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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
McDonald Partners
Cleveland,
Ohio
| US$ 373 mi | +US$ 9,7 mi | +3% | 1,61% | 90,7% | 244 | 4,51% | 2,3 |
|
| 3702 |
3702
Financial & Tax Architects
St Louis,
Missouri
| US$ 373 mi | +US$ 9,6 mi | +3% | 0,04% | 50,2% | 93 | 20,43% | 1,8 |
|
| 3703 |
3703
Catalyst Funds Management
Sydney NSW,
Australia
| US$ 373 mi | +US$ 14,7 mi | +4% | 7,61% | – | 1.707 | 69,19% | 0,1 |
|
| 3704 |
HM
3704
HCEP Management
Hong Kong
| US$ 373 mi | -US$ 159 mi | -30% | 4,33% | 182% | 18 | 61,11% | 0,8 |
|
| 3705 |
3705
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 373 mi | +US$ 15,2 mi | +4% | 2,98% | 74% | 152 | 6,58% | 3,3 |
|
| 3706 |
3706
RR Advisors
Dallas,
Texas
| US$ 373 mi | -US$ 4,45 mi | -1% | 6,9% | 115% | 25 | 16% | 3,2 |
|
| 3707 |
3707
Valicenti Advisory Services
Elmira,
New York
| US$ 372 mi | +US$ 13,5 mi | +4% | 5,3% | 134% | 88 | 21,59% | 5 |
|
| 3708 |
3708
Waller Financial Planning Group
Columbus,
Ohio
| US$ 372 mi | -US$ 3,12 mi | -0,8% | 1,15% | 47,5% | 72 | 15,28% | 3,3 |
|
| 3709 |
3709
Hamilton Wealth
Encino,
California
| US$ 372 mi | +US$ 51,7 mi | +16% | 6,71% | 108% | 126 | 40,48% | 1,4 |
|
| 3710 |
RS
3710
Retirement Solution
Redmond,
Washington
| US$ 372 mi | +US$ 3,08 mi | +0,8% | 1,54% | 77,3% | 41 | 12,2% | 2 |
|
| 3711 |
3711
REAP Financial Group
Austin,
Texas
| US$ 372 mi | +US$ 7,33 mi | +2% | 2,53% | – | 611 | 15,22% | 0,5 |
|
| 3712 |
3712
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 372 mi | +US$ 12,2 mi | +3% | 2,31% | 56,9% | 109 | 7,34% | 3,1 |
|
| 3713 |
3713
Arjuna Capital
Durham,
North Carolina
| US$ 372 mi | +US$ 19 mi | +5% | 6,42% | 105% | 113 | 22,12% | 2,5 |
|
| 3714 |
3714
Essex Savings Bank
Essex,
Connecticut
| US$ 372 mi | +US$ 27,5 mi | +8% | 2,9% | 95,2% | 281 | 12,1% | 3,4 |
|
| 3715 |
LHC
3715
Lodge Hill Capital
New York
| US$ 371 mi | -US$ 46,1 mi | -11% | 9,93% | 17,9% | 27 | 37,04% | 0,9 |
|
| 3716 |
H2CM
3716
H/2 Credit Manager
Stamford,
Connecticut
| US$ 371 mi | -US$ 18,8 mi | -5% | 5,12% | 97,4% | 15 | 0% | 2,4 |
|
| 3717 |
3717
Nepsis Inc
Minneapolis,
Minnesota
| US$ 371 mi | +US$ 1,29 mi | +0,3% | 1,81% | 131% | 29 | 6,9% | 4,2 |
|
| 3718 |
3718
Drive Wealth Management
Lehi,
Utah
| US$ 371 mi | +US$ 13,8 mi | +4% | 2,62% | 94,4% | 340 | 12,65% | 1,3 |
|
| 3719 |
PTB
3719
Pioneer Trust Bank
Salem,
Oregon
| US$ 371 mi | +US$ 11 mi | +3% | 3,21% | 61,4% | 76 | 1,32% | 7,5 |
|
| 3720 |
3720
Pathway Financial Advisors
South Burlington,
Vermont
| US$ 370 mi | +US$ 421 mil | +0,1% | 1,68% | 52,7% | 181 | 10,5% | 3,5 |
|
| 3721 |
3721
Manhattan West Asset Management
Los Angeles,
California
| US$ 370 mi | -US$ 46,7 mi | -11% | 3,83% | 65,6% | 160 | 17,5% | 1,5 |
|
| 3722 |
3722
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 370 mi | +US$ 14,2 mi | +4% | 5,81% | 111% | 143 | 6,29% | 5 |
|
| 3723 |
3723
GE Investment Management
Norwalk,
Connecticut
| US$ 370 mi | -US$ 684 mi | -65% | 7,76% | – | 5 | 0% | 0,4 |
|
| 3724 |
3724
Sio Capital Management
New York
| US$ 370 mi | +US$ 33,7 mi | +10% | 9,83% | 564% | 64 | 45,31% | 0,7 |
|
| 3725 |
3725
L.M. Kohn & Company
Cincinnati,
Ohio
| US$ 369 mi | +US$ 13,5 mi | +4% | 6,14% | 97,9% | 300 | 20% | 1,6 |
|