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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
BW
6026
BostonPremier Wealth
Hanover,
Massachusetts
| US$ 235 mi | +US$ 41,9 mi | +22% | 19,8% | – | 79 | 11,39% | 1,1 |
|
| 6027 |
AIC
6027
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$ 235 mi | +US$ 26,6 mi | +13% | 10,2% | – | 57 | 8,77% | 1,3 |
|
| 6028 |
DIM
6028
DLK Investment Management
Solana Beach,
California
| US$ 235 mi | -US$ 17,8 mi | -7% | 5,17% | 80,4% | 126 | 50,79% | 1,5 |
|
| 6029 |
PAW
6029
Plan A Wealth
Lincoln,
Nebraska
| US$ 235 mi | +US$ 26,3 mi | +13% | 10,8% | – | 209 | 22,01% | 0,9 |
|
| 6030 |
PRI
6030
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$ 235 mi | +US$ 33,4 mi | +17% | 9,74% | – | 96 | 19,79% | 1,7 |
|
| 6031 |
MWA
6031
MN Wealth Advisors
Overland Park,
Kansas
| US$ 235 mi | +US$ 29,3 mi | +14% | 14,2% | – | 141 | 17,02% | 1,5 |
|
| 6032 |
BOCM
6032
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 235 mi | +US$ 13,2 mi | +6% | 8,07% | 49,6% | 34 | 2,94% | 4,4 |
|
| 6033 |
AC
6033
AMANSA Capital
Raffles City Tower,
Singapore
| US$ 235 mi | +US$ 48,2 mi | +26% | 27,7% | 115% | 2 | 0% | 3 |
|
| 6034 |
CPI
6034
Crestview Partners II
New York
| US$ 235 mi | -US$ 106 mi | -31% | 27,8% | 157% | 3 | 0% | 7,7 |
|
| 6035 |
PIM
6035
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$ 235 mi | +US$ 108 mi | +85% | 78,3% | – | 31 | 51,61% | 0,6 |
|
| 6036 |
CWP
6036
Core Wealth Partners
Santa Rosa,
California
| US$ 235 mi | +US$ 19,6 mi | +9% | 15,3% | 63,8% | 205 | 19,02% | 2,1 |
|
| 6037 |
LPP
6037
Long Path Partners
Stamford,
Connecticut
| US$ 235 mi | +US$ 14,5 mi | +7% | 7,95% | 9,18% | 10 | 10% | 1,7 |
|
| 6038 |
SIA
6038
Serenity Investment Advisors
Chicago,
Illinois
| US$ 235 mi | +US$ 20,9 mi | +10% | 13,4% | – | 79 | 10,13% | 0,4 |
|
| 6039 |
TWM
6039
Trevian Wealth Management
Weston,
Massachusetts
| US$ 235 mi | +US$ 32 mi | +16% | 15,1% | 94,1% | 45 | 4,44% | 1,8 |
|
| 6040 |
KIM
6040
Kane Investment Management
Los Gatos,
California
| US$ 235 mi | +US$ 40,2 mi | +21% | 27,3% | – | 113 | 23,89% | 1,1 |
|
| 6041 |
NCMW
6041
Northern Capital Management (Washington)
Spokane,
Washington
| US$ 235 mi | +US$ 35,1 mi | +18% | 17,4% | 80% | 56 | 10,71% | 2,9 |
|
| 6042 |
NAC
6042
NI Acquisitions Company
Lemoyne,
Pennsylvania
| US$ 234 mi | – | – | 12,1% | – | 112 | – | 0 |
|
| 6043 |
CWA
6043
Cura Wealth Advisors
Chicago,
Illinois
| US$ 234 mi | +US$ 10,8 mi | +5% | 8,16% | – | 146 | 17,81% | 1 |
|
| 6044 |
KIG
6044
Kessler Investment Group
Columbus,
Indiana
| US$ 234 mi | +US$ 22,9 mi | +11% | 32% | 251% | 89 | 20,22% | 2,6 |
|
| 6045 |
AWA
6045
Aletheian Wealth Advisors
Bellevue,
Washington
| US$ 234 mi | +US$ 29 mi | +14% | 11% | – | 111 | 14,41% | 2,7 |
|
| 6046 |
ACM
6046
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$ 234 mi | +US$ 85,2 mi | +57% | 137% | 1.745% | 30 | 86,67% | 0,2 |
|
| 6047 |
RCAP
6047
Resolute Capital Asset Partners
Denver,
Colorado
| US$ 234 mi | +US$ 44 mi | +23% | 18,2% | 657% | 65 | 63,08% | 0,5 |
|
| 6048 |
ONSWM
6048
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 234 mi | +US$ 17,9 mi | +8% | 11,5% | 76,7% | 120 | 13,33% | 2,7 |
|
| 6049 |
F4L
6049
Fortune 45 LLC
Gonzales,
Louisiana
| US$ 234 mi | +US$ 28,7 mi | +14% | 18,7% | 85,2% | 43 | 25,58% | 2,5 |
|
| 6050 |
RCM
6050
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$ 234 mi | +US$ 26,9 mi | +13% | 14,5% | – | 398 | 39,95% | 1,5 |
|