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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 |
7226
PMG Wealth Management
Hawthorn Woods,
Illinois
| US$ 162 mi | +US$ 23,1 mi | +17% | 11,3% | – | 62 | 6,45% | 1,2 |
|
| 7227 |
BAWM
7227
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$ 162 mi | +US$ 13,3 mi | +9% | 9,96% | 51% | 65 | 33,85% | 1,3 |
|
| 7228 |
7228
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| US$ 162 mi | +US$ 20,2 mi | +14% | 14,6% | – | 161 | 19,25% | 1,1 |
|
| 7229 |
7229
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 161 mi | +US$ 13,6 mi | +9% | 13,6% | 68,9% | 703 | 10,24% | 1,9 |
|
| 7230 |
PWM
7230
Pinnacle Wealth Management
Roseville,
California
| US$ 161 mi | +US$ 13 mi | +9% | 14,5% | 194% | 33 | 30,3% | 1,6 |
|
| 7231 |
7231
Buckley Capital Advisors
Miami Beach,
Florida
| US$ 161 mi | +US$ 22,3 mi | +16% | 53,6% | – | 19 | 47,37% | 0,3 |
|
| 7232 |
7232
White & Co Financial Planning
Sunnyside,
Washington
| US$ 161 mi | +US$ 19,2 mi | +13% | 10,2% | – | 20 | 0% | 1,4 |
|
| 7233 |
7233
Navigate Wealth Management
Birmingham,
Alabama
| US$ 161 mi | +US$ 19 mi | +13% | 10,2% | – | 81 | 13,58% | 0,2 |
|
| 7234 |
7234
Mendota Financial Group
Madison,
Wisconsin
| US$ 161 mi | +US$ 26,4 mi | +20% | 8,52% | 50,1% | 35 | 14,29% | 1,9 |
|
| 7235 |
L
7235
Laurore
Hong Kong,
| US$ 161 mi | -US$ 102 mi | -39% | 13,4% | – | 1 | 0% | 0,5 |
|
| 7236 |
7236
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| US$ 161 mi | -US$ 31 mi | -16% | 5,8% | – | 10 | 0% | 1,1 |
|
| 7237 |
7237
Aureum Wealth Management
North Palm Beach,
Florida
| US$ 161 mi | +US$ 17,6 mi | +12% | 7,76% | – | 65 | 12,31% | 0,4 |
|
| 7238 |
7238
GreatBanc Trust
Lisle,
Illinois
| US$ 161 mi | +US$ 18,3 mi | +13% | 12,9% | – | 74 | 14,86% | 0,6 |
|
| 7239 |
7239
Bosman Wealth Management
Redlands,
California
| US$ 161 mi | +US$ 47,6 mi | +42% | 75,7% | – | 66 | 36,36% | 0,7 |
|
| 7240 |
7240
Merkkuri Wealth Advisors
Hicksville,
New York
| US$ 161 mi | +US$ 10,1 mi | +7% | 12,5% | – | 387 | 79,84% | 1,6 |
|
| 7241 |
7241
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 161 mi | +US$ 26 mi | +19% | 26,9% | – | 748 | 13,9% | 1,3 |
|
| 7242 |
BFS
7242
Burr Financial Services
Pleasant Hill,
California
| US$ 161 mi | +US$ 35,3 mi | +28% | 57,7% | 478% | 27 | 11,11% | 1,6 |
|
| 7243 |
LWM
7243
Lighthouse Wealth Management
Ashland,
Ohio
| US$ 161 mi | +US$ 13,9 mi | +9% | 10,3% | – | 49 | 16,33% | 1,2 |
|
| 7244 |
7244
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 161 mi | -US$ 4,58 mi | -3% | 5,98% | 1,22% | 45 | 6,67% | 1,4 |
|
| 7245 |
SR
7245
Summer Road
West Palm Beach,
Florida
| US$ 161 mi | +US$ 19 mi | +13% | 11,8% | 130% | 26 | 26,92% | 1,8 |
|
| 7246 |
7246
Mascagni Wealth Management
Clinton,
Mississippi
| US$ 161 mi | +US$ 20,6 mi | +15% | 17,6% | – | 145 | 14,48% | 1,1 |
|
| 7247 |
7247
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 161 mi | +US$ 16 mi | +11% | 12,1% | – | 91 | 13,19% | 2,1 |
|
| 7248 |
7248
Arlington Capital Management
Arlington Heights,
Illinois
| US$ 161 mi | -US$ 16,5 mi | -9% | 13,5% | 146% | 159 | 59,75% | 0,9 |
|
| 7249 |
7249
Steinberg Asset Management
New York
| US$ 161 mi | +US$ 6,3 mi | +4% | 7,85% | 108% | 46 | 17,39% | 4 |
|
| 7250 |
7250
Exchange Bank
Santa Rosa,
California
| US$ 161 mi | +US$ 16,3 mi | +11% | 12% | 75,2% | 133 | 14,29% | 2,2 |
|