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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 |
4401
Stone Summit Wealth
Miami,
Florida
| US$ 323 mi | +US$ 27,6 mi | +9% | 10,1% | 67% | 145 | 5,52% | 2,9 |
|
| 4402 |
4402
KFA Private Wealth Group
Tysons,
Virginia
| US$ 323 mi | +US$ 37 mi | +13% | 9,37% | 62,8% | 134 | 16,42% | 2,2 |
|
| 4403 |
4403
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| US$ 322 mi | +US$ 24,1 mi | +8% | 9,84% | – | 188 | 17,55% | 0,4 |
|
| 4404 |
WHGC
4404
Wealth High Governance Capital
Sao Paulo,
Brazil
| US$ 322 mi | +US$ 169 mi | +111% | 37% | 622% | 44 | 65,91% | 0,3 |
|
| 4405 |
4405
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$ 322 mi | -US$ 21,5 mi | -6% | 3,91% | 17,8% | 1 | 0% | 12 |
|
| 4406 |
4406
Regimen Wealth
Atlanta,
Georgia
| US$ 322 mi | +US$ 11 mi | +4% | 4,42% | 34,4% | 78 | 21,79% | 1,6 |
|
| 4407 |
BWM
4407
Brown Wealth Management
Naperville,
Illinois
| US$ 322 mi | +US$ 31,2 mi | +11% | 7,78% | 51,2% | 104 | 16,35% | 1,3 |
|
| 4408 |
4408
Brown Miller Wealth Management
Mclean,
Virginia
| US$ 322 mi | +US$ 32,9 mi | +11% | 13,7% | 102% | 197 | 12,69% | 2,2 |
|
| 4409 |
4409
Level Financial Advisors
East Amherst,
New York
| US$ 321 mi | +US$ 27,2 mi | +9% | 6,1% | 44% | 91 | 7,69% | 2,3 |
|
| 4410 |
4410
Passive Capital Management
Baltimore,
Maryland
| US$ 321 mi | +US$ 5,61 mi | +2% | 5,15% | 37,7% | 84 | 3,57% | 2 |
|
| 4411 |
BPIA
4411
Broad Peak Investment Advisers
Singapore
| US$ 321 mi | +US$ 172 mi | +116% | 39,6% | – | 14 | 78,57% | 0,1 |
|
| 4412 |
4412
ForthRight Wealth Management
Alpharetta,
Georgia
| US$ 321 mi | +US$ 21,8 mi | +7% | 5,16% | 44,6% | 71 | 16,9% | 2,9 |
|
| 4413 |
4413
Denver PWM
Denver,
Colorado
| US$ 321 mi | +US$ 42,8 mi | +15% | 6,25% | 48,6% | 80 | 15% | 2,6 |
|
| 4414 |
4414
CLG LLC
Long Beach,
California
| US$ 321 mi | +US$ 32,4 mi | +11% | 5,7% | – | 136 | 18,38% | 0,4 |
|
| 4415 |
4415
Peregrine Asset Advisers
Portland,
Oregon
| US$ 321 mi | +US$ 53,2 mi | +20% | 18,1% | 182% | 178 | 15,17% | 2,4 |
|
| 4416 |
4416
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$ 320 mi | +US$ 14,8 mi | +5% | 9,86% | 107% | 27 | 7,41% | 5,1 |
|
| 4417 |
4417
Narus Financial Partners
Salt Lake City,
Utah
| US$ 320 mi | +US$ 26,4 mi | +9% | 10,4% | 85,3% | 168 | 17,86% | 3,5 |
|
| 4418 |
4418
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 320 mi | +US$ 26,6 mi | +9% | 8,54% | 65,4% | 102 | 5,88% | 1,8 |
|
| 4419 |
4419
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$ 320 mi | +US$ 37,4 mi | +13% | 8,03% | 65,5% | 422 | 23,7% | 5,3 |
|
| 4420 |
4420
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$ 319 mi | +US$ 152 mi | +91% | 5,85% | 53,2% | 193 | 53,37% | 0,6 |
|
| 4421 |
4421
Shoker Investment Counsel
Oxford,
Ohio
| US$ 319 mi | +US$ 23,1 mi | +8% | 7,8% | 83,8% | 112 | 8,04% | 5,7 |
|
| 4422 |
4422
City State Bank
Norwalk,
Iowa
| US$ 319 mi | +US$ 15,6 mi | +5% | 6,2% | 79,1% | 766 | 4,05% | 2,7 |
|
| 4423 |
4423
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 319 mi | +US$ 22,2 mi | +7% | 6,23% | 57,3% | 76 | 10,53% | 3,6 |
|
| 4424 |
4424
Smart Money Group
Eastland,
Texas
| US$ 319 mi | +US$ 24,8 mi | +8% | 8,31% | 58,9% | 81 | 13,58% | 2,8 |
|
| 4425 |
4425
SMART Wealth
Omaha,
Nebraska
| US$ 319 mi | +US$ 39,8 mi | +14% | 8,78% | 77,7% | 197 | 37,06% | 0,9 |
|