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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
WFM
3876
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 501 mi | +US$ 48,9 mi | +11% | 11,9% | 52,8% | 107 | 4,67% | 3,1 |
|
| 3877 |
PPL
3877
Planning Project LLC
The Woodlands,
Texas
| US$ 501 mi | – | – | 9,25% | – | 26 | – | 0,3 |
|
| 3878 |
PCA
3878
Peddock Capital Advisors
Braintree,
Massachusetts
| US$ 501 mi | +US$ 47,5 mi | +10% | 13,8% | 113% | 171 | 6,43% | 6,6 |
|
| 3879 |
FGWP
3879
Founders Grove Wealth Partners
Richmond,
Virginia
| US$ 501 mi | +US$ 60,9 mi | +14% | 14,4% | – | 194 | 21,65% | 1 |
|
| 3880 |
PT
3880
Plimoth Trust
Plymouth,
Massachusetts
| US$ 501 mi | +US$ 53,4 mi | +12% | 19,9% | 94% | 177 | 3,39% | 6,4 |
|
| 3881 |
TLP
3881
Trinity Legacy Partners
Houston,
Texas
| US$ 500 mi | +US$ 38,6 mi | +8% | 12,8% | 63,3% | 117 | 15,38% | 3,5 |
|
| 3882 |
HC
3882
Headwater Capital
Hong Kong,
China
| US$ 500 mi | -US$ 122 mi | -20% | 25,2% | – | 21 | 57,14% | 0,5 |
|
| 3883 |
BCM
3883
Brown Capital Management
Baltimore,
Maryland
| US$ 500 mi | -US$ 204 mi | -29% | 35,2% | 79,2% | 63 | 25,4% | 3,9 |
|
| 3884 |
ISWM
3884
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| US$ 500 mi | +US$ 89,9 mi | +22% | 13,4% | – | 336 | 20,83% | 0,4 |
|
| 3885 |
FNBOMD
3885
First National Bank of Mount Dora
Mount Dora,
Florida
| US$ 499 mi | +US$ 36,6 mi | +8% | 13,6% | 84,5% | 129 | 4,65% | 6,3 |
|
| 3886 |
TPWM
3886
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 499 mi | +US$ 44,5 mi | +10% | 8,47% | 50,7% | 219 | 11,42% | 2,8 |
|
| 3887 |
BRCM
3887
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 499 mi | -US$ 6,86 mi | -1% | 2,89% | 53,1% | 79 | 12,66% | 5,5 |
|
| 3888 |
MA
3888
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 498 mi | +US$ 107 mi | +27% | 31,6% | 203% | 180 | 18,89% | 2 |
|
| 3889 |
TGV
3889
TRV GP V
Boston,
Massachusetts
| US$ 498 mi | +US$ 97,2 mi | +24% | 33,9% | – | 3 | 0% | 1,4 |
|
| 3890 |
GWM
3890
GSB Wealth Management
Guilford,
Connecticut
| US$ 498 mi | +US$ 54,7 mi | +12% | 16% | 61,8% | 255 | 9,41% | 3,7 |
|
| 3891 |
CMAI
3891
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 498 mi | +US$ 55,2 mi | +12% | 14,4% | – | 167 | 17,96% | 1,5 |
|
| 3892 |
CWAF
3892
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 497 mi | +US$ 78,5 mi | +19% | 12,8% | 59,7% | 129 | 13,95% | 2,1 |
|
| 3893 |
PFG
3893
Premier Financial Group
Eureka,
California
| US$ 497 mi | -US$ 90 mi | -15% | 11,1% | – | 255 | 90,98% | 0,1 |
|
| 3894 |
RMAM
3894
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$ 497 mi | +US$ 47,6 mi | +11% | 12,8% | 75% | 203 | 10,34% | 6,7 |
|
| 3895 |
AFCM
3895
Alta Fox Capital Management
Fort Worth,
Texas
| US$ 497 mi | +US$ 119 mi | +32% | 17,5% | 261% | 17 | 58,82% | 0,5 |
|
| 3896 |
MCM
3896
Monument Capital Management
Alexandria,
Virginia
| US$ 497 mi | +US$ 98,1 mi | +25% | 25,1% | 170% | 283 | 30,74% | 2,2 |
|
| 3897 |
CMP
3897
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$ 497 mi | +US$ 53,9 mi | +12% | 5,54% | 34,3% | 1.004 | 12,55% | 2,6 |
|
| 3898 |
PBF
3898
Petix & Botte Financial
La Mesa,
California
| US$ 497 mi | +US$ 48 mi | +11% | 11,8% | 47,5% | 145 | 7,59% | 3,5 |
|
| 3899 |
ACA
3899
Ackerman Capital Advisors
Dallas,
Texas
| US$ 497 mi | +US$ 8,24 mi | +2% | 8,35% | 40,4% | 122 | 7,38% | 3,7 |
|
| 3900 |
NL
3900
NVWM LLC
Yardley,
Pennsylvania
| US$ 496 mi | +US$ 47,1 mi | +10% | 20,9% | 119% | 803 | 10,96% | 3,1 |
|