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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
SYM Financial Corp
Winona Lake,
Indiana
| US$ 453 mi | +US$ 32,6 mi | +8% | 5,47% | 64,3% | 126 | 21,43% | 2,5 |
|
| 2877 |
2877
Strid Group
Newtown Square,
Pennsylvania
| US$ 453 mi | +US$ 33,2 mi | +8% | 5,18% | 55,2% | 47 | 17,02% | 3,1 |
|
| 2878 |
2878
Johnson Bixby & Associates
Vancouver,
Washington
| US$ 453 mi | +US$ 22,9 mi | +5% | 4,18% | 48,7% | 102 | 7,84% | 1,6 |
|
| 2879 |
KWMG
2879
King Wealth Management Group
Naples,
Florida
| US$ 453 mi | +US$ 34,5 mi | +8% | 8,08% | 86% | 152 | 9,21% | 4,8 |
|
| 2880 |
2880
Mason Street Advisors
Milwaukee,
Wisconsin
| US$ 452 mi | +US$ 50,2 mi | +12% | 5,35% | 32% | 9 | 0% | 4,4 |
|
| 2881 |
2881
EFG Asset Management
Portland,
Oregon
| US$ 452 mi | +US$ 7,17 mi | +2% | 15% | 211% | 194 | 19,07% | 0,9 |
|
| 2882 |
2882
Rempart Asset Management
Montreal,
Canada
| US$ 452 mi | +US$ 27,6 mi | +6% | 2,97% | 70,5% | 43 | 9,3% | 1,9 |
|
| 2883 |
2883
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 452 mi | +US$ 9,9 mi | +2% | 4,4% | 55,7% | 127 | 3,15% | 7,8 |
|
| 2884 |
2884
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 452 mi | -US$ 5,08 mi | -1% | 2% | 60% | 67 | 5,97% | 4,2 |
|
| 2885 |
2885
Herald Investment Management
London,
United Kingdom
| US$ 450 mi | +US$ 42,6 mi | +10% | 13,2% | 493% | 100 | 8% | 4,7 |
|
| 2886 |
2886
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$ 450 mi | -US$ 14,6 mi | -3% | 5,01% | 86,3% | 539 | 18,37% | 5,6 |
|
| 2887 |
2887
Aviance Capital Partners
Naples,
Florida
| US$ 450 mi | +US$ 21,1 mi | +5% | 8,76% | 109% | 289 | 13,15% | 4,5 |
|
| 2888 |
2888
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$ 450 mi | -US$ 5,18 mi | -1% | 5,54% | 76,7% | 172 | 8,14% | 2,2 |
|
| 2889 |
2889
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 449 mi | +US$ 33,9 mi | +8% | 4,95% | 58,2% | 31 | 3,23% | 3,4 |
|
| 2890 |
2890
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 449 mi | +US$ 13,1 mi | +3% | 5,04% | 40,2% | 146 | 21,23% | 2,8 |
|
| 2891 |
2891
Brasada Capital Management
Houston,
Texas
| US$ 449 mi | +US$ 14,7 mi | +3% | 5,65% | 76,5% | 159 | 35,85% | 2,2 |
|
| 2892 |
2892
Gateway Advisory
Westfield,
New Jersey
| US$ 449 mi | +US$ 59,5 mi | +15% | 2,39% | 26% | 106 | 43,4% | 1,7 |
|
| 2893 |
AMG
2893
Asset Management Group
Stamford,
Connecticut
| US$ 448 mi | +US$ 22,8 mi | +5% | 4,89% | 57% | 123 | 1,63% | 7 |
|
| 2894 |
2894
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$ 448 mi | – | – | 3,33% | 4,78% | 17 | – | 0 |
|
| 2895 |
HL
2895
Hernani LP
St. Helier,
Jersey
| US$ 448 mi | +US$ 44,2 mi | +11% | 5,76% | 14% | 14 | 57,14% | 0,9 |
|
| 2896 |
2896
CVA Family Office
Denver,
Colorado
| US$ 448 mi | +US$ 35,5 mi | +9% | 4,83% | 71,6% | 1.022 | 11,84% | 1,5 |
|
| 2897 |
2897
Stockman Wealth Management
Billings,
Montana
| US$ 447 mi | +US$ 12 mi | +3% | 2,79% | 77,5% | 212 | 11,32% | 4 |
|
| 2898 |
2898
Chatham Capital Group
Savannah,
Georgia
| US$ 447 mi | +US$ 20,9 mi | +5% | 6,84% | 97% | 194 | 8,25% | 5 |
|
| 2899 |
2899
Spirit of America Management Corp
Syosset,
New York
| US$ 447 mi | +US$ 1,8 mi | +0,4% | 4% | 113% | 247 | 13,36% | 5,4 |
|
| 2900 |
2900
Wellington Shields & Co
New York
| US$ 446 mi | +US$ 6,05 mi | +1% | 2,13% | 127% | 310 | 9,35% | 2,4 |
|