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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
WIP
4401
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 412 mi | +US$ 51,3 mi | +14% | 13,8% | 62,6% | 211 | 11,85% | 2,5 |
|
| 4402 |
MP
4402
McDonald Partners
Cleveland,
Ohio
| US$ 412 mi | -US$ 12,3 mi | -3% | 14,5% | 90,7% | 624 | 67,15% | 1,1 |
|
| 4403 |
AWP
4403
Accretive Wealth Partners
Parsippany,
New Jersey
| US$ 412 mi | +US$ 55,8 mi | +16% | 8,12% | 57,3% | 194 | 13,92% | 2,8 |
|
| 4404 |
THCM
4404
Taylor Hoffman Capital Management
Richmond,
Virginia
| US$ 412 mi | +US$ 87 mi | +27% | 34,4% | – | 123 | 6,5% | 1,6 |
|
| 4405 |
PA
4405
Prism Advisors
Studio City,
California
| US$ 412 mi | +US$ 37 mi | +10% | 11,2% | 54,6% | 81 | 12,35% | 3,2 |
|
| 4406 |
EPW
4406
Endeavor Private Wealth
Topeka,
Kansas
| US$ 412 mi | +US$ 62,8 mi | +18% | 13,5% | – | 227 | 15,86% | 0,9 |
|
| 4407 |
IPW
4407
Inlet Private Wealth
Jupiter,
Florida
| US$ 411 mi | +US$ 19,8 mi | +5% | 18,4% | 100% | 135 | 6,67% | 4,8 |
|
| 4408 |
AIM
4408
Alpine Investment Management
Hong Kong
| US$ 411 mi | +US$ 10,4 mi | +3% | 7,14% | 33,7% | 15 | 53,33% | 0,6 |
|
| 4409 |
EWM
4409
Elevatus Welath Management
Victor,
New York
| US$ 411 mi | +US$ 220 mi | +115% | 43,4% | 261% | 255 | 49,41% | 0,9 |
|
| 4410 |
AV
4410
Aspiring Ventures
Cincinnati,
Ohio
| US$ 411 mi | +US$ 81,4 mi | +25% | 13,4% | – | 115 | 30,43% | 0,8 |
|
| 4411 |
FP
4411
Financial Perspectives
Minneapolis,
Minnesota
| US$ 411 mi | +US$ 52,7 mi | +15% | 16,7% | 87,8% | 737 | 4,07% | 4,8 |
|
| 4412 |
GIP
4412
Gavilan Investment Partners
Burlingame,
California
| US$ 411 mi | +US$ 38,5 mi | +10% | 8,38% | 109% | 15 | 6,67% | 2,7 |
|
| 4413 |
FWC
4413
First Washington Corp
Seattle,
Washington
| US$ 411 mi | +US$ 57,1 mi | +16% | 34,1% | 142% | 55 | 16,36% | 4,9 |
|
| 4414 |
HNWA
4414
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| US$ 410 mi | +US$ 54,1 mi | +15% | 11,7% | 61,6% | 121 | 14,88% | 2,4 |
|
| 4415 |
AWA
4415
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 410 mi | +US$ 67,3 mi | +20% | 12,4% | 53,6% | 312 | 18,27% | 3,2 |
|
| 4416 |
SWA
4416
Strata Wealth Advisors
Dallas,
Texas
| US$ 410 mi | +US$ 45,4 mi | +12% | 11,3% | 73,6% | 103 | 21,36% | 1,7 |
|
| 4417 |
PFG
4417
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 410 mi | +US$ 44,9 mi | +12% | 9,46% | 54,3% | 119 | 8,4% | 2,5 |
|
| 4418 |
HWM
4418
HFR Wealth Management
Niskayuna,
New York
| US$ 410 mi | +US$ 2,34 mi | +0,6% | 4,37% | 47,5% | 53 | 7,55% | 4,1 |
|
| 4419 |
APWM
4419
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$ 409 mi | +US$ 79 mi | +24% | 42,6% | 158% | 204 | 21,08% | 2,1 |
|
| 4420 |
IFS
4420
Ifrah Financial Services
Little Rock,
Arkansas
| US$ 409 mi | +US$ 31,2 mi | +8% | 16,4% | 64,1% | 226 | 16,81% | 5,3 |
|
| 4421 |
DI
4421
DKRT Investments
Toronto,
| US$ 409 mi | +US$ 14,7 mi | +4% | 1,14% | – | 53 | 15,09% | 0,8 |
|
| 4422 |
RPA
4422
Rock Point Advisors
Burlington,
Vermont
| US$ 409 mi | +US$ 39,3 mi | +11% | 15,4% | 82,8% | 127 | 10,24% | 4,7 |
|
| 4423 |
RWA
4423
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$ 408 mi | +US$ 29,3 mi | +8% | 12,6% | 50,8% | 159 | 15,72% | 1,8 |
|
| 4424 |
SA
4424
Sicart Associates
New York
| US$ 408 mi | +US$ 19,1 mi | +5% | 8,36% | 99,1% | 78 | 10,26% | 4,4 |
|
| 4425 |
TAS
4425
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 408 mi | -US$ 35,9 mi | -8% | 10,3% | 85,9% | 25 | 24% | 1,6 |
|