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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$ 808 mi | -US$ 33,1 mi | -4% | 3,06% | 62,8% | 285 | 7,72% | 2,4 |
|
| 2077 |
2077
ARS Investment Partners
New York
| US$ 807 mi | -US$ 49 mi | -6% | 1,62% | 260% | 167 | 13,77% | 3 |
|
| 2078 |
2078
First Nebraska Trust
Lincoln,
Nebraska
| US$ 806 mi | -US$ 31,5 mi | -4% | 3,44% | 67,9% | 181 | 6,63% | 5,9 |
|
| 2079 |
2079
Lattice Capital Management
Kirkland,
Washington
| US$ 806 mi | +US$ 20,7 mi | +3% | 3,57% | 187% | 44 | 45,45% | 1,3 |
|
| 2080 |
SGCIA
2080
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 804 mi | -US$ 22,2 mi | -3% | 1,49% | 56,9% | 145 | 6,9% | 6,3 |
|
| 2081 |
2081
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$ 804 mi | -US$ 35,2 mi | -4% | 3,02% | 68,7% | 243 | 10,7% | 4,6 |
|
| 2082 |
2082
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 804 mi | +US$ 41,2 mi | +5% | 2,6% | 73% | 379 | 7,92% | 2,7 |
|
| 2083 |
2083
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| US$ 804 mi | -US$ 371 mi | -32% | 1,56% | 4,8% | 602 | 23,75% | 1,5 |
|
| 2084 |
2084
Syon Capital
San Francisco,
California
| US$ 803 mi | – | – | 2,69% | 74% | 366 | – | 0 |
|
| 2085 |
2085
Voya Financial Advisors
Windsor,
Connecticut
| US$ 803 mi | -US$ 55,8 mi | -6% | 3,49% | 44,8% | 245 | 13,47% | 5,4 |
|
| 2086 |
2086
Arax Advisory Partners
Denver,
Colorado
| US$ 803 mi | +US$ 19,6 mi | +2% | 3,74% | 64,7% | 1.390 | 13,81% | 2,8 |
|
| 2087 |
2087
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 803 mi | -US$ 129 mi | -14% | 1,57% | 64,1% | 310 | 19,03% | 3 |
|
| 2088 |
2088
Jacobs & Co
San Francisco,
California
| US$ 802 mi | -US$ 38,5 mi | -5% | 2,86% | 105% | 121 | 1,65% | 7,1 |
|
| 2089 |
2089
Sand Grove Capital Management
London,
United Kingdom
| US$ 802 mi | -US$ 51,8 mi | -6% | 12,2% | 410% | 48 | 75% | 0,2 |
|
| 2090 |
2090
CenterBook Partners
Greenwich,
Connecticut
| US$ 802 mi | +US$ 2,33 mi | +0,3% | 5,51% | 62,4% | 521 | 43,38% | 0,7 |
|
| 2091 |
2091
JNBA Financial Advisors
Bloomington,
Minnesota
| US$ 801 mi | -US$ 33,2 mi | -4% | 3,38% | 61,8% | 769 | 11,05% | 4,3 |
|
| 2092 |
BIC
2092
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 800 mi | -US$ 40,5 mi | -5% | 2,22% | 36% | 163 | 12,27% | 5,7 |
|
| 2093 |
2093
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 799 mi | -US$ 86,8 mi | -10% | 2,97% | 69,5% | 275 | 20% | 2,4 |
|
| 2094 |
2094
Verity & Verity
Beaufort,
South Carolina
| US$ 798 mi | -US$ 16,9 mi | -2% | 3,23% | 90,4% | 107 | 8,41% | 5,2 |
|
| 2095 |
2095
Traynor Capital Management
Malvern,
Pennsylvania
| US$ 798 mi | -US$ 17 mi | -2% | 3,05% | 225% | 244 | 15,98% | 3,1 |
|
| 2096 |
2096
Woodstock Corp
Boston,
Massachusetts
| US$ 797 mi | -US$ 50 mi | -6% | 3,71% | 115% | 175 | 6,86% | 7 |
|
| 2097 |
2097
Callahan Advisors
Houston,
Texas
| US$ 796 mi | -US$ 26,8 mi | -3% | 1,94% | 87,7% | 141 | 6,38% | 5,8 |
|
| 2098 |
2098
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| US$ 796 mi | +US$ 171 mi | +27% | 3,5% | 101% | 14 | 14,29% | 1,6 |
|
| 2099 |
2099
Meeder Advisory Services
Dublin,
Ohio
| US$ 795 mi | -US$ 133 mi | -14% | 2,94% | 91,4% | 453 | 15,01% | 0,7 |
|
| 2100 |
2100
Voss Capital
Houston,
Texas
| US$ 795 mi | -US$ 32,8 mi | -4% | 10,1% | 78,4% | 51 | 27,45% | 1 |
|