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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
CWA
4601
CJM Wealth Advisers
Falls Church,
Virginia
| US$ 381 mi | +US$ 52,6 mi | +16% | 16,7% | 71,5% | 79 | 10,13% | 3 |
|
| 4602 |
VIG
4602
Vienna Insurance Group
Warsaw,
Poland
| US$ 381 mi | +US$ 118 mi | +45% | 67,1% | 188% | 28 | 3,57% | 2,2 |
|
| 4603 |
SM
4603
Sweeney & Michel
Chico,
California
| US$ 381 mi | +US$ 40,7 mi | +12% | 10,5% | – | 164 | 11,59% | 2,1 |
|
| 4604 |
WCA
4604
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 380 mi | +US$ 92 mi | +32% | 39,3% | 282% | 78 | 41,03% | 1 |
|
| 4605 |
BFP
4605
Briaud Financial Planning
College Station,
Texas
| US$ 380 mi | -US$ 1,16 mi | -0,3% | 4,88% | 93,1% | 45 | 22,22% | 1,9 |
|
| 4606 |
HGA
4606
Hobbs Group Advisors
Columbia,
South Carolina
| US$ 380 mi | +US$ 45,7 mi | +14% | 11,3% | – | 171 | 10,53% | 1,7 |
|
| 4607 |
AAMA
4607
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 380 mi | +US$ 18 mi | +5% | 13,4% | 82,5% | 85 | 7,06% | 5,3 |
|
| 4608 |
FI
4608
Financial Insights
Tacoma,
Washington
| US$ 380 mi | +US$ 71,3 mi | +23% | 14,5% | 71,9% | 151 | 15,89% | 3,2 |
|
| 4609 |
CPM
4609
Corre Partners Management
New York
| US$ 380 mi | +US$ 315 mi | +485% | 9,05% | 109% | 4 | 25% | 2,7 |
|
| 4610 |
SWA
4610
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 380 mi | +US$ 24,7 mi | +7% | 7,72% | 60,3% | 40 | 2,5% | 2,7 |
|
| 4611 |
BC
4611
Bridgefront Capital
Austin,
Texas
| US$ 380 mi | -US$ 22,8 mi | -6% | 15,2% | 52,1% | 793 | 75,28% | 0,2 |
|
| 4612 |
CW
4612
Cabot-Wellington
Boston,
Massachusetts
| US$ 380 mi | +US$ 41,5 mi | +12% | 14,1% | 65% | 5 | 0% | 5,8 |
|
| 4613 |
CMP
4613
Courage Miller Partners
Norfolk,
Virginia
| US$ 379 mi | +US$ 24,8 mi | +7% | 8,34% | 40,3% | 92 | 5,43% | 8,4 |
|
| 4614 |
SEEDPG
4614
S.E.E.D. Planning Group
Binghamton,
New York
| US$ 379 mi | +US$ 34,6 mi | +10% | 3,28% | 57,3% | 100 | 23% | 3,2 |
|
| 4615 |
SC
4615
Schiavi & Co
Wilmington,
Delaware
| US$ 378 mi | +US$ 41,7 mi | +12% | 7,36% | 41,4% | 61 | 19,67% | 2 |
|
| 4616 |
CFCI
4616
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$ 378 mi | +US$ 41,5 mi | +12% | 12,8% | 78% | 215 | 14,88% | 2,7 |
|
| 4617 |
WG
4617
Wellington Group
Indianapolis,
Indiana
| US$ 378 mi | +US$ 53,3 mi | +16% | 17,2% | – | 399 | 65,16% | 0,5 |
|
| 4618 |
SWM
4618
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 378 mi | -US$ 44,7 mi | -11% | 11,6% | 49,6% | 110 | 39,09% | 4,1 |
|
| 4619 |
JIC
4619
Juniper Investment Company
New York
| US$ 378 mi | +US$ 64,2 mi | +20% | 28,6% | 358% | 12 | 33,33% | 3,8 |
|
| 4620 |
FA
4620
FC Advisory
West Chester,
Pennsylvania
| US$ 378 mi | +US$ 35,1 mi | +10% | 10,5% | 46,6% | 119 | 4,2% | 5,5 |
|
| 4621 |
AWA
4621
Argos Wealth Advisors
Sacramento,
California
| US$ 378 mi | +US$ 29,8 mi | +9% | 15,2% | – | 240 | 22,5% | 0,4 |
|
| 4622 |
GCP
4622
Gill Capital Partners
Denver,
Colorado
| US$ 378 mi | +US$ 29,9 mi | +9% | 11,3% | 59% | 734 | 8,99% | 1 |
|
| 4623 |
SM
4623
Sensible Money
Scottsdale,
Arizona
| US$ 377 mi | +US$ 48,4 mi | +15% | 13,2% | 65% | 104 | 20,19% | 2,4 |
|
| 4624 |
SILC
4624
Starr Indemnity & Liability Company
New York
| US$ 377 mi | -US$ 16,5 mi | -4% | 3,56% | – | 4 | 0% | 1,1 |
|
| 4625 |
MKC
4625
M. Kraus & Co
Shelburne,
Vermont
| US$ 377 mi | +US$ 34 mi | +10% | 10,1% | 51,8% | 89 | 12,36% | 6,5 |
|