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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Brio Consultants
San Francisco,
California
| US$ 412 mi | +US$ 20,7 mi | +5% | 0,4% | 42,7% | 77 | 5,19% | 2 |
|
| 3152 |
3152
Lake Street Private Wealth
Chicago,
Illinois
| US$ 412 mi | +US$ 18,9 mi | +5% | 0,51% | 105% | 240 | 15% | 1,4 |
|
| 3153 |
3153
Sargent Investment Group
Bethesda,
Maryland
| US$ 412 mi | -US$ 9,7 mi | -2% | 1,25% | 113% | 220 | 14,09% | 1,8 |
|
| 3154 |
3154
Certified Advisory Corp
Altamonte Springs,
Florida
| US$ 412 mi | +US$ 13,8 mi | +3% | 0,65% | 62,9% | 252 | 19,44% | 2,8 |
|
| 3155 |
3155
Center for Financial Planning
Southfied,
Michigan
| US$ 411 mi | +US$ 4,98 mi | +1% | 0,58% | 64,4% | 545 | 11,56% | 1,3 |
|
| 3156 |
3156
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 411 mi | +US$ 1,82 mi | +0,4% | 0,58% | 57,9% | 72 | 13,89% | 3,5 |
|
| 3157 |
TFS
3157
Thoroughbred Financial Services
Brentwood,
Tennessee
| US$ 411 mi | +US$ 11,7 mi | +3% | 0,19% | 179% | 332 | 14,76% | 1,5 |
|
| 3158 |
3158
D'Orazio & Associates
Falls Church,
Virginia
| US$ 411 mi | +US$ 22,9 mi | +6% | 5,2% | 66,7% | 795 | 53,21% | 1,8 |
|
| 3159 |
3159
Hudson Way Capital Management
Dallas,
Texas
| US$ 411 mi | +US$ 14,8 mi | +4% | 4,61% | 51,3% | 19 | 21,05% | 1,7 |
|
| 3160 |
3160
Cambridge Advisors
Omaha,
Nebraska
| US$ 410 mi | -US$ 3,05 mi | -0,7% | 1,09% | 58,6% | 179 | 4,47% | 4,1 |
|
| 3161 |
3161
Berkshire Bank
Pittsfield,
Massachusetts
| US$ 410 mi | -US$ 4,03 mi | -1% | 0,01% | 76,2% | 128 | 5,47% | 0,9 |
|
| 3162 |
3162
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$ 410 mi | +US$ 12,1 mi | +3% | 0,8% | 39,5% | 91 | 10,99% | 0,7 |
|
| 3163 |
3163
Private Advisory Group
Redmond,
Washington
| US$ 410 mi | +US$ 12,7 mi | +3% | 1,44% | 187% | 151 | 37,09% | 1,3 |
|
| 3164 |
BSPF
3164
British Steel Pension Fund
London,
United Kingdom
| US$ 410 mi | -US$ 19,3 mi | -5% | 2,93% | 29,7% | 23 | 0% | 6,2 |
|
| 3165 |
3165
Wilsey Asset Management
San Diego,
California
| US$ 410 mi | +US$ 34,2 mi | +9% | 3,3% | 66,9% | 31 | 19,35% | 2,1 |
|
| 3166 |
3166
Wilkins Investment Counsel
Boston,
Massachusetts
| US$ 409 mi | +US$ 2,6 mi | +0,6% | 2,51% | 71,3% | 79 | 5,06% | 6,4 |
|
| 3167 |
3167
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$ 409 mi | -US$ 45,9 mi | -10% | 4,52% | 36,7% | 5 | 0% | 3 |
|
| 3168 |
3168
PAX Financial Group
San Antonio,
Texas
| US$ 409 mi | +US$ 13,3 mi | +3% | 0,4% | 56% | 188 | 15,43% | 1 |
|
| 3169 |
3169
One Day In July LLC
Burlington,
Vermont
| US$ 408 mi | +US$ 22,6 mi | +6% | 1,21% | 48,2% | 74 | 10,81% | 1,5 |
|
| 3170 |
3170
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$ 408 mi | -US$ 3,14 mi | -0,8% | 0,51% | 58,2% | 30 | 10% | 3,1 |
|
| 3171 |
3171
Legacy Financial Advisors
Covington,
Kentucky
| US$ 408 mi | +US$ 12,9 mi | +3% | 0,13% | 97,8% | 187 | 9,63% | 1,2 |
|
| 3172 |
3172
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 408 mi | +US$ 13,8 mi | +3% | 0,09% | 89,6% | 93 | 6,45% | 2,6 |
|
| 3173 |
3173
Octagon Capital Advisors
New York
| US$ 406 mi | -US$ 76,7 mi | -16% | 3,85% | 2.969% | 37 | 27,03% | 0,5 |
|
| 3174 |
3174
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$ 406 mi | -US$ 20 mi | -5% | 1,05% | 26,4% | 4 | 75% | 2 |
|
| 3175 |
3175
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$ 406 mi | -US$ 30,7 mi | -7% | 1,25% | 18,3% | 161 | 15,53% | 3,7 |
|