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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 |
3876
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 504 mi | +US$ 63,1 mi | +14% | 15% | 83,6% | 221 | 10,41% | 6,4 |
|
| 3877 |
DI
3877
DDFG Inc
Thousand Oaks,
California
| US$ 504 mi | +US$ 39,6 mi | +9% | 9,12% | 56,3% | 94 | 10,64% | 2,5 |
|
| 3878 |
3878
Hollow Brook Wealth Management
Katonah,
New York
| US$ 504 mi | +US$ 112 mi | +28% | 1,02% | 97,8% | 79 | 12,66% | 5 |
|
| 3879 |
3879
WealthBridge Capital Management
Westerville,
Ohio
| US$ 503 mi | +US$ 69 mi | +16% | 15,8% | 89,4% | 248 | 16,13% | 3,9 |
|
| 3880 |
3880
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$ 503 mi | +US$ 40,6 mi | +9% | 8,78% | 43,8% | 106 | 24,53% | 4,5 |
|
| 3881 |
3881
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$ 503 mi | +US$ 149 mi | +42% | 12% | 81,9% | 112 | 15,18% | 4 |
|
| 3882 |
3882
Oakmont Corp
Los Angeles,
California
| US$ 503 mi | -US$ 24 mi | -5% | 7,79% | 70,2% | 32 | 6,25% | 4,5 |
|
| 3883 |
3883
CoreCommodity Management
Stamford,
Connecticut
| US$ 502 mi | -US$ 36,2 mi | -7% | 6,02% | 65,8% | 142 | 28,87% | 3,1 |
|
| 3884 |
3884
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 501 mi | +US$ 48,9 mi | +11% | 11,9% | 56,7% | 107 | 4,67% | 3,1 |
|
| 3885 |
3885
Planning Project LLC
The Woodlands,
Texas
| US$ 501 mi | – | – | 9,25% | – | 26 | – | 0,3 |
|
| 3886 |
3886
Peddock Capital Advisors
Braintree,
Massachusetts
| US$ 501 mi | +US$ 47,5 mi | +10% | 13,8% | 113% | 171 | 6,43% | 6,6 |
|
| 3887 |
3887
Founders Grove Wealth Partners
Richmond,
Virginia
| US$ 501 mi | +US$ 60,9 mi | +14% | 14,4% | – | 194 | 21,65% | 1 |
|
| 3888 |
PT
3888
Plimoth Trust
Plymouth,
Massachusetts
| US$ 501 mi | +US$ 53,4 mi | +12% | 19,9% | 110% | 177 | 3,39% | 6,4 |
|
| 3889 |
3889
Trinity Legacy Partners
Houston,
Texas
| US$ 500 mi | +US$ 38,6 mi | +8% | 12,8% | 63,3% | 117 | 15,38% | 3,5 |
|
| 3890 |
3890
Headwater Capital
Hong Kong,
China
| US$ 500 mi | -US$ 122 mi | -20% | 25,2% | – | 21 | 57,14% | 0,5 |
|
| 3891 |
3891
Brown Capital Management
Baltimore,
Maryland
| US$ 500 mi | -US$ 204 mi | -29% | 35,2% | 107% | 63 | 25,4% | 3,9 |
|
| 3892 |
3892
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| US$ 500 mi | +US$ 89,9 mi | +22% | 13,4% | – | 336 | 20,83% | 0,4 |
|
| 3893 |
FNBOMD
3893
First National Bank of Mount Dora
Mount Dora,
Florida
| US$ 499 mi | +US$ 36,6 mi | +8% | 13,6% | 96,2% | 129 | 4,65% | 6,3 |
|
| 3894 |
TPWM
3894
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 499 mi | +US$ 44,5 mi | +10% | 8,47% | 56,8% | 219 | 11,42% | 2,8 |
|
| 3895 |
3895
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 499 mi | -US$ 6,86 mi | -1% | 2,89% | 53,1% | 79 | 12,66% | 5,5 |
|
| 3896 |
3896
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$ 498 mi | +US$ 107 mi | +27% | 31,6% | 203% | 180 | 18,89% | 2 |
|
| 3897 |
3897
TRV GP V
Boston,
Massachusetts
| US$ 498 mi | +US$ 97,2 mi | +24% | 33,9% | – | 3 | 0% | 1,4 |
|
| 3898 |
GWM
3898
GSB Wealth Management
Guilford,
Connecticut
| US$ 498 mi | +US$ 54,7 mi | +12% | 16% | 69,8% | 255 | 9,41% | 3,7 |
|
| 3899 |
CMAI
3899
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$ 498 mi | +US$ 55,2 mi | +12% | 14,4% | 75,6% | 167 | 17,96% | 1,5 |
|
| 3900 |
3900
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 497 mi | +US$ 78,5 mi | +19% | 12,8% | 59,7% | 129 | 13,95% | 2,1 |
|