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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
DJC
5751
Daily Journal Corp
Los Angeles,
California
| US$ 257 mi | +US$ 16 mi | +7% | 7,97% | 108% | 4 | 0% | 10,7 |
|
| 5752 |
CB
5752
CNB Bank
Clearfield,
Pennsylvania
| US$ 257 mi | +US$ 18,9 mi | +8% | 14% | 91,6% | 534 | 5,24% | 4,7 |
|
| 5753 |
NIA
5753
NBZ Investment Advisors
Knoxville,
Tennessee
| US$ 256 mi | +US$ 27,4 mi | +12% | 12,3% | – | 87 | 17,24% | 1 |
|
| 5754 |
IWA
5754
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 256 mi | +US$ 26,1 mi | +11% | 15,9% | 70,8% | 185 | 10,81% | 3,3 |
|
| 5755 |
DTC
5755
Davidson Trust Company
Seattle,
Washington
| US$ 256 mi | +US$ 24,4 mi | +11% | 11,8% | 77% | 193 | 10,36% | 3,5 |
|
| 5756 |
KWM
5756
Kiker Wealth Management
Jasper,
Georgia
| US$ 256 mi | +US$ 46,8 mi | +22% | 1,88% | – | 189 | 44,97% | 0,2 |
|
| 5757 |
MPCL
5757
My Personal CFO LLC
Vancouver,
Washington
| US$ 256 mi | +US$ 27,8 mi | +12% | 16,9% | 83,4% | 92 | 5,43% | 1,4 |
|
| 5758 |
SCM
5758
Sage Capital Management
Stockton,
New Jersey
| US$ 256 mi | +US$ 43,3 mi | +20% | 22,1% | – | 178 | 14,61% | 2 |
|
| 5759 |
BFF
5759
Byrne Financial Freedom
Franklin,
Massachusetts
| US$ 256 mi | +US$ 47,2 mi | +23% | 37,2% | – | 124 | 20,97% | 1 |
|
| 5760 |
MWM
5760
Meritas Wealth Management
Larkspur,
California
| US$ 256 mi | +US$ 34,9 mi | +16% | 10,8% | 69,4% | 67 | 16,42% | 2,5 |
|
| 5761 |
VPWA
5761
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$ 256 mi | +US$ 43,2 mi | +20% | 10,5% | – | 112 | 11,61% | 1,5 |
|
| 5762 |
PCM
5762
Punch Card Management
Winter Park,
Florida
| US$ 256 mi | -US$ 14,7 mi | -5% | 10,5% | 41% | 5 | 0% | 3,6 |
|
| 5763 |
WMS
5763
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| US$ 256 mi | +US$ 34,9 mi | +16% | 10,9% | – | 46 | 15,22% | 1,2 |
|
| 5764 |
YWM
5764
Yoder Wealth Management
Walnut Creek,
California
| US$ 256 mi | +US$ 36,5 mi | +17% | 15,3% | 69,3% | 133 | 9,77% | 2,3 |
|
| 5765 |
CWL
5765
Causey Wealth LLC
Greenwood Village,
Colorado
| US$ 256 mi | +US$ 20,3 mi | +9% | 9,13% | – | 87 | 11,49% | 1,1 |
|
| 5766 |
1M
5766
1248 Management
Kansas City,
Missouri
| US$ 256 mi | +US$ 40,1 mi | +19% | 20,8% | – | 162 | 17,9% | 1 |
|
| 5767 |
TFG
5767
Tull Financial Group
Chesapeake,
Virginia
| US$ 256 mi | +US$ 31,5 mi | +14% | 11,3% | – | 35 | 11,43% | 1,4 |
|
| 5768 |
AA
5768
Altrafin AG
Zurich,
| US$ 255 mi | -US$ 34,9 mi | -12% | 22,5% | 97,6% | 56 | 28,57% | 2,4 |
|
| 5769 |
TPF
5769
Tribridge Partners Financial
Columbia,
Maryland
| US$ 255 mi | +US$ 13,5 mi | +6% | 9,92% | – | 87 | 13,79% | 0,8 |
|
| 5770 |
MAM
5770
Mainsail Asset Management
Birmingham,
Alabama
| US$ 255 mi | +US$ 32,4 mi | +15% | 13,8% | 90,4% | 208 | 51,44% | 0,7 |
|
| 5771 |
CWA
5771
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 255 mi | +US$ 15 mi | +6% | 14,7% | 57,5% | 297 | 12,46% | 2,6 |
|
| 5772 |
PCM
5772
Politan Capital Management
New York
| US$ 255 mi | -US$ 730 mi | -74% | 61,2% | 75,4% | 3 | 33,33% | 3,8 |
|
| 5773 |
VIPI
5773
Vista Investment Partners II
Richmond,
Indiana
| US$ 255 mi | +US$ 32,2 mi | +14% | 21,9% | – | 184 | 27,72% | 1 |
|
| 5774 |
SWM
5774
Shelton Wealth Management
Fort Worth,
Texas
| US$ 255 mi | +US$ 26,4 mi | +12% | 19,6% | 89,4% | 168 | 32,74% | 1,9 |
|
| 5775 |
SFC
5775
Sprinkle Financial Consultants
Littleton,
Colorado
| US$ 255 mi | +US$ 38,1 mi | +18% | 11,7% | 64,1% | 108 | 12,96% | 1,7 |
|