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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
CapWealth Advisors
Franklin,
Tennessee
| US$ 569 mi | -US$ 40,3 mi | -7% | 13,2% | 152% | 117 | 19,66% | 3,8 |
|
| 1852 |
1852
Cardan Capital Partners
Denver,
Colorado
| US$ 569 mi | -US$ 69,3 mi | -11% | 10,7% | 64% | 209 | 35,89% | 1,3 |
|
| 1853 |
1853
Executive Wealth Management
Brighton,
Michigan
| US$ 568 mi | – | – | 8,2% | 18,4% | 927 | – | 0 |
|
| 1854 |
1854
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 567 mi | -US$ 144 mi | -20% | 9,52% | 89,2% | 1.109 | 79,98% | 1,7 |
|
| 1855 |
1855
Ensemble Capital Management
San Francisco,
California
| US$ 567 mi | -US$ 40,6 mi | -7% | 16,4% | 36,2% | 31 | 19,35% | 3,4 |
|
| 1856 |
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$ 567 mi | -US$ 76,4 mi | -12% | 10,5% | 23,7% | 237 | 9,7% | 4,2 |
|
| 1857 |
1857
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 566 mi | -US$ 78,8 mi | -12% | 11,8% | 86% | 454 | 24,89% | 2,9 |
|
| 1858 |
1858
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 566 mi | -US$ 77 mi | -12% | 9,57% | 68% | 114 | 9,65% | 3,3 |
|
| 1859 |
BPM
1859
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 565 mi | -US$ 149 mi | -21% | 16,3% | 45,7% | 436 | 48,39% | 1,6 |
|
| 1860 |
1860
Independent Advisor Alliance
Charlotte,
North Carolina
| US$ 565 mi | +US$ 9,43 mi | +2% | 11,1% | 135% | 492 | 40,24% | 1,1 |
|
| 1861 |
EA
1861
Echinus Advisors
New York
| US$ 565 mi | -US$ 18,1 mi | -3% | 12,8% | 91,4% | 10 | 20% | 1,5 |
|
| 1862 |
1862
Garde Capital
Seattle,
Washington
| US$ 565 mi | -US$ 30,1 mi | -5% | 9,75% | 57,6% | 173 | 8,67% | 2,6 |
|
| 1863 |
CFIC
1863
City Financial Investment Company
London,
United Kingdom
| US$ 562 mi | -US$ 2,53 bi | -82% | 1,23% | – | 191 | 55,5% | 0,4 |
|
| 1864 |
1864
Vicus Capital
State College,
Pennsylvania
| US$ 562 mi | -US$ 60,5 mi | -10% | 11,6% | 59,6% | 243 | 14,81% | 2,9 |
|
| 1865 |
1865
Corient Capital Partners
Newport Beach,
California
| US$ 561 mi | -US$ 39,7 mi | -7% | 12,1% | 39,2% | 327 | 29,66% | 1,6 |
|
| 1866 |
CC
1866
Cornerstone Capital
Palo Alto,
California
| US$ 561 mi | -US$ 96,9 mi | -15% | 10,8% | 91,2% | 83 | 10,84% | 3,9 |
|
| 1867 |
1867
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 561 mi | -US$ 105 mi | -16% | 11,8% | 50,7% | 74 | 10,81% | 4 |
|
| 1868 |
1868
Provident Investment Management
Novi,
Michigan
| US$ 560 mi | -US$ 144 mi | -20% | 13,6% | 90,8% | 61 | 6,56% | 3,7 |
|
| 1869 |
1869
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 560 mi | -US$ 103 mi | -16% | 11,7% | 96,2% | 201 | 16,92% | 3,8 |
|
| 1870 |
1870
Hilton Capital Management
Garden City,
New York
| US$ 559 mi | -US$ 110 mi | -16% | 8,36% | 58,2% | 366 | 27,87% | 0,8 |
|
| 1871 |
1871
GenTrust
Miami,
Florida
| US$ 559 mi | -US$ 64,2 mi | -10% | 9,33% | 53% | 111 | 35,14% | 1,2 |
|
| 1872 |
1872
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$ 559 mi | +US$ 404 mi | +262% | 13,5% | 24,3% | 1.339 | 21,21% | 2,8 |
|
| 1873 |
1873
BTC Capital Management
Des Moines,
Iowa
| US$ 558 mi | -US$ 27,3 mi | -5% | 11,7% | – | 189 | 19,05% | 2 |
|
| 1874 |
1874
Sound Point Capital Management
New York
| US$ 558 mi | -US$ 70,8 mi | -11% | 13,9% | 61,5% | 42 | 54,76% | 0,8 |
|
| 1875 |
1875
Exane Derivatives
Paris,
France
| US$ 557 mi | +US$ 24 mi | +5% | 11,3% | 42,7% | 771 | 22,7% | 1,7 |
|