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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
Alphadyne Asset Management
New York
| US$ 1,21 bi | +US$ 582 mi | +92% | 35,4% | 159% | 33 | 87,88% | 0,3 |
|
| 1852 |
1852
Schechter Investment Advisors
Birmingham,
Michigan
| US$ 1,21 bi | -US$ 91,2 mi | -7% | 0,15% | 36,1% | 715 | 18,32% | 2,1 |
|
| 1853 |
1853
First Long Island Investors
Jericho,
New York
| US$ 1,21 bi | -US$ 44,2 mi | -4% | 1,55% | 85,5% | 67 | 4,48% | 5,6 |
|
| 1854 |
1854
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,21 bi | -US$ 16,7 mi | -1% | 1,98% | 108% | 307 | 17,26% | 2,1 |
|
| 1855 |
1855
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,21 bi | -US$ 79,5 mil | -0% | 1,45% | 48,7% | 150 | 5,33% | 4,2 |
|
| 1856 |
1856
Private Wealth Partners
Mill Valley,
California
| US$ 1,21 bi | -US$ 97,5 mi | -7% | 3,86% | 132% | 188 | 22,87% | 4,1 |
|
| 1857 |
1857
KMG Fiduciary Partners
Toledo,
Ohio
| US$ 1,2 bi | -US$ 4,21 mi | -0,3% | 2,5% | 114% | 292 | 10,27% | 3,1 |
|
| 1858 |
1858
DNCA Finance
Paris,
France
| US$ 1,2 bi | -US$ 80,9 mi | -6% | 2,73% | – | 147 | 13,61% | 0,6 |
|
| 1859 |
1859
Angeles Wealth Management
Santa Monica,
California
| US$ 1,2 bi | -US$ 9,7 mi | -0,8% | 2,93% | 80,6% | 388 | 10,31% | 1,7 |
|
| 1860 |
1860
1900 Wealth Management
San Antonio,
Texas
| US$ 1,2 bi | +US$ 10,6 mi | +0,9% | 2,3% | 61% | 225 | 5,78% | 3,1 |
|
| 1861 |
1861
Oak Ridge Investments
Chicago,
Illinois
| US$ 1,2 bi | -US$ 72,1 mi | -6% | 6,12% | 223% | 177 | 13,56% | 3,5 |
|
| 1862 |
1862
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 1,2 bi | -US$ 72,2 mi | -6% | 2,53% | 57,6% | 216 | 23,61% | 2,3 |
|
| 1863 |
1863
Stack Financial Management
Whitefish,
Montana
| US$ 1,2 bi | +US$ 107 mi | +10% | 5,78% | 70% | 54 | 9,26% | 4,8 |
|
| 1864 |
1864
Wealthquest
Cincinnati,
Ohio
| US$ 1,2 bi | -US$ 30,7 mi | -3% | 2,12% | 52,1% | 142 | 15,49% | 4,3 |
|
| 1865 |
1865
Coliseum Capital Management
Rowayton,
Connecticut
| US$ 1,2 bi | -US$ 15,5 mi | -1% | 18,5% | 41,1% | 17 | 17,65% | 2,8 |
|
| 1866 |
1866
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,2 bi | -US$ 20,1 mi | -2% | 2,15% | 96,2% | 298 | 9,73% | 5,6 |
|
| 1867 |
1867
Triglav Skladi
Ljubljana,
Slovenia
| US$ 1,2 bi | -US$ 75,4 mi | -6% | 5,15% | – | 149 | 26,85% | 0,2 |
|
| 1868 |
1868
Browning West
Los Angeles,
California
| US$ 1,19 bi | +US$ 196 mi | +20% | 0,8% | 96,8% | 3 | 0% | 2,9 |
|
| 1869 |
1869
Charles Schwab Trust
Henderson,
Nevada
| US$ 1,19 bi | +US$ 29,7 mi | +3% | 0,13% | 52,7% | 179 | 18,99% | 3,2 |
|
| 1870 |
1870
Freedom Investment Management
Hartford,
Connecticut
| US$ 1,19 bi | -US$ 11,9 mi | -1% | 0,19% | 68,5% | 820 | 18,78% | 3,4 |
|
| 1871 |
1871
Vantage Investment Partners
Kansas City,
Missouri
| US$ 1,19 bi | +US$ 43,4 mi | +4% | 1,44% | 77,4% | 67 | 11,94% | 4,7 |
|
| 1872 |
KCM
1872
Kynam Capital Management
Princeton,
New Jersey
| US$ 1,19 bi | -US$ 502 mi | -30% | 21,7% | 320% | 36 | 27,78% | 1,6 |
|
| 1873 |
1873
Howe & Rusling
Rochester,
New York
| US$ 1,19 bi | +US$ 28,7 mi | +2% | 0,31% | 82% | 477 | 23,06% | 4,2 |
|
| 1874 |
1874
Diversified Enterprises
Wilmington,
Delaware
| US$ 1,19 bi | +US$ 137 mi | +13% | 2,7% | – | 308 | 25,97% | 0,4 |
|
| 1875 |
1875
Koss-Olinger Consulting
Gainesville,
Florida
| US$ 1,19 bi | +US$ 45,9 mi | +4% | 2,73% | 57,9% | 338 | 54,44% | 0,4 |
|