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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
DSN
3601
D. Scott Neal
Lexington,
Kentucky
| US$ 147 mi | -US$ 8,41 mi | -5% | 2,03% | 105% | 194 | 16,49% | 1,3 |
|
| 3602 |
BJCM
3602
Blue Jay Capital Management
Los Angeles,
California
| US$ 147 mi | -US$ 56,7 mi | -28% | 11,7% | – | 30 | 63,33% | 0,3 |
|
| 3603 |
FPS
3603
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$ 147 mi | +US$ 18 mi | +14% | 3,01% | 47,2% | 357 | 63,87% | 0,2 |
|
| 3604 |
HWP
3604
Hefty Wealth Partners
Auburn,
Indiana
| US$ 146 mi | +US$ 8,95 mi | +7% | 1,58% | – | 264 | 14,02% | 1,1 |
|
| 3605 |
WA
3605
WESPAC Advisors
Orinda,
California
| US$ 146 mi | +US$ 59,6 mi | +69% | 3,04% | 112% | 144 | 34,03% | 0,7 |
|
| 3606 |
3606
RGT Wealth Advisors
Dallas,
Texas
| US$ 146 mi | -US$ 1,18 mi | -0,8% | 2,26% | 9,35% | 117 | 35,9% | 0,5 |
|
| 3607 |
FCAG
3607
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 146 mi | +US$ 12,2 mi | +9% | 2,28% | – | 149 | 18,79% | 0,4 |
|
| 3608 |
LFG
3608
LifePlan Financial Group
Dayton,
Ohio
| US$ 146 mi | +US$ 1,94 mi | +1% | 1,98% | 20,2% | 111 | 5,41% | 2,6 |
|
| 3609 |
SC
3609
Searle & Co
Greenwich,
Connecticut
| US$ 146 mi | +US$ 3,1 mi | +2% | 2,6% | 93,8% | 138 | 13,04% | 0,9 |
|
| 3610 |
MSFP
3610
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 146 mi | +US$ 5,36 mi | +4% | 3,98% | 92,4% | 391 | 8,18% | 2,2 |
|
| 3611 |
HBWM
3611
Hollow Brook Wealth Management
Katonah,
New York
| US$ 146 mi | +US$ 17,1 mi | +13% | 3,39% | 92,8% | 49 | 22,45% | 2,2 |
|
| 3612 |
3612
Family Management
New York
| US$ 145 mi | +US$ 155 mil | +0,1% | 0,29% | 69% | 80 | 25% | 1,9 |
|
| 3613 |
TCCM
3613
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 145 mi | +US$ 12,2 mi | +9% | 1,87% | 139% | 149 | 10,07% | 2,3 |
|
| 3614 |
3614
Maven Securities
St Helier,
Jersey
| US$ 145 mi | -US$ 8,5 mi | -6% | 6,45% | 135% | 63 | 76,19% | 0,2 |
|
| 3615 |
IAMOG
3615
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 145 mi | +US$ 1,17 mi | +0,8% | 1,99% | 113% | 147 | 3,4% | 2,1 |
|
| 3616 |
3616
RFG Advisory
Birmingham,
Alabama
| US$ 145 mi | +US$ 12,9 mi | +10% | 1,17% | 52,3% | 144 | 14,58% | 0,9 |
|
| 3617 |
TWM
3617
Torch Wealth Management
Cincinnati,
Ohio
| US$ 145 mi | -US$ 5,09 mi | -3% | 1,91% | 48,8% | 99 | 9,09% | 2,4 |
|
| 3618 |
FA
3618
FC Advisory
West Chester,
Pennsylvania
| US$ 145 mi | +US$ 3,17 mi | +2% | 2,13% | 46,6% | 43 | 13,95% | 1,6 |
|
| 3619 |
BWA
3619
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 145 mi | +US$ 5,91 mi | +4% | 2,9% | 57,3% | 452 | 20,35% | 1,7 |
|
| 3620 |
HCIA
3620
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$ 145 mi | +US$ 6,9 mi | +5% | 2,61% | 42,7% | 94 | 12,77% | 1,2 |
|
| 3621 |
DCCA
3621
D.C. Capital Advisors
New York
| US$ 145 mi | +US$ 1,31 mi | +0,9% | 3,13% | 59,9% | 26 | 26,92% | 1,5 |
|
| 3622 |
3622
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 144 mi | +US$ 2,93 mi | +2% | 2,44% | 137% | 97 | 15,46% | 0,2 |
|
| 3623 |
3623
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 144 mi | +US$ 13,4 mi | +10% | 2,19% | 47,1% | 21 | 0% | 2,2 |
|
| 3624 |
MCAI
3624
Meritech Capital Associates III
Palo Alto,
California
| US$ 144 mi | +US$ 57,2 mi | +66% | 8,62% | 135% | 4 | 25% | 2,4 |
|
| 3625 |
NR
3625
Newfound Research
Wellesley Hills,
Massachusetts
| US$ 143 mi | +US$ 15 mi | +12% | 1,93% | 54,6% | 232 | 6,03% | 0,9 |
|