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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
YWM
4851
Yukon Wealth Management
Overland Park,
Kansas
| US$ 349 mi | +US$ 182 mi | +109% | 13,3% | – | 135 | 43,7% | 0,7 |
|
| 4852 |
AFO
4852
Arrowroot Family Office
Marina Del Rey,
California
| US$ 349 mi | +US$ 46,8 mi | +15% | 11,1% | – | 182 | 18,68% | 1,9 |
|
| 4853 |
DWM
4853
Denver Wealth Management
Denver,
Colorado
| US$ 349 mi | +US$ 58,6 mi | +20% | 16,3% | 64,4% | 117 | 21,37% | 2,5 |
|
| 4854 |
PS
4854
Planned Solutions
Folsom,
California
| US$ 349 mi | +US$ 43,4 mi | +14% | 14,8% | 60,8% | 164 | 20,73% | 2,7 |
|
| 4855 |
RF
4855
Robinswood Financial
Kirkland,
Washington
| US$ 349 mi | +US$ 31,1 mi | +10% | 7,84% | 38,8% | 457 | 12,25% | 2 |
|
| 4856 |
UWM
4856
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 349 mi | +US$ 47,8 mi | +16% | 12,7% | 55% | 150 | 12,67% | 3,1 |
|
| 4857 |
RCA
4857
Riverview Capital Advisers
Boston,
Massachusetts
| US$ 349 mi | +US$ 49,1 mi | +16% | 28,2% | 84,8% | 95 | 16,84% | 2,6 |
|
| 4858 |
AI
4858
Auour Investments
Woburn,
Massachusetts
| US$ 349 mi | +US$ 30,8 mi | +10% | 7,66% | 35,5% | 98 | 10,2% | 2,2 |
|
| 4859 |
FFL
4859
Future Fund LLC
Chicago,
Illinois
| US$ 349 mi | +US$ 64,4 mi | +23% | 20,1% | 93,1% | 137 | 21,17% | 1,1 |
|
| 4860 |
TIM
4860
Timelo Investment Management
Aurora,
Ontario, Canada
| US$ 349 mi | +US$ 222 mi | +175% | 2,9% | 104% | 65 | 46,15% | 0,4 |
|
| 4861 |
PWM
4861
Parkshore Wealth Management
Granite Bay,
California
| US$ 348 mi | +US$ 49 mi | +16% | 10,7% | – | 72 | 4,17% | 1,3 |
|
| 4862 |
PIC
4862
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$ 348 mi | -US$ 4,17 mi | -1% | 4,56% | 164% | 68 | 22,06% | 3,3 |
|
| 4863 |
TCM
4863
Tieton Capital Management
Yakima,
Washington
| US$ 348 mi | +US$ 49,2 mi | +16% | 18,5% | 172% | 38 | 10,53% | 5,4 |
|
| 4864 |
PWM
4864
Pines Wealth Management
Southern Pines,
North Carolina
| US$ 348 mi | +US$ 38,8 mi | +13% | 17,9% | – | 232 | 12,5% | 1,3 |
|
| 4865 |
FUBT
4865
First United Bank & Trust
Oakland,
Maryland
| US$ 348 mi | +US$ 39,7 mi | +13% | 14,1% | 69,2% | 425 | 8,24% | 3,9 |
|
| 4866 |
DC
4866
Dorval Corp
Maple Grove,
Minnesota
| US$ 347 mi | +US$ 25,2 mi | +8% | 5,69% | – | 49 | 8,16% | 1,7 |
|
| 4867 |
HCM
4867
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 347 mi | +US$ 72,3 mi | +26% | 24,7% | 123% | 133 | 35,34% | 2,1 |
|
| 4868 |
SAMT
4868
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$ 347 mi | +US$ 27,1 mi | +8% | 11,3% | 68,4% | 84 | 14,29% | 4,2 |
|
| 4869 |
CAM
4869
CPA Asset Management
West Palm Beach,
Florida
| US$ 347 mi | +US$ 49,1 mi | +16% | 8,73% | 48,8% | 102 | 7,84% | 2,4 |
|
| 4870 |
ACM
4870
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 347 mi | +US$ 39,5 mi | +13% | 23,1% | 95,8% | 141 | 4,96% | 9,2 |
|
| 4871 |
IAS
4871
Investment Advisory Services
The Woodlands,
Texas
| US$ 347 mi | +US$ 32,7 mi | +10% | 12,1% | 65,4% | 146 | 15,07% | 3,8 |
|
| 4872 |
DFA
4872
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 347 mi | +US$ 45,2 mi | +15% | 13,3% | 56,7% | 1.117 | 6,36% | 2,5 |
|
| 4873 |
KCFA
4873
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$ 347 mi | +US$ 52,5 mi | +18% | 20,8% | 95,1% | 244 | 16,39% | 2,5 |
|
| 4874 |
KI
4874
Keewaydin Investments
Southampton,
New York
| US$ 347 mi | +US$ 29,6 mi | +9% | 12,2% | – | 18 | 11,11% | 0,4 |
|
| 4875 |
BFW
4875
Brady Family Wealth
Saint Louis,
Missouri
| US$ 346 mi | +US$ 25,8 mi | +8% | 11,1% | 61,8% | 119 | 12,61% | 2,8 |
|