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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
AAG
7501
Accordant Advisory Group
Annapolis,
Maryland
| US$ 148 mi | -US$ 13,1 mi | -8% | 10,6% | – | 252 | 9,52% | 1,1 |
|
| 7502 |
PPWM
7502
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$ 148 mi | +US$ 33 mi | +29% | 11,9% | – | 85 | 22,35% | 1,5 |
|
| 7503 |
SA
7503
Sacks & Associates
Warren,
New Jersey
| US$ 148 mi | +US$ 13,7 mi | +10% | 15,5% | – | 84 | 11,9% | 0,5 |
|
| 7504 |
VIS
7504
Vertex Investment Solutions
Chiyoda-Ku,
| US$ 148 mi | +US$ 61,7 mi | +71% | 3,73% | – | 29 | 24,14% | 0,4 |
|
| 7505 |
PLC
7505
Peapod Lane Capital
Bedford Hills,
New York
| US$ 148 mi | +US$ 26,3 mi | +22% | 27,7% | – | 69 | 21,74% | 1 |
|
| 7506 |
NCM
7506
Nitor Capital Management
Englewood Cliffs,
New Jersey
| US$ 148 mi | +US$ 18,3 mi | +14% | 3,7% | – | 26 | 15,38% | 0,5 |
|
| 7507 |
PSB
7507
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 148 mi | +US$ 5,82 mi | +4% | 16,4% | 85,5% | 431 | 7,89% | 3,8 |
|
| 7508 |
9C
7508
9823 Capital
Dallas,
Texas
| US$ 148 mi | +US$ 15,6 mi | +12% | 13,7% | – | 64 | 78,13% | 0,2 |
|
| 7509 |
MCM
7509
Moon Capital Management
New York
| US$ 148 mi | -US$ 17,6 mi | -11% | 12,2% | 76,3% | 15 | 20% | 3,4 |
|
| 7510 |
HWMG
7510
Harbour Wealth Management Group
Daniel Island,
South Carolina
| US$ 148 mi | +US$ 15,1 mi | +11% | 16,3% | – | 91 | 4,4% | 0,5 |
|
| 7511 |
PWM
7511
Partnership Wealth Management
Towson,
Maryland
| US$ 148 mi | +US$ 16,8 mi | +13% | 15,6% | 67,6% | 68 | 4,41% | 2,3 |
|
| 7512 |
AA
7512
Ahara Advisors
Jersey City,
New Jersey
| US$ 148 mi | +US$ 28,3 mi | +24% | 22,4% | – | 56 | 7,14% | 0,4 |
|
| 7513 |
TWPM
7513
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$ 148 mi | +US$ 12,5 mi | +9% | 20,5% | – | 238 | 25,21% | 1 |
|
| 7514 |
NI
7514
Navi International
Sao Paulo,
Brazil
| US$ 148 mi | -US$ 74,4 mi | -33% | 7,42% | – | 18 | 55,56% | 0,3 |
|
| 7515 |
BSTWA
7515
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$ 148 mi | +US$ 25,1 mi | +20% | 10,1% | – | 116 | 9,48% | 1,4 |
|
| 7516 |
ACM
7516
Alcosta Capital Management
San Ramon,
California
| US$ 148 mi | +US$ 16,6 mi | +13% | 22,3% | 175% | 23 | 4,35% | 2,7 |
|
| 7517 |
RLWM
7517
RF&L Wealth Management
Acton,
Massachusetts
| US$ 148 mi | +US$ 14,2 mi | +11% | 12% | 69,9% | 54 | 11,11% | 3,1 |
|
| 7518 |
LC
7518
Lawood & Co
Williamsport,
Pennsylvania
| US$ 148 mi | +US$ 39,9 mi | +37% | 19% | – | 99 | 13,13% | 0,5 |
|
| 7519 |
BM
7519
Bislett Management
Palo Alto,
California
| US$ 148 mi | +US$ 18 mi | +14% | 18,6% | 19,8% | 18 | 0% | 6,2 |
|
| 7520 |
7520
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 148 mi | +US$ 39,5 mi | +37% | 48,7% | 234% | 152 | 34,21% | 3,2 |
|
| 7521 |
LFWA
7521
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| US$ 148 mi | +US$ 26,8 mi | +22% | 15,6% | – | 71 | 23,94% | 0,4 |
|
| 7522 |
TR
7522
Tepp RIA
Westfield,
New Jersey
| US$ 147 mi | +US$ 19,8 mi | +16% | 14,9% | – | 54 | 33,33% | 0,7 |
|
| 7523 |
DCM
7523
Dorato Capital Management
Denver,
Colorado
| US$ 147 mi | +US$ 12 mi | +9% | 16,1% | – | 259 | 3,86% | 0,5 |
|
| 7524 |
SFC
7524
Summit Financial Consulting
Sterling Heights,
Michigan
| US$ 147 mi | +US$ 7,71 mi | +6% | 10,7% | – | 51 | 23,53% | 0,8 |
|
| 7525 |
RTM
7525
Red Tree Management
Redwood City,
California
| US$ 147 mi | +US$ 35,5 mi | +32% | 35% | – | 3 | 0% | 1,5 |
|