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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
JCP
3126
JB Capital Partners
Armonk,
New York
| US$ 522 mi | +US$ 68,6 mi | +15% | 14% | 142% | 78 | 2,56% | 3 |
|
| 3127 |
3127
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 522 mi | +US$ 29,8 mi | +6% | 6,63% | 64,8% | 140 | 7,14% | 8,3 |
|
| 3128 |
3128
Capital Advantage
Walnut Creek,
California
| US$ 522 mi | +US$ 34,1 mi | +7% | 7,51% | 49,2% | 50 | 6% | 4,5 |
|
| 3129 |
3129
AdvisorShares Investments
Bethesda,
Maryland
| US$ 522 mi | -US$ 52,5 mi | -9% | 6,68% | 108% | 316 | 28,8% | 1,4 |
|
| 3130 |
3130
Ramirez Asset Management
New York
| US$ 521 mi | +US$ 29,9 mi | +6% | 3,3% | 86,8% | 421 | 13,54% | 0,8 |
|
| 3131 |
3131
Strategy Asset Managers
Pasadena,
California
| US$ 521 mi | +US$ 70,4 mi | +16% | 7,64% | 115% | 319 | 47,02% | 2,8 |
|
| 3132 |
3132
Bellwether Advisors
Lincoln,
Nebraska
| US$ 521 mi | +US$ 43,8 mi | +9% | 6,29% | 128% | 149 | 36,24% | 2 |
|
| 3133 |
3133
Westover Capital Advisors
Wilmington,
Delaware
| US$ 520 mi | +US$ 132 mi | +34% | 5,72% | 144% | 255 | 21,18% | 2,3 |
|
| 3134 |
3134
Samsara BioCapital
Palo Alto,
California
| US$ 520 mi | +US$ 42,5 mi | +9% | 8,32% | 1.580% | 43 | 9,3% | 2,5 |
|
| 3135 |
3135
Opes Wealth Management
Menlo Park,
California
| US$ 520 mi | +US$ 40,9 mi | +9% | 7,68% | 54,1% | 141 | 6,38% | 2,9 |
|
| 3136 |
3136
Oakmont Corp
Los Angeles,
California
| US$ 520 mi | +US$ 65,5 mi | +14% | 5,18% | 96% | 33 | 6,06% | 3,1 |
|
| 3137 |
3137
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| US$ 520 mi | +US$ 11,5 mi | +2% | 5,61% | 44,3% | 108 | 49,07% | 1,4 |
|
| 3138 |
3138
Bourgeon Capital Management
Darien,
Connecticut
| US$ 520 mi | +US$ 9,6 mi | +2% | 4,44% | 121% | 119 | 20,17% | 4,4 |
|
| 3139 |
3139
Summit Wealth Partners
Orlando,
Florida
| US$ 519 mi | +US$ 37,6 mi | +8% | 5,89% | 44,9% | 247 | 14,17% | 2,6 |
|
| 3140 |
3140
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 519 mi | +US$ 67 mi | +15% | 5,84% | 93,2% | 223 | 7,17% | 4,2 |
|
| 3141 |
3141
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$ 519 mi | +US$ 37 mi | +8% | 5,3% | 52,1% | 116 | 9,48% | 2,5 |
|
| 3142 |
3142
Sentry LLC
Memphis,
Tennessee
| US$ 519 mi | -US$ 24,1 mi | -4% | 2,26% | 52,6% | 129 | 3,88% | 1,3 |
|
| 3143 |
3143
West Financial Advisors
Des Moines,
Iowa
| US$ 519 mi | +US$ 36,9 mi | +8% | 5,53% | 49,1% | 195 | 21,54% | 2,1 |
|
| 3144 |
3144
Blue Owl Capital Holdings
New York
| US$ 518 mi | +US$ 159 mi | +44% | 13,9% | 145% | 140 | 72,14% | 0,3 |
|
| 3145 |
3145
Core Alternative Capital
Peachtree Corners,
Georgia
| US$ 517 mi | +US$ 17,1 mi | +3% | 8% | 74,5% | 367 | 2,72% | 2,8 |
|
| 3146 |
3146
Genesis Investment Management
London,
United Kingdom
| US$ 517 mi | +US$ 8,59 mi | +2% | 6,3% | 47,4% | 15 | 0% | 3,3 |
|
| 3147 |
3147
Affinity Capital Advisors
Berkeley,
California
| US$ 516 mi | +US$ 40,1 mi | +8% | 5,79% | 72,7% | 152 | 5,26% | 2,9 |
|
| 3148 |
3148
Regatta Capital Group
El Segundo,
California
| US$ 515 mi | +US$ 51 mi | +11% | 7,12% | 78,1% | 193 | 7,25% | 2,1 |
|
| 3149 |
3149
Stanley Capital Management
Houston,
Texas
| US$ 515 mi | +US$ 25,5 mi | +5% | 7,27% | 158% | 38 | 2,63% | 3,8 |
|
| 3150 |
3150
Financial Enhancement Group
Anderson,
Indiana
| US$ 515 mi | -US$ 106 mi | -17% | 4,53% | 62,2% | 150 | 46,67% | 3,2 |
|