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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
WCM
4026
Whitener Capital Management
Rocky Mount,
North Carolina
| US$ 472 mi | +US$ 33,8 mi | +8% | 14,8% | 112% | 192 | 13,54% | 4,7 |
|
| 4027 |
SWRP
4027
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 472 mi | +US$ 52,9 mi | +13% | 12,1% | 67,6% | 116 | 9,48% | 2,9 |
|
| 4028 |
CAP
4028
Cordoba Advisory Partners
New York
| US$ 472 mi | +US$ 110 mi | +30% | 7,79% | – | 149 | 24,16% | 0,4 |
|
| 4029 |
AWA
4029
Acumen Wealth Advisors
Chattanooga,
Tennessee
| US$ 472 mi | +US$ 100 mi | +27% | 21,8% | – | 534 | 24,91% | 0,4 |
|
| 4030 |
LSA
4030
Lansing Street Advisors
Ambler,
Pennsylvania
| US$ 472 mi | +US$ 74,6 mi | +19% | 14,2% | – | 180 | 23,33% | 2 |
|
| 4031 |
ACM
4031
Aisling Capital Management
New York
| US$ 472 mi | -US$ 4,67 mi | -1% | 12,9% | 793% | 14 | 7,14% | 3,6 |
|
| 4032 |
PC
4032
Peavine Capital
Reno,
Nevada
| US$ 472 mi | +US$ 25,5 mi | +6% | 6,33% | 30,8% | 9 | 0% | 6,4 |
|
| 4033 |
PWM
4033
Paulson Wealth Management
Wheaton,
Illinois
| US$ 471 mi | +US$ 44,7 mi | +10% | 12,9% | 57,1% | 148 | 8,78% | 3,9 |
|
| 4034 |
CFLC
4034
California First Leasing Corp
Newport Beach,
California
| US$ 471 mi | +US$ 159 mi | +51% | 97% | 377% | 41 | 21,95% | 3 |
|
| 4035 |
DWML
4035
Decker Wealth Management LLC
Nashville,
Tennessee
| US$ 471 mi | +US$ 30,3 mi | +7% | 13,3% | – | 111 | 9,01% | 0,5 |
|
| 4036 |
DBRC
4036
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 471 mi | +US$ 52,2 mi | +12% | 11,6% | 57,3% | 213 | 13,15% | 3,8 |
|
| 4037 |
BTWM
4037
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 471 mi | +US$ 59,6 mi | +14% | 12,9% | 96,9% | 311 | 18,33% | 3 |
|
| 4038 |
HNWAG
4038
High Net Worth Advisory Group
Naples,
Florida
| US$ 471 mi | +US$ 41,9 mi | +10% | 11,6% | 67,7% | 263 | 12,17% | 3,1 |
|
| 4039 |
AIM
4039
AMI Investment Management
Kendallville,
Indiana
| US$ 471 mi | +US$ 25,8 mi | +6% | 9,08% | 47,9% | 80 | 6,25% | 5,8 |
|
| 4040 |
JHC
4040
Jones Hill Capital
New York
| US$ 470 mi | +US$ 3,89 mi | +0,8% | 9,39% | – | 41 | 65,85% | 0,1 |
|
| 4041 |
BFA
4041
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 470 mi | +US$ 52,6 mi | +13% | 13,9% | 91,5% | 231 | 9,96% | 2,7 |
|
| 4042 |
ACM
4042
Aster Capital Management
Dubai,
United Arab Emirates
| US$ 470 mi | +US$ 164 mi | +54% | 15,6% | – | 1.328 | 78,24% | 0,2 |
|
| 4043 |
WPIC
4043
White Pine Investment Company
Livonia,
Michigan
| US$ 469 mi | +US$ 38,8 mi | +9% | 8,33% | 73,3% | 74 | 12,16% | 5,4 |
|
| 4044 |
HP
4044
Hartree Partners
New York
| US$ 469 mi | +US$ 2,43 mi | +0,5% | 5,1% | 138% | 171 | 60,23% | 0,4 |
|
| 4045 |
MG
4045
MilWealth Group
Milwaukee,
Wisconsin
| US$ 469 mi | +US$ 48,8 mi | +12% | 8,56% | 36,8% | 82 | 1,22% | 4,5 |
|
| 4046 |
BCM
4046
Basso Capital Management
Stamford,
Connecticut
| US$ 469 mi | +US$ 305 mi | +187% | 16,6% | 85,5% | 221 | 75,57% | 0,6 |
|
| 4047 |
HIF
4047
Hill Island Financial
Grand Rapids,
Michigan
| US$ 469 mi | +US$ 57,1 mi | +14% | 15,4% | 68,6% | 96 | 15,63% | 2,1 |
|
| 4048 |
KC
4048
Kadensa Capital
Central,
Hong Kong
| US$ 469 mi | -US$ 250 mi | -35% | 45% | 191% | 52 | 71,15% | 0,6 |
|
| 4049 |
EA
4049
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 469 mi | +US$ 42,8 mi | +10% | 9,8% | – | 168 | 81,55% | 3,1 |
|
| 4050 |
SCM
4050
Sollinda Capital Management
Miami,
Florida
| US$ 468 mi | +US$ 56,9 mi | +14% | 7,5% | – | 92 | 30,43% | 1,6 |
|