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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
AAM
3351
AR Asset Management
West Hollywood,
California
| US$ 357 mi | -US$ 16,1 mi | -4% | 3,35% | 66% | 112 | 2,68% | 7,4 |
|
| 3352 |
3352
Security National Bank
Omaha,
Nebraska
| US$ 356 mi | -US$ 36,3 mi | -9% | 3,23% | 125% | 107 | 7,48% | 3,6 |
|
| 3353 |
3353
Harfst & Associates
Sheridan,
Wyoming
| US$ 356 mi | -US$ 19,4 mi | -5% | 3,27% | 88,1% | 93 | 5,38% | 4,8 |
|
| 3354 |
3354
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$ 356 mi | -US$ 5,59 mi | -2% | 3,18% | 45,6% | 61 | 11,48% | 4,6 |
|
| 3355 |
3355
The Family Firm
Bethesda,
Maryland
| US$ 356 mi | -US$ 22,2 mi | -6% | 3,24% | 40,2% | 184 | 5,43% | 5,2 |
|
| 3356 |
3356
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$ 356 mi | +US$ 23,4 mi | +7% | 3,77% | 12,8% | 143 | 9,79% | 4,4 |
|
| 3357 |
3357
Sage Rhino Capital
Menlo Park,
California
| US$ 356 mi | -US$ 3,04 mi | -0,8% | 2,76% | 93,9% | 237 | 10,55% | 2,9 |
|
| 3358 |
3358
Essex LLC
Deer Park,
Illinois
| US$ 356 mi | -US$ 3,01 mi | -0,8% | 2,93% | 91,4% | 167 | 14,97% | 1,6 |
|
| 3359 |
3359
Systelligence LLC
Bloomington,
Minnesota
| US$ 356 mi | +US$ 39,5 mi | +12% | 2,73% | 58,3% | 56 | 53,57% | 0,9 |
|
| 3360 |
3360
ICA Group Wealth Management
Denver,
Colorado
| US$ 356 mi | -US$ 43,1 mi | -11% | 3,58% | – | 1.335 | 82,4% | 1,3 |
|
| 3361 |
3361
Affinity Asset Advisors
New York
| US$ 356 mi | +US$ 69,2 mi | +24% | 4,84% | 1.487% | 101 | 52,48% | 0,6 |
|
| 3362 |
CCP
3362
Caden Capital Partners
Santa Monica,
California
| US$ 355 mi | -US$ 38,7 mi | -10% | 8,25% | 19,1% | 16 | 18,75% | 0,6 |
|
| 3363 |
3363
Fermata Advisors
Sonoma,
California
| US$ 355 mi | +US$ 244 mi | +221% | 4,12% | 58,3% | 165 | 58,18% | 0,7 |
|
| 3364 |
3364
Lowell Blake & Associates
Boston,
Massachusetts
| US$ 355 mi | +US$ 10 mi | +3% | 3,01% | 44,2% | 63 | 4,76% | 2,6 |
|
| 3365 |
3365
Schoolcraft Capital
Boulder,
Colorado
| US$ 355 mi | -US$ 9,9 mi | -3% | 3,07% | 58,7% | 77 | 2,6% | 2,7 |
|
| 3366 |
3366
Perkins Coie Trust Company
Seattle,
Washington
| US$ 354 mi | +US$ 2,29 mi | +0,7% | 3,8% | 83,2% | 615 | 64,55% | 2,6 |
|
| 3367 |
SFS
3367
Security Financial Services
Fort Wayne,
Indiana
| US$ 354 mi | +US$ 1,74 mi | +0,5% | 3,91% | 67,7% | 170 | 16,47% | 1,2 |
|
| 3368 |
3368
Gould Asset Management
Claremont,
California
| US$ 354 mi | -US$ 4,08 mi | -1% | 4,02% | 48,3% | 151 | 1,32% | 5,2 |
|
| 3369 |
3369
American Assets Capital Advisers
San Diego,
California
| US$ 354 mi | -US$ 42,5 mi | -11% | 3,47% | 73,5% | 35 | 11,43% | 3 |
|
| 3370 |
3370
Rice Partnership
Honolulu,
Hawaii
| US$ 353 mi | -US$ 11,8 mi | -3% | 2,67% | 123% | 146 | 13,01% | 2,9 |
|
| 3371 |
3371
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 353 mi | -US$ 25,1 mi | -7% | 3,28% | 135% | 396 | 46,46% | 1,4 |
|
| 3372 |
3372
Paradigm Asset Management
New York
| US$ 353 mi | -US$ 19,6 mi | -5% | 1,65% | 79,2% | 627 | 29,67% | 1,6 |
|
| 3373 |
3373
venBio Partners
San Francisco,
California
| US$ 353 mi | +US$ 76,3 mi | +28% | 4,1% | 564% | 8 | 12,5% | 1,9 |
|
| 3374 |
3374
Albar Capital
London,
United Kingdom
| US$ 353 mi | -US$ 94,4 mi | -21% | 1,3% | 163% | 61 | 63,93% | 0,2 |
|
| 3375 |
3375
Vitruvian Partners
London,
United Kingdom
| US$ 353 mi | -US$ 139 mi | -28% | 3,74% | 96,9% | 10 | 10% | 2,1 |
|