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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Matrix Asset Advisors
White Plains,
New York
| US$ 1,11 bi | +US$ 34,5 mi | +3% | 4,5% | 84,9% | 109 | 3,67% | 5,2 |
|
| 2227 |
2227
EQT Fund Management
Luxembourg
| US$ 1,11 bi | -US$ 751 mi | -40% | 8,76% | – | 5 | 40% | 0,2 |
|
| 2228 |
2228
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| US$ 1,11 bi | – | – | 1,93% | – | 267 | – | 0 |
|
| 2229 |
2229
Inspire Investing
Meridian,
Idaho
| US$ 1,11 bi | +US$ 84 mi | +8% | 1,88% | 107% | 1.183 | 34,15% | 2,3 |
|
| 2230 |
2230
Wealth Architects
Mountain View,
California
| US$ 1,11 bi | +US$ 50,8 mi | +5% | 3,94% | 80,1% | 250 | 10% | 5,3 |
|
| 2231 |
2231
ARS Wealth Advisors Group
St. Petersburg,
Florida
| US$ 1,11 bi | +US$ 96,3 mi | +10% | 4,01% | 89,5% | 202 | 10,89% | 2,4 |
|
| 2232 |
2232
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$ 1,11 bi | +US$ 27,9 mi | +3% | 2,46% | 58,6% | 135 | 9,63% | 2,1 |
|
| 2233 |
2233
Topline Capital Management
Santa Monica,
California
| US$ 1,11 bi | +US$ 524 mi | +90% | 8,53% | – | 57 | 40,35% | 0,5 |
|
| 2234 |
2234
UNC Management Company
Chapel Hill,
North Carolina
| US$ 1,11 bi | +US$ 216 mi | +24% | 2,34% | 92% | 5 | 40% | 0,8 |
|
| 2235 |
M
2235
MOTCO
San Antonio,
Texas
| US$ 1,1 bi | +US$ 8,42 mi | +0,8% | 2,75% | 63,5% | 659 | 6,37% | 5,1 |
|
| 2236 |
2236
AWM Capital
Phoenix,
Arizona
| US$ 1,1 bi | +US$ 1,66 mi | +0,2% | 2,07% | 51,1% | 106 | 5,66% | 2,7 |
|
| 2237 |
2237
Royal Fund Management
Lady Lake,
Florida
| US$ 1,1 bi | +US$ 260 mi | +31% | 1,72% | 103% | 354 | 35,88% | 3,3 |
|
| 2238 |
2238
Provident Investment Management
Novi,
Michigan
| US$ 1,1 bi | -US$ 34 mi | -3% | 1,25% | 90,8% | 92 | 18,48% | 4,3 |
|
| 2239 |
2239
Greenvale Capital
London,
United Kingdom
| US$ 1,1 bi | -US$ 172 mi | -14% | 1,16% | 101% | 21 | 52,38% | 1 |
|
| 2240 |
2240
Silicon Valley Capital Partners
San Jose,
California
| US$ 1,1 bi | +US$ 38,6 mi | +4% | 3,21% | 103% | 303 | 20,79% | 2,6 |
|
| 2241 |
2241
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 1,1 bi | -US$ 24,4 mi | -2% | 2,48% | 56,1% | 69 | 11,59% | 2,7 |
|
| 2242 |
2242
Certified Advisory Corp
Altamonte Springs,
Florida
| US$ 1,1 bi | +US$ 44,6 mi | +4% | 2,11% | 62,9% | 329 | 7,9% | 4 |
|
| 2243 |
2243
Hackensack Meridian Health
Edison,
New Jersey
| US$ 1,1 bi | +US$ 124 mi | +13% | 2,63% | 53,4% | 8 | 37,5% | 1,9 |
|
| 2244 |
2244
Main Management Fund Advisors
San Francisco,
California
| US$ 1,1 bi | +US$ 65 mi | +6% | 2,55% | 80% | 10 | 50% | 0,6 |
|
| 2245 |
2245
Diameter Capital Partners
New York
| US$ 1,09 bi | -US$ 528 mi | -33% | 17,9% | 378% | 67 | 74,63% | 0,5 |
|
| 2246 |
2246
First Nebraska Trust
Lincoln,
Nebraska
| US$ 1,09 bi | -US$ 12,3 mi | -1% | 1,66% | 76,9% | 224 | 10,71% | 6,2 |
|
| 2247 |
2247
Stokes Family Office
New Orleans,
Louisiana
| US$ 1,09 bi | +US$ 40,3 mi | +4% | 3,18% | 68,1% | 317 | 18,61% | 2,9 |
|
| 2248 |
2248
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 1,09 bi | US$ 0 | 0% | 1,6% | – | 189 | 0% | 7,9 |
|
| 2249 |
2249
Dock Street Asset Management
Palm Beach,
Florida
| US$ 1,09 bi | -US$ 53,6 mi | -5% | 0,17% | 175% | 53 | 18,87% | 5,1 |
|
| 2250 |
2250
Allen Capital Group
Grand Island,
Nebraska
| US$ 1,09 bi | +US$ 31 mi | +3% | 1,52% | 62,8% | 287 | 12,2% | 2 |
|