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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
MC
6551
Marest Capital
Tarzana,
California
| US$ 201 mi | +US$ 28 mi | +16% | 12% | – | 37 | 40,54% | 1,1 |
|
| 6552 |
PWA
6552
Principia Wealth Advisory
Dallas,
Texas
| US$ 201 mi | +US$ 24,3 mi | +14% | 9,83% | – | 1.099 | 7,83% | 1,2 |
|
| 6553 |
VWMG
6553
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$ 201 mi | +US$ 14 mi | +7% | 4,25% | 49,4% | 58 | 10,34% | 3,2 |
|
| 6554 |
WFL
6554
Wealth Forward LLC
Fargo,
North Dakota
| US$ 201 mi | +US$ 23,6 mi | +13% | 10,3% | 48,8% | 51 | 19,61% | 1,7 |
|
| 6555 |
GMFG
6555
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$ 201 mi | +US$ 14,5 mi | +8% | 42,7% | 157% | 70 | 14,29% | 1,6 |
|
| 6556 |
CV
6556
Counterweight Ventures
Wilmington,
North Carolina
| US$ 201 mi | +US$ 22,4 mi | +13% | 19% | – | 81 | 1,23% | 2 |
|
| 6557 |
JHWEPV
6557
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| US$ 201 mi | -US$ 126 mi | -39% | 0,34% | – | 1 | 0% | 0,5 |
|
| 6558 |
CPP
6558
Capasso Planning Partners
Charleston,
South Carolina
| US$ 201 mi | +US$ 15,2 mi | +8% | 10,7% | 51,6% | 86 | 15,12% | 2,4 |
|
| 6559 |
MSRI
6559
Michael S. Ryan Inc
Latham,
New York
| US$ 200 mi | +US$ 28,6 mi | +17% | 15,6% | 63,3% | 61 | 16,39% | 1,8 |
|
| 6560 |
FFG
6560
Fortress Financial Group
Rochester,
Minnesota
| US$ 200 mi | +US$ 65,1 mi | +48% | 14,7% | – | 93 | 21,51% | 1,1 |
|
| 6561 |
SC
6561
Scholtz & Company
Stamford,
Connecticut
| US$ 200 mi | +US$ 4,83 mi | +2% | 15,8% | 89,2% | 60 | 38,33% | 2,2 |
|
| 6562 |
MCM
6562
McDonough Capital Management
Orlando,
Florida
| US$ 200 mi | +US$ 17,2 mi | +9% | 12,1% | 98,1% | 56 | 17,86% | 3,1 |
|
| 6563 |
TDB
6563
Thompson David Blair
| US$ 200 mi | +US$ 25,4 mi | +15% | 18,2% | – | 224 | 30,36% | 0,7 |
|
| 6564 |
BBFA
6564
Brindle & Bay Financial Advisors
Frisco,
Texas
| US$ 200 mi | +US$ 37 mi | +23% | 11,6% | – | 88 | 26,14% | 0,4 |
|
| 6565 |
DI
6565
Disciplined Investors
Waco,
Texas
| US$ 200 mi | +US$ 32 mi | +19% | 16,6% | – | 158 | 20,25% | 1,1 |
|
| 6566 |
GWAM
6566
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$ 200 mi | +US$ 25,9 mi | +15% | 13,4% | 57,3% | 66 | 3,03% | 4,2 |
|
| 6567 |
BGA
6567
Battery Global Advisors
Boston,
Massachusetts
| US$ 200 mi | +US$ 13,6 mi | +7% | 13,8% | – | 157 | 1,91% | 1,7 |
|
| 6568 |
6568
CastleKeep Investment Advisors
Westport,
Connecticut
| US$ 200 mi | +US$ 15,2 mi | +8% | 7,33% | – | 76 | 13,16% | 1,9 |
|
| 6569 |
S
6569
SharpePoint
Phoenix,
Arizona
| US$ 200 mi | +US$ 31,9 mi | +19% | 32% | – | 94 | 13,83% | 0,8 |
|
| 6570 |
RCA
6570
Rose Capital Advisors
Miami Beach,
Florida
| US$ 200 mi | – | – | 13% | – | 108 | – | 0 |
|
| 6571 |
IWAO
6571
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| US$ 199 mi | +US$ 11,7 mi | +6% | 10,3% | – | 96 | 17,71% | 0,4 |
|
| 6572 |
CTC
6572
Cetera Trust Company
St. Paul,
Minnesota
| US$ 199 mi | +US$ 22,4 mi | +13% | 21,3% | – | 354 | 3,39% | 2,3 |
|
| 6573 |
SFC
6573
SEG Family Corp
Toronto,
| US$ 199 mi | -US$ 26 mi | -12% | 10,6% | – | 1 | 0% | 1 |
|
| 6574 |
ASI
6574
All-Stars Investment
Hong Kong
| US$ 199 mi | -US$ 6,86 mi | -3% | 2,29% | 41,7% | 11 | 63,64% | 0,7 |
|
| 6575 |
RWM
6575
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$ 199 mi | +US$ 24,6 mi | +14% | 17,2% | – | 180 | 17,78% | 1 |
|