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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
McDaniel Terry & Co
Austin,
Texas
| US$ 960 mi | -US$ 22,7 mi | -2% | 4,39% | 57,9% | 89 | 6,74% | 5,7 |
|
| 1827 |
1827
Delta Asset Management
Memphis,
Tennessee
| US$ 960 mi | -US$ 47,9 mi | -5% | 4,01% | 53,8% | 668 | 4,64% | 2,3 |
|
| 1828 |
1828
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$ 959 mi | +US$ 2,71 mi | +0,3% | 2,4% | 93% | 354 | 12,71% | 0,6 |
|
| 1829 |
1829
Coliseum Capital Management
Rowayton,
Connecticut
| US$ 959 mi | -US$ 150 mi | -14% | 18% | 41,1% | 14 | 35,71% | 2,8 |
|
| 1830 |
1830
NorthRock Partners
Minneapolis,
Minnesota
| US$ 959 mi | +US$ 45,5 mi | +5% | 4,02% | 62,8% | 374 | 21,66% | 2,6 |
|
| 1831 |
1831
Salomon & Ludwin
Richmond,
Virginia
| US$ 958 mi | +US$ 18,2 mi | +2% | 3,68% | 52,6% | 764 | 77,49% | 0,5 |
|
| 1832 |
1832
Washington Trust Bank
Spokane,
Washington
| US$ 957 mi | -US$ 22,3 mi | -2% | 2,39% | 80,5% | 224 | 8,04% | 5,4 |
|
| 1833 |
1833
Fir Tree Capital Management
New York
| US$ 957 mi | -US$ 117 mi | -11% | 1,53% | 17,3% | 291 | 35,4% | 1 |
|
| 1834 |
1834
Wintrust Investments
Chicago,
Illinois
| US$ 955 mi | -US$ 42,3 mi | -4% | 2,2% | 27,5% | 442 | 12,22% | 1,7 |
|
| 1835 |
1835
Vicus Capital
State College,
Pennsylvania
| US$ 955 mi | -US$ 5,71 mi | -0,6% | 3,69% | 59,6% | 266 | 25,19% | 2,5 |
|
| 1836 |
1836
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 954 mi | -US$ 65,3 mi | -6% | 3,74% | 87,2% | 138 | 7,25% | 6,3 |
|
| 1837 |
1837
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 954 mi | -US$ 28,6 mi | -3% | 3,75% | 74,5% | 386 | 15,28% | 2 |
|
| 1838 |
1838
Tremblant Capital Group
West Palm Beach,
Florida
| US$ 952 mi | -US$ 79,4 mi | -8% | 2,49% | 131% | 48 | 25% | 2,1 |
|
| 1839 |
1839
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 951 mi | +US$ 16 mi | +2% | 3,52% | 73,7% | 240 | 8,33% | 3,3 |
|
| 1840 |
1840
VR Adviser
New York
| US$ 950 mi | +US$ 325 mi | +52% | 10,9% | 1.698% | 40 | 32,5% | 0,7 |
|
| 1841 |
1841
Transform Wealth
Greenwood Village,
Colorado
| US$ 948 mi | -US$ 164 mi | -15% | 1,04% | 48,4% | 284 | 23,94% | 2,7 |
|
| 1842 |
1842
Goldentree Asset Management
New York
| US$ 948 mi | -US$ 155 mi | -14% | 0,98% | 27,7% | 37 | 40,54% | 1 |
|
| 1843 |
1843
Greenwich Wealth Management
Greenwich,
Connecticut
| US$ 946 mi | -US$ 5,29 mi | -0,6% | 0,16% | 198% | 246 | 10,98% | 4,7 |
|
| 1844 |
1844
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 946 mi | -US$ 15,6 mi | -2% | 2,79% | 76,5% | 947 | 45,41% | 2,5 |
|
| 1845 |
1845
Woodmont Investment Counsel
Nashville,
Tennessee
| US$ 945 mi | -US$ 19,5 mi | -2% | 3,15% | 66,8% | 247 | 10,53% | 5,4 |
|
| 1846 |
1846
Pacific Life Fund Advisors
Newport Beach,
California
| US$ 945 mi | -US$ 39,2 mi | -4% | 3,68% | 47,6% | 20 | 5% | 0,4 |
|
| 1847 |
1847
EverSource Wealth Advisors
Birmingham,
Alabama
| US$ 943 mi | +US$ 35,8 mi | +4% | 1,95% | 89,7% | 2.717 | 16,42% | 1,1 |
|
| 1848 |
RPGK
1848
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 942 mi | -US$ 59,9 mi | -6% | 3,82% | 54,7% | 170 | 12,35% | 2,8 |
|
| 1849 |
1849
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 942 mi | -US$ 60,2 mi | -6% | 6,95% | 89,9% | 47 | 4,26% | 2,9 |
|
| 1850 |
1850
Oberweis Asset Management
Lisle,
Illinois
| US$ 941 mi | +US$ 119 mi | +14% | 2,02% | 485% | 230 | 33,91% | 1,6 |
|