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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
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,47 bi | +US$ 36,6 mi | +3% | 0,9% | 48,7% | 166 | 13,25% | 4,6 |
|
| 1827 |
1827
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,47 bi | +US$ 19,3 mi | +1% | 0,52% | 41,3% | 739 | 12,04% | 2,2 |
|
| 1828 |
1828
Shufro Rose & Co
New York
| US$ 1,47 bi | -US$ 8,04 mi | -0,5% | 1,73% | 68,1% | 326 | 12,88% | 5,3 |
|
| 1829 |
1829
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 1,47 bi | -US$ 20,7 mi | -1% | 0,62% | 73% | 438 | 8,68% | 4,1 |
|
| 1830 |
1830
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 1,47 bi | -US$ 76,5 mi | -5% | 2,41% | 115% | 496 | 0,81% | 7,2 |
|
| 1831 |
1831
Falcon Wealth Planning
Ontario,
California
| US$ 1,47 bi | +US$ 281 mi | +24% | 1,15% | 52,7% | 247 | 17% | 2,2 |
|
| 1832 |
1832
Verus Capital Partners
Scottsdale,
Arizona
| US$ 1,46 bi | -US$ 38,3 mi | -3% | 2,36% | 158% | 510 | 19,41% | 2,7 |
|
| 1833 |
PWMAG
1833
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,46 bi | +US$ 10,6 mi | +0,7% | 0,01% | 90,7% | 601 | 20,63% | 3,3 |
|
| 1834 |
1834
Adelante Capital Management
Alameda,
California
| US$ 1,46 bi | -US$ 21,6 mi | -1% | 5,89% | 43,2% | 46 | 17,39% | 4,6 |
|
| 1835 |
LLL
1835
Lynrock Lake LP
Rye Brook,
New York
| US$ 1,46 bi | -US$ 55,1 mi | -4% | 8,63% | 21,2% | 29 | 17,24% | 2,5 |
|
| 1836 |
MCI
1836
McDonald Capital Investors
Orinda,
California
| US$ 1,46 bi | -US$ 169 mi | -10% | 7,71% | 60,1% | 21 | 0% | 7,4 |
|
| 1837 |
1837
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 1,46 bi | +US$ 109 mi | +8% | 1,7% | 116% | 535 | 17,2% | 2,1 |
|
| 1838 |
1838
Trinity Street Asset Management
London,
United Kingdom
| US$ 1,46 bi | -US$ 133 mi | -8% | 12,3% | 76,9% | 23 | 8,7% | 2,4 |
|
| 1839 |
1839
Signal Advisors Wealth
Detroit,
Michigan
| US$ 1,46 bi | +US$ 199 mi | +16% | 1,53% | 70,5% | 621 | 25,44% | 0,9 |
|
| 1840 |
1840
Liberty 77 Capital
Washington,
District of Columbia
| US$ 1,46 bi | +US$ 111 mi | +8% | 18,6% | – | 4 | 25% | 1,1 |
|
| 1841 |
1841
Beaumont Financial Advisors
Needham,
Massachusetts
| US$ 1,46 bi | -US$ 62,9 mi | -4% | 1,96% | 93,3% | 395 | 12,66% | 4,7 |
|
| 1842 |
1842
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,45 bi | +US$ 82,7 mi | +6% | 0,93% | 59,7% | 366 | 13,39% | 1,9 |
|
| 1843 |
1843
Avalon Trust
Santa Fe,
New Mexico
| US$ 1,45 bi | -US$ 94,8 mi | -6% | 2,34% | 118% | 483 | 15,94% | 1,8 |
|
| 1844 |
1844
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 1,45 bi | -US$ 84,6 mi | -6% | 3,54% | 59,5% | 80 | 2,5% | 5,2 |
|
| 1845 |
1845
DDD Partners
Bellevue,
Washington
| US$ 1,45 bi | -US$ 121 mi | -8% | 6,39% | 85,9% | 155 | 29,03% | 2,5 |
|
| 1846 |
1846
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 1,45 bi | -US$ 28,3 mi | -2% | 1,35% | 98,6% | 501 | 21,36% | 4 |
|
| 1847 |
1847
SSI Investment Management
Los Angeles,
California
| US$ 1,45 bi | -US$ 25 mi | -2% | 0,81% | 15,7% | 250 | 70% | 2,6 |
|
| 1848 |
1848
Vantage Investment Partners
Kansas City,
Missouri
| US$ 1,45 bi | -US$ 49,2 mi | -3% | 1,81% | 77,4% | 66 | 9,09% | 5 |
|
| 1849 |
SIA
1849
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$ 1,45 bi | +US$ 291 mi | +25% | 1,39% | 66,1% | 394 | 41,12% | 1,9 |
|
| 1850 |
1850
Corda Investment Management
Houston,
Texas
| US$ 1,45 bi | +US$ 71,4 mi | +5% | 5,47% | 85% | 84 | 7,14% | 5,6 |
|