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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
EPG Wealth Management
Atlanta,
Georgia
| US$ 317 mi | +US$ 54,4 mi | +21% | 6,53% | 108% | 423 | 13,24% | 1,3 |
|
| 3552 |
3552
Intellectus Partners
San Francisco,
California
| US$ 317 mi | +US$ 29,5 mi | +10% | 12,3% | 157% | 282 | 17,02% | 3 |
|
| 3553 |
3553
Annandale Capital
Dallas,
Texas
| US$ 317 mi | +US$ 12,6 mi | +4% | 4,62% | 57,2% | 143 | 10,49% | 1,3 |
|
| 3554 |
3554
LJI Wealth Management
Indianapolis,
Indiana
| US$ 317 mi | +US$ 31,2 mi | +11% | 6,54% | 68,8% | 171 | 20,47% | 0,2 |
|
| 3555 |
3555
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$ 316 mi | +US$ 39,4 mi | +14% | 3,29% | 61,5% | 131 | 4,58% | 3,6 |
|
| 3556 |
3556
RB Capital Management
Reno,
Nevada
| US$ 316 mi | +US$ 32,8 mi | +12% | 11% | 79,4% | 183 | 9,29% | 3,6 |
|
| 3557 |
3557
SignalPoint Asset Management
Springfield,
Missouri
| US$ 316 mi | +US$ 29,1 mi | +10% | 6,96% | 36% | 223 | 3,59% | 4,9 |
|
| 3558 |
3558
Blume Capital Management
Berkeley,
California
| US$ 316 mi | +US$ 19,5 mi | +7% | 6,74% | 102% | 340 | 13,24% | 4,3 |
|
| 3559 |
3559
Great Point Wealth Advisors
Boston,
Massachusetts
| US$ 316 mi | +US$ 17,3 mi | +6% | 6,81% | – | 62 | 3,23% | 2,5 |
|
| 3560 |
3560
BCWM LLC
Overland Park,
Kansas
| US$ 315 mi | +US$ 11,6 mi | +4% | 2,38% | – | 63 | 9,52% | 3,8 |
|
| 3561 |
3561
Brave Asset Management
Summit,
New Jersey
| US$ 315 mi | +US$ 19,7 mi | +7% | 5,84% | 76,3% | 167 | 21,56% | 4 |
|
| 3562 |
IFS
3562
Ifrah Financial Services
Little Rock,
Arkansas
| US$ 315 mi | +US$ 10,6 mi | +3% | 5,34% | 64,1% | 215 | 13,02% | 3,9 |
|
| 3563 |
3563
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$ 315 mi | +US$ 25,2 mi | +9% | 10,7% | 130% | 42 | 69,05% | 0,5 |
|
| 3564 |
3564
Carrhae Capital
London,
United Kingdom
| US$ 315 mi | -US$ 157 mi | -33% | 10,9% | 182% | 32 | 59,38% | 0,6 |
|
| 3565 |
3565
TLWM Financial
San Antonio,
Texas
| US$ 315 mi | +US$ 38,9 mi | +14% | 5,9% | 53,9% | 70 | 15,71% | 2,6 |
|
| 3566 |
CWM
3566
Compass Wealth Management
Guilford,
Connecticut
| US$ 315 mi | +US$ 9,5 mi | +3% | 5,77% | 103% | 425 | 5,88% | 0,2 |
|
| 3567 |
ALAM
3567
Asahi Life Asset Management
Tokyo,
Japan
| US$ 315 mi | +US$ 12,3 mi | +4% | 7,71% | 133% | 257 | 52,53% | 1,6 |
|
| 3568 |
CBTWT
3568
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$ 314 mi | +US$ 7,83 mi | +3% | 5,4% | 124% | 142 | 4,23% | 5 |
|
| 3569 |
SC
3569
Saybrook Capital
Winston Salem,
North Carolina
| US$ 314 mi | +US$ 13,1 mi | +4% | 4,8% | 72,5% | 45 | 4,44% | 8 |
|
| 3570 |
3570
REDW Wealth
Albuquerque,
New Mexico
| US$ 314 mi | +US$ 24,9 mi | +9% | 5,84% | 59,1% | 150 | 14,67% | 2,9 |
|
| 3571 |
3571
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$ 314 mi | +US$ 9,39 mi | +3% | 4,16% | 49,3% | 50 | 10% | 6,6 |
|
| 3572 |
3572
Insigneo Advisory Services
Miami,
Florida
| US$ 314 mi | +US$ 49,9 mi | +19% | 13,1% | 119% | 300 | 22,33% | 0,2 |
|
| 3573 |
JCP
3573
Jennifer C. Price
| US$ 314 mi | -US$ 104 mi | -25% | 1,74% | – | 85 | 16,47% | 0,7 |
|
| 3574 |
3574
Capital City Trust
Tallahassee,
Florida
| US$ 314 mi | +US$ 10,6 mi | +3% | 3,91% | 98,5% | 121 | 9,09% | 6,1 |
|
| 3575 |
3575
Atalaya Capital Management
New York
| US$ 314 mi | -US$ 245 mi | -44% | 5,94% | 7,46% | 313 | 31,31% | 0,9 |
|