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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
CPWM
3926
Cypress Point Wealth Management
Dallas,
Texas
| US$ 492 mi | +US$ 27,3 mi | +6% | 8,38% | 226% | 165 | 39,39% | 1,4 |
|
| 3927 |
MWM
3927
Marion Wealth Management
Monroeville,
Pennsylvania
| US$ 491 mi | +US$ 40,2 mi | +9% | 8,14% | 46% | 167 | 17,37% | 2,6 |
|
| 3928 |
BHWM
3928
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| US$ 491 mi | – | – | 19% | – | 96 | – | 0 |
|
| 3929 |
MCB
3929
Morton Community Bank
East Peoria,
Illinois
| US$ 491 mi | +US$ 30,8 mi | +7% | 9,21% | – | 123 | 8,94% | 2 |
|
| 3930 |
BWM
3930
Bulltick Wealth Management
Miami,
Florida
| US$ 490 mi | +US$ 37,6 mi | +8% | 9,75% | 58,2% | 158 | 28,48% | 1,6 |
|
| 3931 |
FFG
3931
Fortem Financial Group
Palm Desert,
California
| US$ 490 mi | +US$ 91,8 mi | +23% | 32,4% | 179% | 194 | 13,92% | 2,5 |
|
| 3932 |
SWG
3932
Summit Wealth Group
White River Junction,
Vermont
| US$ 490 mi | +US$ 54,5 mi | +13% | 14,4% | 53% | 134 | 9,7% | 2,2 |
|
| 3933 |
TCCM
3933
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 490 mi | +US$ 77,4 mi | +19% | 37,5% | 139% | 85 | 14,12% | 5,9 |
|
| 3934 |
WWM
3934
Waterway Wealth Management
The Woodlands,
Texas
| US$ 490 mi | +US$ 37,5 mi | +8% | 9,63% | – | 106 | 24,53% | 1,2 |
|
| 3935 |
AA
3935
Ancient Art
Austin,
Texas
| US$ 489 mi | +US$ 30,8 mi | +7% | 10,1% | 168% | 18 | 22,22% | 2,8 |
|
| 3936 |
AEPWM
3936
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$ 489 mi | +US$ 82,2 mi | +20% | 20,3% | – | 650 | 12,31% | 1,8 |
|
| 3937 |
MF
3937
Montis Financial
Waltham,
Massachusetts
| US$ 489 mi | +US$ 5,58 mi | +1% | 8,22% | 46% | 160 | 11,25% | 2,5 |
|
| 3938 |
LIM
3938
Longfellow Investment Management
Boston,
Massachusetts
| US$ 489 mi | +US$ 9,3 mi | +2% | 0,25% | 45,9% | 273 | 21,61% | 2,3 |
|
| 3939 |
CFO
3939
Collective Family Office
York,
Pennsylvania
| US$ 489 mi | +US$ 44,8 mi | +10% | 9,34% | 52,5% | 164 | 6,71% | 3,7 |
|
| 3940 |
DF
3940
Dunhill Financial
London,
United Kingdom
| US$ 489 mi | +US$ 64,6 mi | +15% | 10,6% | 58,6% | 1.917 | 18,68% | 1,3 |
|
| 3941 |
RMS
3941
Retirement Management Systems
Leonardtown,
Maryland
| US$ 488 mi | +US$ 73,6 mi | +18% | 12% | – | 57 | 14,04% | 0,4 |
|
| 3942 |
RAM
3942
Rempart Asset Management
Montreal,
Canada
| US$ 488 mi | +US$ 12,4 mi | +3% | 6,62% | 58,8% | 36 | 0% | 4,6 |
|
| 3943 |
VBA
3943
von Borstel & Associates
The Dalles,
Oregon
| US$ 488 mi | +US$ 50,7 mi | +12% | 9,57% | – | 45 | 8,89% | 1,5 |
|
| 3944 |
WCG
3944
Weaver Consulting Group
Huntington Beach,
California
| US$ 488 mi | +US$ 68,2 mi | +16% | 10,1% | 56,4% | 308 | 14,29% | 3,4 |
|
| 3945 |
OKSA
3945
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 488 mi | +US$ 82,9 mi | +20% | 20,5% | 208% | 84 | 13,1% | 3,5 |
|
| 3946 |
IMA
3946
Investment Management Associates
Greenwood Village,
Colorado
| US$ 487 mi | +US$ 67,6 mi | +16% | 7,31% | 51,6% | 36 | 30,56% | 2,1 |
|
| 3947 |
LPC
3947
Lineage Point Capital
Palm Beach,
Florida
| US$ 487 mi | +US$ 78 mi | +19% | 3,12% | – | 394 | 37,06% | 0,3 |
|
| 3948 |
ECA
3948
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$ 487 mi | +US$ 46,2 mi | +10% | 14% | 105% | 39 | 15,38% | 3,6 |
|
| 3949 |
PGWM
3949
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 487 mi | +US$ 67,4 mi | +16% | 23% | 137% | 158 | 15,19% | 3,8 |
|
| 3950 |
WAS
3950
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 487 mi | +US$ 38,3 mi | +9% | 11,4% | 55,5% | 160 | 17,5% | 2,3 |
|