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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$ 296 mi | -US$ 11,9 mi | -4% | 3,15% | 86,1% | 195 | 4,62% | 6,5 |
|
| 3752 |
3752
Satovsky Asset Management
New York
| US$ 295 mi | -US$ 726 mil | -0,2% | 1,6% | 53,6% | 44 | 6,82% | 1,9 |
|
| 3753 |
3753
Geisinger Health
Danville,
Pennsylvania
| US$ 295 mi | -US$ 17,3 mi | -6% | 3,15% | – | 5 | 20% | 0,8 |
|
| 3754 |
3754
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$ 295 mi | -US$ 8,33 mi | -3% | 2,51% | 74% | 144 | 6,25% | 2,8 |
|
| 3755 |
3755
Keating Investment Counselors
Delray Beach,
Florida
| US$ 295 mi | +US$ 18,3 mi | +7% | 1,05% | 50% | 84 | 8,33% | 5,1 |
|
| 3756 |
MJP
3756
Michael J. Puzo
| US$ 295 mi | -US$ 21,1 mi | -7% | 3,31% | 90,3% | 80 | 7,5% | 6,8 |
|
| 3757 |
3757
Adams Wealth Management
Logan,
Utah
| US$ 295 mi | -US$ 25,5 mi | -8% | 3,38% | 105% | 109 | 22,02% | 2,2 |
|
| 3758 |
3758
Kathryn A. Hall
| US$ 295 mi | -US$ 12,2 mi | -4% | 0,99% | 95,2% | 52 | 7,69% | 3,3 |
|
| 3759 |
3759
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$ 295 mi | -US$ 6,78 mi | -2% | 3,08% | 84,8% | 102 | 15,69% | 2,9 |
|
| 3760 |
3760
Harbourvest Partners
Boston,
Massachusetts
| US$ 295 mi | -US$ 57,6 mi | -16% | 7,76% | 8,96% | 63 | 12,7% | 2,1 |
|
| 3761 |
SPC
3761
Stony Point Capital
New York
| US$ 294 mi | -US$ 13,8 mi | -4% | 2,89% | 208% | 33 | 39,39% | 0,9 |
|
| 3762 |
3762
Pacific Center for Financial Services
San Ramon,
California
| US$ 294 mi | -US$ 9,7 mi | -3% | 3,46% | 60,1% | 423 | 5,44% | 4,5 |
|
| 3763 |
3763
Corrigan Financial
Middletown,
Rhode Island
| US$ 294 mi | -US$ 24,4 mi | -8% | 3,08% | 9,54% | 79 | 53,16% | 4,8 |
|
| 3764 |
3764
Ararat Capital Management
Westport,
Connecticut
| US$ 294 mi | -US$ 5,68 mi | -2% | 6,49% | 99,2% | 21 | 28,57% | 1,3 |
|
| 3765 |
3765
Raffa Wealth Management
Washington,
District of Columbia
| US$ 294 mi | +US$ 862 mil | +0,3% | 3,51% | 35,8% | 1.081 | 2,59% | 3,3 |
|
| 3766 |
3766
Searle & Co
Greenwich,
Connecticut
| US$ 294 mi | -US$ 29 mi | -9% | 3,86% | 93,8% | 152 | 5,92% | 4,9 |
|
| 3767 |
3767
United Capital Management of KS
Salina,
Kansas
| US$ 294 mi | -US$ 18,4 mi | -6% | 0,5% | 272% | 81 | 12,35% | 3 |
|
| 3768 |
LFM
3768
Lumina Fund Management
New York
| US$ 294 mi | +US$ 59,9 mi | +26% | 3,82% | 28,1% | 76 | 30,26% | 2,5 |
|
| 3769 |
3769
Rosenblum Silverman Sutton
San Francisco,
California
| US$ 294 mi | -US$ 9,37 mi | -3% | 1,55% | 90,1% | 72 | 5,56% | 5,1 |
|
| 3770 |
3770
Elevated Capital Advisors
Sandy,
Utah
| US$ 294 mi | -US$ 6,94 mi | -2% | 2,84% | 46% | 186 | 13,98% | 2,1 |
|
| 3771 |
3771
Harrell Investment Partners
Austin,
Texas
| US$ 294 mi | -US$ 1,35 mi | -0,5% | 2,4% | 121% | 102 | 5,88% | 2,6 |
|
| 3772 |
BC
3772
Bruce & Co
Chicago,
Illinois
| US$ 293 mi | -US$ 63,1 mi | -18% | 5,29% | 94,5% | 39 | 7,69% | 5,4 |
|
| 3773 |
3773
Apeiron RIA
Dallas,
Texas
| US$ 293 mi | +US$ 1,11 mi | +0,4% | 2,35% | 68,5% | 198 | 8,08% | 1,1 |
|
| 3774 |
3774
Formula Growth
Montreal,
Quebec, Canada
| US$ 293 mi | -US$ 21 mi | -7% | 8,07% | 118% | 160 | 30,63% | 2,8 |
|
| 3775 |
3775
Moss Adams Wealth Advisors
Seattle,
Washington
| US$ 293 mi | -US$ 13,4 mi | -4% | 4,27% | 79,6% | 175 | 21,71% | 0,6 |
|