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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
GWSG
2551
GPS Wealth Strategies Group
Centennial,
Colorado
| US$ 741 mi | -US$ 37,7 mi | -5% | 5,55% | 118% | 1.586 | 17,47% | 1,6 |
|
| 2552 |
VCM
2552
Violich Capital Management
San Francisco,
California
| US$ 741 mi | -US$ 27,6 mi | -4% | 0,99% | 111% | 110 | 9,09% | 7,3 |
|
| 2553 |
2553
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$ 740 mi | -US$ 28 mi | -4% | 4,53% | 83% | 1.200 | 16,08% | 2 |
|
| 2554 |
TFP
2554
Triple Frond Partners
San Francisco,
California
| US$ 740 mi | -US$ 32,5 mi | -4% | 5,31% | 92,9% | 12 | 41,67% | 4,3 |
|
| 2555 |
2555
Focused Wealth Management
Newburgh,
New York
| US$ 740 mi | -US$ 1,12 mi | -0,2% | 2,81% | 80,9% | 220 | 26,36% | 6 |
|
| 2556 |
2556
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 739 mi | -US$ 6,02 mi | -0,8% | 0,6% | 86% | 534 | 18,54% | 3,6 |
|
| 2557 |
2557
Tamar Securities
Woodland Hills,
California
| US$ 738 mi | +US$ 13 mi | +2% | 1,24% | 101% | 89 | 19,1% | 2,6 |
|
| 2558 |
2558
Daido Life Insurance Company
Osaka,
Japan
| US$ 738 mi | -US$ 77,4 mi | -9% | 4,51% | 78,3% | 6 | 0% | 4,8 |
|
| 2559 |
2559
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$ 737 mi | +US$ 7,57 mi | +1% | 0,78% | 98,2% | 154 | 8,44% | 4,5 |
|
| 2560 |
2560
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$ 736 mi | +US$ 23,6 mi | +3% | 0,26% | 48,5% | 118 | 12,71% | 4,7 |
|
| 2561 |
2561
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| US$ 736 mi | – | – | 0,32% | – | 62 | – | 0 |
|
| 2562 |
2562
Cahill Financial Advisors
Edina,
Minnesota
| US$ 736 mi | -US$ 2,01 mi | -0,3% | 1,27% | 55,9% | 270 | 4,44% | 4,6 |
|
| 2563 |
2563
Nellore Capital Management
Redwood City,
California
| US$ 735 mi | -US$ 30,6 mi | -4% | 2,66% | 73,8% | 19 | 26,32% | 2,4 |
|
| 2564 |
2564
Hendershot Investments
Centreville,
Virginia
| US$ 735 mi | +US$ 993 mil | +0,1% | 1,18% | 61,9% | 133 | 4,51% | 5,6 |
|
| 2565 |
2565
Howard Financial Services
Dallas,
Texas
| US$ 734 mi | -US$ 734 mil | -0,1% | 1,37% | 55,9% | 199 | 14,57% | 2,9 |
|
| 2566 |
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| US$ 734 mi | -US$ 22,2 mi | -3% | 1,73% | 68% | 124 | 16,94% | 2,1 |
|
| 2567 |
2567
Taikang Asset Management (HK)
Hong Kong
| US$ 734 mi | +US$ 53,6 mi | +8% | 1,19% | 172% | 119 | 28,57% | 2,6 |
|
| 2568 |
2568
Greatmark Investment Partners
Columbus,
Georgia
| US$ 733 mi | -US$ 1,03 mi | -0,1% | 0,78% | 72,5% | 145 | 6,21% | 6 |
|
| 2569 |
2569
BlueStem Wealth Partners
Minnetonka,
Minnesota
| US$ 733 mi | -US$ 28,4 mi | -4% | 2,15% | – | 113 | 19,47% | 0,2 |
|
| 2570 |
2570
TCG Crossover Management
Palo Alto,
California
| US$ 733 mi | -US$ 290 mi | -28% | 20,7% | 3.013% | 38 | 2,63% | 1,3 |
|
| 2571 |
2571
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 733 mi | -US$ 17,5 mi | -2% | 1,59% | 76,8% | 230 | 10,87% | 6 |
|
| 2572 |
2572
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| US$ 733 mi | – | – | 2% | – | 254 | – | 0 |
|
| 2573 |
2573
INVST
Indianapolis,
Indiana
| US$ 733 mi | -US$ 90,3 mi | -11% | 1,66% | 78,5% | 343 | 48,69% | 1,8 |
|
| 2574 |
2574
Forest Avenue Capital Management
Miami,
Florida
| US$ 732 mi | -US$ 361 mi | -33% | 6,7% | 415% | 26 | 57,69% | 0,8 |
|
| 2575 |
2575
Everhart Financial Group
Dublin,
Ohio
| US$ 731 mi | +US$ 245 mi | +51% | 2,63% | 123% | 351 | 18,52% | 2 |
|