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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
AWM
7226
Aureum Wealth Management
North Palm Beach,
Florida
| US$ 161 mi | +US$ 17,6 mi | +12% | 7,76% | – | 65 | 12,31% | 0,4 |
|
| 7227 |
GT
7227
GreatBanc Trust
Lisle,
Illinois
| US$ 161 mi | +US$ 18,3 mi | +13% | 12,9% | – | 74 | 14,86% | 0,6 |
|
| 7228 |
BWM
7228
Bosman Wealth Management
Redlands,
California
| US$ 161 mi | +US$ 47,6 mi | +42% | 75,7% | – | 66 | 36,36% | 0,7 |
|
| 7229 |
MWA
7229
Merkkuri Wealth Advisors
Hicksville,
New York
| US$ 161 mi | +US$ 10,1 mi | +7% | 12,5% | – | 387 | 79,84% | 1,6 |
|
| 7230 |
MMCM
7230
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 161 mi | +US$ 26 mi | +19% | 26,9% | – | 748 | 13,9% | 1,3 |
|
| 7231 |
BFS
7231
Burr Financial Services
Pleasant Hill,
California
| US$ 161 mi | +US$ 35,3 mi | +28% | 57,7% | 478% | 27 | 11,11% | 1,6 |
|
| 7232 |
LWM
7232
Lighthouse Wealth Management
Ashland,
Ohio
| US$ 161 mi | +US$ 13,9 mi | +9% | 10,3% | – | 49 | 16,33% | 1,2 |
|
| 7233 |
SFCM
7233
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 161 mi | -US$ 4,58 mi | -3% | 5,98% | 1,22% | 45 | 6,67% | 1,4 |
|
| 7234 |
SR
7234
Summer Road
West Palm Beach,
Florida
| US$ 161 mi | +US$ 19 mi | +13% | 11,8% | 130% | 26 | 26,92% | 1,8 |
|
| 7235 |
MWM
7235
Mascagni Wealth Management
Clinton,
Mississippi
| US$ 161 mi | +US$ 20,6 mi | +15% | 17,6% | – | 145 | 14,48% | 1,1 |
|
| 7236 |
MCM
7236
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 161 mi | +US$ 16 mi | +11% | 12,1% | – | 91 | 13,19% | 2,1 |
|
| 7237 |
ACM
7237
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 161 mi | -US$ 16,5 mi | -9% | 13,5% | 154% | 159 | 59,75% | 0,9 |
|
| 7238 |
SAM
7238
Steinberg Asset Management
New York
| US$ 161 mi | +US$ 6,3 mi | +4% | 7,85% | 130% | 46 | 17,39% | 4 |
|
| 7239 |
EB
7239
Exchange Bank
Santa Rosa,
California
| US$ 161 mi | +US$ 16,3 mi | +11% | 12% | 75,2% | 133 | 14,29% | 2,2 |
|
| 7240 |
MLIM
7240
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 161 mi | +US$ 5,77 mi | +4% | 0,65% | 64% | 33 | 18,18% | 1,5 |
|
| 7241 |
PIP
7241
Philadelphia Investment Partners
Voorhees,
New Jersey
| US$ 161 mi | +US$ 13,6 mi | +9% | 11,1% | – | 204 | 15,69% | 0,2 |
|
| 7242 |
ACM
7242
Arthedge Capital Management
Jericho,
New York
| US$ 161 mi | +US$ 45,1 mi | +39% | 23,9% | 80,7% | 14 | 28,57% | 3,3 |
|
| 7243 |
AFA
7243
Avant Financial Advisors
Austin,
Texas
| US$ 161 mi | +US$ 18,3 mi | +13% | 9,83% | – | 70 | 8,57% | 1,3 |
|
| 7244 |
FFWM
7244
Future Financial Wealth Management
Cincinnati,
Ohio
| US$ 160 mi | +US$ 5,27 mi | +3% | 15,1% | 65,2% | 140 | 14,29% | 3,1 |
|
| 7245 |
PCM
7245
Palouse Capital Management
Spokane,
Washington
| US$ 160 mi | +US$ 9,14 mi | +6% | 22,5% | 67,8% | 144 | 20,14% | 2,8 |
|
| 7246 |
CWP
7246
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 160 mi | +US$ 12 mi | +8% | 13,1% | 56% | 47 | 14,89% | 2,8 |
|
| 7247 |
PS
7247
Planning Strategies
Lancaster,
Pennsylvania
| US$ 160 mi | – | – | 10,4% | – | 1.068 | – | 0 |
|
| 7248 |
BRIA
7248
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$ 160 mi | +US$ 17,8 mi | +12% | 10,2% | – | 105 | 11,43% | 1,9 |
|
| 7249 |
GWA
7249
Gibson Wealth Advisors
Tyler,
Texas
| US$ 160 mi | +US$ 11,1 mi | +7% | 11% | – | 38 | 23,68% | 4 |
|
| 7250 |
HA
7250
HFG Advisors
Cincinatti,
Ohio
| US$ 160 mi | +US$ 18,2 mi | +13% | 16,3% | 69,7% | 130 | 20% | 2,5 |
|