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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WDA
2051
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 981 mi | -US$ 8,26 mi | -0,8% | 1% | 46% | 166 | 6,02% | 7,6 |
|
| 2052 |
2052
RWC Asset Advisors
Miami,
Florida
| US$ 980 mi | -US$ 294 mi | -23% | 1,97% | 267% | 23 | 26,09% | 2 |
|
| 2053 |
2053
Y.D. More Investments
Ramat Gan,
Israel
| US$ 980 mi | +US$ 416 mi | +74% | 5,57% | 305% | 471 | 32,48% | 0,9 |
|
| 2054 |
2054
ClariVest Asset Management
San Diego,
California
| US$ 980 mi | +US$ 15,9 mi | +2% | 7,9% | 106% | 949 | 21,5% | 1,9 |
|
| 2055 |
2055
Leo Wealth LLC
Hurst,
Texas
| US$ 980 mi | +US$ 2,88 mi | +0,3% | 0,99% | – | 358 | 14,25% | 0,4 |
|
| 2056 |
2056
Michael & Susan Dell Foundation
New York
| US$ 980 mi | +US$ 178 mi | +22% | 13,3% | 238% | 6 | 66,67% | 2,4 |
|
| 2057 |
2057
Permanens Capital
New York
| US$ 980 mi | +US$ 166 mi | +20% | 0,92% | 76,9% | 29 | 17,24% | 3,6 |
|
| 2058 |
2058
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 978 mi | -US$ 1,81 mi | -0,2% | 0,95% | 77,5% | 171 | 7,02% | 8,1 |
|
| 2059 |
2059
Sunbelt Securities
Houston,
Texas
| US$ 978 mi | +US$ 81,2 mi | +9% | 3,96% | 83,5% | 1.828 | 8,53% | 1,8 |
|
| 2060 |
OCMI
2060
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 976 mi | +US$ 111 mi | +13% | 14,2% | 451% | 16 | 6,25% | 6,5 |
|
| 2061 |
2061
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 976 mi | +US$ 53,4 mi | +6% | 5,76% | 112% | 136 | 5,88% | 5,9 |
|
| 2062 |
2062
Ilex Capital Partners
London,
United Kingdom
| US$ 976 mi | -US$ 42,7 mi | -4% | 0,3% | – | 32 | 78,13% | 0,1 |
|
| 2063 |
2063
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 974 mi | +US$ 14,2 mi | +1% | 2,03% | 62,2% | 238 | 5,46% | 4,1 |
|
| 2064 |
1WCM
2064
12 West Capital Management
New York
| US$ 973 mi | -US$ 136 mi | -12% | 7,99% | 169% | 25 | 24% | 2,4 |
|
| 2065 |
2065
Anchor Investment Management
Columbia,
South Carolina
| US$ 972 mi | +US$ 17,7 mi | +2% | 1,96% | 75,1% | 1.077 | 10,96% | 4,9 |
|
| 2066 |
2066
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 970 mi | +US$ 32 mi | +3% | 3,5% | 73% | 374 | 5,08% | 3,3 |
|
| 2067 |
2067
First Nebraska Trust
Lincoln,
Nebraska
| US$ 970 mi | +US$ 1,14 mi | +0,1% | 0,09% | 67,9% | 198 | 5,05% | 5,9 |
|
| 2068 |
2068
Smith, Moore & Co
Clayton,
Missouri
| US$ 970 mi | +US$ 31,2 mi | +3% | 1,64% | 67% | 458 | 10,04% | 4,5 |
|
| 2069 |
2069
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 969 mi | +US$ 35,6 mi | +4% | 2,56% | 69,3% | 1.004 | 9,06% | 3,3 |
|
| 2070 |
PWMAG
2070
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 969 mi | +US$ 37 mi | +4% | 2,69% | 90,7% | 373 | 9,65% | 3,7 |
|
| 2071 |
2071
Longbow Finance
Lutry,
Switzerland
| US$ 967 mi | -US$ 21,5 mi | -2% | 6,54% | 162% | 86 | 3,49% | 0,8 |
|
| 2072 |
2072
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 967 mi | +US$ 17,6 mi | +2% | 0,52% | 87,5% | 440 | 22,27% | 1 |
|
| 2073 |
2073
Verus Capital Partners
Scottsdale,
Arizona
| US$ 967 mi | +US$ 61,7 mi | +7% | 6,74% | 139% | 380 | 15,26% | 2,5 |
|
| 2074 |
BFS
2074
Bard Financial Services
Branford,
Connecticut
| US$ 967 mi | +US$ 25,6 mi | +3% | 4,74% | 90,1% | 238 | 7,14% | 2,9 |
|
| 2075 |
2075
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 967 mi | -US$ 59,5 mi | -6% | 0,39% | 61,8% | 408 | 53,43% | 7,2 |
|