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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
PP
4251
Prosperity Planning
Kansas City,
Missouri
| US$ 436 mi | +US$ 41,6 mi | +11% | 7,89% | 43,5% | 120 | 8,33% | 3,2 |
|
| 4252 |
MCM
4252
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 436 mi | +US$ 27,6 mi | +7% | 12,9% | 65% | 132 | 5,3% | 8,4 |
|
| 4253 |
BFS
4253
Bare Financial Services
Gap,
Pennsylvania
| US$ 436 mi | +US$ 57,5 mi | +15% | 11,3% | – | 1.946 | 19,42% | 0,8 |
|
| 4254 |
AWM
4254
Able Wealth Management
Toms River,
New Jersey
| US$ 436 mi | +US$ 61,8 mi | +17% | 13,2% | 58,3% | 206 | 44,66% | 1 |
|
| 4255 |
PFM
4255
Peak Financial Management
Wellesley,
Massachusetts
| US$ 436 mi | +US$ 41,6 mi | +11% | 10,3% | 58,2% | 120 | 21,67% | 4,2 |
|
| 4256 |
RCWVOTCITCONY
4256
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| US$ 435 mi | +US$ 4 mi | +0,9% | 10,2% | – | 2 | 0% | 1,3 |
|
| 4257 |
GAG
4257
Goodman Advisory Group
Needham,
Massachusetts
| US$ 435 mi | +US$ 49,6 mi | +13% | 20,4% | 88,8% | 185 | 63,78% | 1,6 |
|
| 4258 |
LCM
4258
Lionstone Capital Management
New York
| US$ 435 mi | +US$ 22 mi | +5% | 5,77% | 74,1% | 12 | 8,33% | 4,8 |
|
| 4259 |
MLFP
4259
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 435 mi | +US$ 56 mi | +15% | 14,6% | 80% | 98 | 16,33% | 5,1 |
|
| 4260 |
OCPWS
4260
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 434 mi | +US$ 34,8 mi | +9% | 11,8% | 99,7% | 180 | 13,89% | 2,9 |
|
| 4261 |
CAAM
4261
Cape Ann Asset Management
London,
United Kingdom
| US$ 434 mi | -US$ 5,9 mi | -1% | 2,09% | 199% | 12 | 8,33% | 2,5 |
|
| 4262 |
CFG
4262
Carr Financial Group
Worcester,
Massachusetts
| US$ 434 mi | +US$ 55,3 mi | +15% | 15,1% | 66,1% | 190 | 12,63% | 2,4 |
|
| 4263 |
NRC
4263
New Republic Capital
Charlotte,
North Carolina
| US$ 434 mi | +US$ 137 mi | +46% | 18,2% | 91,4% | 372 | 21,51% | 1,8 |
|
| 4264 |
NICM
4264
Neo Ivy Capital Management
New York
| US$ 434 mi | +US$ 55 mi | +14% | 22% | – | 520 | 73,08% | 0,3 |
|
| 4265 |
HSA
4265
Hussman Strategic Advisors
Ellicott City,
Maryland
| US$ 434 mi | -US$ 28,5 mi | -6% | 8,02% | 41,6% | 334 | 50,6% | 2 |
|
| 4266 |
DCM
4266
Divisar Capital Management
San Francisco,
California
| US$ 434 mi | +US$ 41,6 mi | +11% | 48,4% | 194% | 28 | 7,14% | 3,5 |
|
| 4267 |
SCP
4267
Seafarer Capital Partners
Larkspur,
California
| US$ 434 mi | -US$ 1,86 mi | -0,4% | 5,28% | 43% | 9 | 0% | 3,6 |
|
| 4268 |
CEI
4268
Clark Estates Inc
New York
| US$ 434 mi | +US$ 17,5 mi | +4% | 6,94% | 34,5% | 108 | 26,85% | 2,5 |
|
| 4269 |
BHWM
4269
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$ 434 mi | +US$ 47,9 mi | +12% | 12,1% | 47,9% | 1.354 | 8,57% | 1,4 |
|
| 4270 |
BRF
4270
B. Riley Financial
Los Angeles,
California
| US$ 434 mi | -US$ 22,7 mi | -5% | 0,19% | 682% | 45 | 68,89% | 0,6 |
|
| 4271 |
CCMI
4271
Creative Capital Management Investments
San Diego,
California
| US$ 433 mi | +US$ 85 mi | +24% | 10,2% | 50,7% | 1.463 | 79,56% | 0,4 |
|
| 4272 |
SWA
4272
Shah Wealth Advisors
Chino Hills,
California
| US$ 433 mi | – | – | 15,8% | – | 79 | – | 0 |
|
| 4273 |
SIAG
4273
Safeguard Investment Advisory Group
Corona,
California
| US$ 433 mi | +US$ 71,1 mi | +20% | 21,8% | 84,3% | 184 | 25,54% | 2,4 |
|
| 4274 |
HCM
4274
Heights Capital Management
San Francisco,
California
| US$ 433 mi | +US$ 74,3 mi | +21% | 27,4% | – | 429 | 62,94% | 0,3 |
|
| 4275 |
IPW
4275
Intergy Private Wealth
Colorado Springs,
Colorado
| US$ 433 mi | +US$ 92 mi | +27% | 15,6% | 73,8% | 151 | 21,19% | 2,1 |
|