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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Princeton Capital Management
Red Bank,
New Jersey
| US$ 322 mi | -US$ 26,9 mi | -8% | 4,77% | 206% | 116 | 7,76% | 3,7 |
|
| 3727 |
3727
Horizon Wealth Management
La Grange,
Illinois
| US$ 322 mi | -US$ 21,2 mi | -6% | 3,98% | 97,2% | 117 | 17,95% | 0,2 |
|
| 3728 |
3728
NKCFO LLC
Geneva,
Illinois
| US$ 322 mi | +US$ 10,4 mi | +3% | 7,63% | 211% | 151 | 60,26% | 0,7 |
|
| 3729 |
3729
Moller Wealth Partners
| US$ 322 mi | +US$ 8,2 mi | +3% | 1,93% | 44,1% | 53 | 7,55% | 5,3 |
|
| 3730 |
3730
Windsor Capital Management
Phoenix,
Arizona
| US$ 321 mi | -US$ 10,2 mi | -3% | 3,94% | 49,1% | 123 | 8,13% | 5,3 |
|
| 3731 |
OH
3731
Oikos Holdings
New York
| US$ 321 mi | +US$ 103 mi | +47% | 5,67% | 5,54% | 7 | 14,29% | 0,8 |
|
| 3732 |
ARG
3732
Advisory Resource Group
Tulsa,
Oklahoma
| US$ 321 mi | +US$ 21,6 mi | +7% | 1,49% | 72% | 148 | 6,76% | 1,4 |
|
| 3733 |
PAM
3733
Premier Asset Management
Chicago,
Illinois
| US$ 321 mi | -US$ 254 mi | -44% | 1,52% | 104% | 136 | 28,68% | 2,9 |
|
| 3734 |
3734
Great Point Wealth Advisors
Boston,
Massachusetts
| US$ 321 mi | -US$ 5,42 mi | -2% | 3,64% | – | 66 | 19,7% | 1,9 |
|
| 3735 |
3735
Pinnacle Private Wealth
Andover,
Massachusetts
| US$ 321 mi | +US$ 1,9 mi | +0,6% | 4,11% | – | 338 | 26,04% | 0,2 |
|
| 3736 |
3736
Bank of Stockton
Stockton,
California
| US$ 321 mi | -US$ 19,4 mi | -6% | 4,73% | 99,2% | 131 | 10,69% | 5 |
|
| 3737 |
3737
Westover Capital Advisors
Wilmington,
Delaware
| US$ 321 mi | -US$ 22,9 mi | -7% | 3,32% | 144% | 198 | 21,72% | 2,5 |
|
| 3738 |
3738
Jackson Square Capital
San Francisco,
California
| US$ 321 mi | -US$ 27 mi | -8% | 3,71% | 423% | 205 | 21,95% | 1,5 |
|
| 3739 |
3739
West Paces Advisors
Atlanta,
Georgia
| US$ 321 mi | +US$ 143 mil | +0% | 4,22% | 57,7% | 646 | 22,45% | 3,2 |
|
| 3740 |
3740
SCHF (GPE)
Wilson,
Wyoming
| US$ 321 mi | -US$ 235 mi | -42% | 29,9% | – | 12 | 58,33% | 0,6 |
|
| 3741 |
FA
3741
Financial Advisors
Andover,
Massachusetts
| US$ 320 mi | -US$ 7,77 mi | -2% | 5,29% | 71,5% | 91 | 8,79% | 2,3 |
|
| 3742 |
WA
3742
WealthTrust Axiom
Wayne,
Pennsylvania
| US$ 320 mi | +US$ 7,29 mi | +2% | 6,32% | 125% | 284 | 9,86% | 4,5 |
|
| 3743 |
3743
Tucker Asset Management
Littleton,
Colorado
| US$ 320 mi | +US$ 10 mi | +3% | 4,84% | 71,6% | 622 | 40,03% | 0,7 |
|
| 3744 |
3744
Hourglass Capital
Houston,
Texas
| US$ 320 mi | +US$ 21,4 mi | +7% | 5,45% | 94,4% | 108 | 12,04% | 4,6 |
|
| 3745 |
3745
EnerVest
Houston,
Texas
| US$ 320 mi | -US$ 33,6 mi | -9% | 25,3% | 20,5% | 1 | 0% | 3,3 |
|
| 3746 |
3746
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$ 320 mi | -US$ 1,12 mi | -0,3% | 0,76% | 101% | 75 | 29,33% | 0,8 |
|
| 3747 |
3747
Affinity Capital Advisors
Berkeley,
California
| US$ 320 mi | -US$ 11,4 mi | -3% | 5,33% | 72,7% | 128 | 15,63% | 1,9 |
|
| 3748 |
3748
Falcon Wealth Planning
Ontario,
California
| US$ 320 mi | +US$ 13,9 mi | +5% | 3,99% | 52,7% | 83 | 14,46% | 1 |
|
| 3749 |
3749
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$ 319 mi | -US$ 17,5 mi | -5% | 3,46% | 85,6% | 122 | 3,28% | 4,3 |
|
| 3750 |
3750
Bourne Lent Asset Management
Pawling,
New York
| US$ 319 mi | -US$ 54,4 mi | -15% | 6,21% | 76,1% | 63 | 4,76% | 4,9 |
|