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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
BB
3776
Berkshire Bank
Pittsfield,
Massachusetts
| US$ 524 mi | +US$ 36,8 mi | +8% | 11,2% | 69,7% | 165 | 7,88% | 3,8 |
|
| 3777 |
DCM
3777
DAFNA Capital Management
Los Angeles,
California
| US$ 524 mi | +US$ 84,8 mi | +19% | 38,5% | 313% | 96 | 22,92% | 2,9 |
|
| 3778 |
4WM
3778
49 Wealth Management
Austin,
Texas
| US$ 524 mi | -US$ 812 mi | -61% | 9,61% | – | 310 | 73,55% | 0,7 |
|
| 3779 |
HW
3779
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 524 mi | +US$ 50,4 mi | +11% | 17,8% | 141% | 93 | 7,53% | 3,3 |
|
| 3780 |
SDWIA
3780
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 524 mi | +US$ 42,2 mi | +9% | 10,7% | 74% | 181 | 8,29% | 4,3 |
|
| 3781 |
SCA
3781
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 524 mi | +US$ 55,8 mi | +12% | 17,3% | 117% | 39 | 17,95% | 4,2 |
|
| 3782 |
III
3782
Independent Investors Inc
Nesconset,
New York
| US$ 524 mi | +US$ 20 mi | +4% | 11,3% | 61,6% | 74 | 6,76% | 8,8 |
|
| 3783 |
WP
3783
WealthPLAN Partners
Omaha,
Nebraska
| US$ 523 mi | +US$ 5,48 mi | +1% | 12,3% | 71,6% | 250 | 20,8% | 4,4 |
|
| 3784 |
NDSI
3784
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$ 523 mi | +US$ 47,8 mi | +10% | 12,7% | 73,5% | 205 | 10,24% | 5,8 |
|
| 3785 |
WWM
3785
Wiser Wealth Management
Marietta,
Georgia
| US$ 523 mi | +US$ 59 mi | +13% | 11,5% | 53% | 77 | 27,27% | 2,1 |
|
| 3786 |
TWG
3786
The Wealth Group
Eden Prairie,
Minnesota
| US$ 523 mi | +US$ 83,5 mi | +19% | 17,3% | 71,9% | 101 | 12,87% | 1,7 |
|
| 3787 |
RWM
3787
Rockline Wealth Management
Plainview,
New York
| US$ 522 mi | +US$ 62,4 mi | +14% | 22,8% | – | 116 | 14,66% | 1,7 |
|
| 3788 |
AIC
3788
Archer Investment Corporation
Carmel,
Indiana
| US$ 522 mi | +US$ 53,2 mi | +11% | 14,1% | 68,2% | 1.333 | 12,38% | 3,5 |
|
| 3789 |
AWM
3789
Adams Wealth Management
Logan,
Utah
| US$ 522 mi | +US$ 66,8 mi | +15% | 25,2% | 105% | 153 | 9,15% | 2,6 |
|
| 3790 |
CA
3790
Crumly & Associates
Springfield,
Illinois
| US$ 522 mi | +US$ 46,3 mi | +10% | 12,3% | 58,1% | 219 | 19,18% | 2,5 |
|
| 3791 |
CH
3791
Canton Hathaway
Providence,
Rhode Island
| US$ 522 mi | +US$ 26,1 mi | +5% | 13,7% | 84,7% | 298 | 15,1% | 3,6 |
|
| 3792 |
LCWP
3792
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$ 521 mi | +US$ 36 mi | +7% | 13,7% | 69,4% | 429 | 22,38% | 1,5 |
|
| 3793 |
AIS
3793
AM Investment Strategies
Chattanooga,
Tennessee
| US$ 521 mi | +US$ 65,7 mi | +14% | 18,8% | 121% | 123 | 17,07% | 3,1 |
|
| 3794 |
SWM
3794
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$ 520 mi | +US$ 22 mi | +4% | 10,1% | 65% | 126 | 24,6% | 1,9 |
|
| 3795 |
CFA
3795
Churchill Financial Advisors
Louisville,
Kentucky
| US$ 519 mi | +US$ 43,6 mi | +9% | 14,2% | – | 130 | 9,23% | 0,5 |
|
| 3796 |
VP
3796
venBio Partners
San Francisco,
California
| US$ 519 mi | +US$ 239 mi | +85% | 20% | 564% | 8 | 37,5% | 2,9 |
|
| 3797 |
CFG
3797
Compton Financial Group
Towson,
Maryland
| US$ 519 mi | +US$ 66,5 mi | +15% | 9,16% | 37,7% | 87 | 21,84% | 1,9 |
|
| 3798 |
MWM
3798
Mindset Wealth Management
Indianapolis,
Indiana
| US$ 519 mi | +US$ 147 mi | +39% | 22,6% | – | 200 | 16,5% | 1,2 |
|
| 3799 |
WS
3799
Wendel SE
Paris,
| US$ 519 mi | +US$ 630 mil | +0,1% | 0,12% | – | 1 | 0% | 1,3 |
|
| 3800 |
GS
3800
Gagnon Securities
New York
| US$ 519 mi | +US$ 85,6 mi | +20% | 28,6% | 129% | 89 | 11,24% | 4,6 |
|