 4,76% | 3,4 |
|
| 1809 |
1809
BOK Financial Private Wealth
Denver,
Colorado
| US$ 684 mi | -US$ 65 mi | -9% | 2,37% | 61,8% | 129 | 8,53% | 2,8 |
|
| 1810 |
1810
Meiji Yasuda Life Insurance
Tokyo,
Japan
| US$ 684 mi | +US$ 23,2 mi | +4% | 5,35% | 27,5% | 343 | 22,45% | 3,1 |
|
| 1811 |
1811
ARGA Investment Management
Stamford,
Connecticut
| US$ 684 mi | +US$ 16,1 mi | +2% | 1,27% | 78,1% | 72 | 27,78% | 2 |
|
| 1812 |
1812
Zions Bancorporation
Salt Lake City,
Utah
| US$ 683 mi | +US$ 63,8 mi | +10% | 1,35% | 22,9% | 998 | 10,12% | 0,8 |
|
| 1813 |
JCM
1813
JS Capital Management
New York
| US$ 683 mi | +US$ 208 mi | +44% | 1,9% | 52,4% | 92 | 79,35% | 0,3 |
|
| 1814 |
1814
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 682 mi | +US$ 14,9 mi | +2% | 2,3% | 58,6% | 82 | 4,88% | 1,8 |
|
| 1815 |
1815
Transform Wealth
Greenwood Village,
Colorado
| US$ 680 mi | +US$ 142 mi | +26% | 4% | 48,4% | 242 | 36,36% | 1,1 |
|
| 1816 |
1816
Kemper
Chicago,
Illinois
| US$ 679 mi | +US$ 17,8 mi | +3% | 3,6% | 28,6% | 49 | 0% | 1,5 |
|
| 1817 |
1817
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 679 mi | +US$ 54,6 mi | +9% | 6,34% | 50,7% | 68 | 5,88% | 4,2 |
|
| 1818 |
1818
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 679 mi | +US$ 7,22 mi | +1% | 6,03% | 94,5% | 538 | 7,99% | 2,8 |
|
| 1819 |
1819
AJ Wealth Strategies
New York
| US$ 678 mi | +US$ 73,7 mi | +12% | 2,63% | 32,2% | 118 | 18,64% | 1,5 |
|
| 1820 |
FWM
1820
Frontier Wealth Management
Kansas City,
Missouri
| US$ 678 mi | -US$ 60,3 mi | -8% | 4,2% | 42,8% | 379 | 24,27% | 2,7 |
|
| 1821 |
1821
Grassi Investment Management
Santa Clara,
California
| US$ 678 mi | +US$ 2,6 mi | +0,4% | 3,5% | 170% | 144 | 23,61% | 3,9 |
|
| 1822 |
1822
Cryder Capital Partners
London,
United Kingdom
| US$ 676 mi | +US$ 25,7 mi | +4% | 3,56% | 55,7% | 9 | 0% | 3,8 |
|
| 1823 |
1823
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 676 mi | +US$ 106 mi | +19% | 5,41% | 105% | 57 | 29,82% | 1,6 |
|
| 1824 |
1824
Focus Financial Network
Minneapolis,
Minnesota
| US$ 675 mi | +US$ 51,6 mi | +8% | 2,84% | 106% | 380 | 8,68% | 0,2 |
|
| 1825 |
1825
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 675 mi | +US$ 29,1 mi | +5% | 2,85% | 62% | 78 | 11,54% | 2,7 |
|