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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Pacific Wealth Management
San Diego,
California
| US$ 203 mi | +US$ 20,6 mi | +11% | 5,74% | 72,8% | 23 | 26,09% | 1,8 |
|
| 5777 |
5777
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 202 mi | +US$ 5,53 mi | +3% | 9,16% | 84,4% | 143 | 9,79% | 8,3 |
|
| 5778 |
5778
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 202 mi | -US$ 5,83 mi | -3% | 8,68% | 104% | 261 | 3,07% | 8,3 |
|
| 5779 |
5779
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$ 202 mi | +US$ 29,4 mi | +17% | 6,63% | – | 64 | 14,06% | 3,2 |
|
| 5780 |
5780
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 202 mi | +US$ 11 mi | +6% | 6,36% | 43,1% | 55 | 14,55% | 1,9 |
|
| 5781 |
5781
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 202 mi | +US$ 14,8 mi | +8% | 8,92% | – | 40 | 15% | 2,4 |
|
| 5782 |
5782
Patron Partners
Houston,
Texas
| US$ 202 mi | +US$ 17,1 mi | +9% | 9,2% | 90,2% | 185 | 10,81% | 3 |
|
| 5783 |
SIA
5783
Schear Investment Advisers
Cincinnati,
Ohio
| US$ 202 mi | +US$ 28,4 mi | +16% | 21,3% | 241% | 93 | 11,83% | 1,9 |
|
| 5784 |
AFT
5784
Alpha Family Trust
Los Angeles,
California
| US$ 202 mi | +US$ 30,6 mi | +18% | 18,9% | 198% | 199 | 20,1% | 1,5 |
|
| 5785 |
5785
Allie Family Office
Miami,
Florida
| US$ 202 mi | +US$ 18,8 mi | +10% | 7,71% | 59% | 111 | 19,82% | 2,2 |
|
| 5786 |
5786
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$ 202 mi | +US$ 42,4 mi | +27% | 10,7% | 111% | 199 | 42,21% | 1,1 |
|
| 5787 |
CCC
5787
Chelsea Counsel Company
Los Angeles,
California
| US$ 202 mi | +US$ 17,7 mi | +10% | 7,37% | 106% | 210 | 9,05% | 3,6 |
|
| 5788 |
5788
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 202 mi | +US$ 7,61 mi | +4% | 5,09% | 67,7% | 183 | 12,57% | 3 |
|
| 5789 |
5789
Alternative Investment Advisors
Maitland,
Florida
| US$ 201 mi | +US$ 12,3 mi | +6% | 9,56% | 70,2% | 61 | 19,67% | 1,2 |
|
| 5790 |
5790
5th Street Advisors
Southport,
Connecticut
| US$ 201 mi | -US$ 6,01 mi | -3% | 6,85% | 47,5% | 48 | 29,17% | 1,9 |
|
| 5791 |
5791
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$ 201 mi | +US$ 27,5 mi | +16% | 8,24% | 60,9% | 108 | 10,19% | 1,4 |
|
| 5792 |
5792
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 201 mi | +US$ 28,7 mi | +17% | 6,14% | 52,3% | 40 | 25% | 1,7 |
|
| 5793 |
LPCM
5793
Lynwood Price Capital Management
Austin,
Texas
| US$ 201 mi | +US$ 25,8 mi | +15% | 13,8% | – | 18 | 33,33% | 0,4 |
|
| 5794 |
5794
Powers Capital
San Francisco,
California
| US$ 201 mi | +US$ 16,9 mi | +9% | 10,6% | – | 2 | 0% | 0,5 |
|
| 5795 |
5795
RCS Financial Planning
Annapolis,
Maryland
| US$ 201 mi | +US$ 11,6 mi | +6% | 6,26% | 48,2% | 85 | 12,94% | 1,7 |
|
| 5796 |
5796
Ampersand Capital Group
Burlingame,
California
| US$ 201 mi | +US$ 56,1 mi | +39% | 23,2% | – | 7 | 0% | 0,5 |
|
| 5797 |
5797
Marmo Financial Group
Johnson City,
Tennessee
| US$ 201 mi | +US$ 18 mi | +10% | 8,91% | 47,5% | 30 | 13,33% | 1,5 |
|
| 5798 |
5798
D. Scott Neal
Lexington,
Kentucky
| US$ 201 mi | +US$ 20,3 mi | +11% | 11,3% | 105% | 57 | 8,77% | 4,3 |
|
| 5799 |
5799
Keener Financial Planning
Keller,
Texas
| US$ 201 mi | +US$ 46,7 mi | +30% | 9,52% | – | 221 | 18,55% | 1 |
|
| 5800 |
5800
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 201 mi | +US$ 23,8 mi | +13% | 14,2% | 131% | 126 | 15,87% | 1,8 |
|