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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Ironwood Financial
Tucson,
Arizona
| US$ 380 mi | +US$ 21,6 mi | +6% | 6,16% | 54,1% | 140 | 2,14% | 4,8 |
|
| 3302 |
3302
Fulcrum Capital
Seattle,
Washington
| US$ 380 mi | +US$ 8,78 mi | +2% | 10,6% | 102% | 120 | 5,83% | 2,2 |
|
| 3303 |
3303
Aire Advisors
Beverly Hills,
California
| US$ 380 mi | +US$ 21,9 mi | +6% | 6,08% | 77,4% | 142 | 7,75% | 1,2 |
|
| 3304 |
3304
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 380 mi | +US$ 14,1 mi | +4% | 6,09% | 104% | 195 | 6,67% | 4,8 |
|
| 3305 |
3305
Summit Asset Management
Memphis,
Tennessee
| US$ 379 mi | +US$ 16,1 mi | +4% | 4,67% | 48,9% | 156 | 4,49% | 5,5 |
|
| 3306 |
3306
Hexagon Capital Partners
Rogers,
Arkansas
| US$ 379 mi | +US$ 21,5 mi | +6% | 6,68% | 104% | 1.514 | 10,44% | 1,8 |
|
| 3307 |
3307
Callan Family Office
Radnor,
Pennsylvania
| US$ 379 mi | -US$ 32,8 mi | -8% | 5,61% | 93,4% | 161 | 36,65% | 0,4 |
|
| 3308 |
3308
Brian C. Broderick
| US$ 379 mi | +US$ 22,8 mi | +6% | 7,37% | 98,6% | 81 | 1,23% | 6,3 |
|
| 3309 |
3309
Great Diamond Partners
Portland,
Maine
| US$ 379 mi | +US$ 33,4 mi | +10% | 6,61% | 86,1% | 232 | 14,22% | 2,2 |
|
| 3310 |
3310
New Harbor Financial Group
Worcester,
Massachusetts
| US$ 379 mi | +US$ 82,4 mi | +28% | 1,91% | 94,6% | 50 | 28% | 1,7 |
|
| 3311 |
3311
IAG Wealth Partners
Waukesha,
Wisconsin
| US$ 378 mi | +US$ 18 mi | +5% | 4,5% | 47,3% | 491 | 16,29% | 2,3 |
|
| 3312 |
3312
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 378 mi | +US$ 24 mi | +7% | 7,05% | 135% | 388 | 41,75% | 1,6 |
|
| 3313 |
3313
Peterson Wealth Advisors
Orem,
Utah
| US$ 378 mi | +US$ 15,1 mi | +4% | 4,55% | 50,9% | 68 | 13,24% | 3,1 |
|
| 3314 |
3314
The Family Firm
Bethesda,
Maryland
| US$ 378 mi | +US$ 17,3 mi | +5% | 3,76% | 40,2% | 187 | 5,35% | 4,8 |
|
| 3315 |
CNBTD
3315
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 378 mi | +US$ 18 mi | +5% | 6,28% | 114% | 323 | 4,64% | 2 |
|
| 3316 |
3316
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$ 378 mi | +US$ 44,3 mi | +13% | 6,74% | 62,5% | 701 | 9,27% | 2,2 |
|
| 3317 |
3317
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$ 378 mi | +US$ 21 mi | +6% | 3,82% | 56,8% | 253 | 13,44% | 1,5 |
|
| 3318 |
3318
Light Street Capital Management
Palo Alto,
California
| US$ 377 mi | -US$ 32,6 mi | -8% | 24,5% | 377% | 29 | 48,28% | 1 |
|
| 3319 |
3319
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$ 377 mi | +US$ 34,7 mi | +10% | 9,62% | 83% | 1.059 | 14,07% | 1 |
|
| 3320 |
3320
Yakira Capital Management
Westport,
Connecticut
| US$ 377 mi | -US$ 17,2 mi | -4% | 4,26% | 74,1% | 443 | 32,05% | 0,9 |
|
| 3321 |
3321
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 377 mi | +US$ 7,78 mi | +2% | 4,57% | 96,5% | 422 | 13,98% | 1,9 |
|
| 3322 |
3322
Harber Asset Management
Asheville,
North Carolina
| US$ 377 mi | +US$ 6,7 mi | +2% | 2,91% | 63,6% | 40 | 20% | 1,3 |
|
| 3323 |
3323
Fortis Group Advisors
Westwood,
New Jersey
| US$ 377 mi | +US$ 45,3 mi | +14% | 2,95% | 91,2% | 143 | 22,38% | 1,7 |
|
| 3324 |
3324
Fourthstone LLC
St Louis,
Missouri
| US$ 376 mi | +US$ 92,1 mi | +32% | 10,3% | 104% | 70 | 55,71% | 0,8 |
|
| 3325 |
3325
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$ 376 mi | -US$ 480 mil | -0,1% | 5,34% | 60,5% | 140 | 42,86% | 2 |
|