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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Spirit of America Management Corp
Syosset,
New York
| US$ 468 mi | +US$ 45,2 mi | +11% | 11,1% | 113% | 241 | 6,64% | 4,4 |
|
| 2977 |
2977
Flaharty Asset Management
Clearwater,
Florida
| US$ 468 mi | +US$ 34,7 mi | +8% | 5,06% | 37,8% | 125 | 12% | 1,7 |
|
| 2978 |
2978
Crestone Asset Management
Boulder,
Colorado
| US$ 468 mi | +US$ 81,9 mi | +21% | 5,9% | 6,65% | 86 | 20,93% | 2,1 |
|
| 2979 |
2979
Bremer Bank National Association
St Paul,
Minnesota
| US$ 467 mi | +US$ 29,4 mi | +7% | 7,73% | 37,4% | 219 | 11,87% | 1,8 |
|
| 2980 |
2980
Astor Investment Management
Chicago,
Illinois
| US$ 467 mi | +US$ 27,9 mi | +6% | 5,3% | 23,3% | 64 | 23,44% | 1,3 |
|
| 2981 |
2981
American National Bank & Trust
Wichita Falls,
Texas
| US$ 467 mi | +US$ 43 mi | +10% | 7,29% | 102% | 320 | 23,13% | 2,5 |
|
| 2982 |
2982
Condire Management
Dallas,
Texas
| US$ 467 mi | +US$ 132 mi | +40% | 4,65% | 187% | 26 | 50% | 0,1 |
|
| 2983 |
2983
Formidable Asset Management
Cincinnati,
Ohio
| US$ 466 mi | +US$ 5,68 mi | +1% | 5,19% | 62,2% | 354 | 24,29% | 1,1 |
|
| 2984 |
2984
JGP Wealth Management
Bend,
Oregon
| US$ 465 mi | +US$ 18,7 mi | +4% | 6,2% | 87,8% | 171 | 21,64% | 1,9 |
|
| 2985 |
2985
Kelly Lawrence W & Associates
Pasadens,
California
| US$ 465 mi | +US$ 42,6 mi | +10% | 10% | 123% | 165 | 13,94% | 3,1 |
|
| 2986 |
HH
2986
Hernani Holdings
Jackson,
Wyoming
| US$ 465 mi | -US$ 69,3 mi | -13% | 5,08% | – | 13 | 7,69% | 0,7 |
|
| 2987 |
2987
Bourgeon Capital Management
Darien,
Connecticut
| US$ 465 mi | +US$ 13,9 mi | +3% | 6,3% | 121% | 299 | 9,36% | 1,8 |
|
| 2988 |
2988
L.J. Altfest & Co
New York
| US$ 464 mi | +US$ 40,8 mi | +10% | 5,44% | 95,6% | 306 | 23,53% | 2,3 |
|
| 2989 |
CAS
2989
Cascadia Advisory Services
Portland,
Oregon
| US$ 463 mi | +US$ 12,1 mi | +3% | 6,3% | – | 262 | 22,9% | 0,9 |
|
| 2990 |
LWANC
2990
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 463 mi | +US$ 50,8 mi | +12% | 6,34% | 71,1% | 774 | 16,93% | 1,5 |
|
| 2991 |
2991
DG Capital Management
New York
| US$ 463 mi | +US$ 44,6 mi | +11% | 7,72% | 76,7% | 252 | 73,41% | 0,2 |
|
| 2992 |
WWM
2992
Windsor Wealth Management
Indianapolis,
Indiana
| US$ 463 mi | +US$ 43,1 mi | +10% | 6,23% | 37,3% | 218 | 11,47% | 2,1 |
|
| 2993 |
2993
Grove Bank & Trust
Miami,
Florida
| US$ 462 mi | +US$ 36,6 mi | +9% | 6,62% | 80,5% | 222 | 4,95% | 3,2 |
|
| 2994 |
2994
Geller Advisors
New York
| US$ 462 mi | +US$ 37,5 mi | +9% | 8,36% | 20,4% | 141 | 14,89% | 1,2 |
|
| 2995 |
2995
New England Investment & Retirement Group
North Andover,
Massachusetts
| US$ 460 mi | +US$ 46,4 mi | +11% | 7,81% | 72,5% | 113 | 27,43% | 1,3 |
|
| 2996 |
2996
Hendershot Investments
Centreville,
Virginia
| US$ 460 mi | +US$ 28,1 mi | +7% | 6,29% | 61,9% | 93 | 5,38% | 4,4 |
|
| 2997 |
2997
Dimension Capital Management
Coral Gables,
Florida
| US$ 460 mi | +US$ 34,7 mi | +8% | 7,19% | 65,5% | 116 | 18,97% | 2,4 |
|
| 2998 |
2998
OLP Capital Management
Causeway Bay,
Hong Kong
| US$ 459 mi | +US$ 167 mi | +57% | 13,1% | 146% | 6 | 16,67% | 0,4 |
|
| 2999 |
2999
Magnus Financial Group
New York
| US$ 459 mi | +US$ 45 mi | +11% | 6,48% | 78,2% | 257 | 14,4% | 1,5 |
|
| 3000 |
3000
Aozora Bank
Tokyo,
Japan
| US$ 459 mi | +US$ 68,3 mi | +17% | 2,39% | 5,45% | 2 | 0% | 3,4 |
|