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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Sio Capital Management
New York
| US$ 196 mi | -US$ 77,5 mi | -28% | 2,52% | 564% | 63 | 63,49% | 0,4 |
|
| 2902 |
2902
M Holdings Securities
Portland,
Oregon
| US$ 195 mi | +US$ 32 mi | +20% | 2,4% | 83,9% | 255 | 21,96% | 1,4 |
|
| 2903 |
CWM
2903
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$ 195 mi | +US$ 5,98 mi | +3% | 1,83% | 48,8% | 239 | 13,81% | 1,9 |
|
| 2904 |
2904
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$ 195 mi | +US$ 15,6 mi | +9% | 3,94% | 52% | 791 | 31,35% | 1,8 |
|
| 2905 |
2905
Ausdal Financial Partners
Davenport,
Iowa
| US$ 195 mi | +US$ 18,8 mi | +11% | 3,27% | 63,2% | 275 | 20,73% | 0,4 |
|
| 2906 |
MCM
2906
Marathon Capital Management
Hunt Valley,
Maryland
| US$ 195 mi | +US$ 1,63 mi | +0,8% | 1,31% | 70,9% | 102 | 27,45% | 1,7 |
|
| 2907 |
SD
2907
Sumway Development
Shanghai,
China
| US$ 195 mi | -US$ 1,09 mi | -0,6% | 1,75% | – | 8 | 25% | 0,3 |
|
| 2908 |
WWM
2908
Willingdon Wealth Management
Huntersville,
North Carolina
| US$ 195 mi | +US$ 31,5 mi | +19% | 5,01% | 15,3% | 128 | 29,69% | 0,9 |
|
| 2909 |
2909
Hendershot Investments
Centreville,
Virginia
| US$ 195 mi | -US$ 3,82 mi | -2% | 0,81% | 50,5% | 65 | 6,15% | 2,5 |
|
| 2910 |
TP
2910
Truvvo Partners
New York
| US$ 195 mi | -US$ 27,5 mi | -12% | 2,65% | 21,1% | 151 | 42,38% | 0,3 |
|
| 2911 |
BA
2911
BKS Advisors
Southfield,
Michigan
| US$ 194 mi | +US$ 2,47 mi | +1% | 0,78% | 58% | 188 | 18,62% | 0,9 |
|
| 2912 |
2912
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 193 mi | +US$ 46,5 mi | +32% | 6,14% | 98,1% | 31 | 74,19% | 0,2 |
|
| 2913 |
BMC
2913
Benin Management Corp
Wilton,
Connecticut
| US$ 193 mi | +US$ 9 mi | +5% | 1,15% | 76,3% | 100 | 6% | 2,4 |
|
| 2914 |
2914
Pegasus Partners
Mequon,
Wisconsin
| US$ 193 mi | +US$ 8,77 mi | +5% | 2,25% | 32,6% | 122 | 17,21% | 0,6 |
|
| 2915 |
2915
Ascent Wealth Partners
New Hartford,
New York
| US$ 193 mi | +US$ 6,84 mi | +4% | 2,52% | 94,4% | 121 | 15,7% | 1,6 |
|
| 2916 |
TCMG
2916
TSP Capital Management Group
Summit,
New Jersey
| US$ 193 mi | +US$ 11,2 mi | +6% | 17,2% | 186% | 63 | 4,76% | 1,4 |
|
| 2917 |
HA
2917
Hamel Associates
Chatham,
New Jersey
| US$ 193 mi | +US$ 4,52 mi | +2% | 4,07% | 50,6% | 92 | 9,78% | 2 |
|
| 2918 |
PLFAM
2918
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| US$ 193 mi | +US$ 5,26 mi | +3% | 5,29% | 81,6% | 93 | 4,3% | 2,3 |
|
| 2919 |
2919
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$ 193 mi | -US$ 2,22 mi | -1% | 1,33% | 153% | 136 | 5,88% | 2,5 |
|
| 2920 |
FAM
2920
Foresters Asset Management
Toronto,
Ontario, Canada
| US$ 193 mi | – | – | 2,19% | 55,6% | 83 | – | 0 |
|
| 2921 |
CS
2921
Credential Securities
Vancouver,
| US$ 193 mi | +US$ 19,6 mi | +11% | 2,46% | 32,5% | 265 | 17,74% | 1,5 |
|
| 2922 |
2922
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 192 mi | +US$ 4,38 mi | +2% | 2,56% | 70,6% | 200 | 11% | 2,2 |
|
| 2923 |
2923
Valley National Advisers
Bethlehem,
Pennsylvania
| US$ 192 mi | +US$ 5,84 mi | +3% | 3,16% | 79% | 692 | 8,53% | 1,2 |
|
| 2924 |
2924
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 192 mi | +US$ 18,2 mi | +10% | 2,23% | 76,8% | 72 | 16,67% | 1,3 |
|
| 2925 |
2925
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 192 mi | +US$ 11,9 mi | +7% | 3,45% | 63,2% | 132 | 9,09% | 1,8 |
|