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 |
3351
Investors Research Corp
Atlanta,
Georgia
| US$ 510 mi | +US$ 48,3 mi | +10% | 6,69% | 62,1% | 984 | 8,23% | 4,6 |
|
| 3352 |
3352
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$ 510 mi | +US$ 52,2 mi | +11% | 10,1% | 63,5% | 274 | 23,72% | 2 |
|
| 3353 |
3353
Fourthstone LLC
St Louis,
Missouri
| US$ 510 mi | +US$ 106 mi | +26% | 3,59% | 104% | 107 | 38,32% | 0,8 |
|
| 3354 |
3354
Legacy Financial Strategies
Overland Park,
Kansas
| US$ 510 mi | +US$ 51 mi | +11% | 8,69% | 76,7% | 131 | 12,21% | 2,9 |
|
| 3355 |
3355
Financial Gravity Companies
Lakeway,
Texas
| US$ 509 mi | – | – | 5,81% | – | 1.014 | – | 1,8 |
|
| 3356 |
3356
MIC Capital Management (UK)
London,
United Kingdom
| US$ 509 mi | +US$ 18,5 mi | +4% | 6,85% | 67,2% | 14 | 7,14% | 2,3 |
|
| 3357 |
3357
Portfolio Design Labs
Encino,
California
| US$ 509 mi | +US$ 24,6 mi | +5% | 8,27% | – | 209 | 37,8% | 0,8 |
|
| 3358 |
3358
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 509 mi | +US$ 6,76 mi | +1% | 10,4% | 70,2% | 368 | 24,18% | 3,2 |
|
| 3359 |
3359
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 509 mi | +US$ 30,8 mi | +6% | 9,85% | 65,6% | 109 | 19,27% | 2,4 |
|
| 3360 |
3360
Columbia Asset Management
Ann Arbor,
Michigan
| US$ 509 mi | -US$ 2,43 mi | -0,5% | 7,89% | 94,1% | 236 | 30,08% | 6,7 |
|
| 3361 |
SA
3361
Strategic Advisors
New York
| US$ 508 mi | -US$ 10,5 mi | -2% | 14,2% | 106% | 201 | 19,4% | 5 |
|
| 3362 |
3362
Essex LLC
Deer Park,
Illinois
| US$ 508 mi | +US$ 46,8 mi | +10% | 9,69% | 91,4% | 185 | 14,05% | 2,6 |
|
| 3363 |
3363
Contravisory Investment Management
Norwell,
Massachusetts
| US$ 508 mi | +US$ 33,5 mi | +7% | 9,89% | 135% | 460 | 38,7% | 1,6 |
|
| 3364 |
3364
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 508 mi | +US$ 32,5 mi | +7% | 11% | 58,9% | 139 | 34,53% | 1,7 |
|
| 3365 |
3365
Sands Capital Ventures
Arlington,
Virginia
| US$ 508 mi | +US$ 98,9 mi | +24% | 23,1% | 167% | 20 | 5% | 2,6 |
|
| 3366 |
3366
Kera Capital Partners
San Jose,
California
| US$ 508 mi | +US$ 171 mi | +51% | 21,7% | – | 369 | 54,2% | 0,2 |
|
| 3367 |
3367
Bienville Capital Management
New York
| US$ 507 mi | +US$ 95 mi | +23% | 16,6% | 36,3% | 76 | 23,68% | 3,4 |
|
| 3368 |
3368
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 507 mi | +US$ 101 mi | +25% | 13,4% | 155% | 101 | 4,95% | 2,5 |
|
| 3369 |
3369
Canvas Wealth Advisors
Shawnee,
Kansas
| US$ 507 mi | +US$ 118 mi | +30% | 16,8% | 115% | 213 | 18,31% | 1,8 |
|
| 3370 |
3370
Bourgeon Capital Management
Darien,
Connecticut
| US$ 507 mi | +US$ 42,1 mi | +9% | 14,7% | 121% | 122 | 26,23% | 3,9 |
|
| 3371 |
3371
Financial Consulate
Hunt Valley,
Maryland
| US$ 507 mi | +US$ 110 mi | +28% | 7,98% | 61,4% | 39 | 38,46% | 3,1 |
|
| 3372 |
3372
Gibson Capital
Wexford,
Pennsylvania
| US$ 506 mi | +US$ 31,5 mi | +7% | 7,59% | 67,2% | 84 | 10,71% | 4,1 |
|
| 3373 |
3373
Brian C. Broderick
| US$ 506 mi | +US$ 14,9 mi | +3% | 8,61% | 98,6% | 89 | 7,87% | 6,4 |
|
| 3374 |
3374
Kirr Marbach & Co
Columbus,
Indiana
| US$ 506 mi | +US$ 74,6 mi | +17% | 20,2% | 121% | 58 | 12,07% | 4,3 |
|
| 3375 |
3375
Rather & Kittrell
Knoxville,
Tennessee
| US$ 505 mi | +US$ 43,9 mi | +10% | 6,05% | 41,1% | 90 | 5,56% | 2,3 |
|