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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
EPG Wealth Management
Atlanta,
Georgia
| US$ 417 mi | +US$ 48,6 mi | +13% | 20,6% | 108% | 344 | 14,53% | 1,5 |
|
| 4377 |
CIM
4377
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 417 mi | +US$ 42,4 mi | +11% | 29,2% | 123% | 289 | 17,65% | 4,5 |
|
| 4378 |
4378
McMill Wealth Management
Norfolk,
Nebraska
| US$ 417 mi | +US$ 40,8 mi | +11% | 3,6% | – | 63 | 12,7% | 0,8 |
|
| 4379 |
4379
Stevens Capital Management
Radnor,
Pennsylvania
| US$ 417 mi | -US$ 233 mi | -36% | 43,4% | 108% | 327 | 66,97% | 0,4 |
|
| 4380 |
4380
Anchyra Partners
Atlanta,
Georgia
| US$ 416 mi | +US$ 86,9 mi | +26% | 28,1% | – | 373 | 32,44% | 0,3 |
|
| 4381 |
4381
Revisor Wealth Management
Akron,
Ohio
| US$ 416 mi | +US$ 54,1 mi | +15% | 15,2% | 72% | 392 | 21,94% | 1,3 |
|
| 4382 |
4382
Rosenblum Silverman Sutton
San Francisco,
California
| US$ 416 mi | +US$ 33,9 mi | +9% | 9,57% | 90,1% | 84 | 14,29% | 6,1 |
|
| 4383 |
CWM
4383
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 416 mi | +US$ 46,3 mi | +13% | 9,17% | 51,3% | 39 | 12,82% | 3,8 |
|
| 4384 |
4384
Prasad Wealth Partners
Independence,
Ohio
| US$ 416 mi | +US$ 48,2 mi | +13% | 14,2% | – | 167 | 16,77% | 1 |
|
| 4385 |
WPI
4385
Walter Public Investments
Westmount,
Canada
| US$ 416 mi | -US$ 2,58 mi | -0,6% | 16,4% | 85,1% | 58 | 25,86% | 1,7 |
|
| 4386 |
4386
BigSur Wealth Management
Miami,
Florida
| US$ 415 mi | +US$ 59 mi | +17% | 13,8% | 94,8% | 178 | 13,48% | 4,3 |
|
| 4387 |
4387
Squire Investment Management Company
Orem,
Utah
| US$ 415 mi | +US$ 55,5 mi | +15% | 11,5% | 62,4% | 89 | 14,61% | 1,7 |
|
| 4388 |
4388
KFA Private Wealth Group
Tysons,
Virginia
| US$ 415 mi | -US$ 1,4 mi | -0,3% | 14,2% | 62,8% | 176 | 23,86% | 2,6 |
|
| 4389 |
4389
Oldfield Partners
London,
United Kingdom
| US$ 415 mi | +US$ 21,5 mi | +5% | 13,2% | 98% | 19 | 10,53% | 4,3 |
|
| 4390 |
4390
Winthrop Capital Management
Carmel,
Indiana
| US$ 414 mi | +US$ 24,6 mi | +6% | 11,9% | 68,1% | 406 | 25,86% | 1,5 |
|
| 4391 |
4391
Pioneer Wealth Management Group
Austin,
Texas
| US$ 414 mi | +US$ 57,4 mi | +16% | 8,43% | – | 55 | 9,09% | 2,1 |
|
| 4392 |
4392
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 414 mi | +US$ 47,6 mi | +13% | 16,7% | 84,3% | 773 | 13,97% | 1,4 |
|
| 4393 |
4393
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$ 414 mi | +US$ 62,4 mi | +18% | 11,6% | 65,8% | 168 | 20,83% | 2,5 |
|
| 4394 |
4394
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| US$ 414 mi | +US$ 43 mi | +12% | 13,1% | – | 195 | 11,28% | 1,2 |
|
| 4395 |
HCM
4395
Hudson Capital Management
Ramsey,
New Jersey
| US$ 414 mi | +US$ 26,7 mi | +7% | 9,09% | 66,8% | 79 | 11,39% | 4,3 |
|
| 4396 |
4396
Vision Retirement
Ridgewood,
New Jersey
| US$ 414 mi | +US$ 62,1 mi | +18% | 22,4% | – | 696 | 17,67% | 0,4 |
|
| 4397 |
4397
BNC Wealth Management
Beaverton,
Oregon
| US$ 414 mi | +US$ 53,2 mi | +15% | 29,4% | 204% | 121 | 24,79% | 2,9 |
|
| 4398 |
4398
Siena Capital Partners
Chicago,
Illinois
| US$ 413 mi | +US$ 28 mi | +7% | 6,85% | 44,2% | 104 | 6,73% | 4,3 |
|
| 4399 |
SIM
4399
Synergy Investment Management
Altamonte Springs,
Florida
| US$ 413 mi | +US$ 108 mi | +35% | 14,8% | – | 1.200 | 33,67% | 0,3 |
|
| 4400 |
WA
4400
WP Advisors
San Francisco,
California
| US$ 413 mi | +US$ 26,8 mi | +7% | 13,7% | 113% | 128 | 17,19% | 4,7 |
|