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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 600 mi | +US$ 120 mi | +25% | 22,4% | 117% | 148 | 11,49% | 2 |
|
| 3502 |
3502
Manhattan West Asset Management
Los Angeles,
California
| US$ 599 mi | +US$ 87,7 mi | +17% | 12,2% | 65,6% | 191 | 25,13% | 2,2 |
|
| 3503 |
3503
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$ 599 mi | +US$ 97,1 mi | +19% | 15,2% | 75,2% | 121 | 17,36% | 2 |
|
| 3504 |
3504
Systelligence LLC
Bloomington,
Minnesota
| US$ 599 mi | +US$ 84,3 mi | +16% | 14,9% | 57,3% | 70 | 31,43% | 1 |
|
| 3505 |
3505
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 599 mi | +US$ 46,3 mi | +8% | 12,5% | 97,5% | 234 | 13,25% | 4,1 |
|
| 3506 |
ISB
3506
Iowa State Bank
Urbandale,
Iowa
| US$ 598 mi | +US$ 55 mi | +10% | 14,2% | 85,7% | 122 | 7,38% | 6,3 |
|
| 3507 |
VHMC
3507
Value Holdings Management Company
Hampton Bays,
New York
| US$ 598 mi | -US$ 18,4 mi | -3% | 15,5% | 125% | 25 | 8% | 7,8 |
|
| 3508 |
3508
GWN Securities
Palm Beach Gardens,
Florida
| US$ 598 mi | +US$ 75,4 mi | +14% | 18,5% | – | 531 | 21,47% | 1 |
|
| 3509 |
3509
Meiji Yasuda America
New York
| US$ 598 mi | +US$ 193 mi | +48% | 29,9% | – | 58 | 3,45% | 0,5 |
|
| 3510 |
WCM
3510
Woodson Capital Management
Greenwich,
Connecticut
| US$ 597 mi | -US$ 38,6 mi | -6% | 29,1% | 235% | 36 | 41,67% | 1,1 |
|
| 3511 |
LHC
3511
Lodge Hill Capital
New York
| US$ 596 mi | +US$ 78,5 mi | +15% | 15,9% | 17,9% | 31 | 41,94% | 1,1 |
|
| 3512 |
WPA
3512
West Paces Advisors
Atlanta,
Georgia
| US$ 596 mi | +US$ 79,9 mi | +15% | 12,6% | 57,7% | 766 | 74,41% | 1,7 |
|
| 3513 |
3513
Tufton Capital Management
Hunt Valley,
Maryland
| US$ 596 mi | +US$ 46,3 mi | +8% | 17,7% | 86,5% | 132 | 8,33% | 8,2 |
|
| 3514 |
3514
ABLE Financial Group
Scottsdale,
Arizona
| US$ 596 mi | +US$ 84,7 mi | +17% | 11,7% | 64,2% | 229 | 13,1% | 1,9 |
|
| 3515 |
PM
3515
Phraction Management
Colchester,
Connecticut
| US$ 596 mi | +US$ 113 mi | +23% | 18,6% | 106% | 66 | 1,52% | 2,8 |
|
| 3516 |
3516
Rockport Wealth
Fairview Park,
Ohio
| US$ 595 mi | +US$ 46 mi | +8% | 10,4% | – | 116 | 18,1% | 1,1 |
|
| 3517 |
SWA
3517
SOA Wealth Advisors
New York
| US$ 595 mi | +US$ 65,3 mi | +12% | 16,2% | 79,1% | 954 | 15,83% | 3,8 |
|
| 3518 |
CAM
3518
Covenant Asset Management
Chester,
New Jersey
| US$ 595 mi | -US$ 69,6 mi | -10% | 23,2% | 177% | 184 | 9,78% | 4,2 |
|
| 3519 |
3519
Edge Wealth Management
New York
| US$ 594 mi | +US$ 9,08 mi | +2% | 7,13% | 75,3% | 91 | 10,99% | 5,8 |
|
| 3520 |
RI
3520
RPTC Inc
Jackson,
Wyoming
| US$ 594 mi | +US$ 23 mi | +4% | 4,9% | 66,4% | 7 | 0% | 6,5 |
|
| 3521 |
KMC
3521
Kirr Marbach & Co
Columbus,
Indiana
| US$ 594 mi | +US$ 45 mi | +8% | 15,2% | 135% | 59 | 6,78% | 4,5 |
|
| 3522 |
DA
3522
Drake & Associates
Waukesha,
Wisconsin
| US$ 594 mi | +US$ 68,9 mi | +13% | 9,04% | 47,9% | 118 | 26,27% | 1,8 |
|
| 3523 |
3523
ALM First Financial Advisors
Dallas,
Texas
| US$ 594 mi | +US$ 36,2 mi | +6% | 7,28% | 50,5% | 25 | 12% | 2,9 |
|
| 3524 |
JE
3524
JMAC Enterprises
Newtown,
Pennsylvania
| US$ 593 mi | +US$ 71,4 mi | +14% | 13,8% | 65% | 126 | 10,32% | 2,9 |
|
| 3525 |
STP
3525
Science & Technology Partners
New York
| US$ 593 mi | +US$ 211 mi | +55% | 64,8% | – | 104 | 77,88% | 0,2 |
|