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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$ 680 mi | +US$ 12,5 mi | +2% | 18,6% | 137% | 216 | 15,28% | 3 |
|
| 3252 |
3252
Peak Asset Management
Louisville,
Colorado
| US$ 680 mi | +US$ 113 mi | +20% | 15,1% | 70,1% | 184 | 20,65% | 5,3 |
|
| 3253 |
FBT
3253
First Bank & Trust
Brookings,
South Dakota
| US$ 680 mi | +US$ 59,2 mi | +10% | 13% | 78,5% | 278 | 10,43% | 3,9 |
|
| 3254 |
3254
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 680 mi | +US$ 40,1 mi | +6% | 13,6% | 81,7% | 217 | 8,76% | 5,3 |
|
| 3255 |
CNBTD
3255
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 680 mi | +US$ 79,1 mi | +13% | 22,9% | 114% | 386 | 2,33% | 4 |
|
| 3256 |
SFA
3256
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 679 mi | +US$ 159 mi | +31% | 45,5% | 185% | 33 | 15,15% | 2,6 |
|
| 3257 |
3257
Bourgeon Capital Management
Darien,
Connecticut
| US$ 679 mi | +US$ 101 mi | +18% | 22,1% | 117% | 123 | 27,64% | 3,4 |
|
| 3258 |
3258
Maia Wealth
Denver,
Colorado
| US$ 679 mi | +US$ 87,7 mi | +15% | 14,7% | – | 390 | 19,23% | 1,5 |
|
| 3259 |
3259
Huber Capital Management
El Segundo,
California
| US$ 679 mi | +US$ 31,1 mi | +5% | 8,17% | 70,4% | 101 | 3,96% | 5,6 |
|
| 3260 |
3260
Atlas Legacy Advisors
Los Angeles,
California
| US$ 678 mi | +US$ 128 mi | +23% | 17,9% | – | 225 | 18,67% | 1,2 |
|
| 3261 |
3261
Ashton Thomas Securities
Rochester,
New York
| US$ 677 mi | -US$ 120 mi | -15% | 14,8% | – | 505 | 37,23% | 1,2 |
|
| 3262 |
3262
Deltec Asset Management
New York
| US$ 677 mi | +US$ 132 mi | +24% | 19,3% | 128% | 304 | 35,86% | 2,2 |
|
| 3263 |
3263
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$ 676 mi | +US$ 86,8 mi | +15% | 15,9% | 58,2% | 154 | 14,29% | 2,7 |
|
| 3264 |
3264
Tempo Wealth
Independence,
Ohio
| US$ 675 mi | +US$ 102 mi | +18% | 23,6% | – | 240 | 12,5% | 0,4 |
|
| 3265 |
3265
Cadinha & Co
Honolulu,
Hawaii
| US$ 675 mi | +US$ 138 mi | +26% | 8,88% | 123% | 110 | 9,09% | 6,6 |
|
| 3266 |
3266
Bellwether Advisors
Lincoln,
Nebraska
| US$ 675 mi | +US$ 84,9 mi | +14% | 24,8% | 115% | 204 | 40,2% | 2,3 |
|
| 3267 |
3267
Carrera Capital Advisors
Troy,
Michigan
| US$ 675 mi | +US$ 25,7 mi | +4% | 2,68% | – | 220 | 19,09% | 1,1 |
|
| 3268 |
3268
WPWealth
Fort Worth,
Texas
| US$ 674 mi | +US$ 19,6 mi | +3% | 8,21% | 38,2% | 107 | 13,08% | 2,1 |
|
| 3269 |
3269
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$ 674 mi | +US$ 76,2 mi | +13% | 14,6% | 73,7% | 121 | 5,79% | 4,4 |
|
| 3270 |
3270
Vertex Planning Partners
Downers Grove,
Illinois
| US$ 673 mi | +US$ 159 mi | +31% | 13,1% | 55,4% | 162 | 19,14% | 1,8 |
|
| 3271 |
3271
Truvestments Capital
Sarasota,
Florida
| US$ 673 mi | +US$ 119 mi | +21% | 32,9% | 131% | 1.315 | 23,42% | 1,8 |
|
| 3272 |
3272
PAX Financial Group
San Antonio,
Texas
| US$ 673 mi | +US$ 86,7 mi | +15% | 13,7% | 56% | 226 | 20,35% | 3,4 |
|
| 3273 |
3273
MYDA Advisors
Woodmere,
New York
| US$ 672 mi | +US$ 64 mi | +11% | 28% | 232% | 250 | 67,2% | 0,4 |
|
| 3274 |
3274
Curran Financial Partners
Daniel Island,
South Carolina
| US$ 672 mi | +US$ 113 mi | +20% | 6,95% | 49,4% | 144 | 14,58% | 2,4 |
|
| 3275 |
3275
MA Private Wealth
San Carlos,
California
| US$ 671 mi | +US$ 80 mi | +14% | 15,9% | 57,5% | 90 | 6,67% | 3,3 |
|