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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
American National Bank & Trust
Wichita Falls,
Texas
| US$ 451 mi | -US$ 15,6 mi | -3% | 0,39% | 102% | 336 | 26,49% | 2,6 |
|
| 3002 |
3002
Willow Creek Wealth Management
Sebastopol,
California
| US$ 451 mi | +US$ 32,3 mi | +8% | 0,01% | – | 117 | 6,84% | 2,4 |
|
| 3003 |
3003
Madison Avenue Partners
New York
| US$ 451 mi | +US$ 116 mi | +35% | 0,04% | 284% | 21 | 52,38% | 0,6 |
|
| 3004 |
3004
Essex Woodlands Management
The Woodlands,
Texas
| US$ 451 mi | -US$ 226 mi | -33% | 25,8% | 119% | 9 | 0% | 4 |
|
| 3005 |
3005
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 450 mi | +US$ 38,6 mi | +9% | 0% | 69,2% | 1.050 | 19,9% | 3,3 |
|
| 3006 |
3006
Gryphon Financial Partners
Columbus,
Ohio
| US$ 450 mi | +US$ 5,78 mi | +1% | 1,06% | 111% | 210 | 24,76% | 1,9 |
|
| 3007 |
3007
First Ascent Asset Management
Denver,
Colorado
| US$ 450 mi | +US$ 73,1 mi | +19% | 1,47% | 4,15% | 34 | 29,41% | 1 |
|
| 3008 |
PWW
3008
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$ 450 mi | +US$ 3,86 mi | +0,9% | 0,52% | 70,9% | 161 | 3,73% | 5,2 |
|
| 3009 |
3009
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 450 mi | +US$ 28,7 mi | +7% | 2,5% | 60,5% | 190 | 17,89% | 0,8 |
|
| 3010 |
3010
Astor Investment Management
Chicago,
Illinois
| US$ 450 mi | -US$ 17,2 mi | -4% | 0,66% | 23,3% | 61 | 22,95% | 1,5 |
|
| 3011 |
3011
Altavista Wealth Management
Asheville,
North Carolina
| US$ 450 mi | -US$ 8,75 mi | -2% | 0,21% | 80,6% | 187 | 5,35% | 4,4 |
|
| 3012 |
3012
Strategy Asset Managers
Pasadena,
California
| US$ 450 mi | -US$ 23,3 mi | -5% | 0,77% | 115% | 297 | 21,55% | 2 |
|
| 3013 |
3013
Farmers Trust Company
Youngstown,
Ohio
| US$ 450 mi | -US$ 2,11 mi | -0,5% | 0,14% | 73,5% | 176 | 11,93% | 4,7 |
|
| 3014 |
3014
Sky Investment Group
Hartford,
Connecticut
| US$ 449 mi | +US$ 5,78 mi | +1% | 0,06% | 81,4% | 132 | 7,58% | 4,4 |
|
| 3015 |
3015
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 449 mi | +US$ 4,74 mi | +1% | 0,04% | 78,3% | 145 | 11,72% | 2,1 |
|
| 3016 |
3016
Stockman Wealth Management
Billings,
Montana
| US$ 449 mi | +US$ 30,5 mi | +7% | 1,42% | 77,5% | 203 | 5,42% | 3,4 |
|
| 3017 |
3017
Teewinot Capital Advisers
New York
| US$ 449 mi | +US$ 18,3 mi | +4% | 5,85% | 149% | 42 | 35,71% | 2,6 |
|
| 3018 |
3018
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 449 mi | +US$ 10,2 mi | +2% | 0,47% | 14,7% | 19 | 15,79% | 2,6 |
|
| 3019 |
3019
Well Done LLC
Holland,
Michigan
| US$ 449 mi | -US$ 5,12 mi | -1% | 0,76% | 80,4% | 181 | 9,39% | 2,6 |
|
| 3020 |
JHCM
3020
Juniper Hill Capital Management
Menlo Park,
California
| US$ 448 mi | +US$ 149 mi | +50% | 1,68% | 33,6% | 9 | 22,22% | 0,8 |
|
| 3021 |
3021
Stonnington Group
Pasadena,
California
| US$ 447 mi | -US$ 2,26 mi | -0,5% | 2,73% | – | 301 | 24,58% | 0,4 |
|
| 3022 |
3022
Strid Group
Newtown Square,
Pennsylvania
| US$ 447 mi | +US$ 3,77 mi | +0,9% | 1,96% | 55,2% | 41 | 2,44% | 2,3 |
|
| 3023 |
3023
Buckhead Capital Management
Atlanta,
Georgia
| US$ 447 mi | -US$ 3,61 mi | -0,8% | 0,56% | 76,1% | 145 | 2,76% | 3,6 |
|
| 3024 |
3024
Mitchell Capital Management
Leawood,
Kansas
| US$ 446 mi | -US$ 9,27 mi | -2% | 1,4% | 234% | 163 | 11,66% | 2,4 |
|
| 3025 |
3025
First National Corp
Rockland,
Massachusetts
| US$ 446 mi | +US$ 155 mi | +53% | 0,7% | 56,3% | 172 | 25% | 1,8 |
|