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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
OWCM
4801
One Wealth Capital Management
Scottsdale,
Arizona
| US$ 355 mi | +US$ 126 mi | +55% | 13,3% | – | 232 | 49,57% | 0,6 |
|
| 4802 |
WPW
4802
Watershed Private Wealth
Oak Brook,
Illinois
| US$ 355 mi | +US$ 34,4 mi | +11% | 14,2% | 71,4% | 125 | 15,2% | 2,2 |
|
| 4803 |
FPWM
4803
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 355 mi | +US$ 35,7 mi | +11% | 11,1% | 53,9% | 267 | 9,74% | 3 |
|
| 4804 |
OCMH
4804
Oxbow Capital Management (HK)
Hong Kong
| US$ 355 mi | -US$ 16,2 mi | -4% | 100% | 2.244% | 7 | 57,14% | 0,4 |
|
| 4805 |
TFIPS
4805
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| US$ 355 mi | +US$ 57,2 mi | +19% | 25,3% | – | 729 | 11,11% | 3,4 |
|
| 4806 |
FI
4806
Firetrail Investments
Sydney, NSW,
Australia
| US$ 355 mi | +US$ 61,6 mi | +21% | 30,1% | – | 33 | 18,18% | 1,3 |
|
| 4807 |
SPI
4807
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 355 mi | +US$ 33,4 mi | +10% | 10,4% | 88% | 84 | 7,14% | 3,7 |
|
| 4808 |
A6
4808
Anchor @ 65
Singapore
| US$ 355 mi | -US$ 7,2 mi | -2% | 2,43% | – | 2 | 0% | 1,5 |
|
| 4809 |
ARC
4809
Advisor Resource Council
Dallas,
Texas
| US$ 355 mi | +US$ 45,5 mi | +15% | 16,8% | 74,7% | 291 | 21,31% | 0,6 |
|
| 4810 |
WAG
4810
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$ 354 mi | +US$ 52,6 mi | +17% | 11,6% | – | 56 | 10,71% | 1,6 |
|
| 4811 |
TFO
4811
Timonier Family Office
Winston Salem,
North Carolina
| US$ 354 mi | – | – | 11% | – | 57 | – | 1,4 |
|
| 4812 |
EP
4812
Essential Planning
Portsmouth,
New Hampshire
| US$ 354 mi | +US$ 39,4 mi | +13% | 8,16% | 38,1% | 90 | 8,89% | 2,5 |
|
| 4813 |
TWM
4813
TSA Wealth Management
Houston,
Texas
| US$ 354 mi | +US$ 44,1 mi | +14% | 13,9% | – | 128 | 25% | 1,3 |
|
| 4814 |
ST
4814
Somerset Trust
Somerset,
Pennsylvania
| US$ 354 mi | +US$ 27,5 mi | +8% | 13,6% | 80,5% | 195 | 15,38% | 5,2 |
|
| 4815 |
II
4815
INCA Investments
Miami,
Florida
| US$ 353 mi | +US$ 71,6 mi | +25% | 9% | 128% | 11 | 18,18% | 5,4 |
|
| 4816 |
AGP
4816
Autumn Glory Partners
Dallas,
Texas
| US$ 353 mi | +US$ 80,6 mi | +30% | 10,5% | 69,5% | 229 | 18,34% | 2,2 |
|
| 4817 |
FNWM
4817
Financial Network Wealth Management
Draper,
Utah
| US$ 353 mi | +US$ 36,9 mi | +12% | 11,3% | – | 123 | 8,94% | 2,6 |
|
| 4818 |
MHB
4818
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 353 mi | +US$ 41,1 mi | +13% | 11,1% | 50% | 54 | 7,41% | 3 |
|
| 4819 |
AI
4819
AXS Investments
Port Chester,
New York
| US$ 353 mi | +US$ 105 mi | +42% | 31,3% | 104% | 209 | 17,22% | 2 |
|
| 4820 |
JA
4820
JVL Associates
Wyoming,
Michigan
| US$ 352 mi | +US$ 54,2 mi | +18% | 17,7% | 81% | 81 | 24,69% | 3,5 |
|
| 4821 |
FP
4821
FFG Partners
Fort Lauderdale,
Florida
| US$ 352 mi | +US$ 100 mi | +39% | 49,2% | 277% | 51 | 47,06% | 0,9 |
|
| 4822 |
SPIO
4822
Seven Post Investment Office
San Francisco,
California
| US$ 352 mi | +US$ 42,7 mi | +14% | 9,58% | 52,6% | 42 | 14,29% | 4 |
|
| 4823 |
KNFPWM
4823
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$ 352 mi | +US$ 57,5 mi | +20% | 15% | – | 87 | 8,05% | 2,6 |
|
| 4824 |
CA
4824
Centerpoint Advisors
Needham,
Massachusetts
| US$ 352 mi | +US$ 44,9 mi | +15% | 16,3% | 74,2% | 443 | 10,61% | 4,1 |
|
| 4825 |
S
4825
Sunpointe
St. Louis,
Missouri
| US$ 352 mi | +US$ 46,7 mi | +15% | 20,1% | – | 307 | 21,82% | 1,4 |
|