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 |
3126
Strategic Planning Group
Bountiful,
Utah
| US$ 544 mi | +US$ 37 mi | +7% | 8,91% | 162% | 86 | 16,28% | 0,9 |
|
| 3127 |
PPP
3127
Private Portfolio Partners
Paramus,
New Jersey
| US$ 544 mi | +US$ 10,4 mi | +2% | 0,61% | 16,9% | 303 | 4,62% | 1,2 |
|
| 3128 |
3128
Poplar Forest Capital
Pasadena,
California
| US$ 543 mi | -US$ 191 mi | -26% | 0,79% | 30% | 56 | 7,14% | 4,9 |
|
| 3129 |
3129
SOA Wealth Advisors
New York
| US$ 543 mi | +US$ 18,5 mi | +4% | 2,44% | 94,4% | 912 | 12,39% | 3,2 |
|
| 3130 |
3130
Ithaka Group
Arlington,
Virginia
| US$ 543 mi | +US$ 15,5 mi | +3% | 10,2% | 180% | 37 | 10,81% | 4,9 |
|
| 3131 |
3131
Blue Fin Capital
Warren,
Rhode Island
| US$ 543 mi | +US$ 16,3 mi | +3% | 3,77% | 147% | 143 | 6,99% | 6,5 |
|
| 3132 |
3132
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$ 542 mi | +US$ 1,56 mi | +0,3% | 1,74% | 67,9% | 201 | 9,95% | 3,9 |
|
| 3133 |
3133
Oak Hill Advisors
New York
| US$ 542 mi | -US$ 126 mi | -19% | 15,3% | 42,4% | 14 | 0% | 4,3 |
|
| 3134 |
3134
Wealthstream Advisors
New York
| US$ 542 mi | -US$ 8,64 mi | -2% | 0,76% | 88,2% | 179 | 16,2% | 1,6 |
|
| 3135 |
3135
Lineweaver Wealth Advisors
Valley View,
Ohio
| US$ 541 mi | +US$ 15,9 mi | +3% | 0,65% | 68,4% | 141 | 15,6% | 2,6 |
|
| 3136 |
3136
Fortis Capital Management
Bellevue,
Washington
| US$ 541 mi | +US$ 44,4 mi | +9% | 3,35% | 111% | 142 | 13,38% | 2,2 |
|
| 3137 |
3137
Peak Asset Management
Louisville,
Colorado
| US$ 541 mi | +US$ 10 mi | +2% | 3,26% | 70,1% | 154 | 5,84% | 5,7 |
|
| 3138 |
3138
Northwest Bancshares
Warren,
Pennsylvania
| US$ 540 mi | -US$ 46,9 mi | -8% | 1,62% | 84,8% | 188 | 8,51% | 4,4 |
|
| 3139 |
3139
Fourpath Capital Management
Oklahoma City,
Oklahoma
| US$ 540 mi | -US$ 2,87 mi | -0,5% | 0,41% | 82,1% | 791 | 72,31% | 1,2 |
|
| 3140 |
3140
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 540 mi | -US$ 9,9 mi | -2% | 6,93% | 312% | 222 | 25,23% | 1,3 |
|
| 3141 |
3141
NBW Capital
Boston,
Massachusetts
| US$ 540 mi | +US$ 9,25 mi | +2% | 6,05% | 86% | 110 | 23,64% | 4,7 |
|
| 3142 |
3142
Wilsey Asset Management
San Diego,
California
| US$ 539 mi | -US$ 5,84 mi | -1% | 2,95% | 66,9% | 24 | 12,5% | 4,3 |
|
| 3143 |
3143
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$ 539 mi | -US$ 139 mi | -20% | 59,1% | 312% | 1 | 0% | 3,3 |
|
| 3144 |
3144
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$ 539 mi | +US$ 20 mi | +4% | 1% | 52,1% | 117 | 11,11% | 2,6 |
|
| 3145 |
3145
Duncker Streett & Co
St. Louis,
Missouri
| US$ 539 mi | -US$ 9,38 mi | -2% | 2,46% | 102% | 559 | 17,89% | 6 |
|
| 3146 |
3146
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 538 mi | +US$ 12,5 mi | +2% | 0,12% | 89,6% | 103 | 2,91% | 4,2 |
|
| 3147 |
3147
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 538 mi | -US$ 260 mil | -0% | 1,44% | 81,8% | 77 | 3,9% | 7,2 |
|
| 3148 |
3148
Fortis Group Advisors
Westwood,
New Jersey
| US$ 537 mi | -US$ 3,96 mi | -0,7% | 4,61% | 102% | 527 | 10,63% | 1,5 |
|
| 3149 |
3149
Coerente Capital Management
Toronto,
Ontario, Canada
| US$ 536 mi | -US$ 95,2 mil | -0% | 1,9% | 54,7% | 46 | 8,7% | 3 |
|
| 3150 |
3150
Farmers Trust Company
Youngstown,
Ohio
| US$ 536 mi | -US$ 554 mil | -0,1% | 2,55% | 73,5% | 198 | 8,08% | 6 |
|