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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Discerene Group
Stamford,
Connecticut
| US$ 1,06 bi | -US$ 114 mi | -10% | 9,51% | 48,6% | 13 | 0% | 4 |
|
| 2302 |
2302
KWB Wealth
Redlands,
California
| US$ 1,06 bi | +US$ 151 mi | +17% | 1,95% | 54,8% | 190 | 30,53% | 2 |
|
| 2303 |
2303
Carret Asset Management
New York
| US$ 1,05 bi | +US$ 25,6 mi | +2% | 5,09% | 94,4% | 300 | 6% | 7,9 |
|
| 2304 |
2304
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 1,05 bi | -US$ 14,6 mi | -1% | 2,47% | 67,7% | 152 | 5,26% | 4,5 |
|
| 2305 |
2305
Southeast Asset Advisors
Thomasville,
Georgia
| US$ 1,05 bi | +US$ 135 mi | +15% | 8,91% | 91,5% | 228 | 13,16% | 4 |
|
| 2306 |
2306
MASTERINVEST Kapitalanlage
Vienna,
| US$ 1,05 bi | +US$ 27,3 mi | +3% | 4,64% | – | 288 | 11,11% | 0,5 |
|
| 2307 |
2307
Triad Wealth Partners
Lawrence,
Kansas
| US$ 1,05 bi | +US$ 277 mi | +36% | 1,81% | – | 487 | 30,39% | 0,6 |
|
| 2308 |
2308
Summit Partners
Boston,
Massachusetts
| US$ 1,05 bi | +US$ 127 mi | +14% | 17,6% | 23,2% | 8 | 0% | 5,1 |
|
| 2309 |
2309
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$ 1,05 bi | +US$ 736 mi | +234% | 0,02% | 47,9% | 29 | 55,17% | 0,8 |
|
| 2310 |
2310
Parkman Healthcare Partners
Stamford,
Connecticut
| US$ 1,05 bi | +US$ 91,8 mi | +10% | 26,9% | 306% | 111 | 27,93% | 1,4 |
|
| 2311 |
2311
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$ 1,05 bi | +US$ 12,8 mi | +1% | 1,2% | 75,6% | 284 | 7,04% | 2,3 |
|
| 2312 |
AH
2312
Allen Holding
New York
| US$ 1,05 bi | -US$ 10,4 mi | -1% | 1,87% | 135% | 9 | 0% | 7,9 |
|
| 2313 |
2313
Three Seasons Wealth
Salt Lake City,
Utah
| US$ 1,05 bi | +US$ 41,7 mi | +4% | 4,24% | 156% | 223 | 38,12% | 0,9 |
|
| 2314 |
2314
Cornerstone Advisory
Hunt Valley,
Maryland
| US$ 1,05 bi | +US$ 30,6 mi | +3% | 2,04% | 53,5% | 259 | 9,65% | 4,8 |
|
| 2315 |
2315
Berkshire Money Management
Dalton,
Massachusetts
| US$ 1,05 bi | +US$ 76,6 mi | +8% | 1,99% | 61,8% | 132 | 64,39% | 1,4 |
|
| 2316 |
SC
2316
Shellback Capital
Boston,
Massachusetts
| US$ 1,05 bi | -US$ 530 mi | -34% | 8,43% | 198% | 130 | 54,62% | 1,1 |
|
| 2317 |
2317
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$ 1,05 bi | +US$ 42,1 mi | +4% | 2,71% | 67,9% | 272 | 13,24% | 2,9 |
|
| 2318 |
2318
Spirepoint Private Client
Vero Beach,
Florida
| US$ 1,05 bi | +US$ 95,2 mi | +10% | 4,45% | – | 325 | 17,54% | 1,1 |
|
| 2319 |
2319
CCM Investment Advisers
Columbia,
South Carolina
| US$ 1,04 bi | +US$ 29,5 mi | +3% | 5,96% | 170% | 98 | 14,29% | 4,6 |
|
| 2320 |
2320
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$ 1,04 bi | -US$ 31,9 mi | -3% | 0,8% | 62,8% | 342 | 16,96% | 3,2 |
|
| 2321 |
2321
Penn Davis McFarland
Dallas,
Texas
| US$ 1,04 bi | +US$ 76,2 mi | +8% | 7,66% | 100% | 77 | 3,9% | 4,3 |
|
| 2322 |
2322
Limestone Investment Advisors
New York
| US$ 1,04 bi | -US$ 219 mi | -17% | 0,1% | – | 680 | 57,79% | 0,3 |
|
| 2323 |
2323
Randolph Company
Cincinnati,
Ohio
| US$ 1,04 bi | +US$ 14,1 mi | +1% | 2,18% | 127% | 45 | 11,11% | 4,7 |
|
| 2324 |
2324
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$ 1,04 bi | -US$ 189 mil | -0% | 2,29% | 59,5% | 973 | 20,66% | 1,1 |
|
| 2325 |
2325
SG Capital Management
Chicago,
Illinois
| US$ 1,04 bi | -US$ 80,2 mi | -7% | 2,7% | 250% | 96 | 73,96% | 0,2 |
|