Estamos no ar no !
Saiba mais
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 929 mi | +US$ 146 mi | +19% | 17,1% | 97,4% | 302 | 9,27% | 4,7 |
|
| 2502 |
2502
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| US$ 929 mi | +US$ 32,3 mi | +4% | 3,31% | – | 268 | 9,7% | 0,6 |
|
| 2503 |
2503
Benchstone Capital Management
New York
| US$ 928 mi | +US$ 195 mi | +27% | 2,37% | – | 56 | 71,43% | 0,2 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 928 mi | -US$ 53,8 mi | -5% | 2,3% | 124% | 52 | 1,92% | 7,4 |
|
| 2505 |
2505
Quest Investment Management
Lake Oswego,
Oregon
| US$ 928 mi | -US$ 25 mi | -3% | 1,8% | 105% | 139 | 10,79% | 3,5 |
|
| 2506 |
2506
Water Island Capital
New York
| US$ 928 mi | +US$ 134 mi | +17% | 24,9% | 438% | 139 | 74,82% | 0,2 |
|
| 2507 |
2507
Parthenon LLC
Louisville,
Kentucky
| US$ 927 mi | +US$ 24,2 mi | +3% | 4,21% | 93,3% | 135 | 7,41% | 8,2 |
|
| 2508 |
2508
Barlow Wealth Partners
Louisville,
Kentucky
| US$ 927 mi | +US$ 27,9 mi | +3% | 3,01% | 101% | 138 | 7,25% | 1,6 |
|
| 2509 |
2509
Leuthold Group
Minneapolis,
Minnesota
| US$ 926 mi | +US$ 12 mi | +1% | 6,45% | 138% | 248 | 33,87% | 1,6 |
|
| 2510 |
2510
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$ 926 mi | +US$ 72,6 mi | +9% | 4,43% | 88,8% | 88 | 9,09% | 3 |
|
| 2511 |
2511
Curated Wealth Partners
El Segundo,
California
| US$ 925 mi | +US$ 98,7 mi | +12% | 4,39% | 39,9% | 222 | 35,59% | 0,8 |
|
| 2512 |
2512
Hartline Investment Corp
Winnetka,
Illinois
| US$ 925 mi | -US$ 39,5 mi | -4% | 3,08% | 222% | 120 | 14,17% | 3,4 |
|
| 2513 |
2513
Griffin Asset Management
New York
| US$ 924 mi | +US$ 34,3 mi | +4% | 2,73% | 88,9% | 259 | 23,17% | 5,3 |
|
| 2514 |
2514
Opus Capital Group
Cincinnati,
Ohio
| US$ 923 mi | +US$ 33,4 mi | +4% | 2,04% | 53,7% | 143 | 8,39% | 4,8 |
|
| 2515 |
2515
Jag Capital Management
St Louis,
Missouri
| US$ 922 mi | +US$ 8,92 mi | +1% | 8,04% | 269% | 164 | 26,83% | 3,8 |
|
| 2516 |
2516
Indivisible Partners
Clearwater,
Florida
| US$ 922 mi | – | – | 1,34% | – | 440 | – | 0 |
|
| 2517 |
2517
CKW Financial Group
Honolulu,
Hawaii
| US$ 922 mi | +US$ 4,84 mi | +0,5% | 2,25% | 70,3% | 198 | 11,11% | 6,3 |
|
| 2518 |
2518
Avenir Corporation
Alexandria,
Virginia
| US$ 922 mi | -US$ 38,4 mi | -4% | 1,43% | 34,4% | 74 | 5,41% | 6,6 |
|
| 2519 |
2519
Toth Financial Advisory
Leesburg,
Virginia
| US$ 921 mi | -US$ 6,61 mi | -0,7% | 0,56% | 90,4% | 1.002 | 31,04% | 3,4 |
|
| 2520 |
2520
Greenwood Capital Associates
Greenwood,
South Carolina
| US$ 921 mi | +US$ 54,3 mi | +6% | 4,85% | 87,7% | 277 | 15,88% | 2,5 |
|
| 2521 |
2521
HBW Advisory Services
Simi Valley,
California
| US$ 920 mi | +US$ 31,7 mi | +4% | 1,62% | 68,6% | 455 | 15,38% | 2,3 |
|
| 2522 |
2522
INVST
Indianapolis,
Indiana
| US$ 920 mi | +US$ 40,6 mi | +5% | 3,41% | 78,5% | 324 | 10,19% | 2,1 |
|
| 2523 |
2523
Private Wealth Asset Management
Cedar Rapids,
Iowa
| US$ 919 mi | +US$ 71,7 mi | +8% | 2,56% | – | 1.152 | 9,46% | 0,7 |
|
| 2524 |
2524
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$ 919 mi | +US$ 37,3 mi | +4% | 1,69% | 42,7% | 1.410 | 5,96% | 1,8 |
|
| 2525 |
2525
Oak Harvest Investment Services
Houston,
Texas
| US$ 917 mi | +US$ 59,6 mi | +7% | 4,66% | 120% | 188 | 24,47% | 2 |
|