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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Pioneer Wealth Management Group
Austin,
Texas
| US$ 310 mi | +US$ 40,1 mi | +15% | 5,18% | – | 52 | 13,46% | 1,6 |
|
| 4752 |
4752
Weybosset Research & Management
Province,
Rhode Island
| US$ 310 mi | +US$ 18,9 mi | +6% | 9,26% | 74,8% | 35 | 0% | 5,7 |
|
| 4753 |
4753
Reston Wealth Management
Reston,
Virginia
| US$ 310 mi | +US$ 24,4 mi | +9% | 7,17% | 66,4% | 56 | 8,93% | 4 |
|
| 4754 |
EWA
4754
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 310 mi | +US$ 19,7 mi | +7% | 4,31% | 39,3% | 31 | 6,45% | 4,1 |
|
| 4755 |
4755
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 310 mi | +US$ 23 mi | +8% | 7,8% | 87,3% | 338 | 13,02% | 3,2 |
|
| 4756 |
4756
Cabot-Wellington
Boston,
Massachusetts
| US$ 309 mi | +US$ 18,8 mi | +6% | 7,37% | 73,1% | 5 | 0% | 5,1 |
|
| 4757 |
4757
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 309 mi | +US$ 16,2 mi | +6% | 3,71% | 37,7% | 32 | 0% | 2,8 |
|
| 4758 |
4758
Ferguson Shapiro
Decatur,
Georgia
| US$ 309 mi | +US$ 12,3 mi | +4% | 4,19% | 42,7% | 88 | 34,09% | 1,4 |
|
| 4759 |
4759
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| US$ 309 mi | -US$ 44,8 mi | -13% | 4,03% | – | 8 | 75% | 0,3 |
|
| 4760 |
4760
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 309 mi | +US$ 52,4 mi | +20% | 5,44% | 39,4% | 53 | 26,42% | 1,2 |
|
| 4761 |
4761
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$ 308 mi | +US$ 21,2 mi | +7% | 8,73% | 82,1% | 64 | 1,56% | 3,8 |
|
| 4762 |
4762
Precision Wealth Strategies
Saint Louis,
Missouri
| US$ 308 mi | +US$ 223 mil | +0,1% | 7,25% | 106% | 214 | 41,12% | 0,7 |
|
| 4763 |
4763
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$ 308 mi | +US$ 30,1 mi | +11% | 7,3% | 62,6% | 173 | 10,4% | 2,3 |
|
| 4764 |
4764
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 308 mi | +US$ 54 mi | +21% | 6,67% | 58,3% | 15 | 13,33% | 7,3 |
|
| 4765 |
4765
First United Bank & Trust
Oakland,
Maryland
| US$ 308 mi | +US$ 21,2 mi | +7% | 7,87% | 78% | 429 | 11,89% | 3,4 |
|
| 4766 |
4766
Omnia Family Wealth
Aventura,
Florida
| US$ 308 mi | +US$ 32 mi | +12% | 8,87% | 80,6% | 109 | 13,76% | 3,9 |
|
| 4767 |
4767
NIA Impact Advisors
Berkeley,
California
| US$ 308 mi | +US$ 18,4 mi | +6% | 8,29% | – | 103 | 7,77% | 2 |
|
| 4768 |
4768
Quaker Wealth Management
Moorestown,
New Jersey
| US$ 307 mi | +US$ 8,85 mi | +3% | 5,87% | – | 913 | 12,71% | 0,2 |
|
| 4769 |
4769
Auour Investments
Woburn,
Massachusetts
| US$ 307 mi | +US$ 16,3 mi | +6% | 4,49% | 39,2% | 90 | 13,33% | 1,7 |
|
| 4770 |
4770
Essex Woodlands Management
The Woodlands,
Texas
| US$ 307 mi | +US$ 28 mi | +10% | 11,5% | 55% | 6 | 0% | 6,3 |
|
| 4771 |
4771
Squire Investment Management Company
Orem,
Utah
| US$ 307 mi | +US$ 35,6 mi | +13% | 7,54% | – | 69 | 5,8% | 1,5 |
|
| 4772 |
4772
Rossby Financial
Melbourne,
Florida
| US$ 307 mi | +US$ 35,9 mi | +13% | 8,95% | – | 1.526 | 21,36% | 0,4 |
|
| 4773 |
4773
Luminvest Wealth Management
Scottsdale,
Arizona
| US$ 307 mi | +US$ 27,8 mi | +10% | 5,54% | 47,7% | 46 | 10,87% | 1,1 |
|
| 4774 |
4774
Passive Capital Management
Baltimore,
Maryland
| US$ 307 mi | -US$ 14,7 mi | -5% | 5,32% | 37,7% | 89 | 8,99% | 2,1 |
|
| 4775 |
4775
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 307 mi | +US$ 8 mi | +3% | 8,68% | 104% | 73 | 2,74% | 4,9 |
|