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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 547 mi | +US$ 77,1 mi | +16% | 16,2% | 89,2% | 782 | 15,09% | 1,1 |
|
| 2102 |
2102
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$ 546 mi | +US$ 111 mi | +25% | 19,8% | 33% | 404 | 19,55% | 2,5 |
|
| 2103 |
MIM
2103
Marco Investment Management
Atlanta,
Georgia
| US$ 546 mi | +US$ 74,3 mi | +16% | 22,2% | 127% | 170 | 11,18% | 5,1 |
|
| 2104 |
2104
Forward Management
San Francisco,
California
| US$ 546 mi | +US$ 32,3 mi | +6% | 16% | 36,9% | 49 | 34,69% | 3,3 |
|
| 2105 |
2105
Cypress Capital Group
Palm Beach,
Florida
| US$ 546 mi | +US$ 112 mi | +26% | 16,8% | 97,8% | 248 | 20,56% | 3,7 |
|
| 2106 |
2106
Crestline Management
Fort Worth,
Texas
| US$ 546 mi | +US$ 198 mi | +57% | 35,4% | 80,2% | 178 | 92,13% | 0 |
|
| 2107 |
2107
Regal Investment Advisors
Kentwood,
Michigan
| US$ 545 mi | +US$ 477 mi | +701% | 19,4% | 64,7% | 330 | 91,82% | 0,5 |
|
| 2108 |
2108
Arden Trust
Wilmington,
Delaware
| US$ 545 mi | +US$ 42,6 mi | +8% | 18,2% | 22,5% | 838 | 62,89% | 3,9 |
|
| 2109 |
AA
2109
Ancient Art
Austin,
Texas
| US$ 545 mi | -US$ 75,4 mi | -12% | 42,4% | 168% | 30 | 46,67% | 1,5 |
|
| 2110 |
2110
Canandaigua National Corp
Canandaigua,
New York
| US$ 544 mi | – | – | 18% | – | 269 | – | 0 |
|
| 2111 |
RPGK
2111
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 544 mi | +US$ 126 mi | +30% | 15,8% | 54,7% | 63 | 20,63% | 4,1 |
|
| 2112 |
2112
Sapience Investments
Newport Beach,
California
| US$ 544 mi | +US$ 94,2 mi | +21% | 38,6% | 54,9% | 102 | 21,57% | 1,7 |
|
| 2113 |
2113
Knighthead Capital Management
New York
| US$ 543 mi | +US$ 29,3 mi | +6% | 13,7% | 74,1% | 21 | 66,67% | 0,9 |
|
| 2114 |
2114
Suncoast Equity Management
Tampa,
Florida
| US$ 542 mi | +US$ 131 mi | +32% | 30% | 82,9% | 42 | 26,19% | 2,7 |
|
| 2115 |
KFS
2115
Kurt F. Somerville
| US$ 542 mi | +US$ 91,3 mi | +20% | 19,7% | 92,9% | 116 | 12,07% | 4,2 |
|
| 2116 |
2116
Howe & Rusling
Rochester,
New York
| US$ 542 mi | +US$ 77,8 mi | +17% | 17% | 82% | 959 | 33,99% | 3 |
|
| 2117 |
2117
F3Logic
Burnsville,
Minnesota
| US$ 542 mi | +US$ 82,1 mi | +18% | 14,7% | 11,8% | 182 | 33,52% | 1,1 |
|
| 2118 |
2118
Hilltop Holdings
Dallas,
Texas
| US$ 542 mi | +US$ 127 mi | +30% | 17,7% | 96,7% | 430 | 30% | 2,7 |
|
| 2119 |
2119
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$ 541 mi | -US$ 62,1 mi | -10% | 26,4% | 240% | 87 | 34,48% | 1,7 |
|
| 2120 |
2120
Segment Wealth Management
Houston,
Texas
| US$ 541 mi | +US$ 92 mi | +20% | 20,1% | 108% | 211 | 19,91% | 3,3 |
|
| 2121 |
2121
GM Advisory Group
Melville,
New York
| US$ 541 mi | +US$ 173 mi | +47% | 19% | 53,6% | 192 | 42,71% | 1,4 |
|
| 2122 |
2122
First Nebraska Trust
Lincoln,
Nebraska
| US$ 541 mi | +US$ 86,6 mi | +19% | 18,7% | 67,9% | 149 | 9,4% | 4,4 |
|
| 2123 |
2123
Efficient Advisors
Mason,
Ohio
| US$ 540 mi | +US$ 62,2 mi | +13% | 10,8% | 30,6% | 50 | 2% | 5,3 |
|
| 2124 |
2124
Darrell & King
Charlottesville,
Virginia
| US$ 540 mi | +US$ 112 mi | +26% | 26,2% | – | 50 | 44% | 2,2 |
|
| 2125 |
2125
Myriad Asset Management
North Point,
Hong Kong
| US$ 539 mi | -US$ 129 mi | -19% | 18% | 149% | 117 | 73,5% | 0,2 |
|