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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
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 1,08 bi | +US$ 59,6 mi | +6% | 8,32% | 75,7% | 1.030 | 13,11% | 2,9 |
|
| 1827 |
1827
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$ 1,08 bi | +US$ 121 mi | +13% | 10,5% | 93% | 385 | 16,62% | 0,8 |
|
| 1828 |
1828
Adell Harriman & Carpenter
Houston,
Texas
| US$ 1,08 bi | +US$ 117 mi | +12% | 13,8% | 176% | 167 | 7,19% | 5,7 |
|
| 1829 |
1829
Nations Financial Group
Cedar Rapids,
Iowa
| US$ 1,08 bi | +US$ 86,9 mi | +9% | 9,57% | 105% | 653 | 11,33% | 2,7 |
|
| 1830 |
1830
SFMG Wealth Advisors
Plano,
Texas
| US$ 1,08 bi | +US$ 106 mi | +11% | 10,3% | 76,1% | 285 | 15,44% | 3,4 |
|
| 1831 |
1831
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 1,08 bi | +US$ 103 mi | +11% | 11,1% | 78,9% | 285 | 7,37% | 4,5 |
|
| 1832 |
1832
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 1,08 bi | +US$ 124 mi | +13% | 10,1% | 74,5% | 404 | 19,06% | 2 |
|
| 1833 |
1833
Y-Intercept (HK)
Hong Kong
| US$ 1,07 bi | +US$ 51,2 mi | +5% | 13,2% | 41,6% | 1.747 | 75,62% | 0,2 |
|
| 1834 |
1834
Oberweis Asset Management
Lisle,
Illinois
| US$ 1,07 bi | +US$ 132 mi | +14% | 15,4% | 485% | 238 | 37,39% | 1,4 |
|
| 1835 |
1835
Logos Global Management
San Francisco,
California
| US$ 1,07 bi | +US$ 322 mi | +43% | 54,9% | 1.585% | 77 | 58,44% | 0,8 |
|
| 1836 |
1836
Greenland Capital Management
New York
| US$ 1,07 bi | +US$ 43,4 mi | +4% | 14,6% | 210% | 586 | 72,53% | 0,2 |
|
| 1837 |
1837
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,07 bi | +US$ 82,3 mi | +8% | 9,79% | 60,7% | 187 | 12,3% | 2,2 |
|
| 1838 |
1838
Woodmont Investment Counsel
Nashville,
Tennessee
| US$ 1,07 bi | +US$ 124 mi | +13% | 9,13% | 75,3% | 249 | 11,24% | 5,3 |
|
| 1839 |
1839
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$ 1,07 bi | +US$ 82,7 mi | +8% | 13,2% | – | 138 | 32,61% | 0,8 |
|
| 1840 |
1840
Ikarian Capital
Dallas,
Texas
| US$ 1,07 bi | +US$ 237 mi | +28% | 34,9% | 5.184% | 191 | 55,5% | 0,6 |
|
| 1841 |
1841
DigitalBridge Group
Boca Raton,
Florida
| US$ 1,07 bi | +US$ 204 mi | +24% | 18,1% | 161% | 80 | 26,25% | 1 |
|
| 1842 |
1842
Lutz Financial Services
Omaha,
Nebraska
| US$ 1,07 bi | +US$ 148 mi | +16% | 9,4% | 35,3% | 85 | 5,88% | 3,5 |
|
| 1843 |
1843
L1 Capital
Melbourne VIC 3000,
Australia
| US$ 1,07 bi | -US$ 109 mi | -9% | 8,54% | 127% | 14 | 28,57% | 1,2 |
|
| 1844 |
1844
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$ 1,07 bi | +US$ 91,7 mi | +9% | 13% | 162% | 229 | 6,99% | 4,8 |
|
| 1845 |
1845
Siemens
Munich,
Germany
| US$ 1,06 bi | +US$ 51,8 mi | +5% | 5,29% | 16,8% | 2 | 0% | 1,6 |
|
| 1846 |
1846
Executive Wealth Management
Brighton,
Michigan
| US$ 1,06 bi | +US$ 96,8 mi | +10% | 9,8% | 18,4% | 225 | 16% | 2,6 |
|
| 1847 |
1847
Callan Capital
La Jolla,
California
| US$ 1,06 bi | +US$ 126 mi | +13% | 10,2% | 20,1% | 252 | 26,19% | 2,4 |
|
| 1848 |
1848
Provident Investment Management
Novi,
Michigan
| US$ 1,06 bi | +US$ 151 mi | +17% | 15% | 90,8% | 80 | 12,5% | 3,8 |
|
| 1849 |
1849
Hollencrest Capital Management
Newport Beach,
California
| US$ 1,06 bi | +US$ 174 mi | +20% | 11,2% | 85,6% | 1.144 | 15,73% | 2,1 |
|
| 1850 |
1850
NEOS Investment Management
Westport,
Connecticut
| US$ 1,06 bi | +US$ 274 mi | +35% | 14,1% | 163% | 515 | 31,84% | 0,2 |
|