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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
PWM
4926
Prosperity Wealth Management
San Ramon,
California
| US$ 270 mi | +US$ 57,1 mi | +27% | 21,5% | 175% | 289 | 43,6% | 0,9 |
|
| 4927 |
4927
Pioneer Wealth Management Group
Austin,
Texas
| US$ 270 mi | +US$ 37,5 mi | +16% | 6,23% | – | 49 | 30,61% | 1,6 |
|
| 4928 |
4928
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 270 mi | +US$ 13,9 mi | +5% | 6,53% | 54,4% | 176 | 5,68% | 5,1 |
|
| 4929 |
4929
Scott Marsh Financial
Millcreek,
Utah
| US$ 270 mi | – | – | 12,4% | – | 248 | – | 0 |
|
| 4930 |
LCM
4930
Lonestar Capital Management
San Francisco,
California
| US$ 270 mi | +US$ 8,62 mi | +3% | 17,7% | 260% | 25 | 56% | 0,8 |
|
| 4931 |
4931
Mathes Company
New York
| US$ 270 mi | +US$ 23,7 mi | +10% | 15,2% | 121% | 127 | 7,09% | 6,9 |
|
| 4932 |
4932
Robertson Opportunity Capital
Dallas,
Texas
| US$ 270 mi | +US$ 6,83 mi | +3% | 10,7% | 93,4% | 29 | 6,9% | 6,4 |
|
| 4933 |
WCM
4933
Westerly Capital Management
San Francisco,
California
| US$ 270 mi | +US$ 38,3 mi | +17% | 11,6% | 116% | 49 | 36,73% | 1,5 |
|
| 4934 |
4934
Prairiewood Capital
Fargo,
North Dakota
| US$ 269 mi | +US$ 23,6 mi | +10% | 4,37% | 42,6% | 80 | 7,5% | 2,7 |
|
| 4935 |
4935
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$ 269 mi | +US$ 2,26 mi | +0,8% | 0,85% | 0,86% | 1 | 0% | 2,5 |
|
| 4936 |
ISFAN
4936
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$ 269 mi | +US$ 57,1 mi | +27% | 8,58% | – | 222 | 26,13% | 0,4 |
|
| 4937 |
4937
Thomist Capital Management
Houston,
Texas
| US$ 269 mi | +US$ 15,3 mi | +6% | 16,7% | 71,2% | 69 | 82,61% | 0,3 |
|
| 4938 |
4938
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$ 269 mi | +US$ 28,1 mi | +12% | 7,79% | – | 247 | 22,67% | 0,8 |
|
| 4939 |
4939
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$ 269 mi | -US$ 17,7 mi | -6% | 7,77% | 59,6% | 150 | 18% | 2,6 |
|
| 4940 |
4940
HTG Investment Advisors
New Canaan,
Connecticut
| US$ 269 mi | +US$ 29,2 mi | +12% | 8,34% | 57,4% | 75 | 16% | 1,9 |
|
| 4941 |
4941
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$ 269 mi | +US$ 28,6 mi | +12% | 6,53% | 58,8% | 265 | 18,11% | 3,2 |
|
| 4942 |
4942
Lavaca Capital
Houston,
Texas
| US$ 269 mi | +US$ 26,5 mi | +11% | 13,5% | 46,5% | 277 | 13% | 1,4 |
|
| 4943 |
4943
Essential Planning
Portsmouth,
New Hampshire
| US$ 269 mi | +US$ 20,4 mi | +8% | 5,42% | 40,9% | 83 | 3,61% | 1,9 |
|
| 4944 |
4944
CIBC Capital Markets (Europe)
Luxembourg
| US$ 268 mi | +US$ 203 mi | +311% | 23,5% | – | 10 | 0% | 0,5 |
|
| 4945 |
4945
Flagship Pioneering
Cambridge,
Massachusetts
| US$ 268 mi | +US$ 32,7 mi | +14% | 20% | 13,3% | 4 | 0% | 6 |
|
| 4946 |
4946
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 268 mi | +US$ 29 mi | +12% | 11,6% | 105% | 276 | 21,01% | 2,8 |
|
| 4947 |
4947
RBA Wealth Management
Newport Beach,
California
| US$ 268 mi | +US$ 15,6 mi | +6% | 8,27% | 91% | 97 | 7,22% | 2,7 |
|
| 4948 |
CWM
4948
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 268 mi | +US$ 27,1 mi | +11% | 6,77% | 51,3% | 40 | 5% | 3,6 |
|
| 4949 |
4949
Etesian Wealth Advisors
West Linn,
Oregon
| US$ 268 mi | +US$ 36,2 mi | +16% | 8,23% | 60,6% | 142 | 7,75% | 1,9 |
|
| 4950 |
4950
FullCircle Wealth
Dallas,
Texas
| US$ 268 mi | +US$ 25,2 mi | +10% | 8,84% | – | 277 | 18,77% | 0,7 |
|