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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
RBFC
4351
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$ 419 mi | +US$ 55,5 mi | +15% | 17,1% | 121% | 301 | 18,27% | 3,4 |
|
| 4352 |
XWM
4352
Xcel Wealth Management
Holly Hill,
Florida
| US$ 419 mi | +US$ 57,5 mi | +16% | 22,1% | 93,7% | 147 | 14,29% | 3,7 |
|
| 4353 |
NTCM
4353
Nut Tree Capital Management
New York
| US$ 419 mi | +US$ 174 mi | +71% | 31,5% | 101% | 8 | 50% | 1,5 |
|
| 4354 |
DAS
4354
Daybright Advisory Services
Miami,
Florida
| US$ 419 mi | +US$ 57,6 mi | +16% | 20,5% | – | 152 | 17,11% | 0,4 |
|
| 4355 |
KFS
4355
Kurt F. Somerville
| US$ 419 mi | +US$ 39,7 mi | +10% | 27,3% | 92,9% | 98 | 8,16% | 6,9 |
|
| 4356 |
TM
4356
Thiel Macro
Los Angeles,
California
| US$ 419 mi | – | – | 1,85% | – | 8 | – | 0 |
|
| 4357 |
SB
4357
Sunflower Bank
Dallas,
Texas
| US$ 418 mi | +US$ 26 mi | +7% | 15,6% | 42,7% | 168 | 13,1% | 3,4 |
|
| 4358 |
NECFA
4358
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 418 mi | +US$ 53 mi | +15% | 8,36% | 55,6% | 447 | 8,5% | 2,6 |
|
| 4359 |
CWM
4359
Centurion Wealth Management
Mclean,
Virginia
| US$ 418 mi | -US$ 25,6 mi | -6% | 13,6% | – | 330 | 18,48% | 2 |
|
| 4360 |
TCMG
4360
TSP Capital Management Group
Summit,
New Jersey
| US$ 418 mi | +US$ 8,17 mi | +2% | 8,13% | 186% | 43 | 100% | 0,3 |
|
| 4361 |
FFA
4361
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 418 mi | +US$ 71,5 mi | +21% | 18,6% | 83,1% | 282 | 40,43% | 1,4 |
|
| 4362 |
LWMNY
4362
Landmark Wealth Management (New York)
Melville,
New York
| US$ 418 mi | +US$ 44,4 mi | +12% | 11,3% | 37,9% | 152 | 3,29% | 1,6 |
|
| 4363 |
CWM
4363
Concentrum Wealth Management
San Jose,
California
| US$ 418 mi | +US$ 79,2 mi | +23% | 35,9% | 174% | 130 | 16,92% | 2,3 |
|
| 4364 |
VA
4364
Vestwell Advisors
New York
| US$ 418 mi | +US$ 52,7 mi | +14% | 14,1% | – | 26 | 0% | 0,7 |
|
| 4365 |
RA
4365
Resolute Advisors
San Francisco,
California
| US$ 417 mi | +US$ 176 mi | +73% | 27,9% | 36,7% | 107 | 39,25% | 2,4 |
|
| 4366 |
AC
4366
Almitas Capital
Santa Monica,
California
| US$ 417 mi | -US$ 25,2 mi | -6% | 1,7% | 86,1% | 150 | 37,33% | 0,7 |
|
| 4367 |
CWA
4367
Consilio Wealth Advisors
Bellevue,
Washington
| US$ 417 mi | +US$ 75 mi | +22% | 16,1% | 66,4% | 118 | 21,19% | 1,9 |
|
| 4368 |
SCM
4368
Seascape Capital Management
Portsmouth,
New Hampshire
| US$ 417 mi | +US$ 70 mi | +20% | 25,8% | 111% | 100 | 13% | 3,5 |
|
| 4369 |
EWM
4369
EPG Wealth Management
Atlanta,
Georgia
| US$ 417 mi | +US$ 48,6 mi | +13% | 20,6% | 96% | 344 | 14,53% | 1,5 |
|
| 4370 |
CIM
4370
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 417 mi | +US$ 42,4 mi | +11% | 29,2% | 123% | 289 | 17,65% | 4,5 |
|
| 4371 |
MWM
4371
McMill Wealth Management
Norfolk,
Nebraska
| US$ 417 mi | +US$ 40,8 mi | +11% | 3,6% | – | 63 | 12,7% | 0,8 |
|
| 4372 |
SCM
4372
Stevens Capital Management
Radnor,
Pennsylvania
| US$ 417 mi | -US$ 233 mi | -36% | 43,4% | 108% | 327 | 66,97% | 0,4 |
|
| 4373 |
AP
4373
Anchyra Partners
Atlanta,
Georgia
| US$ 416 mi | +US$ 86,9 mi | +26% | 28,1% | – | 373 | 32,44% | 0,3 |
|
| 4374 |
RWM
4374
Revisor Wealth Management
Akron,
Ohio
| US$ 416 mi | +US$ 54,1 mi | +15% | 15,2% | 62,8% | 392 | 21,94% | 1,3 |
|
| 4375 |
RSS
4375
Rosenblum Silverman Sutton
San Francisco,
California
| US$ 416 mi | +US$ 33,9 mi | +9% | 9,57% | 90,1% | 84 | 14,29% | 6,1 |
|