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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
One Capital Management
Westlake Village,
California
| US$ 287 mi | -US$ 2,24 bi | -89% | 2,28% | 50,5% | 130 | 8,46% | 1,9 |
|
| 2402 |
2402
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$ 287 mi | +US$ 54,5 mi | +23% | 5,03% | 25,1% | 6 | 16,67% | 1,4 |
|
| 2403 |
RWA
2403
Ropes Wealth Advisors
Boston,
Massachusetts
| US$ 287 mi | +US$ 60,4 mi | +27% | 3,98% | 71% | 561 | 30,12% | 0,8 |
|
| 2404 |
MTIP
2404
Magee Thomson Investment Partners
San Diego,
California
| US$ 286 mi | -US$ 31 mi | -10% | 4,53% | 94,3% | 123 | 37,4% | 0,9 |
|
| 2405 |
2405
Modera Wealth Management
Westwood,
New Jersey
| US$ 286 mi | -US$ 193 mil | -0,1% | 3,07% | 68,2% | 121 | 25,62% | 1,7 |
|
| 2406 |
BBI
2406
Baxter Bros Inc
Riverside,
Connecticut
| US$ 286 mi | – | – | 2,31% | 73,8% | 105 | – | 2,4 |
|
| 2407 |
RMPT
2407
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 286 mi | -US$ 162 mi | -36% | 1,55% | 36,3% | 11 | 45,45% | 0,9 |
|
| 2408 |
MAA
2408
Mraz Amerine & Associates
Modesto,
California
| US$ 286 mi | +US$ 13,9 mi | +5% | 5,23% | 69,8% | 166 | 13,25% | 2,2 |
|
| 2409 |
2409
Advisor Partners
Walnut Creek,
California
| US$ 286 mi | +US$ 16,7 mi | +6% | 3,4% | 63,8% | 420 | 18,1% | 1,5 |
|
| 2410 |
2410
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$ 285 mi | +US$ 7,78 mi | +3% | 5,51% | 183% | 89 | 13,48% | 2,4 |
|
| 2411 |
2411
Highstreet Asset Management
London,
Ontario, Canada
| US$ 285 mi | +US$ 11 mi | +4% | 3,89% | 22,5% | 160 | 22,5% | 1,6 |
|
| 2412 |
2412
HighPoint Advisor Group
Downers Grove,
Illinois
| US$ 285 mi | +US$ 122 mi | +75% | 4,49% | – | 310 | 37,1% | 0,5 |
|
| 2413 |
AG
2413
Alibaba Group
Causeway Bay,
Hong Kong
| US$ 285 mi | +US$ 37,5 mi | +15% | 27,6% | 2,06% | 3 | 0% | 0,5 |
|
| 2414 |
SBWM
2414
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$ 285 mi | +US$ 4,93 mi | +2% | 2,19% | 33,7% | 92 | 5,43% | 2,6 |
|
| 2415 |
YEPV
2415
Yorktown Energy Partners VIII
New York
| US$ 284 mi | +US$ 11,7 mi | +4% | 4,3% | 15,2% | 2 | 0% | 0,5 |
|
| 2416 |
EC
2416
Engaged Capital
Newport Beach,
California
| US$ 284 mi | -US$ 12 mi | -4% | 0,22% | 26,2% | 13 | 15,38% | 1,1 |
|
| 2417 |
2417
Gibson Capital
Wexford,
Pennsylvania
| US$ 284 mi | +US$ 4,98 mi | +2% | 3,23% | 60,4% | 32 | 3,13% | 2,2 |
|
| 2418 |
2418
First American Trust
Santa Ana,
California
| US$ 283 mi | -US$ 1,93 mi | -0,7% | 4,03% | 84,6% | 111 | 14,41% | 1,8 |
|
| 2419 |
PCMK
2419
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 283 mi | +US$ 26,7 mi | +10% | 1,85% | 87,5% | 62 | 14,52% | 2,2 |
|
| 2420 |
VAM
2420
Visionary Asset Management
Houston,
Texas
| US$ 282 mi | -US$ 446 mil | -0,2% | 3,55% | 31,9% | 114 | 35,09% | 0,5 |
|
| 2421 |
CIM
2421
CenturyLink Investment Management
Denver,
Colorado
| US$ 282 mi | +US$ 5,69 mi | +2% | 2,3% | – | 266 | 24,81% | 1,7 |
|
| 2422 |
CFP
2422
Cornerstone Financial Partners
Huntersville,
North Carolina
| US$ 282 mi | +US$ 23,6 mi | +9% | 2,43% | – | 187 | 35,83% | 0,3 |
|
| 2423 |
DSC
2423
Duncker Streett & Co
St. Louis,
Missouri
| US$ 281 mi | +US$ 11 mi | +4% | 3,89% | 90,9% | 631 | 5,39% | 2,5 |
|
| 2424 |
LIM
2424
Longfellow Investment Management
Boston,
Massachusetts
| US$ 281 mi | +US$ 35,1 mi | +14% | 28,3% | 45,9% | 65 | 80% | 0,3 |
|
| 2425 |
2425
CKW Financial Group
Honolulu,
Hawaii
| US$ 281 mi | +US$ 13,9 mi | +5% | 0,79% | 62,4% | 177 | 12,99% | 2 |
|