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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 |
JWM
6026
Johnson Wealth Management
Grand Forks,
North Dakota
| US$ 236 mi | +US$ 28,9 mi | +14% | 9,99% | – | 60 | 21,67% | 0,6 |
|
| 6027 |
6027
Ceera Investments
Bellaire,
Texas
| US$ 236 mi | +US$ 7,9 mi | +3% | 7,87% | 56,1% | 109 | 22,02% | 2,1 |
|
| 6028 |
AG
6028
ASO Group
Road Town,
| US$ 236 mi | -US$ 1,24 mi | -0,5% | 9,87% | – | 57 | 3,51% | 0,5 |
|
| 6029 |
6029
CMG Global Holdings
Plano,
Texas
| US$ 236 mi | +US$ 25,9 mi | +12% | 14,9% | 80,8% | 104 | 11,54% | 3,7 |
|
| 6030 |
6030
EPIQ Partners
Minneapolis,
Minnesota
| US$ 236 mi | +US$ 21,8 mi | +10% | 10,5% | 49,6% | 99 | 17,17% | 3,1 |
|
| 6031 |
FFC
6031
Frederick Financial Consultants
Frederick,
Maryland
| US$ 236 mi | +US$ 34,7 mi | +17% | 15,8% | – | 125 | 16% | 1,1 |
|
| 6032 |
APSI
6032
Asset Planning Services Inc
Covington,
Louisiana
| US$ 236 mi | +US$ 7,55 mi | +3% | 9,81% | 138% | 36 | 2,78% | 6,1 |
|
| 6033 |
LWM
6033
Latko Wealth Management
Frankfort,
Illinois
| US$ 236 mi | +US$ 30,5 mi | +15% | 14,8% | – | 39 | 12,82% | 1,4 |
|
| 6034 |
TFG
6034
Team Financial Group
Temecula,
California
| US$ 236 mi | +US$ 15,2 mi | +7% | 8,14% | 46% | 274 | 79,93% | 1,9 |
|
| 6035 |
6035
BostonPremier Wealth
Hanover,
Massachusetts
| US$ 235 mi | +US$ 41,9 mi | +22% | 19,8% | – | 79 | 11,39% | 1,1 |
|
| 6036 |
6036
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$ 235 mi | +US$ 26,6 mi | +13% | 10,2% | – | 57 | 8,77% | 1,3 |
|
| 6037 |
6037
DLK Investment Management
Solana Beach,
California
| US$ 235 mi | -US$ 17,8 mi | -7% | 5,17% | 80,4% | 126 | 50,79% | 1,5 |
|
| 6038 |
6038
Plan A Wealth
Lincoln,
Nebraska
| US$ 235 mi | +US$ 26,3 mi | +13% | 10,8% | – | 209 | 22,01% | 0,9 |
|
| 6039 |
6039
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$ 235 mi | +US$ 33,4 mi | +17% | 9,74% | – | 96 | 19,79% | 1,7 |
|
| 6040 |
6040
MN Wealth Advisors
Overland Park,
Kansas
| US$ 235 mi | +US$ 29,3 mi | +14% | 14,2% | 68,3% | 141 | 17,02% | 1,5 |
|
| 6041 |
BOCM
6041
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 235 mi | +US$ 13,2 mi | +6% | 8,07% | 49,6% | 34 | 2,94% | 4,4 |
|
| 6042 |
6042
AMANSA Capital
Raffles City Tower,
Singapore
| US$ 235 mi | +US$ 48,2 mi | +26% | 27,7% | 32% | 2 | 0% | 3 |
|
| 6043 |
6043
Crestview Partners II
New York
| US$ 235 mi | -US$ 106 mi | -31% | 27,8% | 157% | 3 | 0% | 7,7 |
|
| 6044 |
6044
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$ 235 mi | +US$ 108 mi | +85% | 78,3% | – | 31 | 51,61% | 0,6 |
|
| 6045 |
6045
Core Wealth Partners
Santa Rosa,
California
| US$ 235 mi | +US$ 19,6 mi | +9% | 15,3% | 75,7% | 205 | 19,02% | 2,1 |
|
| 6046 |
6046
Long Path Partners
Stamford,
Connecticut
| US$ 235 mi | +US$ 14,5 mi | +7% | 7,95% | 9,18% | 10 | 10% | 1,7 |
|
| 6047 |
6047
Serenity Investment Advisors
Chicago,
Illinois
| US$ 235 mi | +US$ 20,9 mi | +10% | 13,4% | – | 79 | 10,13% | 0,4 |
|
| 6048 |
6048
Trevian Wealth Management
Weston,
Massachusetts
| US$ 235 mi | +US$ 32 mi | +16% | 15,1% | 94,1% | 45 | 4,44% | 1,8 |
|
| 6049 |
KIM
6049
Kane Investment Management
Los Gatos,
California
| US$ 235 mi | +US$ 40,2 mi | +21% | 27,3% | – | 113 | 23,89% | 1,1 |
|
| 6050 |
6050
Northern Capital Management (Washington)
Spokane,
Washington
| US$ 235 mi | +US$ 35,1 mi | +18% | 17,4% | 80% | 56 | 10,71% | 2,9 |
|