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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
Ilex Capital Partners
London,
United Kingdom
| US$ 716 mi | – | – | 7,97% | – | 16 | – | 0 |
|
| 2402 |
2402
MIG Capital
Newport Beach,
California
| US$ 716 mi | +US$ 176 mi | +33% | 18,7% | 118% | 17 | 17,65% | 1,9 |
|
| 2403 |
2403
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$ 714 mi | +US$ 167 mi | +31% | 9,68% | 55,5% | 170 | 10,59% | 1,8 |
|
| 2404 |
2404
Wealth Alliance
Mellville,
New York
| US$ 713 mi | +US$ 79,1 mi | +12% | 10,9% | 75,7% | 536 | 13,81% | 2,2 |
|
| 2405 |
2405
Wealth Architects
Mountain View,
California
| US$ 713 mi | +US$ 125 mi | +21% | 10,5% | 80,1% | 205 | 11,22% | 4,8 |
|
| 2406 |
2406
RTD Financial Advisors
Philadelphia,
Pennsylvania
| US$ 712 mi | +US$ 57,6 mi | +9% | 11% | 51,5% | 104 | 9,62% | 1,8 |
|
| 2407 |
2407
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$ 712 mi | +US$ 59,5 mi | +9% | 9,68% | 61,1% | 1.550 | 14,9% | 2,8 |
|
| 2408 |
2408
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 712 mi | +US$ 78,9 mi | +12% | 7,74% | 102% | 339 | 17,99% | 4,1 |
|
| 2409 |
2409
Abner Herrman & Brock
Jersey City,
New Jersey
| US$ 712 mi | +US$ 59,4 mi | +9% | 11% | 156% | 99 | 11,11% | 4,7 |
|
| 2410 |
2410
Matthews International Capital Management
San Francisco,
California
| US$ 712 mi | -US$ 115 mi | -14% | 9,83% | 227% | 39 | 10,26% | 2,8 |
|
| 2411 |
2411
RMR Wealth Builders
Montclair,
New Jersey
| US$ 712 mi | +US$ 85,6 mi | +14% | 11,3% | 91,7% | 249 | 14,46% | 1,9 |
|
| 2412 |
2412
Van Cleef Asset Management
Beachwood,
Ohio
| US$ 712 mi | +US$ 76,6 mi | +12% | 10,4% | 104% | 112 | 5,36% | 6,8 |
|
| 2413 |
2413
Goodnow Investment Group
Darien,
Connecticut
| US$ 711 mi | +US$ 118 mi | +20% | 18,9% | 131% | 26 | 19,23% | 3,4 |
|
| 2414 |
2414
J. Safra Asset Management
New York
| US$ 711 mi | +US$ 25,2 mi | +4% | 11,5% | 84,3% | 130 | 23,85% | 1 |
|
| 2415 |
SP
2415
Solel Partners
Boston,
Massachusetts
| US$ 711 mi | +US$ 40,4 mi | +6% | 12,5% | 25,9% | 29 | 31,03% | 1,6 |
|
| 2416 |
2416
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 710 mi | +US$ 69,7 mi | +11% | 10,4% | – | 277 | 9,75% | 4,1 |
|
| 2417 |
2417
Insigneo Advisory Services
Miami,
Florida
| US$ 710 mi | +US$ 219 mi | +45% | 12,2% | 119% | 455 | 18,9% | 0,7 |
|
| 2418 |
2418
Parkman Healthcare Partners
Stamford,
Connecticut
| US$ 710 mi | +US$ 164 mi | +30% | 20,9% | 306% | 113 | 30,97% | 1,1 |
|
| 2419 |
2419
Harbour Trust & Investment Management
Michigan City,
Indiana
| US$ 709 mi | – | – | 10,2% | 116% | 162 | – | 0 |
|
| 2420 |
2420
Syntegra Private Wealth Group
Chesterfield,
Missouri
| US$ 709 mi | +US$ 71,7 mi | +11% | 10,1% | 56,9% | 134 | 11,94% | 0,8 |
|
| 2421 |
2421
Madison Avenue Partners
New York
| US$ 708 mi | +US$ 3,54 mi | +0,5% | 18% | 284% | 22 | 22,73% | 1,1 |
|
| 2422 |
2422
LVZ Inc
Holland,
Michigan
| US$ 708 mi | +US$ 87,9 mi | +14% | 10,5% | 52,9% | 146 | 15,75% | 2,6 |
|
| 2423 |
2423
Rossmore Private Capital
Glastonbury,
Connecticut
| US$ 708 mi | +US$ 47,6 mi | +7% | 8,24% | 87,1% | 237 | 5,91% | 3,9 |
|
| 2424 |
2424
CenterStar Asset Management
Chicago,
Illinois
| US$ 707 mi | +US$ 222 mi | +46% | 11,6% | 104% | 468 | 73,5% | 0,4 |
|
| 2425 |
2425
Gilbert & Cook
West Des Moines,
Iowa
| US$ 707 mi | +US$ 72,5 mi | +11% | 10,1% | 63,2% | 229 | 11,35% | 3 |
|