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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
One Day In July LLC
Burlington,
Vermont
| US$ 339 mi | +US$ 41,1 mi | +14% | 5,19% | 48,2% | 64 | 21,88% | 1,2 |
|
| 3402 |
3402
Steamboat Capital Partners
Rye,
New York
| US$ 339 mi | -US$ 11,7 mi | -3% | 18,7% | 280% | 61 | 65,57% | 0,8 |
|
| 3403 |
3403
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$ 339 mi | +US$ 73,1 mi | +28% | 5,51% | 101% | 48 | 22,92% | 1,8 |
|
| 3404 |
3404
HUB Investment Partners
Austin,
Texas
| US$ 339 mi | +US$ 119 mi | +54% | 5,43% | 109% | 256 | 48,83% | 0,1 |
|
| 3405 |
3405
BCWM LLC
Overland Park,
Kansas
| US$ 339 mi | +US$ 3,52 mi | +1% | 3,81% | – | 77 | 19,48% | 3 |
|
| 3406 |
PT
3406
Plimoth Trust
Plymouth,
Massachusetts
| US$ 339 mi | +US$ 18,7 mi | +6% | 6,55% | 110% | 165 | 5,45% | 2,8 |
|
| 3407 |
SA
3407
SoftVest Advisors
Abilene,
Texas
| US$ 339 mi | +US$ 115 mi | +51% | 108% | 178% | 12 | 58,33% | 0,6 |
|
| 3408 |
3408
EnerVest
Houston,
Texas
| US$ 339 mi | +US$ 92,4 mi | +38% | 62,6% | 20,5% | 1 | 0% | 2,3 |
|
| 3409 |
3409
YorkBridge Wealth Partners
New York
| US$ 338 mi | +US$ 39,8 mi | +13% | 4,38% | 36,5% | 248 | 16,53% | 2,4 |
|
| 3410 |
T
3410
TRUADVICE
Sarasota,
Florida
| US$ 338 mi | +US$ 9,9 mi | +3% | 4,41% | 21,6% | 325 | 34,15% | 0,3 |
|
| 3411 |
VM
3411
Venator Management
Pittsburgh,
Pennsylvania
| US$ 338 mi | +US$ 33,4 mi | +11% | 6,27% | 101% | 36 | 16,67% | 0,2 |
|
| 3412 |
CFSG
3412
Community Financial Services Group
Newport,
Vermont
| US$ 338 mi | +US$ 19,9 mi | +6% | 6,78% | – | 95 | 7,37% | 3,6 |
|
| 3413 |
3413
Armbruster Capital Management
Pittsford,
New York
| US$ 338 mi | +US$ 39,6 mi | +13% | 8,89% | 66,7% | 91 | 3,3% | 3,2 |
|
| 3414 |
EWA
3414
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 338 mi | +US$ 29,6 mi | +10% | 5,62% | 39,3% | 87 | 11,49% | 1,5 |
|
| 3415 |
3415
HNP Capital
Rochester,
New York
| US$ 337 mi | +US$ 31,8 mi | +10% | 4,67% | 52,4% | 151 | 15,89% | 1,1 |
|
| 3416 |
3416
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 337 mi | +US$ 19,4 mi | +6% | 9,23% | 77% | 110 | 5,45% | 5,4 |
|
| 3417 |
3417
Valicenti Advisory Services
Elmira,
New York
| US$ 337 mi | +US$ 28,5 mi | +9% | 4,12% | 134% | 78 | 8,97% | 4 |
|
| 3418 |
3418
Occidental Asset Management
Burlingame,
California
| US$ 336 mi | +US$ 34,7 mi | +12% | 4,31% | 97,4% | 199 | 22,61% | 2,5 |
|
| 3419 |
3419
Selkirk Management
Chatham,
New Jersey
| US$ 336 mi | +US$ 27,5 mi | +9% | 1,34% | 245% | 24 | 16,67% | 4 |
|
| 3420 |
3420
Leelyn Smith
Geneva,
Illinois
| US$ 336 mi | +US$ 23,2 mi | +7% | 6,37% | 86% | 397 | 10,33% | 0,9 |
|
| 3421 |
3421
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$ 336 mi | +US$ 27,9 mi | +9% | 4,66% | 67,9% | 178 | 17,98% | 0,2 |
|
| 3422 |
3422
Viking Fund Management
Minot,
North Dakota
| US$ 335 mi | +US$ 24,5 mi | +8% | 12,7% | 105% | 131 | 19,08% | 2,8 |
|
| 3423 |
3423
Sugarloaf Wealth Management
Duluth,
Georgia
| US$ 335 mi | +US$ 36,1 mi | +12% | 4,35% | 10,2% | 813 | 14,64% | 1 |
|
| 3424 |
3424
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 335 mi | +US$ 3,42 mi | +1% | 2,95% | 97,6% | 80 | 11,25% | 4,7 |
|
| 3425 |
3425
SCP Investment
Orinda,
California
| US$ 335 mi | +US$ 25,8 mi | +8% | 8,36% | 32,8% | 38 | 55,26% | 0,7 |
|