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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
JT Stratford LLC
Gainesville,
Georgia
| US$ 608 mi | +US$ 23,5 mi | +4% | 4,54% | 113% | 331 | 26,89% | 2,5 |
|
| 2927 |
2927
Chatham Capital Group
Savannah,
Georgia
| US$ 608 mi | -US$ 3,69 mi | -0,6% | 0,37% | 97% | 204 | 7,84% | 5,6 |
|
| 2928 |
2928
Enclave Advisors
Austin,
Texas
| US$ 608 mi | +US$ 17,7 mi | +3% | 1,72% | – | 130 | 13,85% | 0,2 |
|
| 2929 |
2929
Octagon Capital Advisors
New York
| US$ 608 mi | -US$ 35,2 mi | -5% | 16,1% | 2.969% | 49 | 46,94% | 1 |
|
| 2930 |
2930
Acorn Financial Advisory Services
Reston,
Virginia
| US$ 607 mi | +US$ 41,9 mi | +7% | 5,52% | 108% | 221 | 13,57% | 3,2 |
|
| 2931 |
2931
12th Street Asset Management Company
Nashville,
Tennessee
| US$ 607 mi | +US$ 13,6 mi | +2% | 2,44% | 89,2% | 33 | 15,15% | 3,1 |
|
| 2932 |
2932
Tarbox Family Office
Newport Beach,
California
| US$ 606 mi | -US$ 3,91 mi | -0,6% | 0,98% | 66,4% | 109 | 1,83% | 7 |
|
| 2933 |
2933
Meridian Wealth Advisors
Austin,
Texas
| US$ 606 mi | +US$ 8,27 mi | +1% | 0,75% | 91,2% | 181 | 6,08% | 4,3 |
|
| 2934 |
2934
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$ 606 mi | -US$ 7,07 mi | -1% | 3,28% | 195% | 76 | 11,84% | 6,6 |
|
| 2935 |
2935
Kiltearn Partners
Edinburgh,
United Kingdom
| US$ 605 mi | -US$ 130 mi | -18% | 8,14% | 46,8% | 34 | 11,76% | 2,8 |
|
| 2936 |
2936
Legacy Financial Advisors
Covington,
Kentucky
| US$ 605 mi | +US$ 9,5 mi | +2% | 1,27% | 97,8% | 376 | 13,03% | 2,5 |
|
| 2937 |
2937
Nelson Capital Management
Menlo Park,
California
| US$ 605 mi | +US$ 10,7 mi | +2% | 2,32% | 141% | 117 | 13,68% | 5,4 |
|
| 2938 |
2938
Portside Wealth Group
Provo,
Utah
| US$ 605 mi | +US$ 19,1 mi | +3% | 2,43% | 90,1% | 447 | 18,57% | 1 |
|
| 2939 |
2939
Avenir Tech
Hong Kong
| US$ 604 mi | +US$ 581 mi | +2.605% | 46,8% | – | 6 | 0% | 0,5 |
|
| 2940 |
2940
Redwood Capital Management
New York
| US$ 603 mi | -US$ 53,4 mi | -8% | 0,38% | 313% | 15 | 26,67% | 2,8 |
|
| 2941 |
2941
Buffington Mohr McNeal
Boise,
Idaho
| US$ 603 mi | -US$ 4,94 mi | -0,8% | 0,6% | 29,3% | 139 | 10,79% | 5 |
|
| 2942 |
2942
Glen Eagle Advisors
Kingston,
New Jersey
| US$ 603 mi | +US$ 10,3 mi | +2% | 0,4% | 68,5% | 1.172 | 6,74% | 4,4 |
|
| 2943 |
2943
Cadinha & Co
Honolulu,
Hawaii
| US$ 603 mi | +US$ 17,9 mi | +3% | 5,56% | 132% | 106 | 11,32% | 6,2 |
|
| 2944 |
2944
Proffitt & Goodson
Knoxville,
Tennessee
| US$ 603 mi | -US$ 7,24 mi | -1% | 1,8% | 54% | 322 | 25,78% | 4,6 |
|
| 2945 |
2945
Wahed Invest
New York
| US$ 602 mi | +US$ 39,6 mi | +7% | 3,29% | 140% | 229 | 6,99% | 2,2 |
|
| 2946 |
2946
Advisory Research
Chicago,
Illinois
| US$ 602 mi | +US$ 38,8 mi | +7% | 3,49% | 138% | 165 | 13,33% | 3,4 |
|
| 2947 |
2947
Eagle Rock Investment Company
Atlanta,
Georgia
| US$ 602 mi | +US$ 4,85 mi | +0,8% | 2,91% | 121% | 159 | 7,55% | 2,1 |
|
| 2948 |
2948
Financial Advisors Network
Tustin,
California
| US$ 601 mi | – | – | 0,44% | – | 188 | – | 3,1 |
|
| 2949 |
2949
TRB Advisors
New York
| US$ 601 mi | +US$ 57,6 mi | +11% | 4,04% | 76,1% | 8 | 37,5% | 3,5 |
|
| 2950 |
2950
Liberty Wealth Management
Oakland,
California
| US$ 600 mi | +US$ 11,4 mi | +2% | 0,28% | 73% | 247 | 14,17% | 2,4 |
|