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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Centurion Wealth Management
Mclean,
Virginia
| US$ 313 mi | – | – | 5,66% | – | 217 | – | 1,2 |
|
| 4227 |
4227
LongView Wealth Management
Atlanta,
Georgia
| US$ 313 mi | +US$ 42,5 mi | +16% | 7,14% | 60,8% | 198 | 10,1% | 0,6 |
|
| 4228 |
4228
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 313 mi | +US$ 19,6 mi | +7% | 5,5% | 67,6% | 69 | 8,7% | 2,7 |
|
| 4229 |
4229
Peterson Wealth Services
South Ogden,
Utah
| US$ 313 mi | +US$ 27 mi | +9% | 4,79% | 160% | 221 | 51,13% | 0,8 |
|
| 4230 |
4230
WT Wealth Management
Scottsdale,
Arizona
| US$ 313 mi | +US$ 19,7 mi | +7% | 4,07% | 72% | 141 | 22,7% | 2 |
|
| 4231 |
4231
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$ 313 mi | +US$ 60,8 mi | +24% | 9,89% | 282% | 247 | 35,22% | 1,3 |
|
| 4232 |
4232
L1 Capital International
Sydney NSW 2000,
Australia
| US$ 313 mi | +US$ 62,8 mi | +25% | 9,58% | – | 20 | 10% | 0,7 |
|
| 4233 |
4233
Vista Investment Partners
Oklahoma City,
Oklahoma
| US$ 312 mi | +US$ 12,4 mi | +4% | 9,55% | 112% | 170 | 18,24% | 0,6 |
|
| 4234 |
4234
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 312 mi | +US$ 19 mi | +6% | 7,45% | 19,4% | 90 | 7,78% | 2,7 |
|
| 4235 |
4235
First International Bank & Trust
Watford City,
North Dakota
| US$ 312 mi | +US$ 21,4 mi | +7% | 4,66% | 38,6% | 77 | 11,69% | 2 |
|
| 4236 |
4236
Mayport LLC
Newton,
Massachusetts
| US$ 312 mi | +US$ 31,2 mi | +11% | 5,53% | 57% | 84 | 9,52% | 2 |
|
| 4237 |
4237
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$ 312 mi | +US$ 21,9 mi | +8% | 5,92% | 94% | 279 | 15,41% | 1,2 |
|
| 4238 |
4238
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 312 mi | +US$ 20 mi | +7% | 5,87% | 59,7% | 61 | 14,75% | 2,5 |
|
| 4239 |
4239
TrueMark Investments
Chicago,
Illinois
| US$ 312 mi | +US$ 19,1 mi | +7% | 5,67% | – | 254 | 20,08% | 0,4 |
|
| 4240 |
4240
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 312 mi | +US$ 18 mi | +6% | 5,67% | 89,9% | 85 | 10,59% | 4,7 |
|
| 4241 |
4241
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$ 311 mi | +US$ 5,5 mi | +2% | 5,59% | 73,9% | 560 | 11,79% | 2,8 |
|
| 4242 |
FCT
4242
Family Capital Trust
Peabody,
Massachusetts
| US$ 311 mi | +US$ 5,29 mi | +2% | 2,7% | 39,1% | 61 | 0% | 6,7 |
|
| 4243 |
AC
4243
Athos Capital
Hong Kong
| US$ 311 mi | +US$ 123 mi | +65% | 6,22% | 110% | 51 | 43,14% | 0,7 |
|
| 4244 |
4244
Strata Wealth Advisors
Dallas,
Texas
| US$ 311 mi | +US$ 20,7 mi | +7% | 6,49% | 73,6% | 82 | 19,51% | 1 |
|
| 4245 |
4245
Arvin Capital Management
Austin,
Texas
| US$ 311 mi | -US$ 6,19 mi | -2% | 11,5% | – | 40 | 45% | 0,4 |
|
| 4246 |
4246
Parus Finance (UK)
London,
United Kingdom
| US$ 311 mi | -US$ 34,9 mi | -10% | 1,55% | 199% | 38 | 21,05% | 3,4 |
|
| 4247 |
4247
Atwater Malick
Lancaster,
Pennsylvania
| US$ 311 mi | +US$ 20,4 mi | +7% | 6,83% | 83,4% | 78 | 3,85% | 3,1 |
|
| 4248 |
4248
Total Clarity Wealth Management
St. Charles,
Illinois
| US$ 311 mi | +US$ 22,5 mi | +8% | 4,8% | 73,2% | 294 | 27,89% | 1,6 |
|
| 4249 |
4249
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$ 310 mi | +US$ 17,7 mi | +6% | 5,75% | 65,9% | 132 | 10,61% | 3 |
|
| 4250 |
KM
4250
KP Management
Edina,
Minnesota
| US$ 310 mi | +US$ 21,3 mi | +7% | 6,45% | – | 78 | 19,23% | 0,6 |
|