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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
AM
8376
Account Management
Boxford,
Massachusetts
| US$ 99 mi | +US$ 7,74 mi | +8% | 14,6% | 87,4% | 23 | 4,35% | 5,2 |
|
| 8377 |
8377
Professional Financial Management
Appleton,
Wisconsin
| US$ 98,6 mi | +US$ 2,54 mi | +3% | 1,3% | – | 26 | 19,23% | 0,4 |
|
| 8378 |
8378
Financial Network Wealth Advisors
Murray,
Utah
| US$ 98,5 mi | +US$ 818 mil | +0,8% | 8,2% | – | 895 | 17,88% | 1,3 |
|
| 8379 |
8379
Montchanin Asset Management
Montchanin,
Delaware
| US$ 98,1 mi | +US$ 4,08 mi | +4% | 18,3% | – | 64 | 18,75% | 2,2 |
|
| 8380 |
PWM
8380
Puff Wealth Management
Haddonfield,
New Jersey
| US$ 98,1 mi | – | – | 13,2% | – | 77 | – | 1 |
|
| 8381 |
8381
Zinnia Wealth Advisory
Ocala,
Florida
| US$ 98,1 mi | +US$ 8,72 mi | +10% | 16,3% | – | 109 | 22,94% | 0,4 |
|
| 8382 |
8382
Drum Hill Capital
Westport,
Connecticut
| US$ 98 mi | -US$ 10,9 mi | -10% | 1,11% | – | 49 | 14,29% | 1,3 |
|
| 8383 |
EAP
8383
Elevation Advisory Partners
Orlando,
Florida
| US$ 97,7 mi | -US$ 9,45 mi | -9% | 26,1% | – | 101 | 56,44% | 0,2 |
|
| 8384 |
8384
Wedgewood Investors
Erie,
Pennsylvania
| US$ 97,4 mi | +US$ 10,1 mi | +12% | 15,8% | – | 112 | 13,39% | 7,2 |
|
| 8385 |
8385
Schrum Private Wealth Management
St. Augustine,
Florida
| US$ 97,3 mi | -US$ 33,7 mi | -26% | 10,6% | 60,9% | 139 | 30,94% | 3,5 |
|
| 8386 |
8386
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$ 97,2 mi | -US$ 147 mi | -60% | 9,41% | 144% | 35 | 74,29% | 0,6 |
|
| 8387 |
8387
Anchor Capital Management Company
Raleigh,
North Carolina
| US$ 97 mi | +US$ 4,25 mi | +5% | 20,4% | – | 12 | 75% | 0,5 |
|
| 8388 |
8388
Optimas Capital
Central,
Hong Kong
| US$ 96,9 mi | +US$ 52,4 mi | +118% | 43,5% | 355% | 24 | 91,67% | 0,1 |
|
| 8389 |
8389
Kore Advisors
Boynton Beach,
Florida
| US$ 96,2 mi | +US$ 3,38 mi | +4% | 16,5% | – | 19 | 31,58% | 1 |
|
| 8390 |
8390
Inkwell Capital
Miami,
Florida
| US$ 96,2 mi | -US$ 2,04 mi | -2% | 4,44% | – | 32 | 6,25% | 1,3 |
|
| 8391 |
JKSF
8391
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 95,8 mi | -US$ 1,75 mi | -2% | 2,07% | 30,8% | 4 | 0% | 3,6 |
|
| 8392 |
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| US$ 95,3 mi | +US$ 12,2 mi | +15% | 17,1% | – | 59 | 22,03% | 1,9 |
|
| 8393 |
8393
AIP LLC
New York
| US$ 95,2 mi | -US$ 173 mi | -65% | 0,19% | 54,9% | 3 | 33,33% | 1,4 |
|
| 8394 |
FF
8394
Formulate Financial
Boca Raton,
Florida
| US$ 95 mi | +US$ 14 mi | +17% | 16,5% | – | 27 | 7,41% | 0,7 |
|
| 8395 |
8395
Capitol Family Office
Beaverton,
Oregon
| US$ 94,7 mi | +US$ 10 mi | +12% | 19,2% | 72% | 49 | 8,16% | 1,9 |
|
| 8396 |
IWMO
8396
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$ 94,7 mi | +US$ 7,48 mi | +9% | 11,8% | – | 115 | 38,26% | 0,4 |
|
| 8397 |
8397
Prism Planning Partners
Libertyville,
Illinois
| US$ 94,5 mi | +US$ 9,9 mi | +12% | 10% | – | 45 | 28,89% | 0,5 |
|
| 8398 |
8398
Geremia Financial Services
Edison,
New Jersey
| US$ 94,3 mi | -US$ 28,5 mi | -23% | 35,3% | – | 10 | 10% | 0,5 |
|
| 8399 |
8399
SkyKnight Capital
San Francisco,
California
| US$ 94,1 mi | -US$ 13 mi | -12% | 12,1% | 11% | 3 | 0% | 4,5 |
|
| 8400 |
8400
Divco West Real Estate Services
San Francisco,
California
| US$ 94 mi | +US$ 22,2 mi | +31% | 32,9% | 22,3% | 4 | 0% | 3,5 |
|